PERSON DIRECTORY
Takun
Takun appears in 1 indexed conversation across 卫诗婕｜漫谈 Light the Star. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
1 EPISODE1 SHOW
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30.中概股复活、阿里AI股背后：中国资产久违的信心时代
DeepSeek以低成本性能突破和微软、英伟达云平台接入，强化中概股的全球科技资产定价信号。阿里云收入增长、AI产品连续多个季度三位数增长及未来云与AI投入，支持估值从PB向PE迁移，但兑现终局仍取决于后续财报与政策。