$拼多多(PDD)$_老虎社区_美港股上老虎

2024-10-17

$拼多多(PDD)$ $三倍做多富时中国ETF-Direxion(YINN)$ 中概就是全美股最难用来看多的板块… 前段时间某些国内某些券商的海外分析师一改常态突然大推中钙就很离谱，过去你们私底下偷偷讲的策略不都是一路空到底吗？[生气]

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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