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阿雪
阿雪
·
08-04
说说你对这篇新闻的看法...
SpaceX IPO后首份财报倒计时！分析：投资者应紧盯“星舰”而非短期盈亏
受AI业务拖累，SpaceX本季度预计录得约16亿美元的运营亏损，资本支出约达180亿美元。但分析认为，短期盈亏对判断其投资价值意义有限，星舰何时实现完全复用、开启商业首飞，将决定发射成本能否大幅下降，并成为SpaceX长期估值与未来增长的真正转折点。
SpaceX IPO后首份财报倒计时！分析：投资者应紧盯“星舰”而非短期盈亏
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阿雪
阿雪
·
2025-02-05
$美元/离岸人民币(USDCNH.FOREX)$
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阿雪
阿雪
·
2024-11-01
说说你对这篇新闻的看法...
腾讯回购及业绩预估
腾讯计划在11月13日发布2024年第三季度业绩报告，目前正处于回购静默期。截至目前，腾讯今年已累计回购903.4亿港元，共计25468万股，且回购的股份已被注销，使得总股本降至92.8亿股，较去年底的94.83亿股减少了2.03亿股。腾讯的回购金额已达到全年千亿回购计划的90%以上。尽管港交所新规允许将回购股份以库存股形式持有，腾讯管理层仍选择回购并注销股份。目前腾讯的估值远未达到高估水平，预计今年的利润将超过2000亿元。
腾讯回购及业绩预估
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阿雪
阿雪
·
2022-09-08
说说你对这篇新闻的看法...
元隆雅图：为阿里、腾讯、饿了么、科兴生物等客户提供了中秋礼盒设计方案及产品
格隆汇9月7日丨元隆雅图在互动平台表示，今年中秋节公司为阿里巴巴、腾讯、饿了么、科兴生物等客户提供了中秋礼盒设计方案及产品。公司还为茅台中秋礼盒中一款产品——中秋限量版小茅手办进行了设计及生产，同时也是茅台中秋礼盒的全国经销商之一。
元隆雅图：为阿里、腾讯、饿了么、科兴生物等客户提供了中秋礼盒设计方案及产品
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阿雪
阿雪
·
2022-09-07
请教各位大神：环球帐户怎么卖出碎股啊？
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阿雪
阿雪
·
2022-09-06
$恒生指数(HSI)$
对恒生指数(HSI)表态看多看空
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阿雪
阿雪
·
2022-08-26
$道琼斯(.DJI)$
对道琼斯(.DJI)表态看多看空
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阿雪
阿雪
·
2022-08-10
😢😄😄😄
非常抱歉，此主贴已删除
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阿雪
阿雪
·
2022-04-01
碎股如何卖出？有知道的大虾告诉一下，谢谢🙏
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阿雪
阿雪
·
2017-05-29
$新华文轩(00811)$今天明明下跌，为何显示为上涨？哪位大神知道原因请指点。先谢谢了哈！
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left;\">公司以每股135美元定价，上市第三日收盘价一度攀升至201.80美元，市值达1.5万亿美元，但截至本周一收盘已跌至114.46美元，较发行价下跌逾15%。<strong>随着早期股东和内部人士的限售期自本周四起陆续解禁，股价或面临进一步压力。</strong></p><h2 id=\"id_1465528414\" style=\"text-align: left;\">财报数字难以指路，星舰才是核心变量</h2><p style=\"text-align: left;\">彭博专栏作家Thomas Black指出，在SpaceX作为上市公司的早期阶段，季度盈亏数据对投资者的参考价值极为有限。</p><p style=\"text-align: left;\">公司旗下Space业务虽持续亏损，但为Connectivity业务提供大量成本价发射服务；AI业务则是当前最大的利润拖累，其能否如预期般在第四季度扭亏为盈——从第一季度亏损25亿美元转变为盈利，并将收入从8亿美元提升至88亿美元——将是下半年财报的重要观察点。</p><p style=\"text-align: left;\">真正能够为投资者提供方向感的，是星舰的商业化时间表。</p><p style=\"text-align: left;\"><strong>SpaceX于7月24日成功完成星舰第三版的测试发射，这一版本专为量产设计，并已引导飞船在印度洋实现软着陆，但尚未实现对飞船部分的回收复用。</strong></p><h2 id=\"id_3671661964\" style=\"text-align: left;\">完全复用是降本关键，商业首飞时间表备受关注</h2><p style=\"text-align: left;\">星舰的核心价值主张在于完全可复用性。