相比一季度来看，腾讯_老虎社区_美港股上老虎

月影孤狼
2019-08-14

相比一季度来看，腾讯的游戏并没有明显的表现，核心业务上也没有太明显的表现，增长的大旗还是由金融科技和企业业务扛着。本人对腾讯一季度时的看法在二季度依然适用。净利润超过预期的部分估计是炒股的收益。$腾讯控股(00700)$ $腾讯控股ADR(TCEHY)$ $阿里巴巴(BABA)$ $Facebook(FB)$

@月影孤狼：

$腾讯控股(00700)$ $腾讯控股ADR(TCEHY)$ 腾讯不行了，核心业务增长都低于20%了，金融科技和企业服务赚的是辛苦钱，也支撑不起整个公司的业绩增长。游戏的话，有监管和健康游戏系统的原因，增长的前景也不会太明朗，而投资收益不稳定，带来了风险，抬高了投资者要求的风险溢价。估计未来几年的增长率不会高于25%，40倍的估值太高了

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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Tony特别帅
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胖虎哒哒
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- 月影孤狼:
  hhh，差不多差不多
  2019-08-14
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