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熊熊烈火123
2022-10-20
十年前,白酒被政策打压也是这样低股价的,那时茅台100多,五粮液12元。 错过了白酒,不要再错过互联网了,静待时机,等打压过去,总会有机会的。
抱歉,原内容已删除
熊熊烈火123
2022-09-21
$小米集团-W(01810)$
小米让我太失望了,小米11一堆人吐槽,各种黑屏,烧主板。 我本来坚定投资小米的,亏多少都不怕,就因为他产品做得好。 但是这次小米真的让我太失望了,产品质量做得不好,得罪消费者死路一条。
熊熊烈火123
2022-08-22
$腾讯控股(00700)$
国家打压腾讯,反垄断都罚了多少次了,一直不肯给游戏版号,各种针对,搞得腾讯都要人员优化了。
熊熊烈火123
2022-08-15
$腾讯控股(00700)$
我现在就等着17号财报发完,腾讯大笔回购,坚持价值投资
熊熊烈火123
2022-05-16
国家已经对房地产彻底松绑了,什么时候能对互联网行业,对游戏行业松绑?
抱歉,原内容已删除
熊熊烈火123
2022-05-16
国家现在对房地产已经彻底松绑了,什么时候能对互联网,对游戏行业松绑?
抱歉,原内容已删除
熊熊烈火123
2022-04-11
机构出研报,一般都是为了配合做空准备的,又要暴跌了
中金:维持美团(3690.HK)优于大市评级 予目标价265港元
熊熊烈火123
2022-03-21
$美团-W(03690)$
又开始暴跌了,刘鹤同志啥时候再来个会,拉兄弟我一把
熊熊烈火123
2022-03-21
$美团-W(03690)$
为什么上周五美团ADR涨了那么多,今天还能跌,没道理啊
熊熊烈火123
2022-03-17
今天刚进去,然后开始跌了,完犊子
哔哩哔哩跌超8%,拼多多跌超5%
熊熊烈火123
2021-09-28
$腾讯控股(00700)$
阿里涨好多啊,腾讯才涨一点点,大和解不应该是利好双方吗?
熊熊烈火123
2021-09-07
$腾讯控股(00700)$
腾讯冲冲冲
熊熊烈火123
2021-08-19
$腾讯控股(00700)$
难怪今天会跌,王者荣耀匹配机制极不平衡。我排位赢得多了,就故意匹配很强的对手很弱的对友给我。我充了那么多钱,买可那么多腾讯的股票,你就是这么对你的消费者和股东的吗?诅咒天美早点倒闭,垃圾腾讯
熊熊烈火123
2021-08-03
$腾讯控股(00700)$
游戏开始监管了,青少年有国家心疼关爱了。房地产高房价谁来管啊?生活把我压的喘不过气了。
熊熊烈火123
2021-07-07
$腾讯控股(00700)$
加仓腾讯,还能再买600股,你再跌我把其他股票全卖了,全仓腾讯
熊熊烈火123
2021-05-14
$小米集团-W(01810)$
才涨这么一点点,不过瘾,机构对小米估值太少了,上百元才对
熊熊烈火123
2021-04-29
$小米集团-W(01810)$
机构只要出利好报告,小米股价就开始跌,别出报告了行不行?!让小米静悄悄地涨
熊熊烈火123
2021-03-06
$小米集团-W(01810)$
小米在美国的黑名单上榜上有名,还说他涉军,应该是值得骄傲的事。作为米粉很荣幸,其他企业的产品做得垃圾,或者影响力不够,美国佬还懒得拉黑你呢!怎么不见美国拉黑oppo vivo?