</p><p style=\"text-align: left;\"><strong>一旦实现火箭助推器与飞船的双重回收，叠加其超大载荷能力，发射成本有望大幅下降，从而使太空数据中心等新兴业务在经济上具备可行性。</strong></p><p style=\"text-align: left;\">SpaceX曾公开表示，目标是将太空飞行打造成如同商业航班般的常规运营，并已在德克萨斯州星际基地建造了具备每小时发射一次星舰能力的新型发射台。</p><p style=\"text-align: left;\">然而，时间窗口正在收窄。</p><p style=\"text-align: left;\"><strong>星舰需要在明年投入商业运营，以参与NASA的阿尔忒弥斯三号（Artemis III）任务，完成星舰月球着陆器与洛克希德·马丁公司猎户座飞船的对接演示</strong>。此后，星舰还将承担搭载宇航员登陆月球表面的任务，并需在太空中完成在轨加注燃料这一关键技术验证。</p><h2 id=\"id_2479871747\" style=\"text-align: left;\">隔热系统与锁定期构成双重压力</h2><p style=\"text-align: left;\">技术层面，星舰复用面临的一大障碍是隔热系统。</p><p style=\"text-align: left;\">飞船再入大气层时需承受逾2500华氏度的高温，隔热瓦的可靠性至关重要——2003年哥伦比亚号航天飞机正是因隔热系统受损而酿成悲剧。SpaceX目前正在研发解决方案，市场期待公司在首次财报电话会议上提供更多细节。</p><p style=\"text-align: left;\">股价层面，RBC Capital Markets分析师Ken Herbert在研报中指出，SpaceX的股价走势可能与Meta Platforms上市首年相似——后者同样设有分阶段解禁安排，股价在IPO后长期低于发行价。SpaceX的解禁期将延续至明年6月，届时马斯克本人持有的大量股份方可出售，这一持续性压力或令股价长期承压，但也可能造成估值低估。</p><h2 id=\"id_34324404\" style=\"text-align: left;\">星舰首飞商业化，才是真正的转折点</h2><p style=\"text-align: left;\">Thomas Black总结认为，在星舰实现首次商业发射之前，SpaceX的季度财报难以为投资者提供清晰的路线图。</p><p style=\"text-align: left;\">公司未来的增长逻辑，建立在星舰飞行频次持续提升、以及现役主力火箭猎鹰9号逐步退场的基础之上。</p><p style=\"text-align: left;\">投资者在本次财报季最应关注的，是管理层对星舰商业化路径的最新表态，以及测试进度的具体安排——这才是穿透当前市场噪音、判断SpaceX长期价值的核心依据。</p></body></html>","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>SpaceX IPO后首份财报倒计时！分析：投资者应紧盯“星舰”而非短期盈亏</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\">\nSpaceX IPO后首份财报倒计时！分析：投资者应紧盯“星舰”而非短期盈亏\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-04 19:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>受AI业务拖累，SpaceX本季度预计录得约16亿美元的运营亏损，资本支出约达180亿美元。但分析认为，短期盈亏对判断其投资价值意义有限，星舰何时实现完全复用、开启商业首飞，将决定发射成本能否大幅下降，并成为SpaceX长期估值与未来增长的真正转折点。</p></blockquote><p style=\"text-align: left;\">北京时间周三凌晨 04:00（周二美股盘后），SpaceX即将发布上市以来首份季度财报，但分析人士警告，<strong>短期盈亏数字对判断这家太空公司的投资价值意义有限，真正决定其未来走向的，是"星舰"（Starship）重型可复用火箭的商业化进程。</strong></p><p style=\"text-align: left;\">据彭博汇编的分析师预期，<strong>SpaceX本季度预计录得约16亿美元的运营亏损，资本支出约达180亿美元。拖累业绩的主要来源是AI业务——该部门由首席执行官埃隆·马斯克将旗下xAI并入SpaceX后组建，第二季度预计运营亏损达24亿美元。目前，旗下卫星互联网服务Starlink是公司唯一实现盈利的业务板块。</strong></p><p style=\"text-align: left;\">与此同时，SpaceX股价自6月12日历史性IPO以来持续承压。</p><p style=\"text-align: left;\">公司以每股135美元定价，上市第三日收盘价一度攀升至201.80美元，市值达1.5万亿美元，但截至本周一收盘已跌至114.46美元，较发行价下跌逾15%。<strong>随着早期股东和内部人士的限售期自本周四起陆续解禁，股价或面临进一步压力。</strong></p><h2 id=\"id_1465528414\" style=\"text-align: left;\">财报数字难以指路，星舰才是核心变量</h2><p style=\"text-align: left;\">彭博专栏作家Thomas Black指出，在SpaceX作为上市公司的早期阶段，季度盈亏数据对投资者的参考价值极为有限。