都不看好。目前资本市_老虎社区_美港股上老虎

2024-12-01

都不看好。目前资本市场全部都在关注人工智能和大模型技术方面。市场已经见顶，你希望他能够怎样？还是回到芒格那句话：终究他们都只是零售商而已。零售商的本质：参考美国的沃尔玛、美国的Target、美国的各大零售商，起起伏伏，差不多就那样了。目前沃尔玛一家独大一己之力代表实体和线上对抗Amazon，貌似稳如老狗！所以，让我选：两个都不选，估计是2位数是他们合理的价位

腾讯&京东两重天！下周中概财报看好哪家？

中概股新一轮业绩即将拉开帷幕！本周腾讯&京东财报冰火两重天，腾讯绩后股价上600，京东净利润同比下降51%。【下周小米、快手等公司将陆续发布Q2财报，大家更看好哪家表现？】

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