騰訊續挫 依計增持

騰訊(0700)今早續挫，按計劃繼續增持，今天增持數目數日來最多，均價略低於317，增持後騰訊重奪組合第一重倉股寶座。

騰訊阿里絕代雙驕，現階段看來政治風險是唯一風險，唯這種風險不易量化及預測，所以合適做法是保持合適倉位繼續讓利潤滾動。

兩家公司現在都超過三萬億市值，似乎連外媒也看不過去，FT也出來打抱不平（China’s tech groups are building too much power）。

文中提到：Even Silicon Valley doesn’t have a comparable concentration. To many Chinese the situation is more akin to the market power exercised by Microsoft in the 1990s, and then only remotely so. The Fangs (Facebook, Amazon, Netflix Google) certainly dominate the tech landscape in Silicon Valley. But the culture of investing in, copying or killing your rival (or doing all three) is largely absent there.

當然文中酸葡萄的味道還是挺重的，大英帝國今時今日市值最大的公司應該還是殼牌、英國石油或者匯豐(0005)之類的舊經濟股份，人艱不拆。