别盲目抄底,恒生科技或许还没到底

小C的调研笔记
12 hours ago

在讨论之前,我想先泼一盆冷水。如果你期待的是"跌到底了,快买吧",可以直接划走。本文不劝买,只是想跟大家一起讨论下当前的位置。类似的情况,我在腾讯和谷歌身上都看到过,让我们一起分析下他们当时的特征,找到一些结论辅助下一步的判断。一、腾讯的低PE时刻:2018年和2022年2018年:游戏版号停发 → 腾讯跌40%+ → PE 26倍,那是腾讯第一次被市场认为"便宜"2022年:股价跌破300港元 ...

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