大家还没有彻底悲观，_老虎社区_美港股上老虎 - 老虎社区

大家还没有彻底悲观，比如总能找到安慰自己的理由，类似地量、类似发 105 款版号（有的公司可能还没有等到就坚持不下去了），不过确实也是，我大量的投资还在 A 股/港股，我也希望 A 股/港股好，总得有东西支撑着坚持下去。

腾讯周三放榜,港股科技这场大考怎么押?

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?

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

猎3
2023-12-27
猎3
Ne soyez pas comme une poubelle, ne faites que ramasser les ordures.
竺正明
2023-12-27
竺正明
888
Lydia758
2023-12-26
Lydia758
阅

发表看法

3

73

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":256270984917112,"tweetId":"256270984917112","gmtCreate":1703585251519,"gmtModify":1703592702910,"author":{"id":194446951048912,"idStr":"194446951048912","authorId":194446951048912,"authorIdStr":"194446951048912","name":"penddy","avatar":"https://static.tigerbbs.com/ae01ac5a4070486789eefdf769b0fba3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.17","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"f48104d3aff74204841356e6c91c4d07-1","name":"周度最佳创作者","description":"每周获得最佳精华帖的创作者","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","name":"实盘交易者","description":"完成一笔实盘交易","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":227,"starInvestorFlag":false},"themes":[{"themeId":"28e123f3a9ce4744a8d03b21d6c47724","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"腾讯周三放榜,港股科技这场大考怎么押?","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":28e123f3a9ce4744a8d03b21d6c47724}&rnconfig={\"headerBarHidden\": true}","description":"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?","image":"https://static.tigerbbs.com/bf6318e56188258a05e9725fe568b9e8"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>大家还没有彻底悲观，比如总能找到安慰自己的理由，类似地量、类似发 105 款版号（有的公司可能还没有等到就坚持不下去了），不过确实也是，我大量的投资还在 A 股/港股，我也希望 A 股/港股好，总得有东西支撑着坚持下去。</body></html>","htmlText":"<html><head></head><body>大家还没有彻底悲观，比如总能找到安慰自己的理由，类似地量、类似发 105 款版号（有的公司可能还没有等到就坚持不下去了），不过确实也是，我大量的投资还在 A 股/港股，我也希望 A 股/港股好，总得有东西支撑着坚持下去。</body></html>","text":"大家还没有彻底悲观，比如总能找到安慰自己的理由，类似地量、类似发 105 款版号（有的公司可能还没有等到就坚持不下去了），不过确实也是，我大量的投资还在 A 股/港股，我也希望 A 股/港股好，总得有东西支撑着坚持下去。","highlighted":1,"essential":1,"paper":1,"likeSize":73,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/256270984917112","repostId":0,"isVote":1,"tweetType":1,"viewCount":21503,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":191,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":256648691855632,"commentId":"256648691855632","gmtCreate":1703691919263,"gmtModify":1703692535835,"authorId":4110631677700582,"author":{"id":4110631677700582,"idStr":"4110631677700582","authorId":4110631677700582,"name":"猎3","avatar":"https://static.tigerbbs.com/2a2103ae7c02244524733671bf3eb22d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":256270984917112,"objectIdStr":"256270984917112","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Ne soyez pas comme une poubelle, ne faites que ramasser les ordures.","text":"Ne soyez pas comme une poubelle, ne faites que ramasser les ordures.","html":"Ne soyez pas comme une poubelle, ne faites que ramasser les ordures.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":256466173075680,"commentId":"256466173075680","gmtCreate":1703632909139,"gmtModify":1703632912693,"authorId":3577052938006391,"author":{"id":3577052938006391,"idStr":"3577052938006391","authorId":3577052938006391,"name":"竺正明","avatar":"https://static.tigerbbs.com/9d77c33502c04b005aacbc2ba7819d56","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":256270984917112,"objectIdStr":"256270984917112","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"888","text":"888","html":"888","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0},{"id":256346934423776,"commentId":"256346934423776","gmtCreate":1703603798138,"gmtModify":1703603801661,"authorId":3552609846285590,"author":{"id":3552609846285590,"idStr":"3552609846285590","authorId":3552609846285590,"name":"Lydia758","avatar":"https://static.tigerbbs.com/28fe40b632359d10a879ebb9a9eef57b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":256270984917112,"objectIdStr":"256270984917112","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"阅","text":"阅","html":"阅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/256270984917112"}