最近两天坐过山车刺激_老虎社区_美港股上老虎

2025-04-08

最近两天坐过山车刺激过头了，面对美国对等关税带来的不确定性真的心慌慌，刚刚下午问了一圈业内人士，有百亿私募大佬说，市场现在恐慌性卖出，很多公司都被错杀了，尤其是昨天科技明显都是情绪，管清友老师也在朋友圈说特朗普和团队是老天送给中国人民的礼物。对普通投资者来说，这几年经历过贸易战和疫情的洗礼，也更加理性。刚收盘之前，南向资金还在加速流入港股。正好同样的问题我也问了夸克，无论是分析问题的角度，还是给出的策略建议，都有理有据全面准确，今天突然感到夸克就是离我最近的Ai智能投顾专家。 $阿里巴巴(BABA)$ $苹果(AAPL)$ $小米集团-W(01810)$ $立讯精密(002475)$ $中微公司(688012)$

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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来咖智库
2025-04-08
来咖智库
$贵州茅台(600519)$ $中微公司(688012)$ $宁德时代(300750)$ ！！

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