$腾讯控股(0070_老虎社区_美港股上老虎

2024-04-08

$腾讯控股(00700)$ 当前持有腾讯的体验是非常好的，进可攻退可守。股价上涨坐等赚取股价上涨的利润；股价下跌的时候，大幅回购也可以显著降低总股本，提升每股股东权益。即使股价原地不动，腾讯每年的回购+分红也能有接近5%的回报率。而且这还是在腾讯业务继续增长的情况下取得的回报率，假设腾讯未来每年利润增长10%，即使股价不涨，每年的股东回报率也能达到15%，这已经远超大多数股票的回报率了。

腾讯周三放榜,港股科技这场大考怎么押?

港股科技本周进入财报密集期,周二盘中先行调整——腾讯控股跌1.04%、京东集团跌1.69%、华虹宏力跌1.53%、中芯国际基本收平。时间表很清楚:腾讯将于8月12日公布Q2业绩,华尔街机构预计营收约2024.58亿元、同比增9.73%,每股收益6.259元、同比增4.38%;8月13日京东集团接棒,同日中芯国际与华虹宏力两家国产芯片厂也将交卷。游戏与广告的现金流、国产替代的产能利用率是两条独立主线。当平台与晶圆厂在48小时内集中放榜,港股科技的定价权会交给谁?

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

清蒸一口气
2024-04-08
清蒸一口气
哇,你真是太懂行了!
Lydia758
2024-04-09
Lydia758
阅
梓坚
2024-04-09
梓坚
👍👍
马莲
2024-04-09
马莲
1
学思践悟
2024-04-08
学思践悟
4

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