$阿里巴巴(BABA_老虎社区_美港股上老虎

$阿里巴巴(BABA)$AI本来就是一个很窄的赛道，市场规模就那么点，anthropic就是天花板，阿里非要砸这么多钱去投大模型投算力，风口一过最后剩一堆破铜烂铁加一堆没价值的代码，别再给泡菜和老美发年终奖了

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":564170277142872,"tweetId":"564170277142872","gmtCreate":1778748334595,"gmtModify":1778748337150,"author":{"id":9000000000000217,"idStr":"9000000000000217","authorId":9000000000000217,"authorIdStr":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":60,"starInvestorFlag":false},"themes":[{"themeId":"709fe710809f461f864f26ad95af2c18","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"阿里财报带动！大举看多中国AI，中概布局时机？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":709fe710809f461f864f26ad95af2c18}&rnconfig={\"headerBarHidden\": true}","description":"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？】","image":"https://static.tigerbbs.com/03d9d1975a100e6ebccdece3aeca0e10"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a data-mention-id=\"BABA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>AI本来就是一个很窄的赛道，市场规模就那么点，anthropic就是天花板，阿里非要砸这么多钱去投大模型投算力，风口一过最后剩一堆破铜烂铁加一堆没价值的代码，别再给泡菜和老美发年终奖了</body></html>","htmlText":"<html><head></head><body><a data-mention-id=\"BABA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>AI本来就是一个很窄的赛道，市场规模就那么点，anthropic就是天花板，阿里非要砸这么多钱去投大模型投算力，风口一过最后剩一堆破铜烂铁加一堆没价值的代码，别再给泡菜和老美发年终奖了</body></html>","text":"$阿里巴巴(BABA)$AI本来就是一个很窄的赛道，市场规模就那么点，anthropic就是天花板，阿里非要砸这么多钱去投大模型投算力，风口一过最后剩一堆破铜烂铁加一堆没价值的代码，别再给泡菜和老美发年终奖了","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/564170277142872","repostId":0,"isVote":1,"tweetType":1,"viewCount":604,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA","09988"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":184,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/564170277142872"}