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Petexu

Petexu

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09-20

衰退开始了

联邦快递Q1盈利剧减逾20%，下调全年业绩指引

02-09

今天就是大年三十，徐家渊在这里祝🌟您及家人✨💘✨2024年🌟，新的一年里🎵✨✨🌵 一帆风顺⛵🎏✨✨💐 二龙腾飞✈🚀✨✨🌷 三羊开泰🌅🎆✨✨🍀 四季平安🌈🎑✨✨🌺 五福临门😄💪✨✨🌻 六六大顺🎉🎯✨✨🌹 七星高照🙏🎇✨✨💐 八方来财🏧💰✨✨🌷 九九同心💏🎎✨✨☀ 十全十美🙌🈵✨✨🌸 百事亨通👏🎰✨✨🌺 千事吉祥🉐☀✨✨🍀 万事如意🎐👍✨✨好运连连🧧🎇平安幸福🍎💯🏮龙年吉祥🐲🌹💥💥✨️🍀🌿🌟🌸⛵️🎁🎆🎇

2023-10-31

$特斯拉(TSLA)$ 马斯克在以色列问题上被犹太人针对了吧，估计是被集体抛售了

2023-08-18

这个股票为什么在肉毒上市后跌成这个鬼样子，营收同比还是翻倍的增长。上市期有营销费用高也挺正常。至于跌成这样吗？有哪位大佬可以解释一下

2022-10-19

$Prosus NV(PROSY)$你说这公司搞不搞笑，抛售腾讯回购自己，然后自己股价也搞越低

2022-08-30

老爷子厉害，在最热闹的时候退出

伯克希尔哈撒韦公司8月24日卖出133万股比亚迪H股

2022-08-23

谁能解释解释，财报还不错，为什么跌成这样

2022-08-17

看来是又要分红给股东了

腾讯高管：腾讯的股价和投资组合价值被严重低估

2022-07-18

$Prosus NV(PROSY)$卖腾讯是个昏招吧，越卖越跌

2022-07-13

两大家好惨，就是不发给他们

抱歉，原内容已删除

2022-06-29

总算他妈的做点人了，又开始回购了，但又快到财报时间了呀，回购不了几天又要停了

腾讯今日回购83万股，共耗资约3.035亿港元

2022-06-28

$腾讯控股(00700)$腾讯大股东成功带崩了整个恒生科技

2022-06-27

$腾讯控股(00700)$prosus太过分了，等爬高点再减持啊

2022-06-20

中国的伯克希尔哈萨维，果然名不虚传

套现超7亿港元！腾讯近乎“清仓式减持”新东方在线

2022-05-24

股价下跌这个时候还增发？这个有点太不要脸了吧

腾讯(00700.HK)就股份奖励计划发行1,009万新股

2022-04-29

$阿里巴巴(BABA)$中方的利空出尽

2022-03-09

$腾讯控股(00700)$真的是崩盘每一天啊

2022-02-24

$阿里巴巴(BABA)$阿里完犊子了，没有惨到这个地步吧

2022-02-07

软银把股份都转给中金吧，阿里瞬间翻盘

抱歉，原内容已删除

2022-02-04

这个新闻没懂

阿里巴巴：申请额外注册10亿股美国存托股份

去老虎APP查看更多动态

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05:42","market":"us","language":"zh","title":"联邦快递Q1盈利剧减逾20%，下调全年业绩指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1198113943","media":"华尔街见闻","summary":"美东时间9月19日周四美股盘后，联邦快递公布截至自然年2024年8月31日的公司2025财年第一财季财务数据，并提供2025财年全年的业绩指引。公布财报后，联邦快递美股盘后跳水，现跌超10%。业绩指引方面，联邦快递下调了整个调整前的全年EPS指引区间，新区间的低端相比此前预期下调了1.9%，新区见的高端更是下调了将近6.7%。","content":"<html><head></head><body><blockquote><p>联邦快递第一财季营收不增反降，EPS降幅为分析师预期的四倍多；本财年EPS指引较此前预期最多下调6.7%、营收指引同比增速由中低个位数降至低个位数；本财年新增回购15亿美元。高管称，调整指引反映了削减成本计划等措施影响，这些措施有助于抵消需求较预期疲软的趋势。</p></blockquote><p style=\"text-align: justify;\">被视为经济风向标的美国快递巨头联邦快递新财年开局暴雷，销售收入转为负增长，利润超预期剧减，体现包裹配送行业需求低迷，尤其是在联邦快递的优先快递服务方面。更糟糕的是，在货运需求持续较预期疲软的背景下，联邦快递还下调了本财年的收入和利润指引，令投资者担心行业复苏前景。</p><p style=\"text-align: justify;\">美东时间9月19日周四美股盘后，联邦快递公布截至自然年2024年8月31日的公司2025财年第一财季（下称一季度）财务数据，并提供2025财年全年（下称全年）的业绩指引。</p><p style=\"text-align: justify;\"><strong>1）主要财务数据</strong>：</p><blockquote><p style=\"text-align: justify;\"><strong>营业收入</strong>：一季度营收为216亿美元，同比下降约0.5%，分析师预期218.7亿美元，上一财季同比增长0.9%。</p><p style=\"text-align: justify;\"><strong>EPS</strong>：一季度非GAAP口径下调整后的稀释后每股收益（EPS）为3.60美元，同比下降20.9%，分析师预期4.77美元，上一财季同比增长9.5%。</p><p style=\"text-align: justify;\"><strong>营业利润</strong>：一季度调整后营业利润12.1亿美元，同比下降23.9%，分析师预期16.3亿美元，上一财季同比增长5.6%；当季调整后营业利润率为5.6%，同比下降1.7个百分点，分析师预期7.41%，上一财季同比升0.4个百分点至8.5%。</p></blockquote><p style=\"text-align: justify;\"><strong>2）业绩指引</strong>：</p><blockquote><p style=\"text-align: justify;\"><strong>营收</strong>：预计全年营收同比增速为低个位数百分比，此前的预测为低至中个位数百分比。</p><p style=\"text-align: justify;\"><strong>EPS</strong>：未考虑按市价计算的退休计划会计调整，预计全年稀释后EPS为17.90美元至18.90美元，此前预期为18.25美元至20.25美元；扣除与业务优化计划相关的成本，预计全年调整后的稀释后EPS为20.00至21.00美元，此前预计为20.00 美元至22.00美元。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aee81aed893bd2cd9731a6e3882f86c8\" tg-width=\"602\" tg-height=\"680\"/></p><p style=\"text-align: justify;\"><strong>3）股票回购</strong></p><blockquote><p style=\"text-align: justify;\">截至2024年8月31日，根据公司2024年的股票回购授权金额还剩41亿美元。预计2025财年将新增回购15亿美元普通股，回购总额将达到25亿美元。</p></blockquote><p style=\"text-align: justify;\">公布财报后，联邦快递美股盘后跳水，跌超10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74911338d2405f9cd7984af14e7504c2\" tg-width=\"852\" tg-height=\"831\"/></p><h2 id=\"id_3532527991\">一季度营收不增反降 EPS降幅为分析师预期四倍多 全年EPS指引最多下调6.7%</h2><p style=\"text-align: justify;\">相比上一财季，一季度联邦快递的收入和利润同比均由增长转为下滑，营收出乎分析师预料不增反降，分析师预计降增长近0.8%，联邦快递却下降0.5%；EPS盈利更是远逊预期，分析师预期的当季EPS降幅略超过4.8%，而联邦快递的实际降幅超过20%，是分析师预期降幅的四倍多。