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yonnechua
2021-08-24
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@孟浩:20倍PE的騰訊便宜嗎？買不買？
yonnechua
2021-08-24
?
There's a market conundrum developing that casts a shadow over risk taking
yonnechua
2021-08-22
Good read
Sorry, the original content has been removed
yonnechua
2021-08-22
Good read
Sorry, the original content has been removed
Go to Tiger App to see more news
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先來說說市場上看多的觀點 看好騰訊的觀點這一點主要體現在回購上，<a href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> 在<a href=\"https://laohu8.com/TW/836114099\" target=\"_blank\">《自己人來了！騰訊再次開啓回購，歷史從未失手！》</a>一文中有提到，騰訊公司從8月19日開始開啓了進入移動互聯網時代以後的第四次回購。向前看，騰訊上市以來的每一次回購，都成爲了日後相談甚歡的“黃金買點”。每次騰訊在連續回購之後，股價均能在1個月內企穩，並繼續向上創下新高。除了回購之外，大家看好騰訊的觀點還集中在估值方面，不管是市盈率PE還是市銷率，市淨率都接近或低於2018年，當時國家很長時間不發遊戲版號，要知道遊戲行業只有取得遊戲版號，纔可以上線收費運營，大家一度以爲騰訊的遊戲業務要掛了，從目前的市場情況來說，與2018年還是無法比的，目前來看市場反應過度，騰訊估值偏低。 我的一點拙見 其實在探討估值的時候，我們可以參考歷史平均水平，但卻不能依賴這些指標，因爲市場是動態的，股票的基本面也在時刻變化，就以市盈率指標來看，市盈率 = 當前股票價格/每股收益=公司市值/公司淨利潤。 我們現在得出來的市盈率中的\"E\"(公司淨利潤)常常用的是近期的淨利潤表現，或者是我們根據現在的淨利潤表現預估的未來淨利表現，而當政策或者市場形勢發生變化，導致盈利減少時，並沒有體現在這個指標，從一定程度上這種指標具有滯後性。常常會表現爲明明很便宜了，但沒想到他會更便宜。 如果你覺得20倍PE的騰訊很便宜，不如你再看看阿里的PE多少？你再看看新東方的PE多少？耳邊仍然迴旋着凱恩斯的那句詰語：","listText":"最近看到好幾篇寫騰訊估值合理，適合抄底的文章，於是也看了一下騰訊的近況，這篇文章想跟大家理性探討一下騰訊的投資價值。 先來說說市場上看多的觀點 看好騰訊的觀點這一點主要體現在回購上，<a href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> 在<a href=\"https://laohu8.com/TW/836114099\" target=\"_blank\">《自己人來了！騰訊再次開啓回購，歷史從未失手！》</a>一文中有提到，騰訊公司從8月19日開始開啓了進入移動互聯網時代以後的第四次回購。向前看，騰訊上市以來的每一次回購，都成爲了日後相談甚歡的“黃金買點”。每次騰訊在連續回購之後，股價均能在1個月內企穩，並繼續向上創下新高。除了回購之外，大家看好騰訊的觀點還集中在估值方面，不管是市盈率PE還是市銷率，市淨率都接近或低於2018年，當時國家很長時間不發遊戲版號，要知道遊戲行業只有取得遊戲版號，纔可以上線收費運營，大家一度以爲騰訊的遊戲業務要掛了，從目前的市場情況來說，與2018年還是無法比的，目前來看市場反應過度，騰訊估值偏低。 我的一點拙見 其實在探討估值的時候，我們可以參考歷史平均水平，但卻不能依賴這些指標，因爲市場是動態的，股票的基本面也在時刻變化，就以市盈率指標來看，市盈率 = 當前股票價格/每股收益=公司市值/公司淨利潤。 我們現在得出來的市盈率中的\"E\"(公司淨利潤)常常用的是近期的淨利潤表現，或者是我們根據現在的淨利潤表現預估的未來淨利表現，而當政策或者市場形勢發生變化，導致盈利減少時，並沒有體現在這個指標，從一定程度上這種指標具有滯後性。常常會表現爲明明很便宜了，但沒想到他會更便宜。 如果你覺得20倍PE的騰訊很便宜，不如你再看看阿里的PE多少？你再看看新東方的PE多少？耳邊仍然迴旋着凱恩斯的那句詰語：","text":"最近看到好幾篇寫騰訊估值合理，適合抄底的文章，於是也看了一下騰訊的近況，這篇文章想跟大家理性探討一下騰訊的投資價值。 先來說說市場上看多的觀點 看好騰訊的觀點這一點主要體現在回購上，@小虎消息 在《自己人來了！騰訊再次開啓回購，歷史從未失手！》一文中有提到，騰訊公司從8月19日開始開啓了進入移動互聯網時代以後的第四次回購。向前看，騰訊上市以來的每一次回購，都成爲了日後相談甚歡的“黃金買點”。每次騰訊在連續回購之後，股價均能在1個月內企穩，並繼續向上創下新高。除了回購之外，大家看好騰訊的觀點還集中在估值方面，不管是市盈率PE還是市銷率，市淨率都接近或低於2018年，當時國家很長時間不發遊戲版號，要知道遊戲行業只有取得遊戲版號，纔可以上線收費運營，大家一度以爲騰訊的遊戲業務要掛了，從目前的市場情況來說，與2018年還是無法比的，目前來看市場反應過度，騰訊估值偏低。 我的一點拙見 其實在探討估值的時候，我們可以參考歷史平均水平，但卻不能依賴這些指標，因爲市場是動態的，股票的基本面也在時刻變化，就以市盈率指標來看，市盈率 = 當前股票價格/每股收益=公司市值/公司淨利潤。 我們現在得出來的市盈率中的\"E\"(公司淨利潤)常常用的是近期的淨利潤表現，或者是我們根據現在的淨利潤表現預估的未來淨利表現，而當政策或者市場形勢發生變化，導致盈利減少時，並沒有體現在這個指標，從一定程度上這種指標具有滯後性。常常會表現爲明明很便宜了，但沒想到他會更便宜。 如果你覺得20倍PE的騰訊很便宜，不如你再看看阿里的PE多少？你再看看新東方的PE多少？耳邊仍然迴旋着凱恩斯的那句詰語：","images":[{"img":"https://static.tigerbbs.com/a6b833e2562b2296c4da409b735f3c3d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3783cbd9c81658354292e9079aa7f86b","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/999ca4186c03f399b0c34b8e1f7c3ef7","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835282607","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834293066,"gmtCreate":1629804309255,"gmtModify":1676530136013,"author":{"id":"4091542321294860","authorId":"4091542321294860","name":"yonnechua","avatar":"https://static.tigerbbs.com/500ed0c0a43d0664eac5b23d91b3e719","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091542321294860","authorIdStr":"4091542321294860"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834293066","repostId":"2161088789","repostType":4,"repost":{"id":"2161088789","kind":"highlight","pubTimestamp":1629803445,"share":"https://ttm.financial/m/news/2161088789?lang=&edition=fundamental","pubTime":"2021-08-24 