$恒生指数(HSI)_老虎社区_美港股上老虎

$恒生指数(HSI)$ $上证指数(000001.SH)$ $阿里巴巴(BABA)$ $哔哩哔哩(BILI)$ 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

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？】

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
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
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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