腾讯中报有种“经济上行期的美”

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在京东、美团、阿里巴巴忙着砸钱补贴外卖业务时,远离纷争的腾讯控股(00700.HK)用实际行动表明自己只务正业、专心搞钱。一位投资者拿腾讯和京东对比:在上半年AI资本支出高达466亿元的情况下,腾讯斥资365亿港元回购股票作为股东回报;京东则暂停了回购,“现金被用在外卖补贴上,相当于股东请客喝奶茶了”。这份营收增长14%、净利润同比增18%的半年报一出,8月14日,腾讯股价一度摸到600港元/股的...

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