宋倩线上0006 不要下单不要下单不要下单
2025-02-14
Replying to
@AliceSam
:你用词真好//
@AliceSam
:这个还是 太牵强了
[捂脸]
阿里对亚马逊，maybe....
腾讯对Meta，difficult....
比亚迪+理想+小鹏+小米等于特斯拉，i don't think so....
金山办公等于微软， not really....
中芯国际等于台积电，can try....
寒武纪+海光信息等于英伟达, dreaming....
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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