DS的成功让世界看到_老虎社区_美港股上老虎 - 老虎社区

DS的成功让世界看到中国也可以有高科技，重新评估中国科技类股票了，阿里和腾讯等龙头得到更高的PE估值。

@lanwise：阿里的预期差在哪里？我从张勇下台后一直在关注阿里。蔡上台后战略就是all in ai，而且也是这么干的，止损关联性不大的业务，大量现金流用于投入云建设。市场炒作了一圈ai，美股ai也上天了，但是阿里纹风不动。因为市场不相信阿里，甚至依然喜欢听阿里电商的鬼故事，对拼多多和抖音电商以及过去的坏消息不断重复。忽略了去年已经有知名公募基金重仓，对拼多多政策态度转向，上春晚，阿里云ai相关业务三位数增长等一切利好。我一直认为阿里是稀缺的，它是我认为机构和大资金能买到的最正宗且筹码便宜的ai股票。也是在ai这个大行业前景下，非常少有的，既有技术积累和优势，也有足够现金流支撑，还有优秀管理和技术团队，并且正在ai风口的企业。

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