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julyclyde
07-10
谁集团公布？
国信证券：港股互联网板块筑底确认，推荐配置竞争格局清晰的龙头
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逆势上涨，盘中一度涨3.61%报47.4港元，为连续第二日逆势上涨。消息面上，集团公布，作为拟在公开市场实施160亿港元股份回购计划的一部分，将于今年8月8日开始，至明年5月30日或完成购回不超过60亿元的公司B类普通股。</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>国信证券：港股互联网板块筑底确认，推荐配置竞争格局清晰的龙头</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 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国信证券：港股互联网板块筑底确认，推荐配置竞争格局清晰的龙头\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\">2024-07-09 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>国信证券近日研报表示，整个上半年，港股互联网各龙头公司已表现出微观基本面筑底回升的特征。</p><blockquote><p>尽管宏观经济仍表现出一定压力，我们观察到腾讯的主业游戏海外流水已率先回暖、美团外卖业务每单盈利能力在Q1也开始环比回升、美团本地生活业务跟字节的竞争也逐步走向差异化方向等，我们认为现在正处在微观企业经营效率的小周期回升的起点，因此将推动港股互联网板块开启长期基本面修复行情。</p></blockquote><p>此外，各家互联网公司今年以来陆续推出大额回购计划，整个上半年腾讯、美团、快手的回购金额分别为523亿/77亿/9.7亿港元。目前港股互联网公司多数交易在24年经调整净利润15-20x水平，相比较美股纳斯达克科技巨头多数交易在24年PE25-30x，整体估值较低，投资价值凸显。</p><blockquote><p><strong>“我们当前推荐优先配置竞争格局清晰的港股互联网龙头腾讯、美团等。”国信证券总结称。</strong></p></blockquote><p>截至发稿， <a href=\"https://laohu8.com/S/00700\">腾讯控股</a> 跌0.2%， <a href=\"https://laohu8.com/S/03690\">美团-W</a> 跌近2.5%， <a href=\"https://laohu8.com/S/01024\">快手-W</a> 逆势上涨，盘中一度涨3.61%报47.4港元，为连续第二日逆势上涨。消息面上，集团公布，作为拟在公开市场实施160亿港元股份回购计划的一部分，将于今年8月8日开始，至明年5月30日或完成购回不超过60亿元的公司B类普通股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93cd9a1b7ca235b465c66943d1cfe6c9","relate_stocks":{"01024":"快手-W","HSI":"恒生指数","00700":"腾讯控股","03690":"美团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126456571","content_text":"国信证券近日研报表示，整个上半年，港股互联网各龙头公司已表现出微观基本面筑底回升的特征。尽管宏观经济仍表现出一定压力，我们观察到腾讯的主业游戏海外流水已率先回暖、美团外卖业务每单盈利能力在Q1也开始环比回升、美团本地生活业务跟字节的竞争也逐步走向差异化方向等，我们认为现在正处在微观企业经营效率的小周期回升的起点，因此将推动港股互联网板块开启长期基本面修复行情。此外，各家互联网公司今年以来陆续推出大额回购计划，整个上半年腾讯、美团、快手的回购金额分别为523亿/77亿/9.7亿港元。目前港股互联网公司多数交易在24年经调整净利润15-20x水平，相比较美股纳斯达克科技巨头多数交易在24年PE25-30x，整体估值较低，投资价值凸显。“我们当前推荐优先配置竞争格局清晰的港股互联网龙头腾讯、美团等。”国信证券总结称。截至发稿， 腾讯控股 跌0.2%， 美团-W 跌近2.5%， 快手-W 逆势上涨，盘中一度涨3.61%报47.4港元，为连续第二日逆势上涨。消息面上，集团公布，作为拟在公开市场实施160亿港元股份回购计划的一部分，将于今年8月8日开始，至明年5月30日或完成购回不超过60亿元的公司B类普通股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":325943981150312,"gmtCreate":1720577688416,"gmtModify":1720578760175,"author":{"id":"3522022066047376","authorId":"3522022066047376","name":"julyclyde","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522022066047376","authorIdStr":"3522022066047376"},"themes":[],"htmlText":"谁集团公布？","listText":"谁集团公布？","text":"谁集团公布？