Replying t_老虎社区_美港股上老虎

2025-04-16

Replying to @买股票的打铁匠:以前有一种说法，恒大造车的时候，说恒大干的事没有不成功的。//@买股票的打铁匠:国家说干的事好像没有哪个是失败的

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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Yinn。
2025-04-16
Yinn。
国家还说母猪赛大象，人定胜天，结果吃土

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