四明逍遥阁
2025-04-16
港股的定价权已经在中资受伤了，中概退市长期看也是利好
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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资深腹肌专家
2025-04-21
资深腹肌专家
中概退市以港股的流动性很难维持现有估值 为什么是利好
PhenixMeow
:
商店没人。不一定是客户没钱，也可能是商店没好商品
什么也没有了～
APP内打开
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2
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