$阿里巴巴(BABA_老虎社区_美港股上老虎

$阿里巴巴(BABA)$ 这周三就发财报了，市场最关注的就是云业务增速。大摩预期Q4增速能达到40%以上。AI相关收入已经连续八九个季度三位数增长，阿里云的牌面越来越硬。

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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