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持续回本ing
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好文章
@安心睡大觉:段永平最新对话透露九条重要信息
持续回本ing
10-10
$英伟达(NVDA)$
发生了什么
持续回本ing
09-22
$TSLA 20250926 427.5 CALL$
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09-22
[惊讶] [惊讶]
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记录一下[害羞]
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09-15
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05-22
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哈哈哈哈，第一次打新吃到肉
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1.腾讯持仓到底多少？ 在近期罕见访谈中，段永平明确表示其当前核心持仓为苹果、茅台和腾讯三家公司。根据其透露的仓位顺序，腾讯位列第三，仅次于苹果和茅台，但高于伯克希尔、谷歌等企业。 毛估茅台、腾讯买了二百亿。也就是说段永平腾讯赚了一百亿以上，他在2024年大局加仓了100亿，现在第二三大仓位！ 我个人最大持仓是腾讯，所以比较关心到底腾讯买多少，以及段永平是怎么操作买入腾讯的。我们稍微复盘下。 段永平主要是右侧300多买入的。。而200多那时候我已经有些怀疑自己了，没有加仓，虽然在300多的时候变得坚定，但我也在等待验证，并没有再一次加仓。 段永平买入股票，主要在扣除净现金、非经营资产后PE10倍以内。 这个是藏宝图，大家可以下载收藏下。 具体而言，2022年段永平在200多港元买入腾讯。此时腾讯市值1.7万亿，账上现金3200亿，持股公司市值6000亿，非上市公司账面价值3500亿。扣除净现金7000多亿，而腾讯2022年利润1200亿，未来常规利润在2000亿，所以仅仅4倍未来市盈率，6倍当时静态市盈率。 段永平六次加仓，但是到红框右侧却说自己持仓不足1%，不算实质性买入。 现在持仓约200亿，投入约100亿，主要是在2024年，三百多港币的时候。 2024年8月，他提出了一个战略性目标——“终极目标是put到1%的腾讯”，这里指的是希望通过期权操作，最终持有腾讯公司总股本的1%。 腾讯的百分之一大约是600亿，当时是三百亿，对于段永平持仓约2000亿的规模来说，是可以做到的。 并且2024年到2025年HH基金腾出了67亿美元现金。。 关于腾讯持仓200亿推测的依据补充说明：苹果现在是96亿美元，约700亿。茅台是180亿。腾讯应该是在二百亿水","listText":"昨天段永平这次与雪球方三文的对话，还是透露了很多我关心的内容。本文不对内容进行总结，只对那些对我有感触收获的内容进行记录分享。 1.腾讯持仓到底多少？ 在近期罕见访谈中，段永平明确表示其当前核心持仓为苹果、茅台和腾讯三家公司。根据其透露的仓位顺序，腾讯位列第三，仅次于苹果和茅台，但高于伯克希尔、谷歌等企业。 毛估茅台、腾讯买了二百亿。也就是说段永平腾讯赚了一百亿以上，他在2024年大局加仓了100亿，现在第二三大仓位！ 我个人最大持仓是腾讯，所以比较关心到底腾讯买多少，以及段永平是怎么操作买入腾讯的。我们稍微复盘下。 段永平主要是右侧300多买入的。。而200多那时候我已经有些怀疑自己了，没有加仓，虽然在300多的时候变得坚定，但我也在等待验证，并没有再一次加仓。 段永平买入股票，主要在扣除净现金、非经营资产后PE10倍以内。 这个是藏宝图，大家可以下载收藏下。 具体而言，2022年段永平在200多港元买入腾讯。此时腾讯市值1.7万亿，账上现金3200亿，持股公司市值6000亿，非上市公司账面价值3500亿。扣除净现金7000多亿，而腾讯2022年利润1200亿，未来常规利润在2000亿，所以仅仅4倍未来市盈率，6倍当时静态市盈率。 段永平六次加仓，但是到红框右侧却说自己持仓不足1%，不算实质性买入。 现在持仓约200亿，投入约100亿，主要是在2024年，三百多港币的时候。 2024年8月，他提出了一个战略性目标——“终极目标是put到1%的腾讯”，这里指的是希望通过期权操作，最终持有腾讯公司总股本的1%。 腾讯的百分之一大约是600亿，当时是三百亿，对于段永平持仓约2000亿的规模来说，是可以做到的。 并且2024年到2025年HH基金腾出了67亿美元现金。。 关于腾讯持仓200亿推测的依据补充说明：苹果现在是96亿美元，约700亿。茅台是180亿。腾讯应该是在二百亿水","text":"昨天段永平这次与雪球方三文的对话，还是透露了很多我关心的内容。本文不对内容进行总结，只对那些对我有感触收获的内容进行记录分享。 1.腾讯持仓到底多少？ 在近期罕见访谈中，段永平明确表示其当前核心持仓为苹果、茅台和腾讯三家公司。根据其透露的仓位顺序，腾讯位列第三，仅次于苹果和茅台，但高于伯克希尔、谷歌等企业。 毛估茅台、腾讯买了二百亿。也就是说段永平腾讯赚了一百亿以上，他在2024年大局加仓了100亿，现在第二三大仓位！ 我个人最大持仓是腾讯，所以比较关心到底腾讯买多少，以及段永平是怎么操作买入腾讯的。我们稍微复盘下。 段永平主要是右侧300多买入的。。而200多那时候我已经有些怀疑自己了，没有加仓，虽然在300多的时候变得坚定，但我也在等待验证，并没有再一次加仓。 段永平买入股票，主要在扣除净现金、非经营资产后PE10倍以内。 这个是藏宝图，大家可以下载收藏下。 具体而言，2022年段永平在200多港元买入腾讯。此时腾讯市值1.7万亿，账上现金3200亿，持股公司市值6000亿，非上市公司账面价值3500亿。扣除净现金7000多亿，而腾讯2022年利润1200亿，未来常规利润在2000亿，所以仅仅4倍未来市盈率，6倍当时静态市盈率。 段永平六次加仓，但是到红框右侧却说自己持仓不足1%，不算实质性买入。 现在持仓约200亿，投入约100亿，主要是在2024年，三百多港币的时候。 2024年8月，他提出了一个战略性目标——“终极目标是put到1%的腾讯”，这里指的是希望通过期权操作，最终持有腾讯公司总股本的1%。 腾讯的百分之一大约是600亿，当时是三百亿，对于段永平持仓约2000亿的规模来说，是可以做到的。 并且2024年到2025年HH基金腾出了67亿美元现金。。 关于腾讯持仓200亿推测的依据补充说明：苹果现在是96亿美元，约700亿。茅台是180亿。腾讯应该是在二百亿水","images":[{"img":"https://static.tigerbbs.com/8b4c8751c6c12f85e8abbabecac990ab","width":"800","height":"207"},{"img":"https://static.tigerbbs.com/75d6133952cee3e9cbdae62d70441a79","width":"724","height":"766"},{"img":"https://static.tigerbbs.com/f7cf386f9aca17cca56f6f9dd0d1cb57","width":"648","height":"610"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499592107356320","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487756385690376,"gmtCreate":1760108675229,"gmtModify":1760108676934,"author":{"id":"4101547898384180","authorId":"4101547898384180","name":"持续回本ing","avatar":"https://static.tigerbbs.com/8e3ea34ed5e054f7c26a9ec885727168","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101547898384180","authorIdStr":"4101547898384180"},"themes":[],"htmlText":"<a 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