对阿里了解很深[强]_老虎社区_美港股上老虎

对阿里了解很深[强]

“木头姐”旗下基金ARKW和ARKF两只ETF，共计买入1613万美元阿里巴巴的股票，平均持仓价162.78美元。阿里云栖大会上表示，3年3800亿的capex基础上还要继续追加，2032年阿里云电力消耗要实现10倍增长。另外阿里巴巴宣布与英伟达开展Physical AI合作。【今年阿里股价已经翻倍，+115%，市场逐渐认可阿里在AI领域的重金投入。大家觉得阿里巴巴，是国内AI第一股吗？】

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