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戒赌治疗期的赌徒

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- 戒赌治疗期的赌徒戒赌治疗期的赌徒
  ·09-24
  这也算利好吗？不就是买东西不给钱，拿股票换吗？
  英伟达跌超2%，与OpenAI“牵手”会失去其它大客户信任？
  对OpenAI投资不会改变公司重点。
  英伟达跌超2%，与OpenAI“牵手”会失去其它大客户信任？
  111 评论
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- 戒赌治疗期的赌徒戒赌治疗期的赌徒
  ·07-17
  $脑再生科技(RGC)$ 充分换手后开始上攻
  760 评论
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- 戒赌治疗期的赌徒戒赌治疗期的赌徒
  ·03-03
  止盈离场？怎么止盈离场？2000手中一手，融资费16,000。
  2,097 2
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- 戒赌治疗期的赌徒戒赌治疗期的赌徒
  ·02-18
  为什么呢？
  1,220 评论
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- 戒赌治疗期的赌徒戒赌治疗期的赌徒
  ·2024-09-03
  这还用选吗？没微信怎么活？
  3,428 1
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- 戒赌治疗期的赌徒戒赌治疗期的赌徒
  ·2023-10-31
  70%新客引流很厉害了
  非常抱歉，此主贴已删除
  3,839 评论
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- 戒赌治疗期的赌徒戒赌治疗期的赌徒
  ·2023-08-17
  $小鹏汽车-W(09868)$
  2,309 评论
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- 戒赌治疗期的赌徒戒赌治疗期的赌徒
  ·2023-08-17
  $哔哩哔哩-W(09626)$
  2,733 评论
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- 戒赌治疗期的赌徒戒赌治疗期的赌徒
  ·2023-01-06
  未来会验证这次换手的优劣的，我认为是错误的
  为什么段永平卖腾讯买苹果？
  1月4日，去年屡次抄底腾讯ADR的段永平发文称，“换了一些Brk/B（伯克希尔-B）到苹果，美股的腾讯也基本全部换到苹果了，港股的还没动。”先复盘段永平这轮买腾讯的操作，最后赚钱了吗？段永平在去年2月
  为什么段永平卖腾讯买苹果？
  4,226 评论
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- 戒赌治疗期的赌徒戒赌治疗期的赌徒
  ·2023-01-03
  $腾讯控股(00700)$
  2,640 评论
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22:05","market":"us","language":"zh","title":"英伟达跌超2%，与OpenAI“牵手”会失去其它大客户信任？","url":"https://stock-news.laohu8.com/highlight/detail?id=1195651778","media":"老虎资讯综合","summary":"对OpenAI投资不会改变公司重点。","content":"<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 开盘后震荡走低，截至发稿跌幅超2%。消息面上，英伟达与OpenAI在周一宣布达成合作，英伟达将对OpenAI最高投资1000亿美元，共建AI数据中心。此举引发部分投资者怀疑：英伟达会否优先向OpenAI提供AI芯片，导致英伟达与包括微软、Meta、亚马逊在内的大客户之间的信任基础出现裂痕？而这些公司可能进一步减少对英伟达的依赖。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63a83505b98061980c44adb0ca388a2c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>对此，英伟达发布声明强调，对OpenAI投资不会改变公司重点，也不会影响对其他客户的供应；无论是否持有股权，英伟达都会继续重视每一位客户。