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刘鹏鹏刘总
长线价值投资理念者 一把梭进行者 全场梭哈到底
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刘鹏鹏刘总
刘鹏鹏刘总
·
02-04
中国必胜 中国加油，
谷歌公司涉嫌违反反垄断法，市场监管总局依法决定立案调查
2月4日，据国家市场监管总局消息，因谷歌公司涉嫌违反《中华人民共和国反垄断法》，市场监管总局依法对谷歌公司开展立案调查。
谷歌公司涉嫌违反反垄断法，市场监管总局依法决定立案调查
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刘鹏鹏刘总
刘鹏鹏刘总
·
2024-11-23
能不能不要误导人，卖房炒股
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刘鹏鹏刘总
刘鹏鹏刘总
·
2024-02-18
$英伟达(NVDA)$
大涨！
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刘鹏鹏刘总
刘鹏鹏刘总
·
2021-09-27
**，你们这些**新闻。趋红踩黑
腾讯密集回购，抄底机会真的来了？
【腾讯密集回购 抄底机会真的来了？】港股科技巨头腾讯控股9月20日公告，公司今日以448.2港元-457.2港元/股的价格回购23万股公司股票，共耗资约1.042亿港元。实际上，自8月股价创下低点以来，除了非交易日的周末，腾讯回购热情高涨，几乎每个交易日都开展回购。
腾讯密集回购，抄底机会真的来了？
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刘鹏鹏刘总
刘鹏鹏刘总
·
2020-03-10
天地间。真的有一种超越凡人的力量在冥冥中掌控着命运吗？有那是一种怎样的力量股市的力量💰
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刘鹏鹏刘总
刘鹏鹏刘总
·
2020-02-25
2020.02.25 复盘笔记 by 爱琴海大官人
2020-02-25 成本 现价 浮动收益 腾讯控股(00700) 415.309 400.000 -3.69% 我心如铁 坚不可摧
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2020.02.25 复盘笔记 by 爱琴海大官人
刘鹏鹏刘总
刘鹏鹏刘总
·
2018-11-08
$腾讯控股(00700)$ 去年的兄弟们 你们还在吗？我还在车上 你们还在吗？ 不以涨喜 不以跌悲 一切涨跌皆是考验 努力入金 坚定持有
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刘鹏鹏刘总
刘鹏鹏刘总
·
2018-11-02
$腾讯控股(00700)$ 这次腾讯给力 我也拿着 哈哈 拿着吧 我不会吃亏
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刘鹏鹏刘总
刘鹏鹏刘总
·
2018-06-14
$好未来(TAL)$ 是个机会 准备抄底 我觉得可以上车
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刘鹏鹏刘总
刘鹏鹏刘总
·
2018-05-16
看好腾讯 对腾讯抱有信心
$腾讯控股(00700)$ 我还是看好 补仓 上车
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 大涨！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 大涨！","text":"$英伟达(NVDA)$ 大涨！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275168137429088","isVote":1,"tweetType":1,"viewCount":3573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868779697,"gmtCreate":1632708241619,"gmtModify":1632708241619,"author":{"id":"278953389731358","authorId":"278953389731358","name":"刘鹏鹏刘总","avatar":"https://static.laohu8.com/a272cf328829dc8a75abbe19fbbeeb1a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"278953389731358","authorIdStr":"278953389731358"},"themes":[],"htmlText":"**，你们这些**新闻。趋红踩黑","listText":"**，你们这些**新闻。趋红踩黑","text":"**，你们这些**新闻。