</p><p style=\"text-align: left;\">公司旗下Space业务虽持续亏损，但为Connectivity业务提供大量成本价发射服务；AI业务则是当前最大的利润拖累，其能否如预期般在第四季度扭亏为盈——从第一季度亏损25亿美元转变为盈利，并将收入从8亿美元提升至88亿美元——将是下半年财报的重要观察点。</p><p style=\"text-align: left;\">真正能够为投资者提供方向感的，是星舰的商业化时间表。</p><p style=\"text-align: left;\"><strong>SpaceX于7月24日成功完成星舰第三版的测试发射，这一版本专为量产设计，并已引导飞船在印度洋实现软着陆，但尚未实现对飞船部分的回收复用。</strong></p><h2 id=\"id_3671661964\" style=\"text-align: left;\">完全复用是降本关键，商业首飞时间表备受关注</h2><p style=\"text-align: left;\">星舰的核心价值主张在于完全可复用性。</p><p style=\"text-align: left;\"><strong>一旦实现火箭助推器与飞船的双重回收，叠加其超大载荷能力，发射成本有望大幅下降，从而使太空数据中心等新兴业务在经济上具备可行性。</strong></p><p style=\"text-align: left;\">SpaceX曾公开表示，目标是将太空飞行打造成如同商业航班般的常规运营，并已在德克萨斯州星际基地建造了具备每小时发射一次星舰能力的新型发射台。</p><p style=\"text-align: left;\">然而，时间窗口正在收窄。</p><p style=\"text-align: left;\"><strong>星舰需要在明年投入商业运营，以参与NASA的阿尔忒弥斯三号（Artemis III）任务，完成星舰月球着陆器与洛克希德·马丁公司猎户座飞船的对接演示</strong>。此后，星舰还将承担搭载宇航员登陆月球表面的任务，并需在太空中完成在轨加注燃料这一关键技术验证。</p><h2 id=\"id_2479871747\" style=\"text-align: left;\">隔热系统与锁定期构成双重压力</h2><p style=\"text-align: left;\">技术层面，星舰复用面临的一大障碍是隔热系统。</p><p style=\"text-align: left;\">飞船再入大气层时需承受逾2500华氏度的高温，隔热瓦的可靠性至关重要——2003年哥伦比亚号航天飞机正是因隔热系统受损而酿成悲剧。SpaceX目前正在研发解决方案，市场期待公司在首次财报电话会议上提供更多细节。</p><p style=\"text-align: left;\">股价层面，RBC Capital Markets分析师Ken Herbert在研报中指出，SpaceX的股价走势可能与Meta Platforms上市首年相似——后者同样设有分阶段解禁安排，股价在IPO后长期低于发行价。SpaceX的解禁期将延续至明年6月，届时马斯克本人持有的大量股份方可出售，这一持续性压力或令股价长期承压，但也可能造成估值低估。</p><h2 id=\"id_34324404\" style=\"text-align: left;\">星舰首飞商业化，才是真正的转折点</h2><p style=\"text-align: left;\">Thomas Black总结认为，在星舰实现首次商业发射之前，SpaceX的季度财报难以为投资者提供清晰的路线图。</p><p style=\"text-align: left;\">公司未来的增长逻辑，建立在星舰飞行频次持续提升、以及现役主力火箭猎鹰9号逐步退场的基础之上。</p><p style=\"text-align: left;\">投资者在本次财报季最应关注的，是管理层对星舰商业化路径的最新表态，以及测试进度的具体安排——这才是穿透当前市场噪音、判断SpaceX长期价值的核心依据。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"DXYZ":"Destiny Tech100 Inc","SPCX":"SPAC and New Issue ETF"},"source_url":"https://wallstreetcn.com/articles/3778663","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2656581585","content_text":"受AI业务拖累，SpaceX本季度预计录得约16亿美元的运营亏损，资本支出约达180亿美元。但分析认为，短期盈亏对判断其投资价值意义有限，星舰何时实现完全复用、开启商业首飞，将决定发射成本能否大幅下降，并成为SpaceX长期估值与未来增长的真正转折点。北京时间周三凌晨 04:00（周二美股盘后），SpaceX即将发布上市以来首份季度财报，但分析人士警告，短期盈亏数字对判断这家太空公司的投资价值意义有限，真正决定其未来走向的，是\"星舰\"（Starship）重型可复用火箭的商业化进程。据彭博汇编的分析师预期，SpaceX本季度预计录得约16亿美元的运营亏损，资本支出约达180亿美元。拖累业绩的主要来源是AI业务——该部门由首席执行官埃隆·马斯克将旗下xAI并入SpaceX后组建，第二季度预计运营亏损达24亿美元。目前，旗下卫星互联网服务Starlink是公司唯一实现盈利的业务板块。