小夕666
2021-12-23
京东近几年做了一系列动作,依旧没有改变市场占有率,还有下滑趋势,腾讯孵化不出高收益,减持是自然而然的事咯。互联网都在裁员,收收裤腰带过冬吧~
@话题虎:
腾讯“清仓”京东,1100亿送给股东!有人笑,有人哭... ...
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src=\"https://static.tigerbbs.com/9993a530a914f725fdcfe2dcaa4d722b\" tg-width=\"600\" tg-height=\"304\">12月23日,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 宣布:</p> <blockquote>\n 以中期派息方式,将所持有约4.6亿股 <a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 股权发放给股东。本次派息后,腾讯对京东持股比例将由17%降至2.3%,不再为第一大股东,同时腾讯总裁刘炽平也将卸任京东董事。 \n</blockquote> <p>此次减持主要有两个特点:</p> <ul> \n <li>“近乎清仓式”的减持,大概市值1100亿港币左右;</li> \n <li>“派息式”的减持,意思是说:把这些股份当做分红直接再分给腾讯的股东,至于股东们到手的京东股份,持有还是卖掉,自己决定。</li> \n</ul> <p>消息一出,震惊股市。</p> <p>腾讯和腾讯的股东们乐了:</p> <ul> \n <li>大股东们很开心:由于Naspers今年减持2%腾讯后承诺3年内不再减持,而Naspers又需要现金流,所以十分乐见于腾讯在派息上加大力度。</li> \n <li>小股东们很开心:原来买腾讯还送京东?高呼“共同富裕”。</li> \n <li>机构们很开心:这种行为告诉大家,腾讯不光是一家优秀的互联网企业,还是一家优秀的VC投资公司,而后者通常被市场所遗忘。但今天以后,市场或许会认可它的VC价值,以提升估值。</li> \n</ul> <p>腾讯在发布完公告后,股价一度大涨5%以上:<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/3fb734c9fe41c64668e2f8e88dea0f19\" tg-width=\"840\" tg-height=\"470\">另一方面,京东和被腾讯投资的其他公司们“哭了”,股价出现恐慌下跌:<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/d5574cd3f70689c9064dbb3bac02404c\" tg-width=\"840\" tg-height=\"470\">尽管,腾讯表示与<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 之间的战略合作关系会继续保持,双方团队的深厚友情不会变化。</p> <p>市场还是选择了抛售,此外更担心腾讯接下来会不会继续大幅减持其他公司的股票?因为,就在同一天,作为<a target=\"_blank\" href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a> 第三大股东的腾讯,已经完全退出。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/3db6fba07c3f5dc13636b406b4baf213\" tg-width=\"895\" tg-height=\"311\">除了知乎、京东外,被腾讯投资的企业还有:</p> <ul> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$</a> ,腾讯为第一大股东。</li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ,腾讯为第二大股东。</li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>,腾讯为第一大股东。</li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> ,腾讯为第四大股东。</li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>,腾讯为第二大股东。</li> \n</ul> <p>……</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(249,10,10,1);\"><b>你如何看待腾讯清仓式减持京东?</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢!</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a></p></body></html>","htmlText":"<html><head></head><body><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/9993a530a914f725fdcfe2dcaa4d722b\" tg-width=\"600\" tg-height=\"304\">12月23日,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 宣布:</p> <blockquote>\n 以中期派息方式,将所持有约4.6亿股 <a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 股权发放给股东。本次派息后,腾讯对京东持股比例将由17%降至2.3%,不再为第一大股东,同时腾讯总裁刘炽平也将卸任京东董事。 \n</blockquote> <p>此次减持主要有两个特点:</p> <ul> \n <li>“近乎清仓式”的减持,大概市值1100亿港币左右;</li> \n <li>“派息式”的减持,意思是说:把这些股份当做分红直接再分给腾讯的股东,至于股东们到手的京东股份,持有还是卖掉,自己决定。</li> \n</ul> <p>消息一出,震惊股市。</p> <p>腾讯和腾讯的股东们乐了:</p> <ul> \n <li>大股东们很开心:由于Naspers今年减持2%腾讯后承诺3年内不再减持,而Naspers又需要现金流,所以十分乐见于腾讯在派息上加大力度。</li> \n <li>小股东们很开心:原来买腾讯还送京东?高呼“共同富裕”。</li> \n <li>机构们很开心:这种行为告诉大家,腾讯不光是一家优秀的互联网企业,还是一家优秀的VC投资公司,而后者通常被市场所遗忘。但今天以后,市场或许会认可它的VC价值,以提升估值。</li> \n</ul> <p>腾讯在发布完公告后,股价一度大涨5%以上:<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/3fb734c9fe41c64668e2f8e88dea0f19\" tg-width=\"840\" tg-height=\"470\">另一方面,京东和被腾讯投资的其他公司们“哭了”,股价出现恐慌下跌:<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/d5574cd3f70689c9064dbb3bac02404c\" tg-width=\"840\" tg-height=\"470\">尽管,腾讯表示与<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 之间的战略合作关系会继续保持,双方团队的深厚友情不会变化。</p> <p>市场还是选择了抛售,此外更担心腾讯接下来会不会继续大幅减持其他公司的股票?因为,就在同一天,作为<a target=\"_blank\" href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a> 第三大股东的腾讯,已经完全退出。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/3db6fba07c3f5dc13636b406b4baf213\" tg-width=\"895\" tg-height=\"311\">除了知乎、京东外,被腾讯投资的企业还有:</p> <ul> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$</a> ,腾讯为第一大股东。</li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ,腾讯为第二大股东。</li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>,腾讯为第一大股东。</li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> ,腾讯为第四大股东。</li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>,腾讯为第二大股东。</li> \n</ul> <p>……</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(249,10,10,1);\"><b>你如何看待腾讯清仓式减持京东?</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢!</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a></p></body></html>","text":"12月23日,$腾讯控股(00700)$ 宣布: 以中期派息方式,将所持有约4.6亿股 $京东(JD)$ 股权发放给股东。本次派息后,腾讯对京东持股比例将由17%降至2.3%,不再为第一大股东,同时腾讯总裁刘炽平也将卸任京东董事。 此次减持主要有两个特点: “近乎清仓式”的减持,大概市值1100亿港币左右; “派息式”的减持,意思是说:把这些股份当做分红直接再分给腾讯的股东,至于股东们到手的京东股份,持有还是卖掉,自己决定。 消息一出,震惊股市。 腾讯和腾讯的股东们乐了: 大股东们很开心:由于Naspers今年减持2%腾讯后承诺3年内不再减持,而Naspers又需要现金流,所以十分乐见于腾讯在派息上加大力度。 小股东们很开心:原来买腾讯还送京东?高呼“共同富裕”。 机构们很开心:这种行为告诉大家,腾讯不光是一家优秀的互联网企业,还是一家优秀的VC投资公司,而后者通常被市场所遗忘。但今天以后,市场或许会认可它的VC价值,以提升估值。 腾讯在发布完公告后,股价一度大涨5%以上:另一方面,京东和被腾讯投资的其他公司们“哭了”,股价出现恐慌下跌:尽管,腾讯表示与$京东集团-SW(09618)$ 之间的战略合作关系会继续保持,双方团队的深厚友情不会变化。 市场还是选择了抛售,此外更担心腾讯接下来会不会继续大幅减持其他公司的股票?因为,就在同一天,作为$知乎(ZH)$ 第三大股东的腾讯,已经完全退出。除了知乎、京东外,被腾讯投资的企业还有: $美团ADR(MPNGY)$ ,腾讯为第一大股东。 $拼多多(PDD)$ ,腾讯为第二大股东。 $快手-W(01024)$,腾讯为第一大股东。 $滴滴(DIDI)$ ,腾讯为第四大股东。 $哔哩哔哩(BILI)$,腾讯为第二大股东。 …… 最后,大家聊一聊: 你如何看待腾讯清仓式减持京东? 精彩留言用户可获得888社区积分噢! 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