@博实：
今天有關$騰訊控股(00700)$減持的這個事，是海外一些媒體傳聞，引起一些朋友關注。財聯社、新浪財經發布相關新聞稱，騰訊發言人說目前沒有減持計劃否認了傳聞。 騰訊自去年開始的減持計劃，主要其實還是減持京東進行特別分紅，另外減持了新東方在線。其實每家減持邏輯是有差別的，京東減持主要原因是考慮到反壟斷政策方面的影響。而新東方在線，主要是因爲董宇輝帶貨階段股價漲的有點過高了。 有媒體談到騰訊可能減持$貝殼(BEKE)$、$美團-W(03690)$、滴滴是因爲要回收現金流，我認爲這並不成立。因爲騰訊目前核心業務中游戲和廣告的現金流很好，如果騰訊真的很需要現金流的話，去年京東就不用特別分紅，大可把減持京東當時獲得的800多億留在賬上。所以，回收現金流導致減持這個邏輯必然是不成立的。
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