可谓内忧外患了，受房_老虎社区_美港股上老虎

2025-04-09

可谓内忧外患了，受房地产影响和之前的大规模基建债务影响，普通人的收入大减，内需不振。

国际上政治影响经济，大家都不是一路人，欧盟那边反对劳动力压迫，我们那边从大厂到小厂都是实际违规的，还得看欧盟是看荷包还是看情感。

国内分配不均也没有缩小，而且高资产人士都一直在跑。

现在摆明了只有表象了，实力行不行就真的好难说。不过我也相信，外面不会是根本原因。

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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xianglong0622
2025-04-09
xianglong0622
的确

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