$阿里巴巴(BABA_老虎社区_美港股上老虎

天边的远星
06-06 22:48

$阿里巴巴(BABA)$ 腾讯的业务确实太稳健了，基本盘虽然扎实，但很难出现超预期的爆发点。相比之下，阿里巴巴反而更有想象空间 —— 就像亚马逊从电商拓展到云计算、AI 等领域打开第二增长曲线一样，阿里在全球化（如 Lazada、速卖通）、云计算（阿里云的 AI 算力布局）、本地生活服务（饿了么与高德的联动）等板块都有尚未完全释放的潜力。

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