减仓苹果、拼多多，年内四次抄底腾讯，“中国巴菲特”段永平的手又痒了

时代财经2022-08-03

本文来源：时代财经作者：谢斯临图片来源：Pixabay在腾讯股价跌破300港元低点之际，知名投资人段永平选择再度抄底。8月1日，段永平通过他在雪球上的账号“大道无形我有型”透露，自己以37.37美元的价格买入了10万股腾讯ADR，折合人民币2529万元。随后，他在回复中表示如果腾讯股价能到30美元以下，还会再多买一些。“从大家的心情看，继续跌是有可能的。”公开资料显示，这已经是段永平年内第四次...

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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

让子弹飞一会吧
2022-08-08
让子弹飞一会吧
百分之一的仓位也叫抄底
瑾瑜酱
2022-08-06
瑾瑜酱
最后一段完全揭露了这财经记者的水平
iAm22
2022-08-05
iAm22
段是美国华裔巴菲特！需要说清楚！
沧海一粟涛涛
2022-08-05
沧海一粟涛涛
我的留言呢？
沧海一粟涛涛
2022-08-05
沧海一粟涛涛
新东方是合股了，什么远超行权价！
yifannafiy
2022-08-05
yifannafiy
这财经作者也太水了吧，新东方的股价涨了十几倍？就这么误导群众吗？

