从今天3月7日开始算_老虎社区_美港股上老虎

2025-03-07

从今天3月7日开始算，更看好美团和拼多多。海外市场，AI入场券便宜之后落后者与领先者缩短了差距，拼多多和美团属于AI的落后者。

美团，配送效率和能力提升将受益于低空经济和机器人配送，用户消费洞察与体验提升受益于AI能力。拼多多同理。

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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