T0000023454
05-30
这个体量在一段时间内保持个位数增长是正常的,腾讯未来发力点在国际市场,这是随着中国深度融入国际化的必然趋势
@阿咕咕咕:
$腾讯控股(00700)$ 对腾讯唯一的担忧就是营收,一季度扣非净利润增长 54% 非常不错,但是营收增长只有 6.34%,去年全年营收增长也只有 9.82%,与利润增长很不匹配。 营收增长不了,利润自然没法长期高增长。这可能是腾讯上不了 400 的原因吧。 因为收入确认规则,元梦之星和 DNF 的收入可能在二三季度才能看出来,先观察下二三季度营收增长情况再逐步调整仓位,目前 78% 仓位持有中。
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