$腾讯控股(0070_老虎社区_美港股上老虎

$腾讯控股(00700)$太稳了，营收增长13%，非国际会计准则利润增长22%，动态市盈率才18倍。还有比这性价比更高、护城河更深的投资吗？
买这种护城河深、确定性强、业务简单、能创造大量现金流的公司，好处就是省心，都不用怎么看年报。唯一遗憾的是低位的时候买得太少了。
从十年的视角来看，最放心的就是腾讯，最操心的反而是 $贵州茅台(600519)$ ，茅台的未来我还真有点看不太清楚。

AI有实质性贡献！腾讯股价能否加速突破？

$腾讯控股 (00700.HK)$ 公布2025年第一季度业绩，财报显示: 营收1800.22亿元(人民币，下同)，同比增长13%；净利润为478.21亿元，同比增长14%；经调整净利润613.29亿元，同比增长22%。一季度资本开支付款230亿元主要用于支持AI相关业务发展。【大家看好腾讯这份财报吗？接下来股价会继续突破走高，还是利好兑现下跌？】

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

买股票的打铁匠
05-14
买股票的打铁匠
以十年的眼光看，茅台的稳定性是胜过腾讯的。

发表看法

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