百度分拆芯片上市，阿_老虎社区_美港股上老虎 - 老虎社区

百度分拆芯片上市，阿里整个ai和电商，腾讯找不到进攻的点，字节投入基建…边走边看吧，都在做军备竞争

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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JesseRW
05-12
JesseRW
看着都像烧钱局，谁先见效？

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1

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