从今天3月7日开始算_老虎社区_美港股上老虎

从今天3月7日开始算，更看好美团和拼多多。海外市场，AI入场券便宜之后落后者与领先者缩短了差距，拼多多和美团属于AI的落后者。

美团，配送效率和能力提升将受益于低空经济和机器人配送，用户消费洞察与体验提升受益于AI能力。拼多多同理。

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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