半个月前有人咨询我的_老虎社区_美港股上老虎

2023-12-22

半个月前有人咨询我的时候就就说过，12月份别想着涨了，大约在这个时候也是建议大家不要死守着yinn，不如做多美股成长股[微笑] $腾讯控股(00700)$ $网易-S(09999)$

港股科技本周进入财报密集期,周二盘中先行调整——腾讯控股跌1.04%、京东集团跌1.69%、华虹宏力跌1.53%、中芯国际基本收平。时间表很清楚:腾讯将于8月12日公布Q2业绩,华尔街机构预计营收约2024.58亿元、同比增9.73%,每股收益6.259元、同比增4.38%;8月13日京东集团接棒,同日中芯国际与华虹宏力两家国产芯片厂也将交卷。游戏与广告的现金流、国产替代的产能利用率是两条独立主线。当平台与晶圆厂在48小时内集中放榜,港股科技的定价权会交给谁?

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