作者 | 林峰来源 | 新零售参考近日,段永平旗下H&H公司公布的最新美股持仓,引发了投资圈和互联网行业的广泛关注。这份持仓报告清晰显示,段永平大幅减持了阿里巴巴股份。与此同时,大手笔加仓英伟达,还新进了CoreWeave、Credo、Tempus三家AI产业链相关公司,动作果断且指向明确。巧合的是,这一操作刚好发生在阿里巴巴战略转型的关键节点。一边宣布未来三年不计亏损,全力押注即时零售;一边敲定...
Source Link作者 | 林峰来源 | 新零售参考近日,段永平旗下H&H公司公布的最新美股持仓,引发了投资圈和互联网行业的广泛关注。这份持仓报告清晰显示,段永平大幅减持了阿里巴巴股份。与此同时,大手笔加仓英伟达,还新进了CoreWeave、Credo、Tempus三家AI产业链相关公司,动作果断且指向明确。巧合的是,这一操作刚好发生在阿里巴巴战略转型的关键节点。一边宣布未来三年不计亏损,全力押注即时零售;一边敲定...
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