Wuxuefeng
2021-10-14
太好了
@CY_Ng：
腾讯的历史估值
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":822464242,"tweetId":"822464242","gmtCreate":1634167131563,"gmtModify":1634167131563,"author":{"id":3582356972215778,"idStr":"3582356972215778","authorId":3582356972215778,"authorIdStr":"3582356972215778","name":"Wuxuefeng","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>太好了</p></body></html>","htmlText":"<html><head></head><body><p>太好了</p></body></html>","text":"太好了","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/822464242","repostId":822083047,"repostType":1,"repost":{"magic":2,"id":822083047,"tweetId":"822083047","gmtCreate":1634079159558,"gmtModify":1634094165065,"author":{"id":3562206499105387,"idStr":"3562206499105387","authorId":3562206499105387,"authorIdStr":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","vip":2,"userType":2,"introduction":"CY_投资而不是投机者","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3241,"starInvestorFlag":false},"themes":[{"themeId":"5f4e0a7185a74ed196abff08008266de","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"分享我的交易策略","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5f4e0a7185a74ed196abff08008266de}&rnconfig={\"headerBarHidden\": true}","description":"交易策略分享，说一说自己在交易中的那些神操作吧，你的idea说不定价值百万！","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[{"img":"https://static.tigerbbs.com/b65e139e8339412c139b6a414e2971ee"},{"img":"https://static.tigerbbs.com/2a18420e21e726d1b3ffbb16a906fe3e"},{"img":"https://static.tigerbbs.com/10dcb3a2b65004fc4f997de7905d3ac0"},{"img":"https://static.tigerbbs.com/9fbba6e64cd80539487f52058ebce415"},{"img":"https://static.tigerbbs.com/b271a494538fe457700937a37d0e07b1"}],"coverImages":[{"img":"https://static.tigerbbs.com/b65e139e8339412c139b6a414e2971ee"},{"img":"https://static.tigerbbs.com/2a18420e21e726d1b3ffbb16a906fe3e"},{"img":"https://static.tigerbbs.com/10dcb3a2b65004fc4f997de7905d3ac0"}],"title":"腾讯的历史估值","extraTitle":"","html":"<html><head></head><body><p>上期用了企业价值对比收入来估值阿里巴巴，如果还没看的朋友可以按这个链接<a href=\"https://laohu8.com/TW/828634832\" target=\"_blank\"><span>阿里巴巴股价到达底部了吗？可以开仓了吗?</span></a>，当时看到阿里巴巴从上市的25倍估值跌到现在的3.5倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b65e139e8339412c139b6a414e2971ee\"></p><p>今天想用同样的估值方式看看中国另一个龙头 - 腾讯。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10dcb3a2b65004fc4f997de7905d3ac0\"></p><p>先看看腾讯的营业额，短短七年增加了5.5倍。但如果和阿里巴巴同一个时段比较，其实腾讯增长并没阿里十倍那么快。但因为不同赛道，腾讯的企业价值对比收入估值并不像阿里从上市第一天一直下跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fbba6e64cd80539487f52058ebce415\"></p><p>还记得如果你在阿里巴巴第一天上市买入了阿里，那七年后的回报是多少呢？答案是起了73%。但如果同时期，你也一起买入腾讯，七年后的回酬就大不相同。腾讯股价在同一时间里涨了四倍。