</p><p style=\"text-align: justify;\">有评论称，一季度联邦快递的业绩受到公司业务结构转变的拖累，其优先快递服务的需求减少，延迟配送服务的需求增加，收益增长受限。</p><p style=\"text-align: justify;\">业绩指引方面，联邦快递预计的全年营收百分比增速由中低个位数降至低个位数。同时，联邦快递下调了整个调整前的全年EPS指引区间，新区间的低端相比此前预期下调了1.9%，新区见的高端更是下调了将近6.7%。调整后的全年EPS指引区间低端不变，高端较此前预期下调4.5%。</p><p style=\"text-align: justify;\">由于两年来生活必需品价格上涨，快递需求依然疲软，联邦快递制定了名为DRIVE的计划，在未来几年削减数十亿美元的成本，进行裁员、重组或缩减业务。联邦快递的首席财务官John Dietrich在发布财报的公告中指出：</p><blockquote><p style=\"text-align: justify;\">“修改后的指引反映了公司对 DRIVE 计划实施情况的持续信心，以及近期定价行动的影响，预计这些措施将有助于抵消需求较预期疲软这一趋势的影响。”</p></blockquote><p style=\"text-align: justify;\">联邦快递的CEO Raj Subramaniam在公告中表示，一季度是充满挑战的一个季度，公司仍专注于改造自身网络、提高效率、降低服务成本，并提高公司快速适应不断变化的市场形势的能力。Subramaniam说，他仍有信心公司未来会有创造价值的机会，因为公司专注于降低结构性成本、增加盈利收入，并利用其收集庞大数据得到的洞察力，继续构建世界上最灵活、最高效和最智能的网络。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>联邦快递Q1盈利剧减逾20%，下调全年业绩指引</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n联邦快递Q1盈利剧减逾20%，下调全年业绩指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-20 05:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3728398><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>联邦快递第一财季营收不增反降，EPS降幅为分析师预期的四倍多；本财年EPS指引较此前预期最多下调6.7%、营收指引同比增速由中低个位数降至低个位数；本财年新增回购15亿美元。高管称，调整指引反映了削减成本计划等措施影响，这些措施有助于抵消需求较预期疲软的趋势。被视为经济风向标的美国快递巨头联邦快递新财年开局暴雷，销售收入转为负增长，利润超预期剧减，体现包裹配送行业需求低迷，尤其是在联邦快递的优先...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3728398\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e717fa689cc683c295a3e62e758619ad","relate_stocks":{"FDX":"联邦快递"},"source_url":"https://wallstreetcn.com/articles/3728398","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198113943","content_text":"联邦快递第一财季营收不增反降，EPS降幅为分析师预期的四倍多；本财年EPS指引较此前预期最多下调6.7%、营收指引同比增速由中低个位数降至低个位数；本财年新增回购15亿美元。高管称，调整指引反映了削减成本计划等措施影响，这些措施有助于抵消需求较预期疲软的趋势。被视为经济风向标的美国快递巨头联邦快递新财年开局暴雷，销售收入转为负增长，利润超预期剧减，体现包裹配送行业需求低迷，尤其是在联邦快递的优先快递服务方面。更糟糕的是，在货运需求持续较预期疲软的背景下，联邦快递还下调了本财年的收入和利润指引，令投资者担心行业复苏前景。美东时间9月19日周四美股盘后，联邦快递公布截至自然年2024年8月31日的公司2025财年第一财季（下称一季度）财务数据，并提供2025财年全年（下称全年）的业绩指引。1）主要财务数据：营业收入：一季度营收为216亿美元，同比下降约0.5%，分析师预期218.7亿美元，上一财季同比增长0.9%。EPS：一季度非GAAP口径下调整后的稀释后每股收益（EPS）为3.60美元，同比下降20.9%，分析师预期4.77美元，上一财季同比增长9.5%。营业利润：一季度调整后营业利润12.1亿美元，同比下降23.9%，分析师预期16.3亿美元，上一财季同比增长5.6%；当季调整后营业利润率为5.6%，同比下降1.7个百分点，分析师预期7.41%，上一财季同比升0.4个百分点至8.5%。2）业绩指引：营收：预计全年营收同比增速为低个位数百分比，此前的预测为低至中个位数百分比。EPS：未考虑按市价计算的退休计划会计调整，预计全年稀释后EPS为17.90美元至18.90美元，此前预期为18.25美元至20.25美元；扣除与业务优化计划相关的成本，预计全年调整后的稀释后EPS为20.00至21.00美元，此前预计为20.00 美元至22.00美元。3）股票回购截至2024年8月31日，根据公司2024年的股票回购授权金额还剩41亿美元。预计2025财年将新增回购15亿美元普通股，回购总额将达到25亿美元。公布财报后，联邦快递美股盘后跳水，跌超10%。一季度营收不增反降 EPS降幅为分析师预期四倍多 全年EPS指引最多下调6.7%相比上一财季，一季度联邦快递的收入和利润同比均由增长转为下滑，营收出乎分析师预料不增反降，分析师预计降增长近0.8%，联邦快递却下降0.5%；EPS盈利更是远逊预期，分析师预期的当季EPS降幅略超过4.8%，而联邦快递的实际降幅超过20%，是分析师预期降幅的四倍多。有评论称，一季度联邦快递的业绩受到公司业务结构转变的拖累，其优先快递服务的需求减少，延迟配送服务的需求增加，收益增长受限。业绩指引方面，联邦快递预计的全年营收百分比增速由中低个位数降至低个位数。同时，联邦快递下调了整个调整前的全年EPS指引区间，新区间的低端相比此前预期下调了1.9%，新区见的高端更是下调了将近6.7%。调整后的全年EPS指引区间低端不变，高端较此前预期下调4.5%。由于两年来生活必需品价格上涨，快递需求依然疲软，联邦快递制定了名为DRIVE的计划，在未来几年削减数十亿美元的成本，进行裁员、重组或缩减业务。联邦快递的首席财务官John Dietrich在发布财报的公告中指出：“修改后的指引反映了公司对 DRIVE 计划实施情况的持续信心，以及近期定价行动的影响，预计这些措施将有助于抵消需求较预期疲软这一趋势的影响。”联邦快递的CEO Raj 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马斯克在以色列问题上被犹太人针对了吧，估计是被集体抛售了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236284559327328","isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":210280847515720,"gmtCreate":1692358581486,"gmtModify":1692358583144,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"这个股票为什么在肉毒上市后跌成这个鬼样子，营收同比还是翻倍的增长。上市期有营销费用高也挺正常。至于跌成这样吗？有哪位大佬可以解释一下","listText":"这个股票为什么在肉毒上市后跌成这个鬼样子，营收同比还是翻倍的增长。上市期有营销费用高也挺正常。至于跌成这样吗？有哪位大佬可以解释一下","text":"这个股票为什么在肉毒上市后跌成这个鬼样子，营收同比还是翻倍的增长。上市期有营销费用高也挺正常。至于跌成这样吗？