$BABA 2026_老虎社区_美港股上老虎

现在21倍的Pe对比其他同类型的科技芯片概念都是低估，且阿里还有云，ai这种既有基建又可以外延的标的确实少有，目前上涨一倍完全是芯片和ai的逻辑，后续还有三季报出来估计外卖大战带来的流量和阿里原丰富的供应链整合效应凸显，还会有下一波上涨逻辑，400不敢说，到前期的历史高点320肯定只是时间问题，预测到26年3月肯定上300

晒晒更赚钱

晒晒你的盈亏单，秀秀虎友们的实力！

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精彩评论

云舒华
10-09
云舒华
预期有点激进，但逻辑挺清晰的
人生舵手__小琳
10-09
人生舵手__小琳
300是不是有点太高了

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