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雨中的石头

从策略上看，小马果然比文远更胜一筹，知道业绩没文远好，就在文远发布财报的当天宣布和阳光出行合作，这一点做的的确妙啊，但从实际落地看，我更看好文远

阿里财报带动！大举看多中国AI，中概布局时机？

5月中下旬，中概科网股新一轮财报季将正式拉开帷幕。目前腾讯Q1营收同比增9%，净利润大增21%，资本开支达370亿元；阿里巴巴Q1营收小幅增长，云收入同比增长38%，首次披露AI产品收入规模；电话会：AI ARR年底超过300亿元，服务器“没有一张卡是闲置的”，资本支出将超过3800亿元。【阿里财报目前带动华尔街大举看多中国AI，中概指数5月13日大涨，大家觉得现在是布局好时机吗？】

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historyiong
2025-11-25
historyiong
小马这波操作确实秀，但文远的基本面更稳！

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