$阿里巴巴-W(09_老虎社区_美港股上老虎

$阿里巴巴-W(09988)$如果阿里是按ai公司来估值，就跟短期盈利关系不大了。阿里现在全面收缩杂鱼业务，就是加速在往纯ai公司靠拢。

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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