我开仓了$腾讯控股(_老虎社区_美港股上老虎

2024-11-15

我开仓了$腾讯控股(00700)$ ,这笔钱是卖阿里出来的。自我反思：之前购买阿里的时候没有看懂就下手了，赶上运气好，没亏钱。没看懂的地方还是阿里的护城河在慢慢消失，用户的转换成本很低，电商高不成低不就。云服务长期看也很难有差异化。购买腾讯的理由：护城河更坚固，可以没有抖音，不能没有微信，没有看到微信的竞争对手，这笔巨大的流量未来有很多货币化的空间，只要不短视，不做对不起用户的事，生意可以做一辈子。腾讯对比阿里看，阿里有多个竞争对手出现。投资就是比较，能投腾讯，何必阿里？

00700

11-15 10:24

HK腾讯控股

方向	价格	已实现盈亏
买入开仓	403.80	+59.12% 持有中

腾讯控股

掘金交易单：你关注了哪些厉害的“宝藏投资者”？

欢迎来到【交易分享】功能专区。在这里，你能看到老虎社区众多“大神”的订单分享，挖掘意想不到的交易机会，也欢迎虎友们互相推荐、安利自己发现的“宝藏投资者”哦！

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

十四月阙
2024-11-15
十四月阙
是的，认同
奔跑吧美股
2024-11-15
奔跑吧美股
腾讯确实更稳，活得久一点
金色
2024-11-18
金色
护城河值这个价

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":371213398286416,"tweetId":"371213398286416","gmtCreate":1731642067974,"gmtModify":1758284821751,"author":{"id":3494367848427392,"idStr":"3494367848427392","authorId":3494367848427392,"authorIdStr":"3494367848427392","name":"方脸","avatar":"https://static.tigerbbs.com/0b34ef7634983d42ed9fd9d4d8ef893b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":220,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":218,"starInvestorOrderShareNum":127,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":126.94,"showRor":true,"investmentPhilosophy":"用商业思维做投资","winRationPercentage":86.956522,"tradeVolumeEst":0},"themes":[{"themeId":"252184c6e50244f89f5dd53d31dd9b7e","categoryId":"15075ea16ca14ca2b61a3fab20c8c6a9","name":"掘金交易单：你关注了哪些厉害的“宝藏投资者”？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":252184c6e50244f89f5dd53d31dd9b7e}&rnconfig={\"headerBarHidden\": true}","description":"欢迎来到【交易分享】功能专区。在这里，你能看到老虎社区众多“大神”的订单分享，挖掘意想不到的交易机会，也欢迎虎友们互相推荐、安利自己发现的“宝藏投资者”哦！","image":"https://static.tigerbbs.com/e496e574dd744490c7b4f7959f83f5a4"}],"images":[],"coverImages":[],"html":"<html><head></head><body>我开仓了<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>,这笔钱是卖阿里出来的。自我反思：之前购买阿里的时候没有看懂就下手了，赶上运气好，没亏钱。没看懂的地方还是阿里的护城河在慢慢消失，用户的转换成本很低，电商高不成低不就。云服务长期看也很难有差异化。购买腾讯的理由：护城河更坚固，可以没有抖音，不能没有微信，没有看到微信的竞争对手，这笔巨大的流量未来有很多货币化的空间，只要不短视，不做对不起用户的事，生意可以做一辈子。腾讯对比阿里看，阿里有多个竞争对手出现。投资就是比较，能投腾讯，何必阿里？</body></html>","htmlText":"<html><head></head><body>我开仓了<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>,这笔钱是卖阿里出来的。自我反思：之前购买阿里的时候没有看懂就下手了，赶上运气好，没亏钱。没看懂的地方还是阿里的护城河在慢慢消失，用户的转换成本很低，电商高不成低不就。云服务长期看也很难有差异化。购买腾讯的理由：护城河更坚固，可以没有抖音，不能没有微信，没有看到微信的竞争对手，这笔巨大的流量未来有很多货币化的空间，只要不短视，不做对不起用户的事，生意可以做一辈子。腾讯对比阿里看，阿里有多个竞争对手出现。投资就是比较，能投腾讯，何必阿里？</body></html>","text":"我开仓了$腾讯控股(00700)$ ,这笔钱是卖阿里出来的。自我反思：之前购买阿里的时候没有看懂就下手了，赶上运气好，没亏钱。没看懂的地方还是阿里的护城河在慢慢消失，用户的转换成本很低，电商高不成低不就。云服务长期看也很难有差异化。购买腾讯的理由：护城河更坚固，可以没有抖音，不能没有微信，没有看到微信的竞争对手，这笔巨大的流量未来有很多货币化的空间，只要不短视，不做对不起用户的事，生意可以做一辈子。腾讯对比阿里看，阿里有多个竞争对手出现。投资就是比较，能投腾讯，何必阿里？","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/371213398286416","repostId":0,"isVote":1,"tweetType":1,"viewCount":5720,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA","00700","09988","TCEHY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":true,"orderData":{"uuid":"3494367848427392","orderId":"37059073267598336","kind":"TRADE","symbol":"00700","secType":"STK","symbolHtmlTag":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>","symbolHtmlTagHref":"https://laohu8.com/S/00700","symbolName":"腾讯控股","market":"HK","action":"BUY","currency":"HKD","symbolLogo":"https://static.tigerbbs.com/33f019a1e56128ccec919855a729baee","showFilledQuantity":false,"nameCN":"腾讯控股","orderType":"LMT","filledQuantityFinal":100,"avgFillPrice":403.8,"createTime":1731637491,"filledQuantity":"100","filledQuantityScale":"0","openFlag":true,"side":"DEBIT","contractMajorDescription":"TENCENT","contractExtraDescription":"00700","legs":[],"completedFlag":false,"orderPnl":{"openRealizedPnlPercent":0,"openUnrealizedPnlPercent":0.5912},"quickOrderFlag":false},"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["订单分享帖"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":415,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":371263826894864,"commentId":"371263826894864","gmtCreate":1731659581916,"gmtModify":1731659585591,"authorId":4098233506355600,"author":{"id":4098233506355600,"idStr":"4098233506355600","authorId":4098233506355600,"name":"十四月阙","avatar":"https://static.tigerbbs.com/00cd1460deec808dfaa014150ebf538e","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":371213398286416,"objectIdStr":"371213398286416","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"是的，认同","text":"是的，认同","html":"是的，认同","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":371240649810176,"commentId":"371240649810176","gmtCreate":1731644081347,"gmtModify":1731918977375,"authorId":3479274709946712,"author":{"id":3479274709946712,"idStr":"3479274709946712","authorId":3479274709946712,"name":"奔跑吧美股","avatar":"https://static.tigerbbs.com/190c480144551a8d6ba305539b5ededa","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":371213398286416,"objectIdStr":"371213398286416","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"腾讯确实更稳，活得久一点","text":"腾讯确实更稳，活得久一点","html":"腾讯确实更稳，活得久一点","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":372339885580416,"commentId":"372339885580416","gmtCreate":1731912487007,"gmtModify":1731912490779,"authorId":3477179785918695,"author":{"id":3477179785918695,"idStr":"3477179785918695","authorId":3477179785918695,"name":"金色","avatar":"https://static.tigerbbs.com/98b794296a95f2952fe9b6ab3239c8b0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":371213398286416,"objectIdStr":"371213398286416","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"护城河值这个价","text":"护城河值这个价","html":"护城河值这个价","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/371213398286416"}