$XCC.HK 20_老虎社区_美港股上老虎

目前这一轮的行情想要走高、走远，那势必需要中央政府来增加负债的同时创造需求激活经济，而明天的发改委的新闻发布会就补上了最后一块拼图。从之前的三巨头发布会超预期，发改委的发布会大概率也会给惊喜。财政刺激力度可能空前

5月中下旬，中概科网股新一轮财报季将正式拉开帷幕。目前腾讯Q1营收同比增9%，净利润大增21%，资本开支达370亿元；阿里巴巴Q1营收小幅增长，云收入同比增长38%，首次披露AI产品收入规模；电话会：AI ARR年底超过300亿元，服务器“没有一张卡是闲置的”，资本支出将超过3800亿元。【阿里财报目前带动华尔街大举看多中国AI，中概指数5月13日大涨，大家觉得现在是布局好时机吗？】

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精彩评论

ghjjjbb
2024-10-08
ghjjjbb
发改委无权增加财政赤字的，要看月底的人大常委会，如果人大歇菜，那就真的歇菜了
- 若见诸相非相丨即见如来:
  20-24号人大会，马上来了
- 若见诸相非相丨即见如来:
  小道消息：六大行要天量注资了

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