卖了英伟达买中概，好像看到了主持人眼中的困惑和迷茫

2024-09-27

那个要buy China everything的人，最大的仓位在 $阿里巴巴(BABA)$ ，好像还要翻倍买中概。关键他是卖了其84%的英伟达，买他的everything的~

看了下视频，此人先舌战三位主持人，解释自己为什么卖了英伟达（就是没赚到钱），然后问到他基金，他说在大买特买中概

“木头姐”Cathie Wood正再度将目光投向中国科技巨头，根据方舟投资每日公布的交易记录，伍德的旗舰基金ARKK周四买入了14453股阿里巴巴股票，按收盘价189.34美元计算价值约274万美元。据摩根士丹利最新发布的报告，继7月中旬以来美国基金大举流入中国股市之后，9月欧洲被动型基金也开始追赶。【阿里今年已飙升112%，百度也录得57%的涨幅，大家也看好这两只股票后市吗？对于中概股，当前你的投资建议是？】

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。

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