市场向来喜欢憋个大的_老虎社区_美港股上老虎

市场向来喜欢憋个大的，预期之内的兑现，昨天近150多家涨停，就注定了今天会分歧，只是没想会这么全方面的分歧，昨天的肉我没吃到也就罢了，挨打也楞是没躲过，我觉得也不是坏事情，强势上升过程里面的第一次有效分歧，也是进场的好机会，继续聚焦一超多强的低吸轮动机会$沃尔核材(002130)$ $特变电工(600089)$ $航天发展(000547)$ $巨力索具(002342)$ $巨轮智能(002031)$

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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