熊熊烈火123
2021-03-06
$小米集团-W(01810)$
希望大家多多支持我们中国制造的产品,购买我们国货,小米也好,华为也好,格力,美的,长城汽车,比亚迪,大疆,中国高铁,阿里云腾讯云,等等中国制造,都是中国产业链的一环,如果中国的工业倒了,我们这些普通人没有好日子过的。美国现在就是在打压我们中国的工业,拉黑什么的很正常,放平心态就好。
熊熊烈火123
2021-03-06
$小米集团-W(01810)$
我不觉得美国拉黑小米,小米被移除全球指数是坏消息,这对中国对小米来说都是好消息,小米越好越强,就代表了整个中国产业链越强越成熟,小米做得越好,美国就越是要打击小米。国家利益之争不容后退,美国就是我们的竞争对手,凡是竞争对手反对的,我们就应该支持。
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14:28","market":"sh","language":"zh","title":"中金:维持美团(3690.HK)优于大市评级 予目标价265港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2226978507","media":"金融界网站","summary":"格隆汇4月11日丨中金发研报指,美团近期外卖业务增长承压,不过其对每天1亿订单的长期订单目标充满信心。该行维持其“优于大市”评级,目标价265港元。 该行指,美团食品配送订单在2022年1月至2月期间保持稳定增长,但3月在上海和深圳等受疫情重燃影响的地区急剧下降。据美团指,由于酒店和旅游业务的收入贡献下降,其到店和酒店及旅游业务的营业利润率在最近几个季度有所改善。","content":"<html><body><div><p> 格隆汇4月11日丨中金发研报指,美团(3690.HK)近期外卖业务增长承压,不过其对每天1亿订单的长期订单目标充满信心。该行维持其“优于大市”评级,目标价265港元。</p><p> 该行指,美团食品配送订单在2022年1月至2月期间保持稳定增长,但3月在上海和深圳等受疫情重燃影响的地区急剧下降。该行续指,疫情对到店、酒店和旅游业务造成严重影响,管理层表示,该业务在1月至2月期间迅速恢复,但是由于上海和深圳的店内收入比送餐业务更高,因此3月份对该业务影响较大,其3月份到店业务收入同比基本持平,而酒店和旅游业务同比下降。据美团指,由于酒店和旅游业务的收入贡献下降,其到店和酒店及旅游业务的营业利润率在最近几个季度有所改善。</p><p> 另外,该行指,公司预计新业务收入增长将保持稳定,由于运营效率和竞争格局的优化,亏损将收窄。</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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\" 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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中金:维持美团(3690.HK)优于大市评级 予目标价265港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 14:28 北京时间 <a href=http://hk.jrj.com.cn/2022/04/11142836302706.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇4月11日丨中金发研报指,美团(3690.HK)近期外卖业务增长承压,不过其对每天1亿订单的长期订单目标充满信心。该行维持其“优于大市”评级,目标价265港元。 该行指,美团食品配送订单在2022年1月至2月期间保持稳定增长,但3月在上海和深圳等受疫情重燃影响的地区急剧下降。该行续指,疫情对到店、酒店和旅游业务造成严重影响,管理层表示,该业务在1月至2月期间迅速恢复,但是由于上海和深圳的店...</p>\n\n<a href=\"http://hk.jrj.com.cn/2022/04/11142836302706.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03690":"美团-W"},"source_url":"http://hk.jrj.com.cn/2022/04/11142836302706.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226978507","content_text":"格隆汇4月11日丨中金发研报指,美团(3690.HK)近期外卖业务增长承压,不过其对每天1亿订单的长期订单目标充满信心。该行维持其“优于大市”评级,目标价265港元。 该行指,美团食品配送订单在2022年1月至2月期间保持稳定增长,但3月在上海和深圳等受疫情重燃影响的地区急剧下降。该行续指,疫情对到店、酒店和旅游业务造成严重影响,管理层表示,该业务在1月至2月期间迅速恢复,但是由于上海和深圳的店内收入比送餐业务更高,因此3月份对该业务影响较大,其3月份到店业务收入同比基本持平,而酒店和旅游业务同比下降。据美团指,由于酒店和旅游业务的收入贡献下降,其到店和酒店及旅游业务的营业利润率在最近几个季度有所改善。 另外,该行指,公司预计新业务收入增长将保持稳定,由于运营效率和竞争格局的优化,亏损将收窄。