中概主要影响有两个，_老虎社区_美港股上老虎 - 老虎社区

中概主要影响有两个，一美国是否明确降息预期，降息会使投机资金进入风险溢价更高的中概，提升中概的估值
二中国政府是否有万亿级别的经历刺激计划，政策的落地将提升中概的业绩

阿里财报带动！大举看多中国AI，中概布局时机？

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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业余的全职专业投资人
2024-10-09
业余的全职专业投资人
去年前年疫情解除封锁时也是吹上天了，又没有变天，怎么可能打破历史规律！无数次历史证明，以前每次都吹上天不就是为了找接盘侠嘛！最后呢？一样的啪啪啪啪啪啪打脸，长期阴跌跌到2600点，那次打的脸还不响吗？打算此次把之前卖不出的房子卖了，找个接盘侠，以免以后卖都卖不出！找不到接盘侠了！

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