与此同时，SpaceX股价自6月12日历史性IPO以来持续承压。公司以每股135美元定价，上市第三日收盘价一度攀升至201.80美元，市值达1.5万亿美元，但截至本周一收盘已跌至114.46美元，较发行价下跌逾15%。随着早期股东和内部人士的限售期自本周四起陆续解禁，股价或面临进一步压力。财报数字难以指路，星舰才是核心变量彭博专栏作家Thomas Black指出，在SpaceX作为上市公司的早期阶段，季度盈亏数据对投资者的参考价值极为有限。公司旗下Space业务虽持续亏损，但为Connectivity业务提供大量成本价发射服务；AI业务则是当前最大的利润拖累，其能否如预期般在第四季度扭亏为盈——从第一季度亏损25亿美元转变为盈利，并将收入从8亿美元提升至88亿美元——将是下半年财报的重要观察点。真正能够为投资者提供方向感的，是星舰的商业化时间表。SpaceX于7月24日成功完成星舰第三版的测试发射，这一版本专为量产设计，并已引导飞船在印度洋实现软着陆，但尚未实现对飞船部分的回收复用。完全复用是降本关键，商业首飞时间表备受关注星舰的核心价值主张在于完全可复用性。一旦实现火箭助推器与飞船的双重回收，叠加其超大载荷能力，发射成本有望大幅下降，从而使太空数据中心等新兴业务在经济上具备可行性。SpaceX曾公开表示，目标是将太空飞行打造成如同商业航班般的常规运营，并已在德克萨斯州星际基地建造了具备每小时发射一次星舰能力的新型发射台。然而，时间窗口正在收窄。星舰需要在明年投入商业运营，以参与NASA的阿尔忒弥斯三号（Artemis III）任务，完成星舰月球着陆器与洛克希德·马丁公司猎户座飞船的对接演示。此后，星舰还将承担搭载宇航员登陆月球表面的任务，并需在太空中完成在轨加注燃料这一关键技术验证。隔热系统与锁定期构成双重压力技术层面，星舰复用面临的一大障碍是隔热系统。飞船再入大气层时需承受逾2500华氏度的高温，隔热瓦的可靠性至关重要——2003年哥伦比亚号航天飞机正是因隔热系统受损而酿成悲剧。SpaceX目前正在研发解决方案，市场期待公司在首次财报电话会议上提供更多细节。股价层面，RBC Capital Markets分析师Ken Herbert在研报中指出，SpaceX的股价走势可能与Meta Platforms上市首年相似——后者同样设有分阶段解禁安排，股价在IPO后长期低于发行价。SpaceX的解禁期将延续至明年6月，届时马斯克本人持有的大量股份方可出售，这一持续性压力或令股价长期承压，但也可能造成估值低估。星舰首飞商业化，才是真正的转折点Thomas Black总结认为，在星舰实现首次商业发射之前，SpaceX的季度财报难以为投资者提供清晰的路线图。公司未来的增长逻辑，建立在星舰飞行频次持续提升、以及现役主力火箭猎鹰9号逐步退场的基础之上。投资者在本次财报季最应关注的，是管理层对星舰商业化路径的最新表态，以及测试进度的具体安排——这才是穿透当前市场噪音、判断SpaceX长期价值的核心依据。","news_type":1,"symbols_score_info":{"SPCX":1.5,"DXYZ":1.5}},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400171441533392,"gmtCreate":1738720271329,"gmtModify":1738720841615,"author":{"id":"3439271718888672","authorId":"3439271718888672","name":"阿雪","avatar":"https://static.tigerbbs.com/4151004a0091afaa988e71826e7534ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439271718888672","authorIdStr":"3439271718888672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$</a> ","listText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$</a> ","text":"$美元/离岸人民币(USDCNH.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400171441533392","isVote":1,"tweetType":1,"viewCount":2728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366161901625472,"gmtCreate":1730425556710,"gmtModify":1730425558117,"author":{"id":"3439271718888672","authorId":"3439271718888672","name":"阿雪","avatar":"https://static.tigerbbs.com/4151004a0091afaa988e71826e7534ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439271718888672","authorIdStr":"3439271718888672"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366161901625472","repostId":"2480015444","repostType":2,"repost":{"id":"2480015444","kind":"news","pubTimestamp":1730422400,"share":"https://www.laohunote.com/m/news/2480015444?lang=zh_CN&edition=full","pubTime":"2024-11-01 