京東之後又是Sea，下一個被減持的會是誰？
受騰訊減持SEA影響，騰訊系股票集體下挫。隔夜美股拼多多、貝殼大跌逾10%，今日港股美團、嗶哩嗶哩跌超8%，快手跌超5%。
騰訊宣佈減持新加坡遊戲及電商公司Sea約1450萬股股份，持股比例從21.3%降至18.7%，料套現達到31億美元，但重申有意長期持有Sea的大部分股權，雙方現有的業務關係將繼續。而根據禁售期，騰訊將不能在未來六個月內進一步出售Sea股份。
摩根士丹利發表報告，指騰訊減持Sea體現其持續致力與關聯公司長期發展，同時釋放小部分投資價值。31億美元的減持規模遠比早前對京東的164億美元減持規模爲小，因爲雙方發展階段不同，與騰訊的投資策略一致。大摩予騰訊“增持”評級，目標價650港元。
花旗分析師指出，這次股份出售能夠釋放資金，令騰訊得以爲部分社會項目提供資金，並將資金分配給更新的技術方案。相信在對冬海更低的投票權控制下，騰訊遊戲團隊在全球市場直接發佈遊戲時能減少潛在的衝突，並且冬海集團在拓展更多國家的新市場時，也能夠減 少潛在的地緣政治摩擦。
大和發表研究報告認爲，騰訊有意長期持有Sea的大部分股權，隨着其放棄於Sea的大部分投票權，相信雙方戰略合作關係變化有限。而騰訊於Sea的投票權下降，對Sea創辦人的投票權只會從54%略爲增加至57%。騰訊減持Sea的所得款項將重新用於投資和併購活動，部分收益還可資助騰訊的社會責任項目。該行給予騰訊「買入」評級，目標價爲650元。
12月23日，騰訊發佈公告稱，將以實物分派京東股份之方式分派中期股息。待分派的京東股份，相當於騰訊持有的 86.4%以及京東已發行股份的 14.7%。分派完成後，騰訊對京東的持股比例將有原來的 17.0%降低至 2.3%。
時隔僅半月，騰訊再次減持sea，下一個又會是誰？目前騰訊已對外投資上千家企業，其中約有 100 家上市公司，是中國互聯網行業中投資最廣泛的公司之一。除京東外，騰訊持股的主要上市公司還包括美團，拼多多和快手等。
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