$腾讯控股(0070_老虎社区_美港股上老虎

理想之城
11-14 20:29

$腾讯控股(00700)$ 刚看了新财报，我觉得挺厉害的，三季度营收1671.9亿，还同比增长了8%。现在这形势下，能有这样的增长，真心不错！未来腾讯广告业务有没有可能达到meta的规模呢，用户量少点，都是搞社交平台的

# 净利润同比大增47%！腾讯现在操作策略？

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柳琰彬
·11-15 03:07
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一半像meta，一半像伯克希尔。Ai有潜力但看起来似乎比不上meta，真实实力不得而知。社交生态像meta。投资实力这一点像伯克希尔。游戏则超出meta。我认为估值应该是社交用户体量与meta对比得出系数后，投资实力与伯克希尔对比得出系数后，游戏公司正常估值方式结合游戏营收盈利并乘以政策风险系数。但，估值还得看想象力，一旦腾讯在想象力这里发力并落地实现营收，这个业务模块可以按照成长性企业来估值。不管南非大股东怎么卖，以上4个相加，是我认为腾讯估值相对公允的方式，至于大家为什么不敢投，大股东抛售这个我不懂，其他我也看不懂。
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- 理想之城:
  感谢分享！！
  11-15 20:56
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