该重新打量阿里了

ARK投研
16 Jul

温馨提示:本文内容仅供读者参考,不作为任何投资建议市场对阿里经常有一个调侃的声音:股价跌下来,阿里就是零售公司。股价涨上去,阿里就是AI新贵。过去四个交易日,阿里巴巴拉出“四连阳”:区间涨幅超过10%,盘中最高已摸到116 港元;量能同步放大,7 月 15 日成交量冲上1.95 亿股,为近半年峰值。消息面上,英伟达宣布重启 H20 芯片对华销售,直接提振了中国云服务与 IDC(互联网数据中心)板块...

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