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- gdudhfjjfjzhgdudhfjjfjzh
  ·2025-12-29
  假戏，真扶持国产是真
  官员与阿里巴巴、字节跳动和腾讯代表召开系列会议，要求他们评估H200的需求
  官员与阿里巴巴、字节跳动和腾讯的代表召开了一系列会议，要求他们评估H200的需求。
  官员与阿里巴巴、字节跳动和腾讯代表召开系列会议，要求他们评估H200的需求
  3 评论
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- gdudhfjjfjzhgdudhfjjfjzh
  ·2025-11-18
  Replying to @狩兽:好企业不就是这样吗？独守一方的企业，很容易就被颠覆式创新给颠没了//@狩兽:阿里是看什么都赚钱，什么都想搞。
  1,007 1
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- gdudhfjjfjzhgdudhfjjfjzh
  ·2025-11-18
  Replying to @狩兽:好企业不就是这样吗？独守一方的企业，很容易就被颠覆式创新给颠没了//@狩兽:阿里是看什么都赚钱，什么都想搞。
  1,004 1
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- gdudhfjjfjzhgdudhfjjfjzh
  ·2025-11-14
  真的，而且你不觉得卖压是来自对冲基金无差别减持避险吗？
  771 1
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- gdudhfjjfjzhgdudhfjjfjzh
  ·2025-11-14
  $阿里巴巴(BABA)$ 这波的利好被美流动性带下去错压，绝好的上车机会。
  905 评论
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- gdudhfjjfjzhgdudhfjjfjzh
  ·2025-11-12
  $阿里巴巴(BABA)$ 不把小散洗出去，机构怎么能有机会加仓国内的AI龙一龙二[可爱]
  1,616 4
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- gdudhfjjfjzhgdudhfjjfjzh
  ·2025-10-14
  $阿里巴巴(BABA)$ 关税这一波影响到阿里，大部分是情绪：美中贸易现在不超过10%，影响微乎其微，要替代美产产品不要太容易；对于云计算和芯片业务，让某些打算购买进口卡的公司看清现实，反而是正影响baba；
  2,931 评论
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- gdudhfjjfjzhgdudhfjjfjzh
  ·2025-10-11
  $阿里巴巴(BABA)$ 大幅加仓好时机。Ai和芯片业务去漂亮国化是利多，电商业务会受影响但漂亮国贸易不超过15%，有大把市场例如欧盟产品可以替代。所以是黄金坑
  3,404 3
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- gdudhfjjfjzhgdudhfjjfjzh
  ·2025-10-10
  当然是加仓好机会，AI+工业制造+芯片，只买不卖，300以上见
  1,674 3
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- gdudhfjjfjzhgdudhfjjfjzh
  ·2025-09-12
  必然看好阿里啊，达子市值都多大了，还有多少成长性？阿里量产以后你觉得天朝还可能再用米国货吗？？
  1,733 评论
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18:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>官员与阿里巴巴、字节跳动和腾讯的代表召开了一系列会议，要求他们评估H200的需求。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2008162690.USD":"FIDELITY FUNDS - ASIA PACIFIC 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@狩兽:好企业不就是这样吗？独守一方的企业，很容易就被颠覆式创新给颠没了//@狩兽:阿里是看什么都赚钱，什么都想搞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/501211610288232","isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000701","authorId":"9000000000000701","name":"AthenaVeblen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000701","authorIdStr":"9000000000000701"},"content":"专注才能持续创新，四面出击反而容易失焦。","text":"专注才能持续创新，四面出击反而容易失焦。","html":"专注才能持续创新，四面出击反而容易失焦。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501210244874240,"gmtCreate":1763395715439,"gmtModify":1763395718689,"author":{"id":"3493041815189173","authorId":"3493041815189173","name":"gdudhfjjfjzh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493041815189173","authorIdStr":"3493041815189173"},"themes":[],"htmlText":"Replying 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不把小散洗出去，机构怎么能有机会加仓国内的AI龙一龙二[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/499117447783184","isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3519104676971503","authorId":"3519104676971503","name":"逃离A股啊哈","avatar":"https://static.tigerbbs.com/4cb0f76320cc94a64a1ac39a740900eb","crmLevel":1,"crmLevelSwitch":0,"idStr":"3519104676971503","authorIdStr":"3519104676971503"},"content":"狗头差不多，还龙头[捂脸]","text":"狗头差不多，还龙头[捂脸]","html":"狗头差不多，还龙头[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489154194670296,"gmtCreate":1760449690788,"gmtModify":1760450042184,"author":{"id":"3493041815189173","authorId":"3493041815189173","name":"gdudhfjjfjzh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493041815189173","authorIdStr":"3493041815189173"},"themes":[],"htmlText":"<a 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