有哪位大佬可以解释一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/210280847515720","isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662313795,"gmtCreate":1666187062417,"gmtModify":1666187063603,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PROSY\">$Prosus NV(PROSY)$</a>你说这公司搞不搞笑，抛售腾讯回购自己，然后自己股价也搞越低","listText":"<a href=\"https://laohu8.com/S/PROSY\">$Prosus NV(PROSY)$</a>你说这公司搞不搞笑，抛售腾讯回购自己，然后自己股价也搞越低","text":"$Prosus NV(PROSY)$你说这公司搞不搞笑，抛售腾讯回购自己，然后自己股价也搞越低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/662313795","isVote":1,"tweetType":1,"viewCount":1890,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088165367992080","authorId":"4088165367992080","name":"远景美丽","avatar":"https://static.tigerbbs.com/28b4a1d361e0026cb05a63e0c1f60e44","crmLevel":1,"crmLevelSwitch":0,"idStr":"4088165367992080","authorIdStr":"4088165367992080"},"content":"搞笑什么？腾讯股价高，卖了不是很正常","text":"搞笑什么？腾讯股价高，卖了不是很正常","html":"搞笑什么？腾讯股价高，卖了不是很正常"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660405364,"gmtCreate":1661850931663,"gmtModify":1661850931663,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"老爷子厉害，在最热闹的时候退出","listText":"老爷子厉害，在最热闹的时候退出","text":"老爷子厉害，在最热闹的时候退出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660405364","repostId":"1134762405","repostType":2,"repost":{"id":"1134762405","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661850453,"share":"https://www.laohu8.com/m/news/1134762405?lang=&edition=full","pubTime":"2022-08-30 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content=\"telephone=no,email=no,address=no\" />\n<title>伯克希尔哈撒韦公司8月24日卖出133万股比亚迪H股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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17:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月30日，伯克希尔哈撒韦公司在8月24日出售了133万股比亚迪H股，平均价格277.1港元/股，在比亚迪的持股比例从20.04%降至19.92%。<img src=\"https://static.tigerbbs.com/1bf9a5dcfd55ef3969dbbeb40eaea3c6\" tg-width=\"1176\" tg-height=\"573\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/4112b04a9be7de481f13089ab3640c86\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"01211":"比亚迪股份"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134762405","content_text":"8月30日，伯克希尔哈撒韦公司在8月24日出售了133万股比亚迪H股，平均价格277.1港元/股，在比亚迪的持股比例从20.04%降至19.92%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687783546,"gmtCreate":1661262665688,"gmtModify":1661262691744,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"谁能解释解释，财报还不错，为什么跌成这样","listText":"谁能解释解释，财报还不错，为什么跌成这样","text":"谁能解释解释，财报还不错，为什么跌成这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687783546","isVote":1,"tweetType":1,"viewCount":1784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687338013,"gmtCreate":1660742102837,"gmtModify":1660742102837,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"看来是又要分红给股东了","listText":"看来是又要分红给股东了","text":"看来是又要分红给股东了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687338013","repostId":"1164477391","repostType":2,"repost":{"id":"1164477391","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660740809,"share":"https://www.laohu8.com/m/news/1164477391?lang=&edition=full","pubTime":"2022-08-17 20:53","market":"other","language":"zh","title":"腾讯高管：腾讯的股价和投资组合价值被严重低估","url":"https://stock-news.laohu8.com/highlight/detail?id=1164477391","media":"老虎资讯综合","summary":"8月17日，在腾讯二季度财报发布后的电话会议中，腾讯高管表示，目前腾讯正在执行成本控制举措，后续成本仍然有进一步下降空间，未来会对人数和薪酬进一步优化。公司期待今年下半年成本控制效果将进一步体现，相信","content":"<html><head></head><body><p>8月17日，在<a href=\"https://laohu8.com/S/00700\">腾讯</a>二季度财报发布后的电话会议中，腾讯高管表示，目前腾讯正在执行成本控制举措，后续成本仍然有进一步下降空间，未来会对人数和薪酬进一步优化。公司期待今年下半年成本控制效果将进一步体现，相信未来几个季度会恢复收入增长，即使游戏收入保持现状。</p><p>腾讯高管表示，游戏相关的监管和审批呈现出积极迹象，期待未来整个行业更健康发展。游戏收入增长不是盈利增长的前提条件。</p><p>腾讯高管表示，有关出售美团股份的新闻报道并不准确；此前尽管大幅减持股份，但公司与京东和SEA保持着良好关系。</p><p>目前腾讯的股价和投资组合价值被严重低估。对于投资和减持方面的决定，腾讯的重点一直是合理分配资金。腾讯在投资方面非常谨慎，会持续投资，也会考虑对哪些标的进行减持。会考虑减少不良投资，当前投资账面价值很不错，未来会考虑以更多形式让股东受益。</p><p>腾讯高管表示，对于投资组合，腾讯一直在优化，我们非常重视向股东返利。腾讯向股东支付了约170-180亿美元，本质是希望能够为股东提供足够的回报。