EPISODE · Aug 9, 2026 · 9 MIN
华尔街中概股情绪大转向
from 深度
华尔街对中概股态度从“无力感”转向“战术性做多”，三大主线值得关注：AI大模型趋同，应用层成关键；腾讯、阿里、字节争夺AI办公入口；字节竞争放缓利好美团京东，阿里成共识买入标的。美元走弱也为中概股带来流动性修复。
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华尔街中概股情绪大转向
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