趋红踩黑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868779697","repostId":"2169684484","repostType":2,"repost":{"id":"2169684484","kind":"highlight","pubTimestamp":1632182520,"share":"https://ttm.financial/m/news/2169684484?lang=&edition=full","pubTime":"2021-09-21 08:02","market":"hk","language":"zh","title":"腾讯密集回购，抄底机会真的来了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2169684484","media":"深圳商报","summary":"【腾讯密集回购 抄底机会真的来了？】港股科技巨头腾讯控股9月20日公告，公司今日以448.2港元-457.2港元/股的价格回购23万股公司股票，共耗资约1.042亿港元。实际上，自8月股价创下低点以来，除了非交易日的周末，腾讯回购热情高涨，几乎每个交易日都开展回购。","content":"<p>港股科技巨头<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>9月20日公告，公司今日以448.2港元-457.2港元/股的价格回购23万股公司股票，共耗资约1.042亿港元。实际上，自8月股价创下低点以来，除了非交易日的周末，腾讯回购热情高涨，几乎每个交易日都开展回购。</p>\n<p><b>腾讯连续大手笔回购</b></p>\n<p>今年2月以来，港股互联网科技公司几乎都经历了一大波下跌过程。腾讯控股、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、小米集团等知名企业，都出现大幅下跌现象。其中，腾讯股价从今年2月773.4港元/股高点，接连下挫到8月20日的412.2港元/股的52周新低，跌幅超46.7%。</p>\n<p>记者注意到，在市场恐慌情绪中，自8月19日以来，腾讯控股加大了回购力度。8月19日、8月20日、8月23日、8月24日、8月25日、8月27日、8月30日、8月31日进行了8次回购。</p>\n<p>9月以来，更加大回购力度，几乎每个交易日都大手笔回购。9月1日、9月2日、9月3日，腾讯控股均回购21.00万股。</p>\n<p>9月6日，再次回购20万股。</p>\n<p>9月7日，回购6.92万股。</p>\n<p>9月9日、9月10日，每天回购21万股。</p>\n<p>9月13日、14日，每天回购22万股。</p>\n<p>9月15日、16、17日每天回购23万股。</p>\n<p>统计数据显示，2021年1月1日至9月6日，腾讯控股累计购回证券数目为378.18万股，占于普通决议案通过时已发行股份数目的0.039%，斥资超过16亿元。</p>\n<p>值得注意的是，腾讯密集回购股份后，股价再现震荡上升态势，曾一度突破500港元/股大关。截至今日收盘，腾讯股价454.2港元/股。</p>\n<p><img src=\"https://static.tigerbbs.com/7c6bd38929789ab54f56212bd0dc6f6a\" tg-width=\"750\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>除腾讯外，热门科技厂商近期纷纷展开回购，掀起回购潮。据WIND统计，其中小米、微盟、<a href=\"https://laohu8.com/S/600690\">海尔智家</a>、<a href=\"https://laohu8.com/S/00777\">网龙</a>等厂商于8月底开始出手连续回购，且回购力度不小。</p>\n<p><b>机构仍看好腾讯后市</b></p>\n<p>实际上，腾讯披露的半年报业绩并不糟糕，相比于去年疫情时期仍然实现较快增长。上半年整体营业收入2735.62亿元，同比增长23%，净利润920.3亿元，同比增长49%。</p>\n<p>值得注意的是，腾讯第二季度净利润425.87亿元，同比增长28.63%，非国际财务报告准则下净利润340.39亿元，同比增长13%，是连续数个季度以来同比增速较低的一次。2021年第一季度，腾讯控股营收同比增长25.35%，净利润同比增长65.31%。</p>\n<p>不过，除了腾讯自身回购，支持股价的还有一则好消息。8月20日，恒生指数发布相关变动公告，腾讯在恒生指数成分股权重比例从此前的6.13%上升至8%、<a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>指数成分股等相关权重比例从从此前的6.45%上升至8%。权重调升，直接影响是跟随恒生指数的被动资金将随着个股权重比例提高流入比例。</p>\n<p><a href=\"https://laohu8.com/S/600109\">国金证券</a>认为，此次大跌市场的担忧主要为：</p>\n<p>1)资金流动层面，美元存在加息预期，市场担忧港股资产吸引力下降，但预计加息时间在2023年，相比过去对2008年海外资金流出影响相对有限；</p>\n<p>2)行业层面，市场担忧未成年人防沉迷保护和版号审批政策对公司游戏业务的影响，但根据公司披露未成年人流水占比较低，公司待上线游戏《LOL手游》已获版号，因此相比18年的“版号寒冬”下核心游戏未获版号，对公司影响相对有限。