之前腾讯减持了京东等股票，也是将这些资金返还给股东，同时也去做了一些回购，将投资进行合理分配，未来腾讯向股东返利与回购动作会保持下去。</p><p>今日港股盘后，腾讯控股发布2022年二季度业绩。数据显示，报告期内公司营收1340亿元，较去年同期1382.59亿元同比下滑3.2%；净利润186亿元人民币，同比下降56%，此前市场预期为250.3亿元人民币。</p><p>运营数据方面，财报显示，二季度微信月活用户增至12.99亿，同比增长3.8%；QQ 移动终端月活账户数5.69亿，同比下滑3.8%。此外，报告期内腾讯收费增值服务注册账户数2.35亿，同比增长2.3%。腾讯视频付费会员数达1.22 亿，音乐付费会员数达8300万。</p><p><img src=\"https://static.tigerbbs.com/eadf9d580f2162e818afe85a726005df\" tg-width=\"606\" tg-height=\"735\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯高管：腾讯的股价和投资组合价值被严重低估</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯高管：腾讯的股价和投资组合价值被严重低估\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-08-17 20:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月17日，在<a href=\"https://laohu8.com/S/00700\">腾讯</a>二季度财报发布后的电话会议中，腾讯高管表示，目前腾讯正在执行成本控制举措，后续成本仍然有进一步下降空间，未来会对人数和薪酬进一步优化。公司期待今年下半年成本控制效果将进一步体现，相信未来几个季度会恢复收入增长，即使游戏收入保持现状。</p><p>腾讯高管表示，游戏相关的监管和审批呈现出积极迹象，期待未来整个行业更健康发展。游戏收入增长不是盈利增长的前提条件。</p><p>腾讯高管表示，有关出售美团股份的新闻报道并不准确；此前尽管大幅减持股份，但公司与京东和SEA保持着良好关系。</p><p>目前腾讯的股价和投资组合价值被严重低估。对于投资和减持方面的决定，腾讯的重点一直是合理分配资金。腾讯在投资方面非常谨慎，会持续投资，也会考虑对哪些标的进行减持。会考虑减少不良投资，当前投资账面价值很不错，未来会考虑以更多形式让股东受益。</p><p>腾讯高管表示，对于投资组合，腾讯一直在优化，我们非常重视向股东返利。腾讯向股东支付了约170-180亿美元，本质是希望能够为股东提供足够的回报。之前腾讯减持了京东等股票，也是将这些资金返还给股东，同时也去做了一些回购，将投资进行合理分配，未来腾讯向股东返利与回购动作会保持下去。</p><p>今日港股盘后，腾讯控股发布2022年二季度业绩。数据显示，报告期内公司营收1340亿元，较去年同期1382.59亿元同比下滑3.2%；净利润186亿元人民币，同比下降56%，此前市场预期为250.3亿元人民币。</p><p>运营数据方面，财报显示，二季度微信月活用户增至12.99亿，同比增长3.8%；QQ 移动终端月活账户数5.69亿，同比下滑3.8%。此外，报告期内腾讯收费增值服务注册账户数2.35亿，同比增长2.3%。腾讯视频付费会员数达1.22 亿，音乐付费会员数达8300万。</p><p><img src=\"https://static.tigerbbs.com/eadf9d580f2162e818afe85a726005df\" tg-width=\"606\" tg-height=\"735\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"BK1586":"云计算","BK1095":"互动媒体与服务","BK4077":"互动媒体与服务","00700":"腾讯控股","BK1589":"北水核心资产","BK1517":"云办公","BK1608":"元宇宙概念","BK1502":"双十一","BK1516":"腾讯概念","BK1531":"手游股","BK1591":"就地过年概念","BK1526":"科网股","TCEHY":"腾讯控股ADR","BK1521":"挪威政府全球养老基金持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164477391","content_text":"8月17日，在腾讯二季度财报发布后的电话会议中，腾讯高管表示，目前腾讯正在执行成本控制举措，后续成本仍然有进一步下降空间，未来会对人数和薪酬进一步优化。公司期待今年下半年成本控制效果将进一步体现，相信未来几个季度会恢复收入增长，即使游戏收入保持现状。腾讯高管表示，游戏相关的监管和审批呈现出积极迹象，期待未来整个行业更健康发展。游戏收入增长不是盈利增长的前提条件。腾讯高管表示，有关出售美团股份的新闻报道并不准确；此前尽管大幅减持股份，但公司与京东和SEA保持着良好关系。目前腾讯的股价和投资组合价值被严重低估。对于投资和减持方面的决定，腾讯的重点一直是合理分配资金。腾讯在投资方面非常谨慎，会持续投资，也会考虑对哪些标的进行减持。会考虑减少不良投资，当前投资账面价值很不错，未来会考虑以更多形式让股东受益。腾讯高管表示，对于投资组合，腾讯一直在优化，我们非常重视向股东返利。腾讯向股东支付了约170-180亿美元，本质是希望能够为股东提供足够的回报。之前腾讯减持了京东等股票，也是将这些资金返还给股东，同时也去做了一些回购，将投资进行合理分配，未来腾讯向股东返利与回购动作会保持下去。今日港股盘后，腾讯控股发布2022年二季度业绩。数据显示，报告期内公司营收1340亿元，较去年同期1382.59亿元同比下滑3.2%；净利润186亿元人民币，同比下降56%，此前市场预期为250.3亿元人民币。运营数据方面，财报显示，二季度微信月活用户增至12.99亿，同比增长3.8%；QQ 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NV(PROSY)$卖腾讯是个昏招吧，越卖越跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686955313","isVote":1,"tweetType":1,"viewCount":1852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688280970,"gmtCreate":1657682393391,"gmtModify":1704867955785,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"两大家好惨，就是不发给他们","listText":"两大家好惨，就是不发给他们","text":"两大家好惨，就是不发给他们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688280970","repostId":"2251901836","repostType":2,"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683711724,"gmtCreate":1656500836869,"gmtModify":1704865035347,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"总算他妈的做点人了，又开始回购了，但又快到财报时间了呀，回购不了几天又要停了","listText":"总算他妈的做点人了，又开始回购了，但又快到财报时间了呀，回购不了几天又要停了","text":"总算他妈的做点人了，又开始回购了，但又快到财报时间了呀，回购不了几天又要停了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683711724","repostId":"1199841616","repostType":2,"repost":{"id":"1199841616","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1656499635,"share":"https://www.laohu8.com/m/news/1199841616?lang=&edition=full","pubTime":"2022-06-29 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>：于2022年6月29日回购83万股，回购价格为361-370港元，共耗资约3.035亿港元。