最近网上关于恒科的段子很多,身边很多朋友也有问我对恒生科技的观点,其实我在春节发的文章里已经详细讲过(如何在假期跟家人聊投资?):2月底的时候又在知识星球回答过一次:本质就是不看好,这个观点依然没变。如果再展开说的话,港股现在面临的问题是:1、企业盈利层面:1)电商平台间价格战加剧,叠加内需复苏仍显疲弱,拖累了大型平台公司的盈利预期;2)巨头间激烈的AI价格战推高资本开支,市场正经历从“不计成本...
Source Link最近网上关于恒科的段子很多,身边很多朋友也有问我对恒生科技的观点,其实我在春节发的文章里已经详细讲过(如何在假期跟家人聊投资?):2月底的时候又在知识星球回答过一次:本质就是不看好,这个观点依然没变。如果再展开说的话,港股现在面临的问题是:1、企业盈利层面:1)电商平台间价格战加剧,叠加内需复苏仍显疲弱,拖累了大型平台公司的盈利预期;2)巨头间激烈的AI价格战推高资本开支,市场正经历从“不计成本...
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