大佬纷纷减持科技股：下一个十年投什么？

好看商业2022-07-18

过去，他们选择做时间的朋友；如今，他们选择落袋为安，也许这才是当下更有效率和安全感的做法。但世界仍要前进，投资仍要继续。什么才是下一个十年值得投资的新机会？二级市场近期弥漫着大佬减持科技股的消息。在南非大股东Naspers宣布将减持腾讯、传闻巴菲特将卖出比亚迪之后，红杉中国又向惊弓之鸟般的二级市场抛出一枚“减持炸弹”。据港交所近日披露，红杉中国已于7月8日减持了美团21076604股美团股票，每股...

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Comments

  • lowniu
    2022-07-19
    lowniu
    Yeah
  • HH浩
    2022-07-19
    HH浩
    Time to reshuffle
  • 百汇
    2022-07-19
    百汇
    [暗中觀察] 
  • JaniceZhu
    2022-07-19
    JaniceZhu
    在新能源汽車領域，蔚來、小鵬和理想作爲造車新勢力已經完成了第一階段的資格賽——年交付量紛紛超10萬大關，盈利能力大幅提升。現階段，三家造車新勢力面臨的新問題是：如何用新車型換取更大規模的增長，鞏固市場地位。這意味着，他們要在研發、營銷等方面重新加大投入。同時，他們迎來了更多競爭對手，除了特斯拉，比亞迪的中高端新能源車越做越好；傳統汽車BBA也在努力追趕。華爲、小米、百度的智能汽車也在緊鑼密鼓地推進中。加上國內監管趨嚴、宏觀環境低迷、消費信心不足、新冠疫情不斷反覆等綜合因素影響，互聯網/科技公司普遍壓力山大。
  • haiwei183
    2022-07-19
    haiwei183
    look
  • Youn7276
    2022-07-19
    Youn7276
    Ok
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