<img src=\"https://static.tigerbbs.com/ae8004733f60f967ab17478e3145d387\" tg-width=\"1566\" tg-height=\"476\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","TCEHY":"腾讯控股ADR","BK1095":"互动媒体与服务","BK4077":"互动媒体与服务","BK1586":"云计算","00700":"腾讯控股","BK1502":"双十一","BK1517":"云办公","BK1608":"元宇宙概念","BK1531":"手游股","BK1591":"就地过年概念","BK1526":"科网股","BK1589":"北水核心资产","BK1516":"腾讯概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199841616","content_text":"6月29日，腾讯控股：于2022年6月29日回购83万股，回购价格为361-370港元，共耗资约3.035亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683228338,"gmtCreate":1656379618827,"gmtModify":1704864573152,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>腾讯大股东成功带崩了整个恒生科技","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>腾讯大股东成功带崩了整个恒生科技","text":"$腾讯控股(00700)$腾讯大股东成功带崩了整个恒生科技","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/683228338","isVote":1,"tweetType":1,"viewCount":2805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683655092,"gmtCreate":1656318489021,"gmtModify":1704864423678,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>prosus太过分了，等爬高点再减持啊","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>prosus太过分了，等爬高点再减持啊","text":"$腾讯控股(00700)$prosus太过分了，等爬高点再减持啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/683655092","isVote":1,"tweetType":1,"viewCount":2012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689511879,"gmtCreate":1655717957694,"gmtModify":1704862982651,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"中国的伯克希尔哈萨维，果然名不虚传","listText":"中国的伯克希尔哈萨维，果然名不虚传","text":"中国的伯克希尔哈萨维，果然名不虚传","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689511879","repostId":"1170989799","repostType":2,"repost":{"id":"1170989799","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1655716511,"share":"https://www.laohu8.com/m/news/1170989799?lang=&edition=full","pubTime":"2022-06-20 17:15","market":"hk","language":"zh","title":"套现超7亿港元！腾讯近乎“清仓式减持”新东方在线","url":"https://stock-news.laohu8.com/highlight/detail?id=1170989799","media":"老虎资讯综合","summary":"6月20日，据港交所披露文件：腾讯控股在6月15-16日出售了新东方在线7460万股，减持后持股比例从9.04%降至1.58%。持股6年后腾讯清仓式减持，套现新东方在线7亿港元港交所最新股权披露文件显","content":"<html><head></head><body><p>6月20日，据港交所披露文件：<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>在6月15-16日出售了<a href=\"https://laohu8.com/S/01797\">新东方在线</a>7460万股，减持后持股比例从9.04%降至1.58%。<img src=\"https://static.tigerbbs.com/d6f1ebc851fa402542069fdcff2dae3e\" tg-width=\"1678\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p><p><b>持股6年后腾讯清仓式减持，套现新东方在线7亿港元</b></p><p>港交所最新股权披露文件显示，腾讯控股（Tencent Holdings Limited）在6月15日出售新东方在线3561.25万股，平均价为9.6168港元/股，套现金额大概是3.42亿港元；其持股数量下降到5480.37万股，持股比例降至5.48%。</p><p>此后在6月16日，腾讯继续卖出了新东方在线3899.14万股，平均价为9.6755港元/股，套现大约3.77亿港元；由此其持股数量也降到了1581.22万股，持股比例降至1.58%。按照最新的股价来说，腾讯最新的持股市值为2.68亿港元。</p><p>两天合计算下来，腾讯总共减持了7460万股，套现了7.19亿港元，几乎是清仓式的减持，减持后持股比例从9.04%降至1.58%。</p><p><b>在本次减持之前，腾讯是新东方在线的第二大股东。</b>腾讯从2016年就战略入股了新东方在线，此后新东方在线于2019年3月登陆港交所。腾讯已经坚定持有该股6年多时间，即便是在新东方最困难的时候，股价一度跌至2.84港元/股的低位的时候，腾讯也一股都没有卖。</p><p>据了解，腾讯投资新东方在线的投资总金额大约是5087.72万美元，折合4亿港元，投资成本0.5627美元/股，大约4.42港元/股。<img src=\"https://static.tigerbbs.com/84247529a5b8313151b02cdacf5876f2\" tg-width=\"739\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/>新东方在线在上市之后，一度也经历了风光时刻，股价在2020年7月一度涨至43.45港元/股的阶段高点，彼时作为股东的腾讯并没有卖掉持股，没有选择高位套现。</p><p><img src=\"https://static.tigerbbs.com/801f410ab5d6666298443842b1c557fe\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>而此后新东方在线震荡下跌，到今年5月股价曾经跌至2.84港元/股的阶段低位，也可以看出来腾讯一度浮亏到了36%，但也并没有任何动作。</p><p>今年6月新东方直播带货受到市场关注，股价开始飙涨，长期持股的腾讯终于开始减持了，如果按4亿港元的成本价算，此次腾讯减持套现7.19亿港元，收益大概翻了一倍左右。</p><p>业内人士认为，由此可见腾讯的投资和现在的减持，并不是投机的考虑。如今新东方有序退出教培行业，转型直播带货、知识带货，未来发展前景还是比较值得看好的。</p><p>在腾讯减持的同时，多家机构同样启动了减持新东方在线的动作。