满仓nvo等暴涨
2026.05.13 13:46

Wasted my Alibaba. Domestic cloud services aren't bad. VNET doubled and I'm out. GDS should catch up.$Vnet(VNET.US)$Alibaba(BABA.US)$Kingsoft Cloud(KC.US)$GDS(GDS.US)

Longbridge - 满仓nvo等暴涨
满仓nvo等暴涨

$Vnet(VNET.US) bought a small position in this domestic neutral cloud service provider, which serves both Alibaba and ByteDance. Cloud service stocks in the US market have already gone crazy. China’s demand is no less than theirs. There should be 50% upside in the short term.

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