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637998192,"gmtCreate":1647849072733,"gmtModify":1647849129214,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>又开始暴跌了,刘鹤同志啥时候再来个会,拉兄弟我一把","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>又开始暴跌了,刘鹤同志啥时候再来个会,拉兄弟我一把","text":"$美团-W(03690)$又开始暴跌了,刘鹤同志啥时候再来个会,拉兄弟我一把","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637998192","isVote":1,"tweetType":1,"viewCount":2104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637067714,"gmtCreate":1647828588768,"gmtModify":1647828588768,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>为什么上周五美团ADR涨了那么多,今天还能跌,没道理啊","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>为什么上周五美团ADR涨了那么多,今天还能跌,没道理啊","text":"$美团-W(03690)$为什么上周五美团ADR涨了那么多,今天还能跌,没道理啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/637067714","isVote":1,"tweetType":1,"viewCount":2900,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553986843858309","authorId":"3553986843858309","name":"Se7en_Neo","avatar":"https://static.tigerbbs.com/a19867e96d860b8609fb5a7fc58f6870","crmLevel":7,"crmLevelSwitch":0,"idStr":"3553986843858309","authorIdStr":"3553986843858309"},"content":"所以以后都不要冤枉外资了,就是自己人搞鬼带头砸,把锅都给老外了","text":"所以以后都不要冤枉外资了,就是自己人搞鬼带头砸,把锅都给老外了","html":"所以以后都不要冤枉外资了,就是自己人搞鬼带头砸,把锅都给老外了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634244150,"gmtCreate":1647527469042,"gmtModify":1647528663366,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"今天刚进去,然后开始跌了,完犊子","listText":"今天刚进去,然后开始跌了,完犊子","text":"今天刚进去,然后开始跌了,完犊子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634244150","repostId":"2220743370","repostType":2,"repost":{"id":"2220743370","pubTimestamp":1647524451,"share":"https://www.laohu8.com/m/news/2220743370?lang=&edition=full","pubTime":"2022-03-17 21:40","market":"us","language":"zh","title":"哔哩哔哩跌超8%,拼多多跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2220743370","media":"新浪科技","summary":"新浪科技讯,3月17日晚间消息,叮咚买菜开盘跌12%,北京海淀区市场监管局对其进行行政约谈并立案调查。热门中概股普跌,哔哩哔哩跌超8%,拼多多跌超5%。","content":"<html><body><p><a href=\"https://laohu8.com/S/SINA\">新浪</a>科技讯,3月17日晚间消息,<a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>开盘跌12%,北京海淀区市场监管局对其进行行政约谈并立案调查。热门中概股普跌,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%。</p>\n<figure>\n<img h=\"459\" src=\"http://n.sinaimg.cn/tech/transform/289/w630h459/20220317/3aa5-1e3ac449ebcc1c84b8db5a21104d502c.png\" w=\"630\"/>\n</figure>\n<figure>\n<img h=\"458\" src=\"http://n.sinaimg.cn/tech/transform/288/w630h458/20220317/bfcf-3f1bc70e74e087ab78559d5f4e9cfbcc.png\" w=\"630\"/>\n</figure>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>哔哩哔哩跌超8%,拼多多跌超5%</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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哔哩哔哩跌超8%,拼多多跌超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-17 21:40 北京时间 <a href=https://tech.sina.cn/i/gn/2022-03-17/detail-imcwiwss6655040.d.html?vt=4><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯,3月17日晚间消息,叮咚买菜开盘跌12%,北京海淀区市场监管局对其进行行政约谈并立案调查。热门中概股普跌,哔哩哔哩跌超8%,拼多多跌超5%。</p>\n\n<a href=\"https://tech.sina.cn/i/gn/2022-03-17/detail-imcwiwss6655040.