ElvinZ
2021-10-28
这篇文章不错，转发给大家看
@CY_Ng：
腾讯的历史估值
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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 - 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