19:10","market":"us","language":"en","title":"There's a market conundrum developing that casts a shadow over risk taking","url":"https://stock-news.laohu8.com/highlight/detail?id=2161088789","media":"MarketWatch","summary":"The market optimism switch has been turned back on, judging by the performance in markets on Monday ","content":"<p>The market optimism switch has been turned back on, judging by the performance in markets on Monday -- where the S&P 500 ended at its second-highest level ever -- and the early moves on Tuesday.</p>\n<p>But the technical outlook across multiple markets isn't conducive for risky assets, according to Paul Ciana, the chief global fixed income, currencies and commodities technical strategist at Bank of America.</p>\n<p><img src=\"https://static.tigerbbs.com/a9f01a1f0e0b6743ce3810783541dc8d\" tg-width=\"700\" tg-height=\"491\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The ratio of the U.S. treasury bond future vs. Russell 2000 index reached a new all-time low in March, and has since turned higher. When this ratio has turned up from such low levels before, it has preceded a period when the bond market outperformed the Russell 2000, he says.</p>\n<p>Bonds also have turned up vs. copper and oil.</p>\n<p><img src=\"https://static.tigerbbs.com/df16bd6d903f67be495727e1b0b4b7e1\" tg-width=\"700\" tg-height=\"642\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Moreover, the charts of the U.S. dollar suggest the greenback is positioned to outperform bonds, the Russell 2000, copper and oil. The last time the dollar \"double-bottomed\" vs. the Russell 2000, it outperformed in 2018 and 2014.</p>\n<p>\"This cross-asset conundrum casts a shadow over risk taking in the second half of 2021,\" he says.</p>\n<p>Technical analysis by its very definition excludes fundamental analysis, but a world where bonds and the dollar rally would be consistent with a global economy struggling to maintain its momentum. Recent economic data have disappointed analysts, including Monday's report showing a drop in the U.S. composite purchasing managers index to an eight-month low.</p>","source":"lsy1603348471595","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>There's a market conundrum developing that casts a shadow over risk taking</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{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\nThere's a market conundrum developing that casts a shadow over risk taking\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 19:10 GMT+8 <a href=https://www.marketwatch.com/story/theres-a-market-conundrum-developing-that-casts-a-shadow-over-risk-taking-bank-of-america-technical-analyst-says-11629802619?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market optimism switch has been turned back on, judging by the performance in markets on Monday -- where the S&P 500 ended at its second-highest level ever -- and the early moves on Tuesday.\nBut ...</p>\n\n<a href=\"https://www.marketwatch.com/story/theres-a-market-conundrum-developing-that-casts-a-shadow-over-risk-taking-bank-of-america-technical-analyst-says-11629802619?