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20220317/8111-d1e2184d4fbad8579459303b81b8af66.jpg/w120h90l50t1896.jpg","relate_stocks":{"BK1608":"元宇宙概念","BK4554":"元宇宙及AR概念","BK1575":"同股不同权","BILI":"哔哩哔哩","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念","PDD":"拼多多","BK4509":"腾讯概念","BK4566":"资本集团","BK4558":"双十一","BK1588":"回港中概股","BK4535":"淡马锡持仓","BK1104":"互动家庭娱乐","BK4501":"段永平概念","BK4526":"热门中概股","BK4122":"互联网与直销零售","BK1587":"次新股","BK4503":"景林资产持仓","BK4510":"在线教育","BK4505":"高瓴资本持仓","BK4577":"网络游戏","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","09626":"哔哩哔哩-W","BK4513":"直播概念"},"source_url":"https://tech.sina.cn/i/gn/2022-03-17/detail-imcwiwss6655040.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220743370","content_text":"新浪科技讯,3月17日晚间消息,叮咚买菜开盘跌12%,北京海淀区市场监管局对其进行行政约谈并立案调查。热门中概股普跌,哔哩哔哩跌超8%,拼多多跌超5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866464223,"gmtCreate":1632797799362,"gmtModify":1632797799362,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>去年股价30多的时候卖掉了一半的股票,感谢小米让我从亏损到盈利,扬眉吐气。今天我已经把绝大部分其他的股票卖掉了,开始加仓小米,今天稳一些,小小购入3000股,还有50多万人民币的子弹没打出去,准备适当时机再出手。","listText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米在美国的黑名单上榜上有名,还说他涉军,应该是值得骄傲的事。作为米粉很荣幸,其他企业的产品做得垃圾,或者影响力不够,美国佬还懒得拉黑你呢!怎么不见美国拉黑oppo vivo?","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米在美国的黑名单上榜上有名,还说他涉军,应该是值得骄傲的事。作为米粉很荣幸,其他企业的产品做得垃圾,或者影响力不够,美国佬还懒得拉黑你呢!怎么不见美国拉黑oppo vivo?","text":"$小米集团-W(01810)$小米在美国的黑名单上榜上有名,还说他涉军,应该是值得骄傲的事。作为米粉很荣幸,其他企业的产品做得垃圾,或者影响力不够,美国佬还懒得拉黑你呢!怎么不见美国拉黑oppo 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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>加仓腾讯,还能再买600股,你再跌我把其他股票全卖了,全仓腾讯","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>加仓腾讯,还能再买600股,你再跌我把其他股票全卖了,全仓腾讯","text":"$腾讯控股(00700)$加仓腾讯,还能再买600股,你再跌我把其他股票全卖了,全仓腾讯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/140111102","isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546298750855788","authorId":"3546298750855788","name":"盛7899293","avatar":"https://static.tigerbbs.com/b07175b86ac6bf598f7bb675acb37313","crmLevel":1,"crmLevelSwitch":0,"idStr":"3546298750855788","authorIdStr":"3546298750855788"},"content":"和我想的一样","text":"和我想的一样","html":"和我想的一样"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637067714,"gmtCreate":1647828588768,"gmtModify":1647828588768,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>为什么上周五美团ADR涨了那么多,今天还能跌,没道理啊","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>为什么上周五美团ADR涨了那么多,今天还能跌,没道理啊","text":"$美团-W(03690)$为什么上周五美团ADR涨了那么多,今天还能跌,没道理啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/637067714","isVote":1,"tweetType":1,"viewCount":2900,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553986843858309","authorId":"3553986843858309","name":"Se7en_Neo","avatar":"https://static.tigerbbs