$BABA 2025_老虎社区_美港股上老虎 - 老虎社区

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橙子菌
03-05

$BABA 20250321 135.0 CALL$ $世纪互联(VNET)$ $万国数据(GDS)$

看了中金那个点评差点笑岔气

单从屯算力来说，国内的capex才刚起步，新质生产力驱动下的应用力度光几个大厂就能推进很多，在很容易获得扶持的现在，再出几个小龙也很正常，且不说国内用户数量对比北美？

Nv的风险本质上就一个，懂王的出口限制，不知道懂王会不会拿芯片来和这打牌？

Baba这个市值我觉得还是很合理，甚至很便宜

# 晒晒更赚钱

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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人生舵手__小琳
·03-06
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真不错，下一个计划做什么~
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- 橙子菌:
  这波中概叙事的核心是ai，龙头是阿里，打算阶段止盈后看机会换远期的call了。
  gtc大会不知道能不能让nv再起来点，反正市场逢低买点vix保护一下
  03-06
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laodoo
·03-07
你咋玩的带我飞🤣
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