$恒生指数(HSI)_老虎社区_美港股上老虎

2025-02-26

$恒生指数(HSI)$ $上证指数(000001.SH)$ $阿里巴巴(BABA)$ $哔哩哔哩(BILI)$ Deepseek带来的牛市行情远超你的想象，已经彻底改变了中资股。当初GPT让英伟达涨了10倍，现在Deepseek给中资股带来的涨幅还不到1倍。所以说，大牛市才刚刚开始，每次回调都是机会。
投资有风险，以上只是我个人的看法，不构成任何投资建议

阿里财报带动！大举看多中国AI，中概布局时机？

5月中下旬，中概科网股新一轮财报季将正式拉开帷幕。目前腾讯Q1营收同比增9%，净利润大增21%，资本开支达370亿元；阿里巴巴Q1营收小幅增长，云收入同比增长38%，首次披露AI产品收入规模；电话会：AI ARR年底超过300亿元，服务器“没有一张卡是闲置的”，资本支出将超过3800亿元。【阿里财报目前带动华尔街大举看多中国AI，中概指数5月13日大涨，大家觉得现在是布局好时机吗？】

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

eggspain
2025-02-26
eggspain
Gpt给英伟达带来了收入，ds能给大陆市场干啥？多裁员降低企业成本？
- 乐哥哥:
  对呀
- 鹿鼎公韦小宝:
  裁员只是短期手段，长期看AI带来的效率提升才是关键。英伟达当初也是靠AI风口起来的
dummy黄
2025-02-26
dummy黄
英伟达卖卡赚钱，deepseek卖啥？能赋能但没那么多
- 鹿鼎公韦小宝:
  英伟达卖卡是赚钱，但AI生态的潜力更大，只要能抓住机会，一样能起飞

发表看法

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