网易Q1业绩亮眼，尤_老虎社区_美港股上老虎

网易Q1业绩亮眼，尤其是在广告市场复苏尚不完全的背景下还能超预期，确实提振了市场信心。更关键的是，这一轮中概财报普遍表现不差，加上近期人民币汇率趋稳、地缘环境短期缓和，我认为中概股短期内还有一波反弹空间。个人倾向继续做多核心中概龙头，控制好仓位滚动操作。

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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