又加仓了！段永平年内第六次买入腾讯，拐点将至？回购力度也"翻倍"，已斥资245亿

券商中国2022-10-26

段永平又出手了。“又买了一点，虽然不知道到底发生了什么。”投资大佬段永平又一次加仓腾讯。这已经是段永平今年以来第六次加仓腾讯了，此前他在2月、3月、4月、8月、10月先后5次买入腾讯。在股价表现上，去年以来腾讯的股价一路下跌，今年已经累计下跌53.23%。就腾讯自身而言，该公司今年以来已回购76次，斥资245亿港元远超往年，且还在10月中旬加大了回购力度，单日回购金额从3亿港元左右提升达到6亿港元...

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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

开战斗机
2022-10-27
开战斗机
评论区明白了，什么北向，笑话
小蝌蚪
2022-10-26
小蝌蚪
腾讯的狗托-段永平，这点把戏真丢人！

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The repurchase efforts have also \"doubled\" and have spent 24.5 billion yuan","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00700":1},"content_text":"段永平又出手了。“又买了一点，虽然不知道到底发生了什么。”投资大佬段永平又一次加仓腾讯。这已经是段永平今年以来第六次加仓腾讯了，此前他在2月、3月、4月、8月、10月先后5次买入腾讯。在股价表现上，去年以来腾讯的股价一路下跌，今年已经累计下跌53.23%。就腾讯自身而言，该公司今年以来已回购76次，斥资245亿港元远超往年，且还在10月中旬加大了回购力度，单日回购金额从3亿港元左右提升达到6亿港元。消息面上，10月24日，针对市场传闻的“中国移动收购腾讯部分股权，实现腾讯部分国有化”一事，腾讯方面回应券商中国记者称，该消息不实。段永平年内六次加仓腾讯10月25日，在市场震荡之下，腾讯控股低开后小幅震荡，一度跌破200港元关口，向下触及198.6港元，创2017年3月以来新低，不过，收盘翻红，收于206.4港元/股，上涨0.1%。10月25日，知名投资人段永平通过其雪球账号“大道无形我有型”透露，再次买入腾讯控股在美国挂牌的ADR。“又买了一点，虽然不知道到底发生了什么。”段永平在雪球发帖称，并用“看看苹果就明白了”来回复其他投资者的互动。实际上，这已经是段永平今年以来第六次“抄底”腾讯。回顾以往，最近一次买入腾讯是10月13日，段永平表示，买入了美国挂牌的腾讯ADR（美国存托凭证）价格为32.05美元，合计买入10万股，耗资约320万美元（约合人民币2294万元）。今年2月28日，段永平发帖称，“（腾讯）低过我上次买的价钱了，那明天再买点”。今年4月下旬，段永平发帖表示，刚以42.71美元买入腾讯控股（ADR），并还表示“分红的钱终于花掉了”。今年8月1日，段永平在雪球账号上透露以37.37美元的价格再买了10万股腾讯控股ADR。若以此计算，耗资373.7万美元（约合2530万人民币）。此外他还表示，如果腾讯ADR跌至30美元以下，将会再多买一些。不过，在今年8月，段永平透露其对腾讯持仓位不高，“目前还不到1%，还不算实质性投入”。行情数据显示，腾讯控股自去年以来总体处于下跌态势，2021年2月18日腾讯控股股价曾高达758.9港元，截至目前价格为206.4港元/股，累计跌幅超七成，腾讯控股的ADR也大幅下跌，最新腾讯ADR报价25.68美元，这意味着，段永平大概率浮亏。对于腾讯，段永平在今年8月曾阐释过看法，“腾讯对我来说确定性确实比苹果小不少，这也是现阶段一直下不了大决心多买的原因。苹果下来的时候我完全不用下决心就能下买单。不过，腾讯对我而言依然是非卖品，找到一个商业模式好的公司不容易。我猜未来几年内我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。”腾讯今年已回购76次今年对于腾讯来说，除了应对业绩下滑的压力，还有来自股东减持带来的股价下跌挑战。今年上半腾讯总收入为2695亿元，同比下降1%。按非国际财务报告准则，公司权益持有人应占盈利为537亿元，同比下降20%。此前的6月27日，腾讯控股公告称，主要股东Prosus（由Naspers拥有大多数股权及本公司控股股东）及Naspers宣布，将开启一项长期、开放式回购计划，用以提高每股资产净值，回购资金将通过Naspers集团有序小幅出售腾讯公司股票获得。Naspers预计，每天出售的腾讯股份数目平均不会超过腾讯日平均成交量的3%-5%。为了提振信心，腾讯今年以来进行了远超往年的回购，尤其是今年第三季度以来，维持了较高的回购力度。根据券商中国记者统计，截至10月14日，腾讯今年以来累计回购了76次，合计回购耗资金额达到245亿港元，远超2021年全年的回购规模。其中，6月28日至今已累计回购51笔，期间平均耗资约3.5亿港元，单日回购金额由初期的3亿港元，提升至3.5亿港元，而10月中旬三个交易日（10月12日、13日和14日）单日回购金额均提高到6亿港元以上。国海证券分析认为，腾讯回购计划是回馈股东、提振市场信心的有效方式。从历史来看，股票回购大幅增加可能是中期市场底部的一个有效且实用的领先指标，考虑到目前互联网平台公司估值大都处于历史低位，看好政策回暖、后续疫情和宏观边际改善后公司的业绩提振，以及中长期增长潜力。责编：战术恒校对：苏焕文","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":665016650,"gmtCreate":1666835853770,"gmtModify":1666835944060,"author":{"id":"3503301164681002","authorId":"3503301164681002","name":"开战斗机","avatar":"https://static.tigerbbs.com/4d087eb6233f561e4fb39ab0d4a198e2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3503301164681002","authorIdStr":"3503301164681002"},"htmlText":"评论区明白了，什么北向，笑话","listText":"评论区明白了，什么北向，笑话","text":"评论区明白了，什么北向，笑话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665016650","repostId":2278171407,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":662753619,"gmtCreate":1666779481731,"gmtModify":1666779525498,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 蚪","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4119528577134700","authorIdStr":"4119528577134700"},"htmlText":"腾讯的狗托-段永平，这点把戏真丢人！","listText":"腾讯的狗托-段永平，这点把戏真丢人！","text":"腾讯的狗托-段永平，这点把戏真丢人！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662753619","repostId":2278171407,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":0,"favoriteSize":0,"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/2278171407"}