.com/a19867e96d860b8609fb5a7fc58f6870","crmLevel":7,"crmLevelSwitch":0,"idStr":"3553986843858309","authorIdStr":"3553986843858309"},"content":"所以以后都不要冤枉外资了,就是自己人搞鬼带头砸,把锅都给老外了","text":"所以以后都不要冤枉外资了,就是自己人搞鬼带头砸,把锅都给老外了","html":"所以以后都不要冤枉外资了,就是自己人搞鬼带头砸,把锅都给老外了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866464223,"gmtCreate":1632797799362,"gmtModify":1632797799362,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>阿里涨好多啊,腾讯才涨一点点,大和解不应该是利好双方吗?","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>阿里涨好多啊,腾讯才涨一点点,大和解不应该是利好双方吗?","text":"$腾讯控股(00700)$阿里涨好多啊,腾讯才涨一点点,大和解不应该是利好双方吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/866464223","isVote":1,"tweetType":1,"viewCount":1835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390884403,"gmtCreate":1605766128502,"gmtModify":1703839451131,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米,这不像你啊,今天发什么疯?我记得当年的你可是无论遇到任何利好新闻都不会涨的","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米,这不像你啊,今天发什么疯?我记得当年的你可是无论遇到任何利好新闻都不会涨的","text":"$小米集团-W(01810)$小米,这不像你啊,今天发什么疯?我记得当年的你可是无论遇到任何利好新闻都不会涨的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/390884403","isVote":1,"tweetType":1,"viewCount":1505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615017298,"gmtCreate":1652681128514,"gmtModify":1652681128514,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"国家现在对房地产已经彻底松绑了,什么时候能对互联网,对游戏行业松绑?","listText":"国家现在对房地产已经彻底松绑了,什么时候能对互联网,对游戏行业松绑?","text":"国家现在对房地产已经彻底松绑了,什么时候能对互联网,对游戏行业松绑?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615017298","repostId":"1195914503","repostType":2,"repost":{"id":"1195914503","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":1652353536,"share":"https://www.laohu8.com/m/news/1195914503?lang=&edition=full","pubTime":"2022-05-12 19:05","market":"hk","language":"zh","title":"财报前瞻 | 多重不利因素交织,腾讯Q1业绩仍承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1195914503","media":"老虎资讯综合","summary":"腾讯作为中国最大的互联网公司之一,它的一举一动都备受关注。最新消息显示,腾讯将于5月18日公布2022年第一季度财报。年初以来,腾讯股价累计下跌逾20%,曾盘中一度跌破300港元。多家券商认为,在监管","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>作为中国最大的互联网公司之一,它的一举一动都备受关注。最新消息显示,腾讯将于5月18日公布2022年第一季度财报。</p><p>年初以来,腾讯股价累计下跌逾20%,曾盘中一度跌破300港元。多家券商认为,在监管、经济、疫情等不利因素下,公司业绩仍将持续承压。</p><p><img src=\"https://static.tigerbbs.com/49ea7821f9bb2c509caa9d236ba3975a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><blockquote><b>上季度业绩回顾</b></blockquote><p>财报显示,腾讯2021年第四季度营收1442亿元,市场预期1453亿元,同比增长8%;净利润949.6亿元,同比增长60%,非国际财务报告准则下;净利润248.8亿元,同比下降25%。这是继三季度净利下跌2%后,腾讯连续第二个季度出现单季净利润负增长。</p><p><img src=\"https://static.tigerbbs.com/42d01b176580ab94edd7d0c9a581f0be\" tg-width=\"968\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/></p><blockquote><b>本季度业绩看点</b></blockquote><p>过去一季度,受监管以及疫情反复等不利因素影响,极大的打击了腾讯的股价。