一见青橙
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。
外资“谨慎”重返中国市场!第三波升势要来了?
近日摩根士丹利、高盛等机构相继发布看多中国资产分析报告,此外“木头姐”Cathie Wood也于近期采访中表示,开始“谨慎”重返中国市场,认为其“新质生产力”&“反内卷”概念会对市场带来积极影响,ARK目前正在重建包括百度、阿里巴巴和小马智行等公司的持仓。【大家对此有何看法?中国资产能否迎来今年的第三波升势?】
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。
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