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positions in Apple and Pinduoduo, and bargain-hunting Tencent four times during the year, \"Chinese Buffett\" Duan Yongping's hand itched again","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"TCEHY":1,"PDD":1,"BRK.B":1,"BRK.A":1,"00700":1},"content_text":"本文来源：时代财经 作者：谢斯临 图片来源：Pixabay在腾讯股价跌破300港元低点之际，知名投资人段永平选择再度抄底。8月1日，段永平通过他在雪球上的账号“大道无形我有型”透露，自己以37.37美元的价格买入了10万股腾讯ADR，折合人民币2529万元。随后，他在回复中表示如果腾讯股价能到30美元以下，还会再多买一些。“从大家的心情看，继续跌是有可能的。”公开资料显示，这已经是段永平年内第四次加仓腾讯。与此同时，年内他已经接连卖出Meta、苹果、拼多多以及巴菲特创立的投资公司伯克希尔-哈撒韦。加仓腾讯，钱从哪来？早在2月28日，段永平就曾在雪球上表示，“腾讯低过我上次买的价钱了，那明天再买点”。随后，便在评论区晒出自己的下单记录，彼时他以53.50美元的目标价买入10万股腾讯ADR。段永平后续称，计划腾讯每掉10%便加一次仓。这次出手后，腾讯股价仍一路下行。3月15日盘中一度跌破38美元。在此时点，段永平果断选择加仓。前一天，段永平曾表示，当周周五将有一批145美元的苹果的put到期，很久以前卖的。这笔钱出来可以考虑放一半在腾讯上。put，全称Put Option，意指看跌期权。一位了解美股的投资人士向时代财经解释道，这是指交易对手方付给段永平一定的行权费，从而在约定日期，拥有将苹果股票以约定价格卖给段永平的权力。“简单来说，其实就是期权的卖方提供了一个对赌的协议。”彼时，苹果股价在160美元左右浮动。交易对手行权可能性极低，除收取权利金外，此前冻结的保证金也将在此时解冻，为段永平购买腾讯提供流动资金。不过，还没有等到行权日，腾讯股价就已经跌破他的预期。此时，段永平决定立刻卖出伯克希尔—哈撒韦股票，买入腾讯。值得注意的是，3月8日，也就是加仓腾讯的一周前，他曾对外强调腾讯在其投资版图中的占比还非常低，“对我的吸引力还没到让我卖掉任何别的股票去换的地步，但再掉几次说不定我就要认真想想了。”因此，段永平果断加仓的动作，无异于表明了在他眼中，当时最低跌破300港元的腾讯，已比伯克希尔—哈撒韦的潜在收益更具有吸引力。4月22日凌晨，段永平又一次表示自己刚以42.71美元买入腾讯ADR，并附上“分红的钱终于花掉了”的感叹。“中国巴菲特”的换仓逻辑而在加仓腾讯之外，段永平背后的换仓逻辑亦招受市场关注。段永平素来被认为是中国最早、最著名的价值投资者之一，也是知名品牌“步步高”的创始人。OPPO创始人陈明永、vivo创始人沈炜、步步高CEO金志江，甚至是拼多多创始人黄峥都曾是他旗下”门徒”。2002年时，段永平曾大举抄底股价跌至仅1美元的网易，靠此爆赚2亿美元，一战封神。2006年时，他曾以62万美元的价格拍下与巴菲特共进午餐的机会，成为第一个与股神共进午餐的中国人。靠着相似的价值投资理念及卓越的成绩，段永平一度被资本市场认为是“中国巴菲特”。而他的一举一动，也因此备受股民关注。1月8日，段永平表示，在2022年的第一个交易日，自己已经将手中的FB（即Meta）几乎全部处理掉，仅因税务原因，保留了一小部分。与此同时，他还表示，卖出已到期的苹果170美元put，成交1.7万个，收取权利金约40多万美元。到了6月9日，段永平又表示，自己将按60-65美元的价格，在接下来一段时间内卖出一部分拼多多的call（Call Option，看涨期权）。随后，他在评论区内解释到，卖call的意思是，万一被买走就接受，不然就赚点利息钱。“没有任何看空的意思，就是手痒了，想赚点小钱”，段永平强调。不过，此前段永平曾多次表示，看不懂拼多多的商业模式，也很难想象该公司十年后的样子。暂时不卖的原因仅是因“既然黄峥说三年不卖，我也三年不卖吧”。除去上述卖出买入的大动作之外，年初段永平还曾“抄底”了疫苗巨头MRNA；对赌新东方不会破产，卖出9999张看跌期权，行权期是2023年1月20日，行权费是0.6美元/股，行权价为2美元/股。考虑到截至8月2日，新东方收盘价已经达到27.05美元，远超行权价，他又能赚取一笔行权费。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":685457448,"gmtCreate":1659923161085,"gmtModify":1659923161085,"author":{"id":"3548215383558420","authorId":"3548215383558420","name":"让子弹飞一会吧","avatar":"https://static.tigerbbs.com/f247b1c4865bd9768c3ecd9e5556392d","vip":1,"hat":"https://static.tigerbbs.com/02aa29c2dc9ef542378534f87cda3558","crmLevel":9,"crmLevelSwitch":0},"htmlText":"百分之一的仓位也叫抄底","listText":"百分之一的仓位也叫抄底","text":"百分之一的仓位也叫抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685457448","repostId":2256992079,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":685567587,"gmtCreate":1659723555552,"gmtModify":1659723555552,"author":{"id":"3460090812526557","authorId":"3460090812526557","name":"瑾瑜酱","avatar":"https://static.tigerbbs.com/2686de4125a41c00525ceac41a557748","vip":1,"hat":"https://static.tigerbbs.com/02aa29c2dc9ef542378534f87cda3558","crmLevel":5,"crmLevelSwitch":1},"htmlText":"最后一段完全揭露了这财经记者的水平","listText":"最后一段完全揭露了这财经记者的水平","text":"最后一段完全揭露了这财经记者的水平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685567587","repostId":2256992079,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":685580553,"gmtCreate":1659711164275,"gmtModify":1659711164275,"author":{"id":"127367578255012","authorId":"127367578255012","name":"iAm22","avatar":"https://static.tigerbbs.com/2c911514cff6758784e9ec02839cd3c8","vip":1,"crmLevel":1,"crmLevelSwitch":1},"htmlText":"段是美国华裔巴菲特！需要说清楚！","listText":"段是美国华裔巴菲特！需要说清楚！","text":"段是美国华裔巴菲特！需要说清楚！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685580553","repostId":2256992079,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":685268418,"gmtCreate":1659672245339,"gmtModify":1659672245339,"author":{"id":"3523587098717559","authorId":"3523587098717559","name":"沧海一粟涛涛","avatar":"https://static.tigerbbs.com/2fa748518a2483ea79bacfdb91ea26ef","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"我的留言呢？","listText":"我的留言呢？","text":"我的留言呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685268418","repostId":2256992079,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":685289170,"gmtCreate":1659668709993,"gmtModify":1659668709993,"author":{"id":"3523587098717559","authorId":"3523587098717559","name":"沧海一粟涛涛","avatar":"https://static.tigerbbs.com/2fa748518a2483ea79bacfdb91ea26ef","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"新东方是合股了，什么远超行权价！","listText":"新东方是合股了，什么远超行权价！","text":"新东方是合股了，什么远超行权价！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685289170","repostId":2256992079,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":685213571,"gmtCreate":1659666106197,"gmtModify":1659667539146,"author":{"id":"3548965887849927","authorId":"3548965887849927","name":"yifannafiy","avatar":"https://static.tigerbbs.com/420913b6eb41e67c4ece99da6f894de9","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"这财经作者也太水了吧，新东方的股价涨了十几倍？就这么误导群众吗？","listText":"这财经作者也太水了吧，新东方的股价涨了十几倍？就这么误导群众吗？","text":"这财经作者也太水了吧，新东方的股价涨了十几倍？就这么误导群众吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685213571","repostId":2256992079,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":7,"repostSize":0,"favoriteSize":7,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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