有钱的腾讯，居然不搞_老虎社区_美港股上老虎

2025-12-05

有钱的腾讯，居然不搞顶尖科技。Meta都在搞元宇宙、AI 加云，谷歌、微软这些美国大公司，都在拼命发展 AI、量子计算机、云，还有特斯拉的太空经济、6G 通讯等等。中国的还在内卷 $腾讯控股(00700)$ $Meta Platforms, Inc.(META)$ $谷歌(GOOG)$ $微软(MSFT)$

微软领跌“7巨头”！科技股还能买吗？

美股“7巨头”今年全部跑输标普500指数，从年内表现来看，微软跌幅最深，YTD已下跌16%，特斯拉、亚马逊、苹果明显承压，仅英伟达、Meta维持小幅正收益。【市场进入观望期，当支出跑在盈利前面，大家觉得AI主线是否已被瓦解？“7巨头”今年你看好哪一家？】

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

徐小楠_4742
2025-12-11
徐小楠_4742
腾讯和小米都是一个路数，一个是互联网行业，一个是制造业的。不盲目杀蓝海
财富小鱼哥
2025-12-06
财富小鱼哥
腾讯习惯别人搞死了，再来捡便宜
- 金语良言:
  斑鬣狗

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":507521265168488,"tweetId":"507521265168488","gmtCreate":1764939319176,"gmtModify":1764939322626,"author":{"id":9000000000000230,"idStr":"9000000000000230","authorId":9000000000000230,"authorIdStr":"9000000000000230","name":"大小摩","avatar":"https://static.tigerbbs.com/dd450d2367e62285a8c20a8d2b5fcdbf","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":62,"starInvestorFlag":false},"themes":[{"themeId":"ce9475fb74174670803352ffbd11690a","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"微软领跌“7巨头”！科技股还能买吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ce9475fb74174670803352ffbd11690a}&rnconfig={\"headerBarHidden\": true}","description":"美股“7巨头”今年全部跑输标普500指数，从年内表现来看，微软跌幅最深，YTD已下跌16%，特斯拉、亚马逊、苹果明显承压，仅英伟达、Meta维持小幅正收益。【市场进入观望期，当支出跑在盈利前面，大家觉得AI主线是否已被瓦解？“7巨头”今年你看好哪一家？】","image":"https://static.tigerbbs.com/361eb9e82b38badf55f5eab7ee16736c"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>有钱的腾讯，居然不搞顶尖科技。Meta都在搞元宇宙、AI 加云，谷歌、微软这些美国大公司，都在拼命发展 AI、量子计算机、云，还有特斯拉的太空经济、6G 通讯等等。中国的还在内卷 <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"腾讯控股\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>  <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a>  <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>  <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>有钱的腾讯，居然不搞顶尖科技。Meta都在搞元宇宙、AI 加云，谷歌、微软这些美国大公司，都在拼命发展 AI、量子计算机、云，还有特斯拉的太空经济、6G 通讯等等。中国的还在内卷 <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"腾讯控股\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>  <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a>  <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>  <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> </p></body></html>","text":"有钱的腾讯，居然不搞顶尖科技。Meta都在搞元宇宙、AI 加云，谷歌、微软这些美国大公司，都在拼命发展 AI、量子计算机、云，还有特斯拉的太空经济、6G 通讯等等。中国的还在内卷 $腾讯控股(00700)$ $Meta Platforms, Inc.(META)$ $谷歌(GOOG)$ $微软(MSFT)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/507521265168488","repostId":0,"isVote":1,"tweetType":1,"viewCount":4950,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","00700","GOOG","MSFT","TCEHY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":218,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":509874760397264,"commentId":"509874760397264","gmtCreate":1765466934503,"gmtModify":1765467250462,"authorId":3576925007796272,"author":{"id":3576925007796272,"idStr":"3576925007796272","authorId":3576925007796272,"name":"徐小楠_4742","avatar":"https://static.tigerbbs.com/acbe9b44fd57611524020d9251700caa","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":507521265168488,"objectIdStr":"507521265168488","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"腾讯和小米都是一个路数，一个是互联网行业，一个是制造业的。不盲目杀蓝海","text":"腾讯和小米都是一个路数，一个是互联网行业，一个是制造业的。不盲目杀蓝海","html":"腾讯和小米都是一个路数，一个是互联网行业，一个是制造业的。不盲目杀蓝海","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":507879118619456,"commentId":"507879118619456","gmtCreate":1765024559595,"gmtModify":1765024565965,"authorId":3547111063007555,"author":{"id":3547111063007555,"idStr":"3547111063007555","authorId":3547111063007555,"name":"财富小鱼哥","avatar":"https://static.tigerbbs.com/d6ad5275f30c430212962909ec481d87","vip":1,"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":507521265168488,"objectIdStr":"507521265168488","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"腾讯习惯别人搞死了，再来捡便宜","text":"腾讯习惯别人搞死了，再来捡便宜","html":"腾讯习惯别人搞死了，再来捡便宜","likeSize":0,"commentSize":1,"subComments":[{"id":509841785729504,"commentId":"509841785729504","gmtCreate":1765494582913,"gmtModify":1765494590375,"authorId":3569199766678800,"author":{"id":3569199766678800,"idStr":"3569199766678800","authorId":3569199766678800,"name":"金语良言","avatar":"https://static.tigerbbs.com/00583ceffd911588b284af9653253568","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.19","exceedPercentage":"93.34%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/50a4c8d97279fa9f8f1fa9749a6bdff4","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":507521265168488,"objectIdStr":"507521265168488","type":1,"supId":507879118619456,"supIdStr":"507879118619456","prevId":0,"prevIdStr":"0","content":"斑鬣狗","text":"斑鬣狗","html":"斑鬣狗","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/507521265168488"}