快乐的消费能成为下一轮的投资主题？|毕竟买房的钱可能省下来了_老虎社区_美港股上老虎 - 老虎社区

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快乐的消费能成为下一轮的投资主题？|毕竟买房的钱可能省下来了

说财经
2023-08-30

四支箭齐发，房地产有机会有起色？消息层面上至少已经对于内房股是一定提振了，某些程度也带动到港股最近的表现？不过业绩期接近尾声，确实是时候回溯一下，机会到底在那里，毕竟港股现在都在做一些努力的，我们也要有信心嘛。

今天视频讨论的话题：

1. 快乐消费，所以我们吃喝玩乐的股票可以有？

2. 互联网平台股的机会到底在哪里？拼多多和阿里巴巴和京东一定是互相此消彼长的关系？另外美团，快手他们的业务延升都去了那些板块啦？

0:00 碧桂园(2007) vs恒大（3333）复牌 $碧桂园(02007)$ $中国恒大(03333)$

5:39 科网股业绩不错！/拼多多(PDD)、阿里巴巴（9988）、京东(9618) $拼多多(PDD)$

8:47 美团(3690)做到的marketplace，为什么股价一般？ $美团-W(03690)$

12:24 李宁(2331)/安踏体育(2020)走出不同路，业绩大不同？

15:52 美团(3690)vs快手(1024)

20:33 睡醒英伟达(NVDA)就爆升了，中概平台股还有机会吗？ $英伟达(NVDA)$

# 英伟达财报碾压预期，现在是入手好时机吗？🔥

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。

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点金圣手11
·2023-08-30
释放出来的钱不一定会去买房，但是会提高基础品的消费
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吾股丰登123
·2023-08-30
毫无疑问夕夕无敌优秀，但是中概大环境太差
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焦糖布丁11
·2023-08-30
有种要破新高的错觉，来个人打醒我
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每天涨停板敢死队
·2023-08-30
是涨是跌，开盘见分晓，我是看空的
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抄底剁手啊
·2023-08-30
不过PDD的发展确实是很猛呀
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