$腾讯控股(0070_老虎社区_美港股上老虎

2018-04-20

$腾讯控股(00700)$ 前两天发帖说在360附近等腾讯,有虎友回复让我等到死,好吧，谁没有那一天呢……这不是重点！简单说一下我的逻辑，本人国内互联网从业者一名，从去年开始深感移动互联网进入流量晚期的残酷现实，一一边是CPA高高跷起，ARPU保持低位，尸横遍野,一边是头部效应基于互联网的特性被放大了N倍,强者恒强.去年看着腾讯高高在上的ARPU,应该没有不眼馋的!辣么问题来了，为什么我认为腾讯股价很难保持去年的增长势头呢？这是一家基本商业模式很简单的公司,所有的产品都基于流量变现这个商业逻辑,接下来就不用说了吧。我们炒股票做投资，永远炒的是预期，挣的是看见未来和趋势变化的钱。

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

菜菜2016
2018-04-21
菜菜2016
强者恒强 vs 趋势变差，有点小矛盾吧。腾讯巴巴如果趋势变差，二线公司岂不更糟糕。
- JC反方向的钟:
  事实就是二线公司的股价表现会更糟糕,参考网易京东类,这两者不矛盾,纬度不一样，自行体会
毛儿的二狗子
2018-04-20
毛儿的二狗子
虎友喷的是360这个具体数据张口就来
- JC反方向的钟:
  凹,这个忘记说了,之所以说360，是我认为腾讯会迎来月线级别的调整,自己看月线,真不是张口就来
RexXu
2018-04-20
RexXu
所以lz短期内不看好腾讯？
- JC反方向的钟:
  短期不看好,月线级别调整后再入
JC反方向的钟
2018-04-20
JC反方向的钟
当然腾讯是家好公司，依然是不错的投资标的
Tony特别帅
2018-04-20
Tony特别帅
分析的很有道理👍🏻，您还关注其他上市公司吗？
72fcdf9a
2018-04-20
72fcdf9a
楼主推荐些股票吧

发表看法

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