近期对于东升西落的讨论甚嚣尘上,在恒科快速反弹了以后,中美科技巨头们估值几乎无差异,增速上面美股巨头占优,所以核心点就又回到了宏观经济能否迎来持续的修复,毕竟腾讯、阿里都是要看大盘子! 如果我是一位“线索追踪专家”,从 腾讯 2024 年第四季度 与 阿里 2025 财年第三季度(自然季度大体相近)财报与电话会议中,能观察到哪些与中国宏观环境相关的“好转”与“恶化”信号以及二者对下一季度与未来财年...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.