摩根士丹利、汇丰银行、摩根大通、花旗银行均在股价飙升期间进行大幅减持。</p><p>中信证券研报认为，新东方在线短期因业务出现拐点股价自底部上涨较多，存在回落风险；公司业务拐点初显，需要时间以证明稳定性。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>套现超7亿港元！腾讯近乎“清仓式减持”新东方在线</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n套现超7亿港元！腾讯近乎“清仓式减持”新东方在线\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-06-20 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月20日，据港交所披露文件：<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>在6月15-16日出售了<a href=\"https://laohu8.com/S/01797\">新东方在线</a>7460万股，减持后持股比例从9.04%降至1.58%。<img src=\"https://static.tigerbbs.com/d6f1ebc851fa402542069fdcff2dae3e\" tg-width=\"1678\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p><p><b>持股6年后腾讯清仓式减持，套现新东方在线7亿港元</b></p><p>港交所最新股权披露文件显示，腾讯控股（Tencent Holdings Limited）在6月15日出售新东方在线3561.25万股，平均价为9.6168港元/股，套现金额大概是3.42亿港元；其持股数量下降到5480.37万股，持股比例降至5.48%。</p><p>此后在6月16日，腾讯继续卖出了新东方在线3899.14万股，平均价为9.6755港元/股，套现大约3.77亿港元；由此其持股数量也降到了1581.22万股，持股比例降至1.58%。按照最新的股价来说，腾讯最新的持股市值为2.68亿港元。</p><p>两天合计算下来，腾讯总共减持了7460万股，套现了7.19亿港元，几乎是清仓式的减持，减持后持股比例从9.04%降至1.58%。</p><p><b>在本次减持之前，腾讯是新东方在线的第二大股东。</b>腾讯从2016年就战略入股了新东方在线，此后新东方在线于2019年3月登陆港交所。腾讯已经坚定持有该股6年多时间，即便是在新东方最困难的时候，股价一度跌至2.84港元/股的低位的时候，腾讯也一股都没有卖。</p><p>据了解，腾讯投资新东方在线的投资总金额大约是5087.72万美元，折合4亿港元，投资成本0.5627美元/股，大约4.42港元/股。<img src=\"https://static.tigerbbs.com/84247529a5b8313151b02cdacf5876f2\" tg-width=\"739\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/>新东方在线在上市之后，一度也经历了风光时刻，股价在2020年7月一度涨至43.45港元/股的阶段高点，彼时作为股东的腾讯并没有卖掉持股，没有选择高位套现。</p><p><img src=\"https://static.tigerbbs.com/801f410ab5d6666298443842b1c557fe\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>而此后新东方在线震荡下跌，到今年5月股价曾经跌至2.84港元/股的阶段低位，也可以看出来腾讯一度浮亏到了36%，但也并没有任何动作。</p><p>今年6月新东方直播带货受到市场关注，股价开始飙涨，长期持股的腾讯终于开始减持了，如果按4亿港元的成本价算，此次腾讯减持套现7.19亿港元，收益大概翻了一倍左右。</p><p>业内人士认为，由此可见腾讯的投资和现在的减持，并不是投机的考虑。如今新东方有序退出教培行业，转型直播带货、知识带货，未来发展前景还是比较值得看好的。</p><p>在腾讯减持的同时，多家机构同样启动了减持新东方在线的动作。摩根士丹利、汇丰银行、摩根大通、花旗银行均在股价飙升期间进行大幅减持。</p><p>中信证券研报认为，新东方在线短期因业务出现拐点股价自底部上涨较多，存在回落风险；公司业务拐点初显，需要时间以证明稳定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0449833ee4bd3e2db783cdd1924d9ddc","relate_stocks":{"BK1589":"北水核心资产","BK1608":"元宇宙概念","BK1502":"双十一","BK1591":"就地过年概念","00700":"腾讯控股","BK1588":"回港中概股","BK1526":"科网股","BK4077":"互动媒体与服务","BK1556":"内地教育股","01797":"东方甄选","BK1521":"挪威政府全球养老基金持仓","BK1095":"互动媒体与服务","BK1228":"教育服务","BK1516":"腾讯概念","BK1596":"K12教育","BK1519":"在线教育","09901":"新东方-S","BK1517":"云办公","BK1531":"手游股","TCEHY":"腾讯控股ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170989799","content_text":"6月20日，据港交所披露文件：腾讯控股在6月15-16日出售了新东方在线7460万股，减持后持股比例从9.04%降至1.58%。持股6年后腾讯清仓式减持，套现新东方在线7亿港元港交所最新股权披露文件显示，腾讯控股（Tencent Holdings Limited）在6月15日出售新东方在线3561.25万股，平均价为9.6168港元/股，套现金额大概是3.42亿港元；其持股数量下降到5480.37万股，持股比例降至5.48%。此后在6月16日，腾讯继续卖出了新东方在线3899.14万股，平均价为9.6755港元/股，套现大约3.77亿港元；由此其持股数量也降到了1581.22万股，持股比例降至1.58%。按照最新的股价来说，腾讯最新的持股市值为2.68亿港元。两天合计算下来，腾讯总共减持了7460万股，套现了7.19亿港元，几乎是清仓式的减持，减持后持股比例从9.04%降至1.58%。在本次减持之前，腾讯是新东方在线的第二大股东。腾讯从2016年就战略入股了新东方在线，此后新东方在线于2019年3月登陆港交所。腾讯已经坚定持有该股6年多时间，即便是在新东方最困难的时候，股价一度跌至2.84港元/股的低位的时候，腾讯也一股都没有卖。据了解，腾讯投资新东方在线的投资总金额大约是5087.72万美元，折合4亿港元，投资成本0.5627美元/股，大约4.42港元/股。新东方在线在上市之后，一度也经历了风光时刻，股价在2020年7月一度涨至43.45港元/股的阶段高点，彼时作为股东的腾讯并没有卖掉持股，没有选择高位套现。而此后新东方在线震荡下跌，到今年5月股价曾经跌至2.84港元/股的阶段低位，也可以看出来腾讯一度浮亏到了36%，但也并没有任何动作。今年6月新东方直播带货受到市场关注，股价开始飙涨，长期持股的腾讯终于开始减持了，如果按4亿港元的成本价算，此次腾讯减持套现7.19亿港元，收益大概翻了一倍左右。业内人士认为，由此可见腾讯的投资和现在的减持，并不是投机的考虑。如今新东方有序退出教培行业，转型直播带货、知识带货，未来发展前景还是比较值得看好的。在腾讯减持的同时，多家机构同样启动了减持新东方在线的动作。摩根士丹利、汇丰银行、摩根大通、花旗银行均在股价飙升期间进行大幅减持。中信证券研报认为，新东方在线短期因业务出现拐点股价自底部上涨较多，存在回落风险；公司业务拐点初显，需要时间以证明稳定性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614987268,"gmtCreate":1653345881654,"gmtModify":1653348914532,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"股价下跌这个时候还增发？这个有点太不要脸了吧","listText":"股价下跌这个时候还增发？这个有点太不要脸了吧","text":"股价下跌这个时候还增发？