春申君
2025-03-17
$阿里巴巴(BABA)$
有谁能解释一下吗，今天的中概集体疯狂的逻辑在哪里
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。
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世尊少爷
2025-04-09
世尊少爷
看不见新闻吗？国家社保入场，国家各大国有公司，企业，坚决维护国家利益，入场，这新闻发出来，你眼瞎吗？
一下开心一下皱眉
2025-03-18
一下开心一下皱眉
美股已经太高了，需要休息；中概股在低位，明显被低估了，有上涨空间，特别是好公司。你想不通？
一雨成烟
2025-03-17
一雨成烟
已经没有逻辑了，无脑炒！
AsherXian
:
确实，没有逻辑了[笑哭]
6f253c13
2025-03-17
6f253c13
国家放水
马甲
2025-03-17
马甲
冻沈西江
什么也没有了～
APP内打开
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