$腾讯控股(0070_老虎社区_美港股上老虎

腾讯或许不再是那个每年增长30%的闪电侠，但当它用分红回购+现金流业务筑底，用视频号+海外游戏+AI打开天花板，这就是一个典型的“退可守（3倍PE现金流业务）、进可攻（三大增长极）”的长期标的。
策略建议：
当前价位可建仓核心仓位（占总资产5%-10%），若市值跌破2.5万亿港元启动金字塔加仓。记住：投资互联网巨头，本质是赌人类数字化的进程不可逆——而腾讯仍是这个时代最好的船票之一

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

正直的人
02-04
正直的人
那你另外90%的仓位在哪里？？
马匪
02-04
马匪
现在是3.88？

发表看法

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