$腾讯控股(0070_老虎社区_美港股上老虎 - 老虎社区

$腾讯控股(00700)$利好演讲发言的全文已出，应该不是假的，即使真实情况下企鹅新游变现没那么容易，但消息层面确实是实打实的大利好，结合外围今日开始靠稳利空基本出尽，所以利好消化还需一段时日，所以企鹅的淡友们要谨慎了，君子不立危墙之下。我个人的话，暂时企鹅的多空都不会碰了，除非这新闻意外的被辟谣。

另外恭喜企鹅多头有肉吃了

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。

精彩评论

BareFace
2018-12-21
BareFace
腾讯那么多有版号的游戏，多一个新鲜？
- yuripapa回复BareFace:
  客气了，其实你说的也有可能对的，只是你可能策略激进些，我算偏稳妥的空头吧
- BareFace回复yuripapa:
  您说得有道理，佩服
- yuripapa回复BareFace:
  我和你看法不同，我认为短期利好(我讲的是市场情绪炒作)，中长期倒是难说，原因我已经说了，新的赚钱游戏产生需时日和机遇，现在大涨只是市场对腾讯营收回暖的憧憬，毕竟支撑腾讯财报的大头是游戏。之后真实财报表现中游戏部分是否回暖才是决定腾讯中长期多是空的决定因素，其他科技巨头和经济基本面相关性高于腾讯，偏偏腾讯和经济下行的相关性是科技巨头里最弱的。所以我的话，会等到合适的情况出现再做空。
- BareFace回复yuripapa:
  不是不认为利好，确实是利好，但这是长期利好，短期不足以支撑股价逆盘拉升，看看各大科技公司股价，哪个没利好？趋势为王
- yuripapa:
  你认为不是利好，但市场认为是利好就没办法，我也算看空腾讯的淡友，我也认为腾讯新游变现不像王者荣耀那么容易，但我不会跟市场情绪作对。不能因为自己做空做多就把自己的想法强加给市场。

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