Replying t_老虎社区_美港股上老虎

2025-02-14

Replying to @AliceSam:Nah, 中芯国际对标台积电，WTF？//@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....

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？

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