多家券商研报表明,当前腾讯仍处于业绩低谷期,承压已在预期之内,预计基本面将于下半年开始好转。</p><p>其中,<a href=\"https://laohu8.com/S/002736\">国信证券</a>认为,2021Q1高基数+核心主业逆风因素尚在消化,预计收入1405亿元,同比增长3.8%,收入增速放缓,为近几个季度最低水平;但降本增效尚体现在毛利率及费用率方面,致利润率继续承压,预计腾讯实现Non-IFRS下归母净利润为273亿元,同比减少17.5%。</p><p><img src=\"https://static.tigerbbs.com/1a737061068c81376c42f7721103ab8c\" tg-width=\"993\" tg-height=\"411\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/302e5ad398e2f96a4f9c544175c43290\" tg-width=\"973\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p><b>游戏业务</b></p><p>腾讯在网络游戏市场处于行业领先地位,游戏业务持续多年为其收入贡献稳定基本盘。但受未成年人防沉迷政策及前期版号暂停影响,国内游戏季度收入将同比承压。</p><p>国信证券最新研报预测,腾讯Q1网络游戏业务收入为457亿元,同比增长5%;其中国内市场游戏收入为337亿元,同比增长1%。增长主要由新产品《英雄联盟手游》《金铲铲之战》拉动,但是于2021年9月生效的未成年人防沉迷新措施仍然对收入增速产生消极影响,预计该影响将在2022年下半年全面消化。在承受未成年人防沉迷压力及去年高基数下,本土游戏市场仍能维持稳定,体现了长线产品的旺盛生命力。此外,SLG手游《重返帝国》于3月29日上线,持续位于畅销榜前十,我们预计将为下个季度贡献增量。</p><p>海外市场游戏收入预计为119亿元,同比增长17%。增长主要由《部落冲突》《皇室战争》等产品驱动。增速放缓,主要因去年四季度 Supercell 递延政策调整,以及低基数效应消除。3月8日, 由腾讯研发、EA 发行的《Apex Legends Mobile》在澳大利亚、新加坡等海外10个国家软启动上线,海外市场腾讯分成比例较低,对业绩推动有限,但再次验证腾讯的竞技手游研发实力。预计未来几个季度内海外市场仍将保持高于本土市场的增速,但是增速会有所放缓并呈现一定的季节性。</p><p><b>广告业务</b></p><p>受教育、游戏及互联网服务等重点行业受到较为严格监管与疫情反复影响,多家券商认为Q1腾讯广告业务短期承压。</p><p>2021年Q2以来部分重点行业受到较为严格监管,导致行业广告主需求同比收缩明显,预计2022年Q1季度广告收入持续下行。近期多地区疫情造成物流系统及工业生产受阻,可能对平台电商、汽车等广告主需求造成负面影响,预计二季度广告收入将继续承压。但考虑到游戏版号核发恢复、同时Q3进入行业旺季,广告需求有望增长;教育行业转型逐步完成,成人教育、职业教育等广告需求增长;地产行业出台多项利好政策,广告需求预期上升等,预计公司广告业务今年将呈现前低后高趋势,有望于 2022 年后期恢复正增长。</p><p><a href=\"https://laohu8.com/S/601995\">中金公司</a>预测广告收入为179亿元,同比减少18%;国信证券预测广告收入为178亿元,同比减少19%;<a href=\"https://laohu8.com/S/000750\">国海证券</a>预测广告收入186亿元,同比减少15%。</p><p><b>金融科技与企业服务</b></p><p>金融科技业务维持同比正增长,主要受益于商业支付交易金额及笔数的提升;同比增速降低主要因低基数效应消除,以及疫情反复、线下消费受到消极影响。根据国家统计局,2022年1-2月社会消费品零售总额同比增长6.7%。企业服务收入维持增长,但预计增速放缓,主要因公司重定IaaS及PaaS的发展重心,从单纯追求收入增长,转向以为客户创造价值及实现高质量的增长为目标。</p><p>国信证券预计金融科技及企业服务Q1收入为468亿元,同比增长20%;国海证券预计金融科技及企业服务Q1收入464亿元,同比增长19%;<a href=\"https://laohu8.com/S/03908\">中金公司</a>预计金融科技及企业服务Q1收入432亿元,同比增长11%。</p><blockquote><b>评级与目标价</b></blockquote><p>四月以来,从国内外共计20余家知名券商机构对腾讯研报评级来看,多数均给予其“买入”评级;目标价最高看至588港元。</p><p><img src=\"https://static.tigerbbs.com/f429eeb3d1bb76194a7f1c1c7e2a3c15\" tg-width=\"809\" tg-height=\"640\" 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\" 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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财报前瞻 | 多重不利因素交织,腾讯Q1业绩仍承压\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\">2022-05-12 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>作为中国最大的互联网公司之一,它的一举一动都备受关注。最新消息显示,腾讯将于5月18日公布2022年第一季度财报。</p><p>年初以来,腾讯股价累计下跌逾20%,曾盘中一度跌破300港元。多家券商认为,在监管、经济、疫情等不利因素下,公司业绩仍将持续承压。</p><p><img src=\"https://static.tigerbbs.com/49ea7821f9bb2c509caa9d236ba3975a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><blockquote><b>上季度业绩回顾</b></blockquote><p>财报显示,腾讯2021年第四季度营收1442亿元,市场预期1453亿元,同比增长8%;净利润949.6亿元,同比增长60%,非国际财务报告准则下;净利润248.8亿元,同比下降25%。