卖了英伟达买中概，好像看到了主持人眼中的困惑和迷茫

year_

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

AI应用竞赛开启！中概股大家看多or看空？

近期市场多有字节正在围剿中概的说法，字节发布Seedance 2.0，是否会对其他家造成利空，中概7个兄弟（腾讯、阿里巴巴、拼多多、美团、小米、快手、携程）后市你看好吗？中概连涨四日后，出现轻微下跌，接下来大家看多or看空？

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":353860293181440,"tweetId":"353860293181440","gmtCreate":1727422683907,"gmtModify":1727422788341,"author":{"id":4161144904368310,"idStr":"4161144904368310","authorId":4161144904368310,"authorIdStr":"4161144904368310","name":"year_","avatar":"https://static.tigerbbs.com/945e27a1ac6b3373cb873bfd70f99f98","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":71,"starInvestorFlag":false},"themes":[{"themeId":"709fe710809f461f864f26ad95af2c18","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"AI应用竞赛开启！中概股大家看多or看空？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":709fe710809f461f864f26ad95af2c18}&rnconfig={\"headerBarHidden\": true}","description":"近期市场多有字节正在围剿中概的说法，字节发布Seedance 2.0，是否会对其他家造成利空，中概7个兄弟（腾讯、阿里巴巴、拼多多、美团、小米、快手、携程）后市你看好吗？中概连涨四日后，出现轻微下跌，接下来大家看多or看空？","image":"https://static.tigerbbs.com/03d9d1975a100e6ebccdece3aeca0e10"}],"images":[],"coverImages":[],"title":"卖了英伟达买中概，好像看到了主持人眼中的困惑和迷茫","html":"<html><head></head><body>那个要buy China everything的人，最大的仓位在 <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ，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<video poster=\"https://static.tigerbbs.com/bbaec09eabdc43c3f744814497ce3694\" tg-width=\"1280\" tg-height=\"720\" class=\"ql-video\" controls=\"true\" id=\"te-video\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\"><source src=\"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/9736ac151397757894126427761/2Nbo4nflMPUA.mp4\"></video></body></html>","htmlText":"<html><head></head><body>那个要buy China everything的人，最大的仓位在 <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ，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<video poster=\"https://static.tigerbbs.com/bbaec09eabdc43c3f744814497ce3694\" tg-width=\"1280\" tg-height=\"720\" class=\"ql-video\" controls=\"true\" id=\"te-video\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\"><source src=\"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/9736ac151397757894126427761/2Nbo4nflMPUA.mp4\"></video></body></html>","text":"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","highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/353860293181440","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"7e944bc6ea82478da66d81901bc4d022","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/9736ac151397757894126427761/2Nbo4nflMPUA.mp4","poster":"https://static.tigerbbs.com/bbaec09eabdc43c3f744814497ce3694","desc":""},"viewCount":11944,"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":226,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/353860293181440"}