08:53","market":"hk","language":"zh","title":"腾讯回购及业绩预估","url":"https://stock-news.laohu8.com/highlight/detail?id=2480015444","media":"优质股权收藏家","summary":"腾讯计划在11月13日发布2024年第三季度业绩报告，目前正处于回购静默期。截至目前，腾讯今年已累计回购903.4亿港元，共计25468万股，且回购的股份已被注销，使得总股本降至92.8亿股，较去年底的94.83亿股减少了2.03亿股。腾讯的回购金额已达到全年千亿回购计划的90%以上。尽管港交所新规允许将回购股份以库存股形式持有，腾讯管理层仍选择回购并注销股份。目前腾讯的估值远未达到高估水平，预计今年的利润将超过2000亿元。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>计划在11月13日发布2024年第三季度业绩报告，目前正处于<span>回购</span>静默期。截至目前，腾讯今年已累计回购903.4亿港元，共计25468万股，且回购的股份已被注销，使得总股本降至92.8亿股，较去年底的94.83亿股减少了2.03亿股。</p><p>腾讯的回购金额已达到全年千亿回购计划的90%以上。在第三季度业绩公布后，预计还有大约30个交易日可以进行回购，按照目前的进度，全年回购金额有望突破1000亿港元。</p><p>尽管港交所新规允许将回购股份以库存股形式持有，腾讯管理层仍选择回购并注销股份。这一策略不仅增强了投资者信心，还为股东带来了约2%的额外回报。</p><p>根据券商的分析，预计腾讯第三季度的收入将达到1850亿元，同比增长9.7%；Non-IFRS<span>净利润</span>约为574亿元，同比增长17%。递延收入已达到1069.44亿元的历史新高，预示着未来业绩的良好增长势头。腾讯在全球手游市场中占据重要地位，有四款游戏进入9月份的收入榜前十名，显示出其强大的盈利潜力。</p><p>尽管腾讯股价自10月7日的高点478.4港币下跌至目前的416港币，跌幅达到13%，但这并未改变其<span>长期投资</span>价值。<strong>市场上的一些投资者在回购静默期和大股东减持的情况下选择卖出股票，这种“落袋为安”的策略并不符合长期投资的理念，个人觉得现阶段是不明智的。</strong></p><p>投资应关注未来的发展潜力而非过去的业绩表现，买入或卖出的决策应基于估值与市值的关系而非短期的浮盈浮亏。芒格曾建议，即使在市场高估时，也不要轻易更换优质股票。长期持有表现优异的股票往往能带来稳定的投资回报。</p><p><strong>目前腾讯的估值远未达到高估水平，预计今年的利润将超过2000亿元。按照25倍市盈率计算，合理估值应为5万亿人民币，而当前市值仅为3万亿港币左右。频繁买卖股票可能导致错失优质企业的成长机会，甚至可能因购买较差的投资标的而遭受损失。</strong></p></article></body></html>","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>腾讯回购及业绩预估</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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腾讯回购及业绩预估\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-01 08:53 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241101085007971a3ab5&s=b><strong>优质股权收藏家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯计划在11月13日发布2024年第三季度业绩报告，目前正处于回购静默期。截至目前，腾讯今年已累计回购903.4亿港元，共计25468万股，且回购的股份已被注销，使得总股本降至92.8亿股，较去年底的94.83亿股减少了2.03亿股。腾讯的回购金额已达到全年千亿回购计划的90%以上。在第三季度业绩公布后，预计还有大约30个交易日可以进行回购，按照目前的进度，全年回购金额有望突破1000亿港元。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241101085007971a3ab5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80700":"腾讯控股-R","IE0032834883.