翻出了去年的评论,回头看段永平真的牛逼…

LongPort - 輸棟樓的韭菜
輸棟樓的韭菜

$騰訊控股.HK 段永平買騰訊的原因:1. 手上有現金不知道買什麼了 2. $蘋果.US 現價貴了不想增持 3. 騰訊好,有話題。 了解段永平投資理念的人都知他是個「滿倉主義」,手上不留太多現金,但是只買「他看得懂的好公司」。 至於誰加持減持不是第一看點。

我覺得這個事情裡最大的疑惑不是他為什麼買騰訊,是為什麼不買$蘋果.US 了? 還是買了更多沒說?😂

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