“每掉10%加仓一次！”中国巴菲特喊出腾讯抄底战术

中国证券报2022-03-09

记者葛瑶上周刚买入500万美元腾讯控股，“中国巴菲特”段永平还会加仓吗？3月以来，腾讯股价累计下跌超9%，跌破400港元。但3月9日，腾讯股价午后强势翻红，全天收于384.8港元。3月8日，有网友喊话段永平加仓，段永平表示：计划“每掉10%”就加仓一次腾讯。今年以来，海内外各路资金纷纷出手抄底，对中概互联网龙头越跌越买。段永平此前大笔买入腾讯ADR3月8日，社交论坛上有网友再喊话段永平：“腾讯...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

里二外三
2022-03-10
里二外三
加到最后没了
气球气球
2022-03-09
气球气球
买中概？呵呵
MG黄
2022-03-09
MG黄
买就完事了。强入中概！
韭菜盒子3.0
2022-03-09
韭菜盒子3.0
国内民营巨头也不是没有可能被拆分的
韭菜盒子3.0
2022-03-09
韭菜盒子3.0
段离开中国太久了，并不知道国内的形势

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1120687831?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/7e1090aaf3aafeb5167ffb8175428e8f","is_english":false,"pubTime":"2022-03-09 21:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1120687831","market":"hk","top_or_hot":-1,"title":"“每掉10%加仓一次！”中国巴菲特喊出腾讯抄底战术","media":"中国证券报","content":"<div>\n<p>记者 葛瑶上周刚买入500万美元腾讯控股，“中国巴菲特”段永平还会加仓吗？3月以来，腾讯股价累计下跌超9%，跌破400港元。但3月9日，腾讯股价午后强势翻红，全天收于384.8港元。3月8日，有网友喊话段永平加仓，段永平表示：计划“每掉10%”就加仓一次腾讯。今年以来，海内外各路资金纷纷出手抄底，对中概互联网龙头越跌越买。段永平此前大笔买入腾讯ADR3月8日，社交论坛上有网友再喊话段永平：“腾讯...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/PvLjOnd2W4pM1pH0Nh4c3w\">网页链接</a>\n\n</div>\n","source":"zgzqb","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>“每掉10%加仓一次！”中国巴菲特喊出腾讯抄底战术</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\">\n“每掉10%加仓一次！”中国巴菲特喊出腾讯抄底战术\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-09 21:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/PvLjOnd2W4pM1pH0Nh4c3w><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 葛瑶上周刚买入500万美元腾讯控股，“中国巴菲特”段永平还会加仓吗？3月以来，腾讯股价累计下跌超9%，跌破400港元。但3月9日，腾讯股价午后强势翻红，全天收于384.8港元。3月8日，有网友喊话段永平加仓，段永平表示：计划“每掉10%”就加仓一次腾讯。今年以来，海内外各路资金纷纷出手抄底，对中概互联网龙头越跌越买。段永平此前大笔买入腾讯ADR3月8日，社交论坛上有网友再喊话段永平：“腾讯...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/PvLjOnd2W4pM1pH0Nh4c3w\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00700","symbol_name":"腾讯控股","start_time":0,"source_url":"https://mp.weixin.qq.com/s/PvLjOnd2W4pM1pH0Nh4c3w","article_id":"1120687831","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/7e1090aaf3aafeb5167ffb8175428e8f"],"rights":{"source":"zgzqb","url":"https://mp.weixin.qq.com/s/PvLjOnd2W4pM1pH0Nh4c3w","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1120687831","pubTimestamp":1646832828,"columns":[],"sourceInfo":{"source_id":"zgzqb","name":"中国证券报"},"weMediaInfo":null,"summary":"今年以来，海内外各路资金纷纷出手抄底，对中概互联网龙头越跌越买。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"00700":"腾讯控股"},"translate_title":"\"Add positions every 10%!\" China Buffett shouted Tencent's bargain-hunting tactics","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c9f5a4600023e1465bc81dabba09db6a","symbols_score_info":{"00700":0.9},"content_text":"记者 葛瑶上周刚买入500万美元腾讯控股，“中国巴菲特”段永平还会加仓吗？3月以来，腾讯股价累计下跌超9%，跌破400港元。但3月9日，腾讯股价午后强势翻红，全天收于384.8港元。3月8日，有网友喊话段永平加仓，段永平表示：计划“每掉10%”就加仓一次腾讯。今年以来，海内外各路资金纷纷出手抄底，对中概互联网龙头越跌越买。段永平此前大笔买入腾讯ADR3月8日，社交论坛上有网友再喊话段永平：“腾讯388港元了，可以继续加仓了。”这次段永平回复称“我计划每掉10%加一次仓。”不过，他同时表示，腾讯占其仓位比重“非常低”，目前对他的吸引力不足以卖出其他仓位去换，因此只以9%-11%的下跌幅度为加仓标准，但股价若“再掉几次就要认真想想了”。值得注意的是，上周段永平刚刚豪掷500多万美元购入腾讯控股ADR。2月28日，段永平在论坛上表示,“腾讯低过我上次买的价钱了，那明天再买点。”随后，便在评论区晒出了下单记录。记录显示，段永平以53.50美元的目标价买入10万股腾讯ADR。截至3月8日，腾讯ADR价格与其买入价相比已下跌近9%。各路资金抄底互联网中概股在抄底腾讯这件事情上，段永平并不孤单。海外第三大中国股票基金——瑞银（卢森堡）中国精选股票基金（美元）1月时亦大举增持腾讯控股，增持幅度达100%。截至1月末，该基金对腾讯控股的持仓市值达7.37亿美元。除腾讯控股以外，海外机构也显示出了对其他互联网中概股的兴趣。