Сигналы
4
Ronald Keung
Head of Asia Internet Research, Goldman Sachs
Винрейт
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доходность
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Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
05 авг
$13.08
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Cloud and data centers are the top preferred subsector in China internet, driven by token growth and anticipated CapEx uplift in 2H as domestic chip supply increases; hyperscalers like Alibaba, GDS, VNet, Kingsoft Cloud poised to benefit from 45% cloud revenue growth.
NeoCloud
Лонг
05 авг
$33.37
-
Cloud and data centers are the top preferred subsector in China internet, driven by token growth and anticipated CapEx uplift in 2H as domestic chip supply increases; hyperscalers like Alibaba, GDS, VNet, Kingsoft Cloud poised to benefit from 45% cloud revenue growth.
NeoCloud
Лонг
05 авг
$128.99
-
Cloud and data centers are the top preferred subsector in China internet, driven by token growth and anticipated CapEx uplift in 2H as domestic chip supply increases; hyperscalers like Alibaba, GDS, VNet, Kingsoft Cloud poised to benefit from 45% cloud revenue growth.
Ритейл и мобильность
Лонг
05 авг
$7.22
-
Cloud and data centers are the top preferred subsector in China internet, driven by token growth and anticipated CapEx uplift in 2H as domestic chip supply increases; hyperscalers like Alibaba, GDS, VNet, Kingsoft Cloud poised to benefit from 45% cloud revenue growth.
NeoCloud
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У Ronald Keung на Buzzberg отслеживается 4 торговых идей по 4 тикерам с августа 2026.
