一见青橙
2025-03-18
差的还远。
腾讯7倍ps，meta9倍ps，只能说差距缩小了。腾讯的变现能力并不比meta差，两者估值倍数差不多才是合理的。
AI应用竞赛开启！中概股大家看多or看空？
近期市场多有字节正在围剿中概的说法，字节发布Seedance 2.0，是否会对其他家造成利空，中概7个兄弟（腾讯、阿里巴巴、拼多多、美团、小米、快手、携程）后市你看好吗？中概连涨四日后，出现轻微下跌，接下来大家看多or看空？
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