</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\" 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22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 开盘后震荡走低，截至发稿跌幅超2%。消息面上，英伟达与OpenAI在周一宣布达成合作，英伟达将对OpenAI最高投资1000亿美元，共建AI数据中心。此举引发部分投资者怀疑：英伟达会否优先向OpenAI提供AI芯片，导致英伟达与包括微软、Meta、亚马逊在内的大客户之间的信任基础出现裂痕？而这些公司可能进一步减少对英伟达的依赖。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63a83505b98061980c44adb0ca388a2c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>对此，英伟达发布声明强调，对OpenAI投资不会改变公司重点，也不会影响对其他客户的供应；无论是否持有股权，英伟达都会继续重视每一位客户。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4300fcbe3b1976ded6bf41717f73474d","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195651778","content_text":"周二， 英伟达 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19:24","market":"us","language":"zh","title":"为什么段永平卖腾讯买苹果？","url":"https://stock-news.laohu8.com/highlight/detail?id=1149983765","media":"丫丫港股圈","summary":"1月4日，去年屡次抄底腾讯ADR的段永平发文称，“换了一些Brk/B（伯克希尔-B）到苹果，美股的腾讯也基本全部换到苹果了，港股的还没动。”先复盘段永平这轮买腾讯的操作，最后赚钱了吗？段永平在去年2月","content":"<html><head></head><body><p>1月4日，去年屡次抄底腾讯ADR的段永平发文称，“换了一些Brk/B（伯克希尔-B）到苹果，美股的腾讯也基本全部换到苹果了，港股的还没动。”</p><p><img src=\"https://static.tigerbbs.com/f52773efa9735b21b5be2a4d30f7cf76\" tg-width=\"661\" tg-height=\"291\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>先复盘段永平这轮买腾讯的操作，最后赚钱了吗？</b></p><p>段永平在去年2月28日（收盘价50元）开始买入腾讯，在首次买入的半个月后，中概股就遇上单日最大跌幅的3月15日（收盘价37元），腾讯股价当日大跌10%，段永平选择卖出部分伯克希尔-B买入腾讯。</p><p><b>值得注意的是，在段永平第二次买入后，腾讯就遇上最难的3-4月份，这也是疫情影响经济最严重的两个月，腾讯开启新一轮下跌。段永平在4月14日和4月22日买入腾讯ADR。</b></p><p><b>8月1日，在腾讯港股跌穿300元大关时，段永平再次买入腾讯ADR。</b></p><p><b>在段永平这次买入后，就遇上南非报业减持腾讯，且腾讯发布Q3财报的前一个月内，腾讯不得进行回购，这使得腾讯股价一路承压，腾讯港股一度跌至188元，ADR跌至23元。</b></p><p><b>在这轮被大股东抛售影响的下跌中，段永平在10月13日和10月25日再度买入腾讯。最后，段永平在1月4日选择卖出腾讯。</b></p><p><b>自11月开始，南非报业宣布已停止减持，腾讯每日回购恢复，这让腾讯ADR从底部24元涨至45元，涨幅达60%。</b></p><p><b>假设段永平每次买入都是平均仓位，那这轮买腾讯的操作下来，是有赚到钱的。</b></p><p>在段永平这轮买入到最后获利离场的过程中，有越来越多投资者对段永平抄底有质疑。尤其是段永平在8月时表示，腾讯仅占自己仓位的1%不到时，想抄大佬作业却被套的人，感到有些愤怒了，认为段永平水平不行。