$百汇生命产业信托 (C2PU.SG)$
今天卖了超过一半的头寸。年收益率为4％，年分红增长2.8％，我觉得很难为其当前价格和价值找到合理的理由。如果涨势继续，准备完全退出。
根据当前价格预测，到2030年成本收益率将达到5％。增长速度太慢。如果低于3.4的价格进场可能有意义，作为长期投资。
今天卖了超过一半的头寸。年收益率为4％，年分红增长2.8％，我觉得很难为其当前价格和价值找到合理的理由。如果涨势继续，准备完全退出。
根据当前价格预测，到2030年成本收益率将达到5％。增长速度太慢。如果低于3.4的价格进场可能有意义，作为长期投资。
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$腾讯控股(ADR) (TCEHY.US)$
上周的公告确实令所有股东感到恼火，但从tencent过去一年的多重刺激来看，长期来看仍然看好tencent的前景。
注意到tencent已经越来越成为一个控股公司，加息结束对他们投资组合中的公司应该是有利的。寻求增加33左右
上周的公告确实令所有股东感到恼火，但从tencent过去一年的多重刺激来看，长期来看仍然看好tencent的前景。
注意到tencent已经越来越成为一个控股公司，加息结束对他们投资组合中的公司应该是有利的。寻求增加33左右
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$新加坡交易所 (S68.SG)$ 我以为是在 10 点卖出。我错了
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1
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