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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241101085007971a3ab5&s=b><strong>优质股权收藏家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯计划在11月13日发布2024年第三季度业绩报告，目前正处于回购静默期。截至目前，腾讯今年已累计回购903.4亿港元，共计25468万股，且回购的股份已被注销，使得总股本降至92.8亿股，较去年底的94.83亿股减少了2.03亿股。腾讯的回购金额已达到全年千亿回购计划的90%以上。在第三季度业绩公布后，预计还有大约30个交易日可以进行回购，按照目前的进度，全年回购金额有望突破1000亿港元。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241101085007971a3ab5&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80700":"腾讯控股-R","BK1586":"云计算","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0049853897.USD":"SCHRODER ISF EMERGING MARKETS \"A\" (USD) INC AV","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0048388663.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" (USD) 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ACC","BK1610":"ETF&股票定投概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241101085007971a3ab5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2480015444","content_text":"腾讯计划在11月13日发布2024年第三季度业绩报告，目前正处于回购静默期。截至目前，腾讯今年已累计回购903.4亿港元，共计25468万股，且回购的股份已被注销，使得总股本降至92.8亿股，较去年底的94.83亿股减少了2.03亿股。腾讯的回购金额已达到全年千亿回购计划的90%以上。在第三季度业绩公布后，预计还有大约30个交易日可以进行回购，按照目前的进度，全年回购金额有望突破1000亿港元。尽管港交所新规允许将回购股份以库存股形式持有，腾讯管理层仍选择回购并注销股份。这一策略不仅增强了投资者信心，还为股东带来了约2%的额外回报。根据券商的分析，预计腾讯第三季度的收入将达到1850亿元，同比增长9.7%；Non-IFRS净利润约为574亿元，同比增长17%。递延收入已达到1069.44亿元的历史新高，预示着未来业绩的良好增长势头。腾讯在全球手游市场中占据重要地位，有四款游戏进入9月份的收入榜前十名，显示出其强大的盈利潜力。尽管腾讯股价自10月7日的高点478.4港币下跌至目前的416港币，跌幅达到13%，但这并未改变其长期投资价值。市场上的一些投资者在回购静默期和大股东减持的情况下选择卖出股票，这种“落袋为安”的策略并不符合长期投资的理念，个人觉得现阶段是不明智的。投资应关注未来的发展潜力而非过去的业绩表现，买入或卖出的决策应基于估值与市值的关系而非短期的浮盈浮亏。芒格曾建议，即使在市场高估时，也不要轻易更换优质股票。长期持有表现优异的股票往往能带来稳定的投资回报。目前腾讯的估值远未达到高估水平，预计今年的利润将超过2000亿元。按照25倍市盈率计算，合理估值应为5万亿人民币，而当前市值仅为3万亿港币左右。频繁买卖股票可能导致错失优质企业的成长机会，甚至可能因购买较差的投资标的而遭受损失。","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/366161901625472"}