$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。
- Little Rose:
  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
- Little Rose:
  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？
- Little Rose:
  短期不看好,月线级别调整后再入
Little Rose
2018-04-20
Little Rose
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

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":179769,"tweetId":"179769","gmtCreate":1524197947957,"gmtModify":1704891873058,"author":{"id":3463715824258773,"idStr":"3463715824258773","authorId":3463715824258773,"authorIdStr":"3463715824258773","name":"Little Rose","avatar":"https://static.tigerbbs.com/fccd562d14af6853e41e6497c7bcb910","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":39,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>$腾讯控股(00700)$ 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。</p></body></html>","htmlText":"<html><head></head><body><p>$腾讯控股(00700)$ 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。</p></body></html>","text":"$腾讯控股(00700)$ 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。","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/179769","repostId":0,"isVote":1,"tweetType":1,"viewCount":1413,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["00700"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":534,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":726956,"commentId":"726956","gmtCreate":1524282490637,"gmtModify":1524282490637,"authorId":3438996469896287,"author":{"id":3438996469896287,"idStr":"3438996469896287","authorId":3438996469896287,"name":"菜菜2016","avatar":"https://static.tigerbbs.com/24d313927cca02bfb4ae286572ec39d4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":179769,"objectIdStr":"179769","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"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。","text":"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。","html":"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。","likeSize":0,"commentSize":1,"subComments":[{"id":727136,"commentId":"727136","gmtCreate":1524321197524,"gmtModify":1524321197524,"authorId":3463715824258773,"author":{"id":3463715824258773,"idStr":"3463715824258773","authorId":3463715824258773,"name":"Little Rose","avatar":"https://static.tigerbbs.com/fccd562d14af6853e41e6497c7bcb910","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":179769,"objectIdStr":"179769","type":1,"supId":726956,"supIdStr":"726956","prevId":0,"prevIdStr":"0","content":"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","text":"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","html":"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"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":725670,"commentId":"725670","gmtCreate":1524205501137,"gmtModify":1524205501137,"authorId":3451340195049171,"author":{"id":3451340195049171,"idStr":"3451340195049171","authorId":3451340195049171,"name":"毛儿的二狗子","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":179769,"objectIdStr":"179769","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"虎友喷的是360这个具体数据张口就来","text":"虎友喷的是360这个具体数据张口就来","html":"虎友喷的是360这个具体数据张口就来","likeSize":0,"commentSize":1,"subComments":[{"id":725680,"commentId":"725680","gmtCreate":1524206370171,"gmtModify":1524206370171,"authorId":3463715824258773,"author":{"id":3463715824258773,"idStr":"3463715824258773","authorId":3463715824258773,"name":"Little Rose","avatar":"https://static.tigerbbs.com/fccd562d14af6853e41e6497c7bcb910","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":179769,"objectIdStr":"179769","type":1,"supId":725670,"supIdStr":"725670","prevId":0,"prevIdStr":"0","content":"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","text":"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","html":"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"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":725664,"commentId":"725664","gmtCreate":1524204868654,"gmtModify":1524204868654,"authorId":3461113521672926,"author":{"id":3461113521672926,"idStr":"3461113521672926","authorId":3461113521672926,"name":"RexXu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":179769,"objectIdStr":"179769","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"所以lz短期内不看好腾讯？","text":"所以lz短期内不看好腾讯？","html":"所以lz短期内不看好腾讯？","likeSize":0,"commentSize":1,"subComments":[{"id":725681,"commentId":"725681","gmtCreate":1524206406705,"gmtModify":1524206406705,"authorId":3463715824258773,"author":{"id":3463715824258773,"idStr":"3463715824258773","authorId":3463715824258773,"name":"Little Rose","avatar":"https://static.tigerbbs.com/fccd562d14af6853e41e6497c7bcb910","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":179769,"objectIdStr":"179769","type":1,"supId":725664,"supIdStr":"725664","prevId":0,"prevIdStr":"0","content":"短期不看好,月线级别调整后再入","text":"短期不看好,月线级别调整后再入","html":"短期不看好,月线级别调整后再入"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":725603,"commentId":"725603","gmtCreate":1524198035091,"gmtModify":1524198035091,"authorId":3463715824258773,"author":{"id":3463715824258773,"idStr":"3463715824258773","authorId":3463715824258773,"name":"Little Rose","avatar":"https://static.tigerbbs.com/fccd562d14af6853e41e6497c7bcb910","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":179769,"objectIdStr":"179769","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"当然腾讯是家好公司，依然是不错的投资标的","text":"当然腾讯是家好公司，依然是不错的投资标的","html":"当然腾讯是家好公司，依然是不错的投资标的","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":726394,"commentId":"726394","gmtCreate":1524233819364,"gmtModify":1524233819364,"authorId":20727972514030,"author":{"id":20727972514030,"idStr":"20727972514030","authorId":20727972514030,"name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","vip":1,"hat":"https://static.tigerbbs.com/048415ce28efe522291a14d3d3db53be","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":179769,"objectIdStr":"179769","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"分析的很有道理👍🏻，您还关注其他上市公司吗？","text":"分析的很有道理👍🏻，您还关注其他上市公司吗？","html":"分析的很有道理👍🏻，您还关注其他上市公司吗？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":726431,"commentId":"726431","gmtCreate":1524234469019,"gmtModify":1524234469019,"authorId":312952929322657,"author":{"id":312952929322657,"idStr":"312952929322657","authorId":312952929322657,"name":"72fcdf9a","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":179769,"objectIdStr":"179769","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"楼主推荐些股票吧","text":"楼主推荐些股票吧","html":"楼主推荐些股票吧","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/179769"}