</p><p><img src=\"https://static.tigerbbs.com/39f00485b12fe3d42020c5e8211bf309\" tg-width=\"664\" tg-height=\"379\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>有种说法是，自段永平开始“抄底”买入后，腾讯一路就从400元狂跌至188元，段永平抄底抄出个腰斩，只是大佬有无限子弹抄底而已，跟普通投资者没什么区别，大佬只是韭菜一个？</p><p>实际上，段永平每次买入都没说自己下的很重手，每次买入都说的是买了“点”腾讯。</p><p>而众多媒体在段永平每次买入后，就将标题说成“段永平抄底腾讯”，这的确会让部分人曲解意思，一两次标题说抄底就算了，媒体一年说段永平抄底6次，这是容易让人误解。</p><p>在去年8月时，段永平表示不敢重手买腾讯也是有原因的，他认为腾讯的确定性比苹果小不少，这也是腾讯在大跌过程中下不了大决心多买的原因。若是苹果跌下来，那完全不用下决心就能下单买入。</p><p>但段永平强调称，腾讯对他而言依旧是非卖品，找到一个商业模式好的公司并不容易，预计几年内还会有机会进一步加仓腾讯的，目前确实还是有些事情没想清楚。</p><p><b>至于是什么没想清楚，段永平曾表示，他总是觉得对于腾讯的未来现金流方面懂得不够透彻，所以下不了重手。</b></p><p><img src=\"https://static.tigerbbs.com/f7c191b6256ae6aa7f3c2e4860856ba3\" tg-width=\"664\" tg-height=\"435\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>可以从段永平另一次与网友的对话中找出他认为腾讯和苹果的区别。</b></p><p><b>在去年10月，段永平表示，苹果不是那些一次一次声明要回购的公司。苹果的回购政策非常简单，就是维持公司现金中性（就是留够足够运转的钱），余钱全部用于回购和分红。</b></p><p><b>有网友称，这点是苹果的好，也是腾讯的缺点，腾讯喜欢乱投资。</b></p><p><b>段永平回复网友称，我不敢说腾讯是乱投资，但腾讯确实有很多财务投资是我很难理解的。我能接受战略投资，但财务投资为什么不能让股东们自己去决定呢？（就是把钱还给股东或回购股票的意思）。</b></p><p><b>从这对话中能看出，段永平的确对腾讯很多投资是难以理解，腾讯做不到大额分红或大额回购股票，这是与苹果不同的一点。</b></p><p><img src=\"https://static.tigerbbs.com/572cd0ba0f9ef1759fd0357f1f46be9a\" tg-width=\"681\" tg-height=\"304\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>在近期苹果股价下跌的情况下，有投资者问道会买苹果吗？段永平表示，已卖出伯克希尔和腾讯加仓苹果，并称“只能说比较起我对别的公司而言，我更懂苹果”。</p><p><img src=\"https://static.tigerbbs.com/509bf35333f1ef14a94244fcba95759f\" tg-width=\"672\" tg-height=\"315\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>段永平希望苹果在这个价位或以下能持续一年或以上，这样苹果的回购就会更有效率。</p><p>段永平回复网友称，最重要的是能认为苹果能持续赚钱，只要这点是确认的，价格越低越好，苹果的商业模式和企业文化决定了大概率苹果会继续非常赚钱的。</p><p><img src=\"https://static.tigerbbs.com/76109cc5ef00f7fff2944aa37901c38c\" tg-width=\"675\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>此前段永平曾表示腾讯是非卖品，有网友问道这个问题。段永平回答称，“从机会成本的角度衡量，以目前苹果的价钱，我更愿意拿着苹果。只要在这个价钱以下，我是可能会慢慢把手里大部分其他股票都换成苹果的。”</p><p><img src=\"https://static.tigerbbs.com/3edb2f81326221d9cfd63ed1dac55e1d\" tg-width=\"673\" tg-height=\"458\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>结语</b></p><p>这说明苹果已到段永平认为很低的位置，关于苹果砍单和需求减退的传言，我们在昨日的文章中有提到。