$贵州茅台(6005_老虎社区_美港股上老虎 - 老虎社区

$贵州茅台(600519)$ $泸州老窖(000568)$ 悲惨的a股，下周请给机会开捞。只可惜老虎账户不能买了

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精彩评论

慕子
06-19
慕子
Gugu，有时间分析一下腾讯和阿里吧🙏🏿
- gugu:
  阿里不懂。腾讯最近涨因为接下来投资克制，财报电话会议上martin说了，今后投资所得现金流投资，业务现金流用来回购和分红。业务上看点是微信生态商业化，原先低质量的业务比如游戏直播、音乐直播、媒体广告、企业云等，慢慢被更高毛利率的视频号商家技术服务费、微信内流量广告替代。24Q1，毛利率51%，是16年至今最好一个季度。经营现金流723亿也是历史新高。等待腾讯慢慢变好。
慕子
06-19
慕子
最近咋开始关注大A白酒了
- gugu:
  好资产下跌途中，不知道会跌到什么程度，目前仓位很轻。汾酒和泸州老窖是中低档，茅台高端酒，因此都买一点。可惜还是不够便宜，股息率3.5%左右。

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