与互联网行业相比，投_老虎社区_美港股上老虎 - 老虎社区

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郭二侠说财
04-11

与互联网行业相比，投资消费行业的性价比不高。

相比消费，互联网不光低估值，有明显的基本面改善，还有出海，AI这两条新的增长曲线。这两条增长曲线没有被市场计入估值，相当于是白送的看涨期权，否则互联网行业不会像现在这么便宜。

$恒生科技指数(HSTECH)$ $阿里巴巴-SW(09988)$ $腾讯控股(00700)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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