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/theres-a-market-conundrum-developing-that-casts-a-shadow-over-risk-taking-bank-of-america-technical-analyst-says-11629802619?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161088789","content_text":"The market optimism switch has been turned back on, judging by the performance in markets on Monday -- where the S&P 500 ended at its second-highest level ever -- and the early moves on Tuesday.\nBut the technical outlook across multiple markets isn't conducive for risky assets, according to Paul Ciana, the chief global fixed income, currencies and commodities technical strategist at Bank of America.\n\nThe ratio of the U.S. treasury bond future vs. Russell 2000 index reached a new all-time low in March, and has since turned higher. When this ratio has turned up from such low levels before, it has preceded a period when the bond market outperformed the Russell 2000, he says.\nBonds also have turned up vs. copper and oil.\n\nMoreover, the charts of the U.S. dollar suggest the greenback is positioned to outperform bonds, the Russell 2000, copper and oil. The last time the dollar \"double-bottomed\" vs. the Russell 2000, it outperformed in 2018 and 2014.\n\"This cross-asset conundrum casts a shadow over risk taking in the second half of 2021,\" he says.\nTechnical analysis by its very definition excludes fundamental analysis, but a world where bonds and the dollar rally would be consistent with a global economy struggling to maintain its momentum. Recent economic data have disappointed analysts, including Monday's report showing a drop in the U.S. composite purchasing managers index to an eight-month low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832950279,"gmtCreate":1629564073391,"gmtModify":1676530071351,"author":{"id":"4091542321294860","authorId":"4091542321294860","name":"yonnechua","avatar":"https://static.tigerbbs.com/500ed0c0a43d0664eac5b23d91b3e719","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091542321294860","authorIdStr":"4091542321294860"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832950279","repostId":"1114812009","repostType":4,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832950690,"gmtCreate":1629564024210,"gmtModify":1676530071345,"author":{"id":"4091542321294860","authorId":"4091542321294860","name":"yonnechua","avatar":"https://static.tigerbbs.com/500ed0c0a43d0664eac5b23d91b3e719","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091542321294860","authorIdStr":"4091542321294860"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832950690","repostId":"2161745179","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":834293066,"gmtCreate":1629804309255,"gmtModify":1676530136013,"author":{"id":"4091542321294860","authorId":"4091542321294860","name":"yonnechua","avatar":"https://static.tigerbbs.com/500ed0c0a43d0664eac5b23d91b3e719","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091542321294860","authorIdStr":"4091542321294860"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834293066","repostId":"2161088789","repostType":4,"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834293595,"gmtCreate":1629804356317,"gmtModify":1676530136037,"author":{"id":"4091542321294860","authorId":"4091542321294860","name":"yonnechua","avatar":"https://static.tigerbbs.com/500ed0c0a43d0664eac5b23d91b3e719","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091542321294860","authorIdStr":"4091542321294860"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834293595","repostId":"835282607","repostType":1,"repost":{"id":835282607,"gmtCreate":1629720803407,"gmtModify":1676530110611,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/483039f7d05988e78e38a07bc2e5c3db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"20倍PE的騰訊便宜嗎？