$BABA 2025_老虎社区_美港股上老虎 - 老虎社区

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橙子菌
02-21

$BABA 20250228 120.0 CALL$ $VNET 20250321 10.0 CALL$

满满四个大字：东升西落

短期注意获利回调风险，145目前看还有不少未平仓，昨晚后面差点icu ，马上腾讯的财报是不是又能期待一下了？

投行的目标价应该在陆续更新了，中概的重估值还会有不少机会在港股的洼地，idc至少是目前最确定的标的，除了vnet和万国数据，港股还有不少低估的idc

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