今年上半年的$ 腾讯控股.HK 应作为一个分红股来看待,分红匹配的长期潜力 + 社交带来的护城河,看起来腾讯依然是有一定机会的。

再拓展联想下,Meta 用 AI 算法去迭代之前的社交算法推荐之后,APP DAU 和时长都明显改善,那么按道理,腾讯也不排除后续有这种机会,海豚君之后会重点关注。

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