今年以来至3月7日，KraneShare中概互联网ETF（KWEB）获海外资金净流入，累计金额达10.31亿美元。KWEB是目前海外规模最大的互联网中概股指数基金，前五大重仓股包括腾讯控股、阿里巴巴-SW、京东、百度、美团-W。不过值得注意的是，自3月以来，KWEB的资金呈现净流出态势，累计净流出1.56亿美元。来源：etf.com除海外资金以外，近期南向资金对互联网龙头公司同样越跌越买。富途数据显示，截至3月8日，南向资金连续6日净买入腾讯控股，累计买入92.75亿港元；美团-W连续5日获南向资金净买入，累计金额达41.87亿港元。同时，内地发行的互联网中概股指数基金连续两天出现大幅溢价。Wind数据显示，3月9日，中概互联网ETF溢价率超过7%，前一日则出现了11%以上的溢价。中概互联网LOF在3月8日也溢价超过6%，目前这只指数基金已经“关门谢客”，暂停申购。面对上述基金的溢价情况，基民纷纷猜测是由于抄底资金太过凶猛导致。不过，一位公募人士表示，限购或是造成高溢价的主因。他解释称：“中概互联网指数基金的限购近期进一步收紧，这意味着没有新增份额可供投资者购买。同时买盘又比较强劲，因此出现明显的溢价。”机构仍看好腾讯、阿里抄底的呼声不绝于耳，但腾讯与阿里的股价近期尚未有企稳之势。不过整体来看，机构仍坚定看好两只互联网龙头。Wind数据显示，40%的机构对腾讯控股给出“增持”评级，58%给出“买入”评级。对于阿里巴巴，44%的机构给出“增持”评级，52%给出“买入”评级。中信建投发表研报表示，当前腾讯的市值对应2022年、2023年归母净利润估值为17.8倍、15.8倍，均处于移动互联网时代以来最低估值。长期看好腾讯各赛道布局及竞争力，维持“买入”评级。预计增值服务及网络广告业务稳步增长，金融科技与企业服务业务将成为腾讯营收增长的重要引擎。中金公司则表示，给予阿里巴巴“跑赢行业”评级。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":635351192,"gmtCreate":1646863175759,"gmtModify":1646863175759,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"htmlText":"加到最后没了","listText":"加到最后没了","text":"加到最后没了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635351192","repostId":1120687831,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":635313328,"gmtCreate":1646833827274,"gmtModify":1646833827274,"author":{"id":"3479077389013994","authorId":"3479077389013994","name":"气球气球","avatar":"https://static.tigerbbs.com/e5a7606775673bc405a1e12fc72e04d7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3479077389013994","authorIdStr":"3479077389013994"},"htmlText":"买中概？呵呵","listText":"买中概？呵呵","text":"买中概？呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635313328","repostId":1120687831,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":635313010,"gmtCreate":1646833757929,"gmtModify":1646833757929,"author":{"id":"3557294228267354","authorId":"3557294228267354","name":"MG黄","avatar":"https://static.tigerbbs.com/a9c36c5387bb33035d77f7388dcdef28","vip":1,"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":1,"crmLevelSwitch":0,"idStr":"3557294228267354","authorIdStr":"3557294228267354"},"htmlText":"买就完事了。强入中概！","listText":"买就完事了。强入中概！","text":"买就完事了。强入中概！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635313010","repostId":1120687831,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":635310272,"gmtCreate":1646833492532,"gmtModify":1646833492532,"author":{"id":"3494413380916749","authorId":"3494413380916749","name":"韭菜盒子3.0","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3494413380916749","authorIdStr":"3494413380916749"},"htmlText":"国内民营巨头也不是没有可能被拆分的","listText":"国内民营巨头也不是没有可能被拆分的","text":"国内民营巨头也不是没有可能被拆分的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635310272","repostId":1120687831,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":635337693,"gmtCreate":1646833317395,"gmtModify":1646833317395,"author":{"id":"3494413380916749","authorId":"3494413380916749","name":"韭菜盒子3.0","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3494413380916749","authorIdStr":"3494413380916749"},"htmlText":"段离开中国太久了，并不知道国内的形势","listText":"段离开中国太久了，并不知道国内的形势","text":"段离开中国太久了，并不知道国内的形势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635337693","repostId":1120687831,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":29,"commentSize":5,"repostSize":0,"favoriteSize":16,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1120687831"}