</p><p>近期苹果因需求不足，减少部分产品的产量让很多投资者对苹果感到担忧。担心苹果与特斯拉一样，在经济衰退预期下，只要需求有下滑的趋势，这会加大投资者在下跌趋势中的恐慌，使股价进一步下跌。</p><p>苹果有能力向供应商压价来保证利润端，这让无议价权的下游会越来越难生存，但苹果能借此优势穿越逆周期。</p><p>至于去年腾讯这笔买卖，段永平最后是赚钱了，腾讯一路腰斩再到两个月大涨60%，过程十分曲折，这也再一次说明，大佬的作业不是那么好抄的。</p><p>新的一年，抄大佬作业的机会又来了。段永平选择买入苹果，巴菲特会不会也在近期加仓呢？</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\" 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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为什么段永平卖腾讯买苹果？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055767104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2023-01-05 19:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月4日，去年屡次抄底腾讯ADR的段永平发文称，“换了一些Brk/B（伯克希尔-B）到苹果，美股的腾讯也基本全部换到苹果了，港股的还没动。”</p><p><img src=\"https://static.tigerbbs.com/f52773efa9735b21b5be2a4d30f7cf76\" tg-width=\"661\" tg-height=\"291\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>先复盘段永平这轮买腾讯的操作，最后赚钱了吗？</b></p><p>段永平在去年2月28日（收盘价50元）开始买入腾讯，在首次买入的半个月后，中概股就遇上单日最大跌幅的3月15日（收盘价37元），腾讯股价当日大跌10%，段永平选择卖出部分伯克希尔-B买入腾讯。</p><p><b>值得注意的是，在段永平第二次买入后，腾讯就遇上最难的3-4月份，这也是疫情影响经济最严重的两个月，腾讯开启新一轮下跌。段永平在4月14日和4月22日买入腾讯ADR。</b></p><p><b>8月1日，在腾讯港股跌穿300元大关时，段永平再次买入腾讯ADR。</b></p><p><b>在段永平这次买入后，就遇上南非报业减持腾讯，且腾讯发布Q3财报的前一个月内，腾讯不得进行回购，这使得腾讯股价一路承压，腾讯港股一度跌至188元，ADR跌至23元。</b></p><p><b>在这轮被大股东抛售影响的下跌中，段永平在10月13日和10月25日再度买入腾讯。最后，段永平在1月4日选择卖出腾讯。</b></p><p><b>自11月开始，南非报业宣布已停止减持，腾讯每日回购恢复，这让腾讯ADR从底部24元涨至45元，涨幅达60%。</b></p><p><b>假设段永平每次买入都是平均仓位，那这轮买腾讯的操作下来，是有赚到钱的。</b></p><p>在段永平这轮买入到最后获利离场的过程中，有越来越多投资者对段永平抄底有质疑。尤其是段永平在8月时表示，腾讯仅占自己仓位的1%不到时，想抄大佬作业却被套的人，感到有些愤怒了，认为段永平水平不行。</p><p><img src=\"https://static.tigerbbs.com/39f00485b12fe3d42020c5e8211bf309\" tg-width=\"664\" tg-height=\"379\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>有种说法是，自段永平开始“抄底”买入后，腾讯一路就从400元狂跌至188元，段永平抄底抄出个腰斩，只是大佬有无限子弹抄底而已，跟普通投资者没什么区别，大佬只是韭菜一个？</p><p>实际上，段永平每次买入都没说自己下的很重手，每次买入都说的是买了“点”腾讯。</p><p>而众多媒体在段永平每次买入后，就将标题说成“段永平抄底腾讯”，这的确会让部分人曲解意思，一两次标题说抄底就算了，媒体一年说段永平抄底6次，这是容易让人误解。</p><p>在去年8月时，段永平表示不敢重手买腾讯也是有原因的，他认为腾讯的确定性比苹果小不少，这也是腾讯在大跌过程中下不了大决心多买的原因。若是苹果跌下来，那完全不用下决心就能下单买入。</p><p>但段永平强调称，腾讯对他而言依旧是非卖品，找到一个商业模式好的公司并不容易，预计几年内还会有机会进一步加仓腾讯的，目前确实还是有些事情没想清楚。