艳阳高照天
02-12
$腾讯控股(00700)$
腾讯的业绩很好看，但 AI 掉队还是被狠狠做空了。阿里巴巴真正宝贵的是这幅能折腾的本事，十年前马云瞧不上的智能云业务以及 AI 如今成为阿里的核心支柱。
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？】
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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稳定压倒一切皆有可能
02-18
稳定压倒一切皆有可能
最大的变数在字节。字节现在产品力惊人，打江山的企业战斗力真强，都是等着吃肉的人。霸业已成的组织相形见绌。
MG黄
02-12
MG黄
阿里巴巴 以前和腾讯不分伯仲啊 现在只有一半 而且马云也不是首富了 得回国实体 科技的行业不如卖水的 相信原始的力量 all 白酒矿泉水还有银行 地产等待发力抄底
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