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第N次大变革大分流
02-02

$英伟达(NVDA)$ $哔哩哔哩(BILI)$ $阿里巴巴(BABA)$ $小鹏汽车(XPEV)$ $Palantir Technologies Inc.(PLTR)$ NVIDIA的最近走势很可能复制meta的走势，毕竟NVIDIA大概率业绩会再超预期并且给出乐观的指引。b站和小鹏汽车在这个财报季会暴露出现金流问题。阿里巴巴的gmv并没有什么改善，会回补缺口。palantir的本季财报也有超预期的可能。

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