</p><p><b>至于是什么没想清楚，段永平曾表示，他总是觉得对于腾讯的未来现金流方面懂得不够透彻，所以下不了重手。</b></p><p><img src=\"https://static.tigerbbs.com/f7c191b6256ae6aa7f3c2e4860856ba3\" tg-width=\"664\" tg-height=\"435\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>可以从段永平另一次与网友的对话中找出他认为腾讯和苹果的区别。</b></p><p><b>在去年10月，段永平表示，苹果不是那些一次一次声明要回购的公司。苹果的回购政策非常简单，就是维持公司现金中性（就是留够足够运转的钱），余钱全部用于回购和分红。</b></p><p><b>有网友称，这点是苹果的好，也是腾讯的缺点，腾讯喜欢乱投资。</b></p><p><b>段永平回复网友称，我不敢说腾讯是乱投资，但腾讯确实有很多财务投资是我很难理解的。我能接受战略投资，但财务投资为什么不能让股东们自己去决定呢？（就是把钱还给股东或回购股票的意思）。</b></p><p><b>从这对话中能看出，段永平的确对腾讯很多投资是难以理解，腾讯做不到大额分红或大额回购股票，这是与苹果不同的一点。</b></p><p><img src=\"https://static.tigerbbs.com/572cd0ba0f9ef1759fd0357f1f46be9a\" tg-width=\"681\" tg-height=\"304\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>在近期苹果股价下跌的情况下，有投资者问道会买苹果吗？段永平表示，已卖出伯克希尔和腾讯加仓苹果，并称“只能说比较起我对别的公司而言，我更懂苹果”。</p><p><img src=\"https://static.tigerbbs.com/509bf35333f1ef14a94244fcba95759f\" tg-width=\"672\" tg-height=\"315\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>段永平希望苹果在这个价位或以下能持续一年或以上，这样苹果的回购就会更有效率。</p><p>段永平回复网友称，最重要的是能认为苹果能持续赚钱，只要这点是确认的，价格越低越好，苹果的商业模式和企业文化决定了大概率苹果会继续非常赚钱的。</p><p><img src=\"https://static.tigerbbs.com/76109cc5ef00f7fff2944aa37901c38c\" tg-width=\"675\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>此前段永平曾表示腾讯是非卖品，有网友问道这个问题。段永平回答称，“从机会成本的角度衡量，以目前苹果的价钱，我更愿意拿着苹果。只要在这个价钱以下，我是可能会慢慢把手里大部分其他股票都换成苹果的。”</p><p><img src=\"https://static.tigerbbs.com/3edb2f81326221d9cfd63ed1dac55e1d\" tg-width=\"673\" tg-height=\"458\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>结语</b></p><p>这说明苹果已到段永平认为很低的位置，关于苹果砍单和需求减退的传言，我们在昨日的文章中有提到。</p><p>近期苹果因需求不足，减少部分产品的产量让很多投资者对苹果感到担忧。担心苹果与特斯拉一样，在经济衰退预期下，只要需求有下滑的趋势，这会加大投资者在下跌趋势中的恐慌，使股价进一步下跌。</p><p>苹果有能力向供应商压价来保证利润端，这让无议价权的下游会越来越难生存，但苹果能借此优势穿越逆周期。</p><p>至于去年腾讯这笔买卖，段永平最后是赚钱了，腾讯一路腰斩再到两个月大涨60%，过程十分曲折，这也再一次说明，大佬的作业不是那么好抄的。</p><p>新的一年，抄大佬作业的机会又来了。段永平选择买入苹果，巴菲特会不会也在近期加仓呢？</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"AAPL":"苹果","00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149983765","content_text":"1月4日，去年屡次抄底腾讯ADR的段永平发文称，“换了一些Brk/B（伯克希尔-B）到苹果，美股的腾讯也基本全部换到苹果了，港股的还没动。”先复盘段永平这轮买腾讯的操作，最后赚钱了吗？