就是说100元买阿里今天值173元，同样一百元买腾讯，今天值400元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a18420e21e726d1b3ffbb16a906fe3e\"></p><p>如果今天只是看股价，会有错觉腾讯股价还有很大下跌空间，因为很多人看看5年腾讯涨了不少，又看看阿里巴巴走势，就会觉得腾讯还没最低。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b271a494538fe457700937a37d0e07b1\"></p><p>但如果股价图再加上企业估值，其实腾讯估值已经很便宜了。过去10年。可以看到腾讯的企业价值对比收入估值最低都是再7.4倍到7.9倍之间。但今年如果以股价$446元，其实估值已经跌到了6.9倍。过去十年腾讯估值大概都是在7倍至16倍左右。</p><p>大家觉得是时候买入腾讯了吗？</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>上期用了企业价值对比收入来估值阿里巴巴，如果还没看的朋友可以按这个链接<a href=\"https://laohu8.com/TW/828634832\" target=\"_blank\"><span>阿里巴巴股价到达底部了吗？可以开仓了吗?</span></a>，当时看到阿里巴巴从上市的25倍估值跌到现在的3.5倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b65e139e8339412c139b6a414e2971ee\"></p><p>今天想用同样的估值方式看看中国另一个龙头 - 腾讯。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10dcb3a2b65004fc4f997de7905d3ac0\"></p><p>先看看腾讯的营业额，短短七年增加了5.5倍。但如果和阿里巴巴同一个时段比较，其实腾讯增长并没阿里十倍那么快。但因为不同赛道，腾讯的企业价值对比收入估值并不像阿里从上市第一天一直下跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fbba6e64cd80539487f52058ebce415\"></p><p>还记得如果你在阿里巴巴第一天上市买入了阿里，那七年后的回报是多少呢？答案是起了73%。但如果同时期，你也一起买入腾讯，七年后的回酬就大不相同。腾讯股价在同一时间里涨了四倍。就是说100元买阿里今天值173元，同样一百元买腾讯，今天值400元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a18420e21e726d1b3ffbb16a906fe3e\"></p><p>如果今天只是看股价，会有错觉腾讯股价还有很大下跌空间，因为很多人看看5年腾讯涨了不少，又看看阿里巴巴走势，就会觉得腾讯还没最低。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b271a494538fe457700937a37d0e07b1\"></p><p>但如果股价图再加上企业估值，其实腾讯估值已经很便宜了。过去10年。可以看到腾讯的企业价值对比收入估值最低都是再7.4倍到7.9倍之间。但今年如果以股价$446元，其实估值已经跌到了6.9倍。过去十年腾讯估值大概都是在7倍至16倍左右。</p><p>大家觉得是时候买入腾讯了吗？</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a> </p></body></html>","text":"上期用了企业价值对比收入来估值阿里巴巴，如果还没看的朋友可以按这个链接阿里巴巴股价到达底部了吗？可以开仓了吗?，当时看到阿里巴巴从上市的25倍估值跌到现在的3.5倍。 今天想用同样的估值方式看看中国另一个龙头 - 腾讯。 先看看腾讯的营业额，短短七年增加了5.5倍。但如果和阿里巴巴同一个时段比较，其实腾讯增长并没阿里十倍那么快。但因为不同赛道，腾讯的企业价值对比收入估值并不像阿里从上市第一天一直下跌。 还记得如果你在阿里巴巴第一天上市买入了阿里，那七年后的回报是多少呢？答案是起了73%。但如果同时期，你也一起买入腾讯，七年后的回酬就大不相同。腾讯股价在同一时间里涨了四倍。就是说100元买阿里今天值173元，同样一百元买腾讯，今天值400元。 如果今天只是看股价，会有错觉腾讯股价还有很大下跌空间，因为很多人看看5年腾讯涨了不少，又看看阿里巴巴走势，就会觉得腾讯还没最低。 但如果股价图再加上企业估值，其实腾讯估值已经很便宜了。过去10年。可以看到腾讯的企业价值对比收入估值最低都是再7.4倍到7.9倍之间。但今年如果以股价$446元，其实估值已经跌到了6.9倍。过去十年腾讯估值大概都是在7倍至16倍左右。 大家觉得是时候买入腾讯了吗？ $腾讯控股(00700)$ $阿里巴巴(BABA)$ $Sea Ltd(SE)$ $Unity Software Inc.(U)$ $虎牙(HUYA)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/822083047","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["SE","BABA","U","00700","HUYA"],"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":1032,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1682,"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":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/822464242"}
精彩评论