企鵝統治宇宙 這次不會不同

騰訊(0700)週二收在歷史高位328.60，今年至今升七成三，市值31,210億港元，歷史市盈率67.5倍，說不貴那是假的。騰訊2005-2016往績市盈率平均46倍，雖然有魔笛加持，又有“有買貴無買錯”的陳腔濫調，現在買入起碼短線接火棒的機會不小。

網上見到一個鬼佬買方分析員的意見，時間是6月22日，放在今天（8月8日）同樣適用：

"Ultimately, if Tencent even disappoints the market by the slightest, there will be pain. This is not to say that this is not a good company, but it can also disappoint. No matter how great it is, the valuation is what will ultimately determine future share price performance and it is difficult to argue that Tencent is not expensive at its current share price."

騰訊6月22日的收盤價是281.6，到今天又升了47塊錢或17%，短短一個半月時間。

昨天今天都減持了一點騰訊，佔組合比重由第三跌落第四。