段永平在去年2月28日（收盘价50元）开始买入腾讯，在首次买入的半个月后，中概股就遇上单日最大跌幅的3月15日（收盘价37元），腾讯股价当日大跌10%，段永平选择卖出部分伯克希尔-B买入腾讯。值得注意的是，在段永平第二次买入后，腾讯就遇上最难的3-4月份，这也是疫情影响经济最严重的两个月，腾讯开启新一轮下跌。段永平在4月14日和4月22日买入腾讯ADR。8月1日，在腾讯港股跌穿300元大关时，段永平再次买入腾讯ADR。在段永平这次买入后，就遇上南非报业减持腾讯，且腾讯发布Q3财报的前一个月内，腾讯不得进行回购，这使得腾讯股价一路承压，腾讯港股一度跌至188元，ADR跌至23元。在这轮被大股东抛售影响的下跌中，段永平在10月13日和10月25日再度买入腾讯。最后，段永平在1月4日选择卖出腾讯。自11月开始，南非报业宣布已停止减持，腾讯每日回购恢复，这让腾讯ADR从底部24元涨至45元，涨幅达60%。假设段永平每次买入都是平均仓位，那这轮买腾讯的操作下来，是有赚到钱的。在段永平这轮买入到最后获利离场的过程中，有越来越多投资者对段永平抄底有质疑。尤其是段永平在8月时表示，腾讯仅占自己仓位的1%不到时，想抄大佬作业却被套的人，感到有些愤怒了，认为段永平水平不行。有种说法是，自段永平开始“抄底”买入后，腾讯一路就从400元狂跌至188元，段永平抄底抄出个腰斩，只是大佬有无限子弹抄底而已，跟普通投资者没什么区别，大佬只是韭菜一个？实际上，段永平每次买入都没说自己下的很重手，每次买入都说的是买了“点”腾讯。而众多媒体在段永平每次买入后，就将标题说成“段永平抄底腾讯”，这的确会让部分人曲解意思，一两次标题说抄底就算了，媒体一年说段永平抄底6次，这是容易让人误解。在去年8月时，段永平表示不敢重手买腾讯也是有原因的，他认为腾讯的确定性比苹果小不少，这也是腾讯在大跌过程中下不了大决心多买的原因。若是苹果跌下来，那完全不用下决心就能下单买入。但段永平强调称，腾讯对他而言依旧是非卖品，找到一个商业模式好的公司并不容易，预计几年内还会有机会进一步加仓腾讯的，目前确实还是有些事情没想清楚。至于是什么没想清楚，段永平曾表示，他总是觉得对于腾讯的未来现金流方面懂得不够透彻，所以下不了重手。可以从段永平另一次与网友的对话中找出他认为腾讯和苹果的区别。在去年10月，段永平表示，苹果不是那些一次一次声明要回购的公司。苹果的回购政策非常简单，就是维持公司现金中性（就是留够足够运转的钱），余钱全部用于回购和分红。有网友称，这点是苹果的好，也是腾讯的缺点，腾讯喜欢乱投资。段永平回复网友称，我不敢说腾讯是乱投资，但腾讯确实有很多财务投资是我很难理解的。我能接受战略投资，但财务投资为什么不能让股东们自己去决定呢？（就是把钱还给股东或回购股票的意思）。从这对话中能看出，段永平的确对腾讯很多投资是难以理解，腾讯做不到大额分红或大额回购股票，这是与苹果不同的一点。在近期苹果股价下跌的情况下，有投资者问道会买苹果吗？段永平表示，已卖出伯克希尔和腾讯加仓苹果，并称“只能说比较起我对别的公司而言，我更懂苹果”。段永平希望苹果在这个价位或以下能持续一年或以上，这样苹果的回购就会更有效率。段永平回复网友称，最重要的是能认为苹果能持续赚钱，只要这点是确认的，价格越低越好，苹果的商业模式和企业文化决定了大概率苹果会继续非常赚钱的。此前段永平曾表示腾讯是非卖品，有网友问道这个问题。段永平回答称，“从机会成本的角度衡量，以目前苹果的价钱，我更愿意拿着苹果。只要在这个价钱以下，我是可能会慢慢把手里大部分其他股票都换成苹果的。”结语这说明苹果已到段永平认为很低的位置，关于苹果砍单和需求减退的传言，我们在昨日的文章中有提到。近期苹果因需求不足，减少部分产品的产量让很多投资者对苹果感到担忧。担心苹果与特斯拉一样，在经济衰退预期下，只要需求有下滑的趋势，这会加大投资者在下跌趋势中的恐慌，使股价进一步下跌。苹果有能力向供应商压价来保证利润端，这让无议价权的下游会越来越难生存，但苹果能借此优势穿越逆周期。至于去年腾讯这笔买卖，段永平最后是赚钱了，腾讯一路腰斩再到两个月大涨60%，过程十分曲折，这也再一次说明，大佬的作业不是那么好抄的。新的一年，抄大佬作业的机会又来了。段永平选择买入苹果，巴菲特会不会也在近期加仓呢？","news_type":1,"symbols_score_info":{"00700":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621773012,"gmtCreate":1672728284436,"gmtModify":1672728285371,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"htmlText":"<a 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