这个有点太不要脸了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614987268","repostId":"2237352537","repostType":2,"repost":{"id":"2237352537","pubTimestamp":1653333287,"share":"https://www.laohu8.com/m/news/2237352537?lang=&edition=full","pubTime":"2022-05-24 03:14","market":"us","language":"zh","title":"腾讯(00700.HK)就股份奖励计划发行1,009万新股","url":"https://stock-news.laohu8.com/highlight/detail?id=2237352537","media":"AAFN","summary":"腾讯控股  公布，已决议发行合共1,009.85万股新股，以根据计划向不少於7,000位奖励人士授予合共981.04万股奖励股份；及因实物分派作出的调整授予的28.8万股额外奖励股份。新股认购价201.97元。(de/d)~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>  公布，已决议发行合共1,009.85万股新股，以根据计划向不少於7,000位奖励人士授予合共981.04万股奖励股份；及因实物分派作出的调整授予的28.8万股额外奖励股份。新股认购价201.97元。(de/d)~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯(00700.HK)就股份奖励计划发行1,009万新股</title>\n<style 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公布，已决议发行合共1,009.85万股新股，以根据计划向不少於7,000位奖励人士授予合共981.04万股奖励股份；及因实物分派作出的调整授予的28.8万股额外奖励股份。新股认购价201.97元。(de/d)~阿思达克财经新闻网址: www.aastocks.com</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1185902&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR","BK4077":"互动媒体与服务"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1185902&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2237352537","content_text":"腾讯控股  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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>中方的利空出尽","text":"$阿里巴巴(BABA)$中方的利空出尽","images":[{"img":"https://static.tigerbbs.com/8f2816d9006e6bf7d9e061377c219bcb","width":"1125","height":"2105"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":237,"commentSize":31,"repostSize":21,"link":"https://laohu8.com/post/616021336","isVote":1,"tweetType":1,"viewCount":26166,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559522369003640","authorId":"3559522369003640","name":"YangZD_6707","avatar":"https://static.tigerbbs.com/f1aab4990c1a14443d1306b5912354b3","crmLevel":1,"crmLevelSwitch":0,"idStr":"3559522369003640","authorIdStr":"3559522369003640"},"content":"官方向企业保证？保证？我觉得用这词不合适","text":"官方向企业保证？保证？我觉得用这词不合适","html":"官方向企业保证？保证？我觉得用这词不合适"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":635988388,"gmtCreate":1646796223619,"gmtModify":1646796223619,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>宣布：申请额外注册10亿股美国存托股份。每股存托股份代表8股普通股，每股面值为0.000003125美元。(向美国证券交易委员会提交F-6表格)</p><p><img src=\"https://static.tigerbbs.com/718049ad990a31c5fc00cfb779121dcc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199563605","content_text":"据美港电讯消息，阿里巴巴宣布：申请额外注册10亿股美国存托股份。每股存托股份代表8股普通股，每股面值为0.000003125美元。(向美国证券交易委员会提交F-6表格)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":616021336,"gmtCreate":1651242376031,"gmtModify":1651533230197,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>中方的利空出尽","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>中方的利空出尽","text":"$阿里巴巴(BABA)$中方的利空出尽","images":[{"img":"https://static.tigerbbs.com/8f2816d9006e6bf7d9e061377c219bcb","width":"1125","height":"2105"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":237,"commentSize":31,"repostSize":21,"link":"https://laohu8.com/post/616021336","isVote":1,"tweetType":1,"viewCount":26166,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559522369003640","authorId":"3559522369003640","name":"YangZD_6707","avatar":"https://static.tigerbbs.com/f1aab4990c1a14443d1306b5912354b3","crmLevel":1,"crmLevelSwitch":0,"idStr":"3559522369003640","authorIdStr":"3559522369003640"},"content":"官方向企业保证？保证？我觉得用这词不合适","text":"官方向企业保证？保证？我觉得用这词不合适","html":"官方向企业保证？保证？