腾讯复盘日记

今天晚上复盘了一下腾讯，发现真的太低估腾讯了，这么好一家公司竟然股价持续在走低。非国际会计准则之下本公司权益持有人应占盈利高达1237亿，市值按人民币计算才2.7万亿（按今日市值），和国内的茅台比一下，21年净利润524亿，市值2.5万亿，谁更有性价比就不用说了吧，按照茅台这样，腾讯的码target price 应该在700港币以上。我们两年后来看看。

晒晒我的复盘笔记

交易复盘是每个投资者的必修课，分享复盘笔记，可以帮助我们更好的修正自己的交易行为。小虎君想邀请广大虎友阶段性的复盘自己的交易，总结自己的交易得失。欢迎大家积极参与！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

未料胜先料败
2022-07-19
未料胜先料败
千年以后还有茅台，一百年后可能就没有微信和腾讯。按低增长和市盈率估值测算过腾讯，两年内300以下（270左右）才是合理价位。现在320都是高估。多说两句，即便买在270，大涨也要靠消息和大盘行情。十年内300上下盘整太正常了。
- T20211211736:
  和你认知方式类似，我不喝酒，所以茅台百年后就归零，和烟一样，禁烟后为何不禁酒，游戏娱乐才是永恒主题，腾讯10000指日可待
- 股民Oscar:
  我和你的想法不同，我喜欢的是腾讯这家公司，我相信腾讯的管理层，我更觉得腾讯在未来会更加赚钱
巴菲特第三
2022-07-15
巴菲特第三
一个是酒，一个是科技公司，哪有这么比的
- 股民Oscar:
  但是赚钱能力可以比的出来啊
5e10d411
2022-07-15
5e10d411
根源应该在于主力筹码都在国外机构手中，上市地点也在香港，面对西方做空中国资产的前沿阵地，首当其冲啊
21克拉粉钻
2022-07-17
21克拉粉钻
便宜不好吧？给你买入的机会、应该感谢做空资金压低价格、腾讯真实成长性可以忽略了、除非像抖音一样大力开拓国际市场、微信只在中国一家独大、游戏几年都没有出现爆品了、投资版图还算马马虎虎
清晨阳光和你i
2022-07-15
清晨阳光和你i
人生实在是一本大书，内容复杂，分量沉重，值得翻到个人所能翻看到的最后一页，而且必须慢慢的翻
Winvest
2022-07-18
Winvest
这股完蛋了要暴跌，中信和国君又再强推了。

发表看法

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