買不買？","htmlText":"最近看到好幾篇寫騰訊估值合理，適合抄底的文章，於是也看了一下騰訊的近況，這篇文章想跟大家理性探討一下騰訊的投資價值。 先來說說市場上看多的觀點 看好騰訊的觀點這一點主要體現在回購上，<a href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> 在<a href=\"https://laohu8.com/TW/836114099\" target=\"_blank\">《自己人來了！騰訊再次開啓回購，歷史從未失手！》</a>一文中有提到，騰訊公司從8月19日開始開啓了進入移動互聯網時代以後的第四次回購。向前看，騰訊上市以來的每一次回購，都成爲了日後相談甚歡的“黃金買點”。每次騰訊在連續回購之後，股價均能在1個月內企穩，並繼續向上創下新高。除了回購之外，大家看好騰訊的觀點還集中在估值方面，不管是市盈率PE還是市銷率，市淨率都接近或低於2018年，當時國家很長時間不發遊戲版號，要知道遊戲行業只有取得遊戲版號，纔可以上線收費運營，大家一度以爲騰訊的遊戲業務要掛了，從目前的市場情況來說，與2018年還是無法比的，目前來看市場反應過度，騰訊估值偏低。 我的一點拙見 其實在探討估值的時候，我們可以參考歷史平均水平，但卻不能依賴這些指標，因爲市場是動態的，股票的基本面也在時刻變化，就以市盈率指標來看，市盈率 = 當前股票價格/每股收益=公司市值/公司淨利潤。 我們現在得出來的市盈率中的\"E\"(公司淨利潤)常常用的是近期的淨利潤表現，或者是我們根據現在的淨利潤表現預估的未來淨利表現，而當政策或者市場形勢發生變化，導致盈利減少時，並沒有體現在這個指標，從一定程度上這種指標具有滯後性。常常會表現爲明明很便宜了，但沒想到他會更便宜。 如果你覺得20倍PE的騰訊很便宜，不如你再看看阿里的PE多少？你再看看新東方的PE多少？耳邊仍然迴旋着凱恩斯的那句詰語：","listText":"最近看到好幾篇寫騰訊估值合理，適合抄底的文章，於是也看了一下騰訊的近況，這篇文章想跟大家理性探討一下騰訊的投資價值。 先來說說市場上看多的觀點 看好騰訊的觀點這一點主要體現在回購上，<a href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> 在<a href=\"https://laohu8.com/TW/836114099\" target=\"_blank\">《自己人來了！騰訊再次開啓回購，歷史從未失手！》</a>一文中有提到，騰訊公司從8月19日開始開啓了進入移動互聯網時代以後的第四次回購。向前看，騰訊上市以來的每一次回購，都成爲了日後相談甚歡的“黃金買點”。每次騰訊在連續回購之後，股價均能在1個月內企穩，並繼續向上創下新高。除了回購之外，大家看好騰訊的觀點還集中在估值方面，不管是市盈率PE還是市銷率，市淨率都接近或低於2018年，當時國家很長時間不發遊戲版號，要知道遊戲行業只有取得遊戲版號，纔可以上線收費運營，大家一度以爲騰訊的遊戲業務要掛了，從目前的市場情況來說，與2018年還是無法比的，目前來看市場反應過度，騰訊估值偏低。 我的一點拙見 其實在探討估值的時候，我們可以參考歷史平均水平，但卻不能依賴這些指標，因爲市場是動態的，股票的基本面也在時刻變化，就以市盈率指標來看，市盈率 = 當前股票價格/每股收益=公司市值/公司淨利潤。 我們現在得出來的市盈率中的\"E\"(公司淨利潤)常常用的是近期的淨利潤表現，或者是我們根據現在的淨利潤表現預估的未來淨利表現，而當政策或者市場形勢發生變化，導致盈利減少時，並沒有體現在這個指標，從一定程度上這種指標具有滯後性。常常會表現爲明明很便宜了，但沒想到他會更便宜。 如果你覺得20倍PE的騰訊很便宜，不如你再看看阿里的PE多少？你再看看新東方的PE多少？耳邊仍然迴旋着凱恩斯的那句詰語：","text":"最近看到好幾篇寫騰訊估值合理，適合抄底的文章，於是也看了一下騰訊的近況，這篇文章想跟大家理性探討一下騰訊的投資價值。 先來說說市場上看多的觀點 看好騰訊的觀點這一點主要體現在回購上，@小虎消息 在《自己人來了！騰訊再次開啓回購，歷史從未失手！》一文中有提到，騰訊公司從8月19日開始開啓了進入移動互聯網時代以後的第四次回購。向前看，騰訊上市以來的每一次回購，都成爲了日後相談甚歡的“黃金買點”。每次騰訊在連續回購之後，股價均能在1個月內企穩，並繼續向上創下新高。除了回購之外，大家看好騰訊的觀點還集中在估值方面，不管是市盈率PE還是市銷率，市淨率都接近或低於2018年，當時國家很長時間不發遊戲版號，要知道遊戲行業只有取得遊戲版號，纔可以上線收費運營，大家一度以爲騰訊的遊戲業務要掛了，從目前的市場情況來說，與2018年還是無法比的，目前來看市場反應過度，騰訊估值偏低。 我的一點拙見 其實在探討估值的時候，我們可以參考歷史平均水平，但卻不能依賴這些指標，因爲市場是動態的，股票的基本面也在時刻變化，就以市盈率指標來看，市盈率 = 當前股票價格/每股收益=公司市值/公司淨利潤。 我們現在得出來的市盈率中的\"E\"(公司淨利潤)常常用的是近期的淨利潤表現，或者是我們根據現在的淨利潤表現預估的未來淨利表現，而當政策或者市場形勢發生變化，導致盈利減少時，並沒有體現在這個指標，從一定程度上這種指標具有滯後性。常常會表現爲明明很便宜了，但沒想到他會更便宜。 如果你覺得20倍PE的騰訊很便宜，不如你再看看阿里的PE多少？你再看看新東方的PE多少？耳邊仍然迴旋着凱恩斯的那句詰語：","images":[{"img":"https://static.tigerbbs.com/a6b833e2562b2296c4da409b735f3c3d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3783cbd9c81658354292e9079aa7f86b","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/999ca4186c03f399b0c34b8e1f7c3ef7","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835282607","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832950279,"gmtCreate":1629564073391,"gmtModify":1676530071351,"author":{"id":"4091542321294860","authorId":"4091542321294860","name":"yonnechua","avatar":"https://static.tigerbbs.com/500ed0c0a43d0664eac5b23d91b3e719","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091542321294860","authorIdStr":"4091542321294860"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832950279","repostId":"1114812009","repostType":4,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832950690,"gmtCreate":1629564024210,"gmtModify":1676530071345,"author":{"id":"4091542321294860","authorId":"4091542321294860","name":"yonnechua","avatar":"https://static.tigerbbs.com/500ed0c0a43d0664eac5b23d91b3e719","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091542321294860","authorIdStr":"4091542321294860"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832950690","repostId":"2161745179","repostType":4,"repost":{"id":"2161745179","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1629500040,"share":"https://ttm.financial/m/news/2161745179?lang=&edition=fundamental","pubTime":"2021-08-21 06:54","market":"us","language":"en","title":"Pfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine","url":"https://stock-news.laohu8.com/highlight/detail?id=2161745179","media":"Dow Jones","summary":"Pfizer Inc. $(PFE)$ and U.S. shares of BioNTech SE (BNTX) rose in the extended session Friday follow","content":"<p>Pfizer Inc. <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and U.S. shares of <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (BNTX) rose in the extended session Friday following a report that the drug makers will likely get full Food and Drug Administration approval for their COVID-19 vaccine sometime next week. Pfizer shares rose more than 2% after hours, following a 0.2% decline to close at $48.72, and BioNTech's ADRs rallied more than 5%, following a 5.1% gain to close at $348.68. Late Friday, The New York Times reported targeting the delta variant of the virus.</p>\n<p></p>","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>Pfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine</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{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\nPfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-21 06:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Pfizer Inc. <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and U.S. shares of <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (BNTX) rose in the extended session Friday following a report that the drug makers will likely get full Food and Drug Administration approval for their COVID-19 vaccine sometime next week. Pfizer shares rose more than 2% after hours, following a 0.2% decline to close at $48.72, and BioNTech's ADRs rallied more than 5%, following a 5.1% gain to close at $348.68. Late Friday, The New York Times reported targeting the delta variant of the virus.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161745179","content_text":"Pfizer Inc. $(PFE)$ and U.S. shares of BioNTech SE (BNTX) rose in the extended session Friday following a report that the drug makers will likely get full Food and Drug Administration approval for their COVID-19 vaccine sometime next week. Pfizer shares rose more than 2% after hours, following a 0.2% decline to close at $48.72, and BioNTech's ADRs rallied more than 5%, following a 5.1% gain to close at $348.68. Late Friday, The New York Times reported targeting the delta variant of the virus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