我觉得用这词不合适"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":309697022,"gmtCreate":1602667315666,"gmtModify":1703827353278,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>买蔚来可暴富，还有谁比我持股更多的吗？","text":"$蔚来(NIO)$买蔚来可暴富，还有谁比我持股更多的吗？","images":[{"img":"https://static.tigerbbs.com/d2af2297609549734557918163d368ee","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":25,"repostSize":1,"link":"https://laohu8.com/post/309697022","isVote":1,"tweetType":1,"viewCount":7363,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549360423562406","authorId":"3549360423562406","name":"哄哄_1201","avatar":"https://static.tigerbbs.com/74deeced461d267acf6a9446d86f7966","crmLevel":4,"crmLevelSwitch":0,"idStr":"3549360423562406","authorIdStr":"3549360423562406"},"content":"之前看到过一个持股700000的","text":"之前看到过一个持股700000的","html":"之前看到过一个持股700000的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":916670082,"gmtCreate":1579510013346,"gmtModify":1704339825635,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;想请哪位大拿翻一下，是某机构持股到5%的公告吗？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;想请哪位大拿翻一下，是某机构持股到5%的公告吗？","text":"$蔚来(NIO)$ 想请哪位大拿翻一下，是某机构持股到5%的公告吗？","images":[{"img":"https://static.tigerbbs.com/2307120206322b08b6f4a1f793b7e9b8","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":19,"repostSize":0,"link":"https://laohu8.com/post/916670082","isVote":1,"tweetType":1,"viewCount":6284,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3504501082101657","authorId":"3504501082101657","name":"中单影魔","avatar":"https://static.tigerbbs.com/5514e393880bd0c4bf5622572bf4851a","crmLevel":5,"crmLevelSwitch":0,"idStr":"3504501082101657","authorIdStr":"3504501082101657"},"content":"哥们可以下载个谷歌浏览器 有一健翻译的 准确度90%","text":"哥们可以下载个谷歌浏览器 有一健翻译的 准确度90%","html":"哥们可以下载个谷歌浏览器 有一健翻译的 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我觉得这个145亿投资打动不了美国投资人的。5月份看看四月的交付量才是真材实料的公司价值。我估计至少连续两个月交付量创新高。","text":"$蔚来(NIO)$我觉得这个145亿投资打动不了美国投资人的。5月份看看四月的交付量才是真材实料的公司价值。我估计至少连续两个月交付量创新高。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/925795194","isVote":1,"tweetType":1,"viewCount":3564,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540802843153849","authorId":"3540802843153849","name":"Wanningning","avatar":"https://static.tigerbbs.com/cdaa1ec490ce44b8d567d4085cef524c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3540802843153849","authorIdStr":"3540802843153849"},"content":"这个145不只是钱，还有政府站台，公信力提高不止一个层次，股价体现投资者信心","text":"这个145不只是钱，还有政府站台，公信力提高不止一个层次，股价体现投资者信心","html":"这个145不只是钱，还有政府站台，公信力提高不止一个层次，股价体现投资者信心"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302199763,"gmtCreate":1604568634852,"gmtModify":1703833807202,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>从1.5开始建仓，直到现在满仓持有，成本价2.5左右，持有到现在。蔚来接下来利好还有很多很多，要知道现在还只是卖中国市场。接下来好多年还有数不尽的利好刺激，比如：1开始出口欧洲（欧洲新能源车市场比中国还要火），2et7上市，3L4无人驾驶全车系配置（此时年产量应该能达到15万辆左右，4一定会设立新工厂产能扩充至50万辆左右，5智能汽车转变成为智能座舱，也就是从汽车厂变成可移动房产公司。一旦人在车内时间更长，相关的其它商机开始出现。要知道新能源汽车的市场空间是智能手机的十倍，苹果目前的市值，一定能达到。","text":"$蔚来(NIO)$从1.5开始建仓，直到现在满仓持有，成本价2.5左右，持有到现在。蔚来接下来利好还有很多很多，要知道现在还只是卖中国市场。接下来好多年还有数不尽的利好刺激，比如：1开始出口欧洲（欧洲新能源车市场比中国还要火），2et7上市，3L4无人驾驶全车系配置（此时年产量应该能达到15万辆左右，4一定会设立新工厂产能扩充至50万辆左右，5智能汽车转变成为智能座舱，也就是从汽车厂变成可移动房产公司。一旦人在车内时间更长，相关的其它商机开始出现。要知道新能源汽车的市场空间是智能手机的十倍，苹果目前的市值，一定能达到。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/302199763","isVote":1,"tweetType":1,"viewCount":4141,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3504264251982830","authorId":"3504264251982830","name":"等等等等等","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3504264251982830","authorIdStr":"3504264251982830"},"content":"就问当下谁市值有苹果高，汽车不是必需品，市场不可能比智能手机比的。","text":"就问当下谁市值有苹果高，汽车不是必需品，市场不可能比智能手机比的。","html":"就问当下谁市值有苹果高，汽车不是必需品，市场不可能比智能手机比的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":926083071,"gmtCreate":1586935776593,"gmtModify":1704362573833,"author":{"id":"3484604320526194","authorId":"3484604320526194","name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484604320526194","authorIdStr":"3484604320526194"},"themes":[],"htmlText":"<a 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