$恒生指数(HSI)_老虎社区_美港股上老虎

2025-02-26

$恒生指数(HSI)$ $上证指数(000001.SH)$ $阿里巴巴(BABA)$ $哔哩哔哩(BILI)$ Deepseek带来的牛市行情远超你的想象，已经彻底改变了中资股。当初GPT让英伟达涨了10倍，现在Deepseek给中资股带来的涨幅还不到1倍。所以说，大牛市才刚刚开始，每次回调都是机会。
投资有风险，以上只是我个人的看法，不构成任何投资建议

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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

eggspain
2025-02-26
eggspain
Gpt给英伟达带来了收入，ds能给大陆市场干啥？多裁员降低企业成本？
- 乐哥哥:
  对呀
- 鹿鼎公韦小宝:
  裁员只是短期手段，长期看AI带来的效率提升才是关键。英伟达当初也是靠AI风口起来的
dummy黄
2025-02-26
dummy黄
英伟达卖卡赚钱，deepseek卖啥？能赋能但没那么多
- 鹿鼎公韦小宝:
  英伟达卖卡是赚钱，但AI生态的潜力更大，只要能抓住机会，一样能起飞

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":407752423129328,"tweetId":"407752423129328","gmtCreate":1740577851287,"gmtModify":1740577854761,"author":{"id":10000000000010492,"idStr":"10000000000010491","authorId":10000000000010492,"authorIdStr":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","vip":8,"userType":8,"introduction":".","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":181,"starInvestorFlag":false},"themes":[{"themeId":"709fe710809f461f864f26ad95af2c18","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"阿里财报带动！大举看多中国AI，中概布局时机？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":709fe710809f461f864f26ad95af2c18}&rnconfig={\"headerBarHidden\": true}","description":"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？】","image":"https://static.tigerbbs.com/03d9d1975a100e6ebccdece3aeca0e10"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body> <a data-mention-id=\"HSI\" class=\"teditor-mention\" data-mention-name=\"恒生指数\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a data-mention-id=\"000001.SH\" class=\"teditor-mention\" data-mention-name=\"上证指数\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a data-mention-id=\"BILI\" class=\"teditor-mention\" data-mention-name=\"哔哩哔哩\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> Deepseek带来的牛市行情远超你的想象，已经彻底改变了中资股。当初GPT让英伟达涨了10倍，现在Deepseek给中资股带来的涨幅还不到1倍。所以说，大牛市才刚刚开始，每次回调都是机会。 投资有风险，以上只是我个人的看法，不构成任何投资建议</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"HSI\" class=\"teditor-mention\" data-mention-name=\"恒生指数\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a data-mention-id=\"000001.SH\" class=\"teditor-mention\" data-mention-name=\"上证指数\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a data-mention-id=\"BILI\" class=\"teditor-mention\" data-mention-name=\"哔哩哔哩\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> Deepseek带来的牛市行情远超你的想象，已经彻底改变了中资股。当初GPT让英伟达涨了10倍，现在Deepseek给中资股带来的涨幅还不到1倍。所以说，大牛市才刚刚开始，每次回调都是机会。 投资有风险，以上只是我个人的看法，不构成任何投资建议</body></html>","text":"$恒生指数(HSI)$ $上证指数(000001.SH)$ $阿里巴巴(BABA)$ $哔哩哔哩(BILI)$ Deepseek带来的牛市行情远超你的想象，已经彻底改变了中资股。当初GPT让英伟达涨了10倍，现在Deepseek给中资股带来的涨幅还不到1倍。所以说，大牛市才刚刚开始，每次回调都是机会。 投资有风险，以上只是我个人的看法，不构成任何投资建议","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/407752423129328","repostId":0,"isVote":1,"tweetType":1,"viewCount":6160,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA","BILI","HSI","000001.SH","09988","09626"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":279,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":407827733782920,"commentId":"407827733782920","gmtCreate":1740581827648,"gmtModify":1740581831353,"authorId":3548033069579358,"author":{"id":3548033069579358,"idStr":"3548033069579358","authorId":3548033069579358,"name":"eggspain","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":407752423129328,"objectIdStr":"407752423129328","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Gpt给英伟达带来了收入，ds能给大陆市场干啥？多裁员降低企业成本？","text":"Gpt给英伟达带来了收入，ds能给大陆市场干啥？多裁员降低企业成本？","html":"Gpt给英伟达带来了收入，ds能给大陆市场干啥？多裁员降低企业成本？","likeSize":2,"commentSize":2,"subComments":[{"id":410269572137528,"commentId":"410269572137528","gmtCreate":1741173110237,"gmtModify":1741173114330,"authorId":3478190524784701,"author":{"id":3478190524784701,"idStr":"3478190524784701","authorId":3478190524784701,"name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":407752423129328,"objectIdStr":"407752423129328","type":1,"supId":407827733782920,"supIdStr":"407827733782920","prevId":0,"prevIdStr":"0","content":"对呀","text":"对呀","html":"对呀","disclaimerType":0},{"id":408123888967952,"commentId":"408123888967952","gmtCreate":1740659365185,"gmtModify":1740659369067,"authorId":10000000000010492,"author":{"id":10000000000010492,"idStr":"10000000000010491","authorId":10000000000010492,"name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":407752423129328,"objectIdStr":"407752423129328","type":1,"supId":407827733782920,"supIdStr":"407827733782920","prevId":0,"prevIdStr":"0","content":"裁员只是短期手段，长期看AI带来的效率提升才是关键。英伟达当初也是靠AI风口起来的","text":"裁员只是短期手段，长期看AI带来的效率提升才是关键。英伟达当初也是靠AI风口起来的","html":"裁员只是短期手段，长期看AI带来的效率提升才是关键。英伟达当初也是靠AI风口起来的","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":407839661113392,"commentId":"407839661113392","gmtCreate":1740585044622,"gmtModify":1740585048245,"authorId":3569959070701499,"author":{"id":3569959070701499,"idStr":"3569959070701499","authorId":3569959070701499,"name":"dummy黄","avatar":"https://static.tigerbbs.com/a0f727a152d06af624b018fa801920b5","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":407752423129328,"objectIdStr":"407752423129328","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"英伟达卖卡赚钱，deepseek卖啥？能赋能但没那么多","text":"英伟达卖卡赚钱，deepseek卖啥？能赋能但没那么多","html":"英伟达卖卡赚钱，deepseek卖啥？能赋能但没那么多","likeSize":0,"commentSize":1,"subComments":[{"id":408123567161592,"commentId":"408123567161592","gmtCreate":1740659405175,"gmtModify":1740659409028,"authorId":10000000000010492,"author":{"id":10000000000010492,"idStr":"10000000000010491","authorId":10000000000010492,"name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":407752423129328,"objectIdStr":"407752423129328","type":1,"supId":407839661113392,"supIdStr":"407839661113392","prevId":0,"prevIdStr":"0","content":"英伟达卖卡是赚钱，但AI生态的潜力更大，只要能抓住机会，一样能起飞","text":"英伟达卖卡是赚钱，但AI生态的潜力更大，只要能抓住机会，一样能起飞","html":"英伟达卖卡是赚钱，但AI生态的潜力更大，只要能抓住机会，一样能起飞","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/407752423129328"}