</p>\n<p>3)基本面，担忧手游增长放缓，我们认为低估了海外游戏用户的红利，我们预计海外用户规模为国内的3倍，而腾讯手握多个全球IP，有望打造新的海外爆款，推动业绩继续增长。</p>\n<p>国金证券表示，这次下跌让腾讯控股处于价值洼地，随着公司业务的稳步发展，公司仍具有良好的长期投资价值。维持“买入”评级。</p>\n<p><a href=\"https://laohu8.com/S/03329\">交银国际</a>认为，《英雄联盟手游》9月15日开启新一轮限量测试，并将持续至十一黄金周后。预计《英雄联盟》端游IP粉丝基础及电竞赛事热度将为国服手游带来巨大自然流量。《英雄联盟》云顶之弈授权手游《金铲铲之战》首月流水估算达4-6亿元人民币(下同)，《英雄联盟手游》首月流水或更佳。我们估算国服上线对腾讯4季度贡献3-4亿元收入，对2022年全年手游收入影响或在3-5%。看好其IP价值，及手游用户盘稳固后的变现潜力。维持腾讯买入评级及774港元目标价。</p>\n<p>财经自媒体量子熊猫分析，如果按年份划分，腾讯上市至今总共已经进行过十三轮回购，从前十二轮回购数据看，基本上腾讯每次都能做到精准抄底，在回购结束后一年内，股价往往会大幅反弹，最高一次获得将近三倍收益。</p>","source":"eastmoney_highlight","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>腾讯密集回购，抄底机会真的来了？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯密集回购，抄底机会真的来了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-21 08:02 北京时间 <a href=http://hk.eastmoney.com/a/202109212110937676_0.html><strong>深圳商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股科技巨头腾讯控股9月20日公告，公司今日以448.2港元-457.2港元/股的价格回购23万股公司股票，共耗资约1.042亿港元。实际上，自8月股价创下低点以来，除了非交易日的周末，腾讯回购热情高涨，几乎每个交易日都开展回购。\n腾讯连续大手笔回购\n今年2月以来，港股互联网科技公司几乎都经历了一大波下跌过程。腾讯控股、阿里巴巴、京东、小米集团等知名企业，都出现大幅下跌现象。其中，腾讯股价从今年2...</p>\n\n<a href=\"http://hk.eastmoney.com/a/202109212110937676_0.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e093f665923b40b8d4421311fd3a5719","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"source_url":"http://hk.eastmoney.com/a/202109212110937676_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169684484","content_text":"港股科技巨头腾讯控股9月20日公告，公司今日以448.2港元-457.2港元/股的价格回购23万股公司股票，共耗资约1.042亿港元。实际上，自8月股价创下低点以来，除了非交易日的周末，腾讯回购热情高涨，几乎每个交易日都开展回购。\n腾讯连续大手笔回购\n今年2月以来，港股互联网科技公司几乎都经历了一大波下跌过程。腾讯控股、阿里巴巴、京东、小米集团等知名企业，都出现大幅下跌现象。其中，腾讯股价从今年2月773.4港元/股高点，接连下挫到8月20日的412.2港元/股的52周新低，跌幅超46.7%。\n记者注意到，在市场恐慌情绪中，自8月19日以来，腾讯控股加大了回购力度。8月19日、8月20日、8月23日、8月24日、8月25日、8月27日、8月30日、8月31日进行了8次回购。\n9月以来，更加大回购力度，几乎每个交易日都大手笔回购。9月1日、9月2日、9月3日，腾讯控股均回购21.00万股。\n9月6日，再次回购20万股。\n9月7日，回购6.92万股。\n9月9日、9月10日，每天回购21万股。\n9月13日、14日，每天回购22万股。\n9月15日、16、17日每天回购23万股。\n统计数据显示，2021年1月1日至9月6日，腾讯控股累计购回证券数目为378.18万股，占于普通决议案通过时已发行股份数目的0.039%，斥资超过16亿元。\n值得注意的是，腾讯密集回购股份后，股价再现震荡上升态势，曾一度突破500港元/股大关。截至今日收盘，腾讯股价454.2港元/股。\n\n除腾讯外，热门科技厂商近期纷纷展开回购，掀起回购潮。据WIND统计，其中小米、微盟、海尔智家、网龙等厂商于8月底开始出手连续回购，且回购力度不小。