$阿里巴巴(BABA_老虎社区_美港股上老虎

$阿里巴巴(BABA)$ 阿里集团和蚂蚁集团这几年的问题，主要还是高层战略缺失、中层轮换太勤+混子多、底层维KPI论，金钱激励不如以前人才流失严重，不过这些东西都在改善了，回调到位就低吸，长期看多，潜在爆发空间巨大。

近期随着国内外巨头纷纷入局稳定币，蚂蚁集团“双线竞速”香港稳定币牌照等持续性利好催化下，昨日稳定币概念再度走强。中泰证券认为接下来稳定币概念股三大机会：1）链上金融服务基础设施企业；2）人民币稳定币的制度试点机遇；3）港元资产的战略性重估值得关注。【大家看好稳定币发展前景吗？有哪些投资机会可以把握？】

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