里二外三
09-04
大股东抛售
腾讯新一轮回购力度居港股第一，释放什么信号？
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kation
09-04
kation
大股东也抛少了，不太舍得抛了。
什么也没有了～
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href=\"https://laohu8.com/S/YUMC\">百胜中国</a>等超222家港股公司实施回购，回购总金额超1171亿港元。</p><p>其中，腾讯累计回购金额已超460亿港元，汇丰控股、友邦保险累计回购金额分别达到了241亿港元、176亿港元。可见，互联网和金融头部公司为港股回购主力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25d01938f783d51392ea36d8f73689e0\" tg-width=\"1080\" tg-height=\"477\"></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯新一轮回购力度居港股第一，释放什么信号？</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902172541950e3314&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1226288097.SGD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P\" (SGDHDG) INC A","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","00700":"腾讯控股","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","BK1531":"手游股","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","IE00B067MR52.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","HSTECH":"恒生科技指数","HTCD.SI":"Tencent HK SDR 10to1","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0329678170.USD":"FIDELITY EMERGING ASIA \"A\" (USD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0049853897.USD":"SCHRODER ISF EMERGING 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Dividend A (mth) SGD-H","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0084288322.USD":"Natixis Asia Equity RD USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1102505929.USD":"FIDELITY SUSTAINABLE EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","TCEHY":"腾讯控股ADR","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0541501648.USD":"ALLSPRING EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","IE00B8L5B284.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"B\" (USD) INC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902172541950e3314&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2564808660","content_text":"8月18日起，腾讯已连续11个交易日实施回购，累计回购60.57亿港元，居同期第一。拉长时间，2025年年内，腾讯累计回购金额仍居同期第一，互联网和金融头部公司仍是港股回购主力。腾讯开启新一轮回购，连续11日累计回购超60亿港元在财报“静默期”结束后，腾讯控股开启新一轮回购。wind数据显示，进入8月，8月18日至9月1日，腾讯已连续11个交易日实施回购，累计回购60.57亿港元，每笔回购金额约为5.5亿港元。本轮连续回购前，8月13日盘后，腾讯公布了二季报，营利双增。数据显示，第二季度，腾讯营收同比增长15%至1845亿元，超出市场预估的1789.4亿元；经营利润为692.5亿元，同比增长18%。8月14日，腾讯盘中再度突破了600港元/股。截至9月2日，今年以来，腾讯股价涨幅为45.26%，超过2024年全年股价涨幅（43.26%）。中国基金报记者注意到，相较于2024年，腾讯2025年的回购力度有所减弱。2024年，腾讯全年累计回购1120亿港元的公司股票。截至目前，2025年内，腾讯累计回购金额约461亿港元。分析人士表示，一方面，回购释放股价低估信号；另一方面，大规模回购需要充沛现金流作为支持。公司回购还有助于增厚EPS（每股收益），提高ROE水平。尤其是互联网龙头和金融巨头等，在近年加大股票回购行为，获得较高的回购收益率。目前，恒生科技指数估值处于历史相对低位，腾讯在股价走高后，仍大手笔回购，或也折港股科技板块的配置性价比。回购力度居港股第一8月以来，腾讯以60.57亿港元的累计回购金额，居港股第一。同期累计回购金额居前的还有金融股汇丰控股、恒生银行，以及同为互联网股的快手等。拉长时间看，腾讯年内累计回购金额仍居第一。2025年初至今，包括腾讯、快手、哔哩哔哩、美团等互联网公司，汇丰控股、友邦保险等金融机构，以及药明生物、百胜中国等超222家港股公司实施回购，回购总金额超1171亿港元。其中，腾讯累计回购金额已超460亿港元，汇丰控股、友邦保险累计回购金额分别达到了241亿港元、176亿港元。可见，互联网和金融头部公司为港股回购主力。","news_type":1,"symbols_score_info":{"00700":1,"HSTECH":1,"HTCD.SI":0.6,"TCEHY":0.6}},"isVote":1,"tweetType":1,"viewCount":197,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":475029444977104,"commentId":"475029444977104","gmtCreate":1756991910403,"gmtModify":1756991914085,"authorId":3559606446215009,"author":{"id":3559606446215009,"idStr":"3559606446215009","authorId":3559606446215009,"name":"kation","avatar":"https://static.tigerbbs.com/07073bd098126e5362f2155a4d3fd301","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":474768280375848,"objectIdStr":"474768280375848","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"大股东也抛少了，不太舍得抛了。","text":"大股东也抛少了，不太舍得抛了。","html":"大股东也抛少了，不太舍得抛了。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/474768280375848"}
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