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325943981150312","repostId":"1126456571","repostType":2,"repost":{"id":"1126456571","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":1720492258,"share":"https://www.laohu8.com/m/news/1126456571?lang=&edition=full","pubTime":"2024-07-09 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逆势上涨，盘中一度涨3.61%报47.4港元，为连续第二日逆势上涨。消息面上，集团公布，作为拟在公开市场实施160亿港元股份回购计划的一部分，将于今年8月8日开始，至明年5月30日或完成购回不超过60亿元的公司B类普通股。</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>国信证券：港股互联网板块筑底确认，推荐配置竞争格局清晰的龙头</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 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国信证券：港股互联网板块筑底确认，推荐配置竞争格局清晰的龙头\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\">2024-07-09 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>国信证券近日研报表示，整个上半年，港股互联网各龙头公司已表现出微观基本面筑底回升的特征。</p><blockquote><p>尽管宏观经济仍表现出一定压力，我们观察到腾讯的主业游戏海外流水已率先回暖、美团外卖业务每单盈利能力在Q1也开始环比回升、美团本地生活业务跟字节的竞争也逐步走向差异化方向等，我们认为现在正处在微观企业经营效率的小周期回升的起点，因此将推动港股互联网板块开启长期基本面修复行情。</p></blockquote><p>此外，各家互联网公司今年以来陆续推出大额回购计划，整个上半年腾讯、美团、快手的回购金额分别为523亿/77亿/9.7亿港元。目前港股互联网公司多数交易在24年经调整净利润15-20x水平，相比较美股纳斯达克科技巨头多数交易在24年PE25-30x，整体估值较低，投资价值凸显。</p><blockquote><p><strong>“我们当前推荐优先配置竞争格局清晰的港股互联网龙头腾讯、美团等。”国信证券总结称。</strong></p></blockquote><p>截至发稿， <a href=\"https://laohu8.com/S/00700\">腾讯控股</a> 跌0.2%， <a href=\"https://laohu8.com/S/03690\">美团-W</a> 跌近2.5%， <a href=\"https://laohu8.com/S/01024\">快手-W</a> 逆势上涨，盘中一度涨3.61%报47.4港元，为连续第二日逆势上涨。消息面上，集团公布，作为拟在公开市场实施160亿港元股份回购计划的一部分，将于今年8月8日开始，至明年5月30日或完成购回不超过60亿元的公司B类普通股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93cd9a1b7ca235b465c66943d1cfe6c9","relate_stocks":{"01024":"快手-W","HSI":"恒生指数","00700":"腾讯控股","03690":"美团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126456571","content_text":"国信证券近日研报表示，整个上半年，港股互联网各龙头公司已表现出微观基本面筑底回升的特征。尽管宏观经济仍表现出一定压力，我们观察到腾讯的主业游戏海外流水已率先回暖、美团外卖业务每单盈利能力在Q1也开始环比回升、美团本地生活业务跟字节的竞争也逐步走向差异化方向等，我们认为现在正处在微观企业经营效率的小周期回升的起点，因此将推动港股互联网板块开启长期基本面修复行情。此外，各家互联网公司今年以来陆续推出大额回购计划，整个上半年腾讯、美团、快手的回购金额分别为523亿/77亿/9.7亿港元。目前港股互联网公司多数交易在24年经调整净利润15-20x水平，相比较美股纳斯达克科技巨头多数交易在24年PE25-30x，整体估值较低，投资价值凸显。“我们当前推荐优先配置竞争格局清晰的港股互联网龙头腾讯、美团等。”国信证券总结称。截至发稿， 腾讯控股 跌0.2%， 美团-W 跌近2.5%， 快手-W 逆势上涨，盘中一度涨3.61%报47.4港元，为连续第二日逆势上涨。消息面上，集团公布，作为拟在公开市场实施160亿港元股份回购计划的一部分，将于今年8月8日开始，至明年5月30日或完成购回不超过60亿元的公司B类普通股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
