An unfulfilled future which was promised repeatedly!!!
$TENCENT(00700)$
Companies in the provinces and cities should also look at the hundreds of millions that were used for construction. The employees of the year had enough money for one day. In the short term, it seems to be close to the real bottom of Ali. In the long run, that view already exists. , but the future is clearest to me.
Ali regards it as an e-commerce business, and with steady growth in consumption, Ali’s current technology must be wrong. In the long run, it is the cloud, and China needs to develop in the future.
No one can shake Ali as the number one market leader. There is no policy risk in this market itself, as long as Ali does not go to the two.
What does Tencent rely on, and value-added services rely on games? Policies are always the weakest point of the industry itself. Caina is not a stable investment in the main business, does it rely on video for advertising? The main fans are young old WeChat users, who have been firmly pinched by Douyin.
Tencent's short-term bottoming out should be a high probability, but what about after that?
With his size and technology, I will definitely see it, but with my current ability, I will see its shallow future.
Thank you Ma in charge. I have an expectation, but investors only stop falling for the future.
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