Replying t_老虎社区_美港股上老虎

Replying to @AliceSam:哈哈哈哈哈//@AliceSam:这个还是太牵强了 [捂脸]

阿里对亚马逊，maybe....
腾讯对Meta，difficult....
比亚迪+理想+小鹏+小米等于特斯拉，i don't think so....
金山办公等于微软， not really....
中芯国际等于台积电，can try....
寒武纪+海光信息等于英伟达, dreaming....

外资“谨慎”重返中国市场！第三波升势要来了？

近日摩根士丹利、高盛等机构相继发布看多中国资产分析报告，此外“木头姐”Cathie Wood也于近期采访中表示，开始“谨慎”重返中国市场，认为其“新质生产力”&“反内卷”概念会对市场带来积极影响，ARK目前正在重建包括百度、阿里巴巴和小马智行等公司的持仓。【大家对此有何看法？中国资产能否迎来今年的第三波升势？】

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