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) INC","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","00700":"腾讯控股","BK1609":"ChatGPT概念","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0049853897.USD":"SCHRODER ISF 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INC","BK1589":"北水核心资产"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241101085007971a3ab5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2480015444","content_text":"腾讯计划在11月13日发布2024年第三季度业绩报告，目前正处于回购静默期。截至目前，腾讯今年已累计回购903.4亿港元，共计25468万股，且回购的股份已被注销，使得总股本降至92.8亿股，较去年底的94.83亿股减少了2.03亿股。腾讯的回购金额已达到全年千亿回购计划的90%以上。在第三季度业绩公布后，预计还有大约30个交易日可以进行回购，按照目前的进度，全年回购金额有望突破1000亿港元。尽管港交所新规允许将回购股份以库存股形式持有，腾讯管理层仍选择回购并注销股份。这一策略不仅增强了投资者信心，还为股东带来了约2%的额外回报。根据券商的分析，预计腾讯第三季度的收入将达到1850亿元，同比增长9.7%；Non-IFRS净利润约为574亿元，同比增长17%。递延收入已达到1069.44亿元的历史新高，预示着未来业绩的良好增长势头。腾讯在全球手游市场中占据重要地位，有四款游戏进入9月份的收入榜前十名，显示出其强大的盈利潜力。尽管腾讯股价自10月7日的高点478.4港币下跌至目前的416港币，跌幅达到13%，但这并未改变其长期投资价值。市场上的一些投资者在回购静默期和大股东减持的情况下选择卖出股票，这种“落袋为安”的策略并不符合长期投资的理念，个人觉得现阶段是不明智的。投资应关注未来的发展潜力而非过去的业绩表现，买入或卖出的决策应基于估值与市值的关系而非短期的浮盈浮亏。芒格曾建议，即使在市场高估时，也不要轻易更换优质股票。长期持有表现优异的股票往往能带来稳定的投资回报。目前腾讯的估值远未达到高估水平，预计今年的利润将超过2000亿元。按照25倍市盈率计算，合理估值应为5万亿人民币，而当前市值仅为3万亿港币左右。频繁买卖股票可能导致错失优质企业的成长机会，甚至可能因购买较差的投资标的而遭受损失。","news_type":1,"symbols_score_info":{"80700":0.9,"HTCD.SI":0.6,"00700":1,"L":0.6}},"isVote":1,"tweetType":1,"viewCount":6200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669459367,"gmtCreate":1662574625559,"gmtModify":1662574627838,"author":{"id":"3439271718888672","authorId":"3439271718888672","name":"阿雪","avatar":"https://static.tigerbbs.com/4151004a0091afaa988e71826e7534ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439271718888672","authorIdStr":"3439271718888672"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669459367","repostId":"2265243880","repostType":2,"repost":{"id":"2265243880","kind":"news","pubTimestamp":1662531692,"share":"https://www.laohunote.com/m/news/2265243880?lang=zh_CN&edition=full","pubTime":"2022-09-07 14:21","market":"sh","language":"zh","title":"元隆雅图：为阿里、腾讯、饿了么、科兴生物等客户提供了中秋礼盒设计方案及产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2265243880","media":"格隆汇APP","summary":"格隆汇9月7日丨元隆雅图在互动平台表示，今年中秋节公司为阿里巴巴、腾讯、饿了么、科兴生物等客户提供了中秋礼盒设计方案及产品。公司还为茅台中秋礼盒中一款产品——中秋限量版小茅手办进行了设计及生产，同时也是茅台中秋礼盒的全国经销商之一。","content":"<html><body><p> 格隆汇9月7日丨<a href=\"https://laohu8.com/S/002878\">元隆雅图</a>在互动平台表示，今年中秋节公司为<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、饿了么、<a href=\"https://laohu8.com/S/SVA\">科兴生物</a>等客户提供了中秋礼盒设计方案及产品。公司还为茅台中秋礼盒中一款产品——中秋限量版小茅手办进行了设计及生产，同时也是茅台中秋礼盒的全国经销商之一。 </p></body></html>","source":"sina_symbol","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\" 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href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001rp6c.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK0210":"商务服务","BK1588":"回港中概股","BK4524":"宅经济概念","BK1517":"云办公","QNETCN":"纳斯达克中美互联网老虎指数","BK1526":"科网股","SVA":"科兴生物","BK1095":"互动媒体与服务","BK4554":"元宇宙及AR概念","BK1608":"元宇宙概念","BK4581":"高盛持仓","BK1575":"同股不同权","BK1516":"腾讯概念","BK1584":"蚂蚁金服概念","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4531":"中概回港概念","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK1591":"就地过年概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4558":"双十一","BK4502":"阿里概念","BK1521":"挪威政府全球养老基金持仓","TCEHY":"腾讯控股ADR","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","002878":"元隆雅图","BK1586":"云计算","BK1502":"双十一","BK1531":"手游股","BK4504":"桥水持仓","BK4538":"云计算","BK1501":"阿里概念股","BK4579":"人工智能","BK1589":"北水核心资产","BK1142":"互联网与直销零售","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BABA":"阿里巴巴","00700":"腾讯控股","09988":"阿里巴巴-W"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001rp6c.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265243880","content_text":"格隆汇9月7日丨元隆雅图在互动平台表示，今年中秋节公司为阿里巴巴、腾讯、饿了么、科兴生物等客户提供了中秋礼盒设计方案及产品。公司还为茅台中秋礼盒中一款产品——中秋限量版小茅手办进行了设计及生产，同时也是茅台中秋礼盒的全国经销商之一。","news_type":1,"symbols_score_info":{"BABA":1,"SVA":1,"002878":1,"09988":1,"00700":1,"QNETCN":0.6,"TCEHY":1}},"isVote":1,"tweetType":1,"viewCount":5442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669404344,"gmtCreate":1662543368688,"gmtModify":1662543371458,"author":{"id":"3439271718888672","authorId":"3439271718888672","name":"阿雪","avatar":"https://static.tigerbbs.com/4151004a0091afaa988e71826e7534ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439271718888672","authorIdStr":"3439271718888672"},"themes":[],"title":"","htmlText":"请教各位大神：环球帐户怎么卖出碎股啊？","listText":"请教各位大神：环球帐户怎么卖出碎股啊？","text":"请教各位大神：环球帐户怎么卖出碎股啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669404344","isVote":1,"tweetType":1,"viewCount":6117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669217078,"gmtCreate":1662453097194,"gmtModify":1662453098220,"author":{"id":"3439271718888672","authorId":"3439271718888672","name":"阿雪","avatar":"https://static.tigerbbs.com/4151004a0091afaa988e71826e7534ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439271718888672","authorIdStr":"3439271718888672"},"themes":[],"title":"","htmlText":"<a 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