$哔哩哔哩(BILI_老虎社区_美港股上老虎

2024-10-21

$哔哩哔哩(BILI)$ $阿里巴巴(BABA)$ 中概股最近都是高开低走，收盘时收了根假阴线，看起来没那么强。主要是之前被套的人太多，大家都在等解套的机会。我觉得可以再观察几天，现在股价再往下跌的空间应该不大了。如果股价再跌，我打算趁机低吸一些。

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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