\n机构仍看好腾讯后市\n实际上，腾讯披露的半年报业绩并不糟糕，相比于去年疫情时期仍然实现较快增长。上半年整体营业收入2735.62亿元，同比增长23%，净利润920.3亿元，同比增长49%。\n值得注意的是，腾讯第二季度净利润425.87亿元，同比增长28.63%，非国际财务报告准则下净利润340.39亿元，同比增长13%，是连续数个季度以来同比增速较低的一次。2021年第一季度，腾讯控股营收同比增长25.35%，净利润同比增长65.31%。\n不过，除了腾讯自身回购，支持股价的还有一则好消息。8月20日，恒生指数发布相关变动公告，腾讯在恒生指数成分股权重比例从此前的6.13%上升至8%、恒生中国企业指数成分股等相关权重比例从从此前的6.45%上升至8%。权重调升，直接影响是跟随恒生指数的被动资金将随着个股权重比例提高流入比例。\n国金证券认为，此次大跌市场的担忧主要为：\n1)资金流动层面，美元存在加息预期，市场担忧港股资产吸引力下降，但预计加息时间在2023年，相比过去对2008年海外资金流出影响相对有限；\n2)行业层面，市场担忧未成年人防沉迷保护和版号审批政策对公司游戏业务的影响，但根据公司披露未成年人流水占比较低，公司待上线游戏《LOL手游》已获版号，因此相比18年的“版号寒冬”下核心游戏未获版号，对公司影响相对有限。\n3)基本面，担忧手游增长放缓，我们认为低估了海外游戏用户的红利，我们预计海外用户规模为国内的3倍，而腾讯手握多个全球IP，有望打造新的海外爆款，推动业绩继续增长。\n国金证券表示，这次下跌让腾讯控股处于价值洼地，随着公司业务的稳步发展，公司仍具有良好的长期投资价值。维持“买入”评级。\n交银国际认为，《英雄联盟手游》9月15日开启新一轮限量测试，并将持续至十一黄金周后。预计《英雄联盟》端游IP粉丝基础及电竞赛事热度将为国服手游带来巨大自然流量。《英雄联盟》云顶之弈授权手游《金铲铲之战》首月流水估算达4-6亿元人民币(下同)，《英雄联盟手游》首月流水或更佳。我们估算国服上线对腾讯4季度贡献3-4亿元收入，对2022年全年手游收入影响或在3-5%。看好其IP价值，及手游用户盘稳固后的变现潜力。维持腾讯买入评级及774港元目标价。\n财经自媒体量子熊猫分析，如果按年份划分，腾讯上市至今总共已经进行过十三轮回购，从前十二轮回购数据看，基本上腾讯每次都能做到精准抄底，在回购结束后一年内，股价往往会大幅反弹，最高一次获得将近三倍收益。","news_type":1,"symbols_score_info":{"00700":0.9,"TCEHY":0.9}},"isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":981453386,"gmtCreate":1583793926745,"gmtModify":1704351016485,"author":{"id":"278953389731358","authorId":"278953389731358","name":"刘鹏鹏刘总","avatar":"https://static.laohu8.com/a272cf328829dc8a75abbe19fbbeeb1a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"278953389731358","authorIdStr":"278953389731358"},"themes":[],"htmlText":"天地间。真的有一种超越凡人的力量在冥冥中掌控着命运吗？有那是一种怎样的力量股市的力量💰","listText":"天地间。真的有一种超越凡人的力量在冥冥中掌控着命运吗？有那是一种怎样的力量股市的力量💰","text":"天地间。真的有一种超越凡人的力量在冥冥中掌控着命运吗？有那是一种怎样的力量股市的力量💰","images":[{"img":"https://static.tigerbbs.com/171a3ef70b0efe610eee390cb8d5650a","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/981453386","isVote":1,"tweetType":1,"viewCount":3958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":980478456,"gmtCreate":1582615922975,"gmtModify":1704346954049,"author":{"id":"278953389731358","authorId":"278953389731358","name":"刘鹏鹏刘总","avatar":"https://static.laohu8.com/a272cf328829dc8a75abbe19fbbeeb1a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"278953389731358","authorIdStr":"278953389731358"},"themes":[],"title":"2020.02.25 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