中概互联，1.25确_老虎社区_美港股上老虎

2024-10-15

中概互联，1.25确实给了反弹，也给了震荡。但是很弱，极有可能进一步下挫，先关注1.2。整体上大概率是一个回调，但是这个回调的低点，现在我甚至不排除会回到1.9。

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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