$腾讯控股 (00700.HK)到了关键节点

LongPort - 鹅厂小灵通
鹅厂小灵通

写在腾讯 350,谈认知差导致的估值差

上一篇是《写在腾讯 390》,很多人说,腾讯在发中报前无法回购,他们推测可能会跌,所以就不敢买。

其实我很想问,到底是腾讯不回购导致股价下跌,还是市场预期腾讯不回购可能下跌,所以不买导致下跌的呢?这似乎是个鸡生蛋、蛋生鸡的问题。

但是...

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