这是继三季度净利下跌2%后,腾讯连续第二个季度出现单季净利润负增长。</p><p><img src=\"https://static.tigerbbs.com/42d01b176580ab94edd7d0c9a581f0be\" tg-width=\"968\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/></p><blockquote><b>本季度业绩看点</b></blockquote><p>过去一季度,受监管以及疫情反复等不利因素影响,极大的打击了腾讯的股价。多家券商研报表明,当前腾讯仍处于业绩低谷期,承压已在预期之内,预计基本面将于下半年开始好转。</p><p>其中,<a href=\"https://laohu8.com/S/002736\">国信证券</a>认为,2021Q1高基数+核心主业逆风因素尚在消化,预计收入1405亿元,同比增长3.8%,收入增速放缓,为近几个季度最低水平;但降本增效尚体现在毛利率及费用率方面,致利润率继续承压,预计腾讯实现Non-IFRS下归母净利润为273亿元,同比减少17.5%。</p><p><img src=\"https://static.tigerbbs.com/1a737061068c81376c42f7721103ab8c\" tg-width=\"993\" tg-height=\"411\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/302e5ad398e2f96a4f9c544175c43290\" tg-width=\"973\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p><b>游戏业务</b></p><p>腾讯在网络游戏市场处于行业领先地位,游戏业务持续多年为其收入贡献稳定基本盘。但受未成年人防沉迷政策及前期版号暂停影响,国内游戏季度收入将同比承压。</p><p>国信证券最新研报预测,腾讯Q1网络游戏业务收入为457亿元,同比增长5%;其中国内市场游戏收入为337亿元,同比增长1%。增长主要由新产品《英雄联盟手游》《金铲铲之战》拉动,但是于2021年9月生效的未成年人防沉迷新措施仍然对收入增速产生消极影响,预计该影响将在2022年下半年全面消化。在承受未成年人防沉迷压力及去年高基数下,本土游戏市场仍能维持稳定,体现了长线产品的旺盛生命力。此外,SLG手游《重返帝国》于3月29日上线,持续位于畅销榜前十,我们预计将为下个季度贡献增量。</p><p>海外市场游戏收入预计为119亿元,同比增长17%。增长主要由《部落冲突》《皇室战争》等产品驱动。增速放缓,主要因去年四季度 Supercell 递延政策调整,以及低基数效应消除。3月8日, 由腾讯研发、EA 发行的《Apex Legends Mobile》在澳大利亚、新加坡等海外10个国家软启动上线,海外市场腾讯分成比例较低,对业绩推动有限,但再次验证腾讯的竞技手游研发实力。预计未来几个季度内海外市场仍将保持高于本土市场的增速,但是增速会有所放缓并呈现一定的季节性。</p><p><b>广告业务</b></p><p>受教育、游戏及互联网服务等重点行业受到较为严格监管与疫情反复影响,多家券商认为Q1腾讯广告业务短期承压。</p><p>2021年Q2以来部分重点行业受到较为严格监管,导致行业广告主需求同比收缩明显,预计2022年Q1季度广告收入持续下行。近期多地区疫情造成物流系统及工业生产受阻,可能对平台电商、汽车等广告主需求造成负面影响,预计二季度广告收入将继续承压。但考虑到游戏版号核发恢复、同时Q3进入行业旺季,广告需求有望增长;教育行业转型逐步完成,成人教育、职业教育等广告需求增长;地产行业出台多项利好政策,广告需求预期上升等,预计公司广告业务今年将呈现前低后高趋势,有望于 2022 年后期恢复正增长。</p><p><a href=\"https://laohu8.com/S/601995\">中金公司</a>预测广告收入为179亿元,同比减少18%;国信证券预测广告收入为178亿元,同比减少19%;<a href=\"https://laohu8.com/S/000750\">国海证券</a>预测广告收入186亿元,同比减少15%。</p><p><b>金融科技与企业服务</b></p><p>金融科技业务维持同比正增长,主要受益于商业支付交易金额及笔数的提升;同比增速降低主要因低基数效应消除,以及疫情反复、线下消费受到消极影响。根据国家统计局,2022年1-2月社会消费品零售总额同比增长6.7%。企业服务收入维持增长,但预计增速放缓,主要因公司重定IaaS及PaaS的发展重心,从单纯追求收入增长,转向以为客户创造价值及实现高质量的增长为目标。</p><p>国信证券预计金融科技及企业服务Q1收入为468亿元,同比增长20%;国海证券预计金融科技及企业服务Q1收入464亿元,同比增长19%;<a href=\"https://laohu8.com/S/03908\">中金公司</a>预计金融科技及企业服务Q1收入432亿元,同比增长11%。</p><blockquote><b>评级与目标价</b></blockquote><p>四月以来,从国内外共计20余家知名券商机构对腾讯研报评级来看,多数均给予其“买入”评级;目标价最高看至588港元。</p><p><img src=\"https://static.tigerbbs.com/f429eeb3d1bb76194a7f1c1c7e2a3c15\" tg-width=\"809\" tg-height=\"640\" 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":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195914503","content_text":"腾讯作为中国最大的互联网公司之一,它的一举一动都备受关注。最新消息显示,腾讯将于5月18日公布2022年第一季度财报。年初以来,腾讯股价累计下跌逾20%,曾盘中一度跌破300港元。多家券商认为,在监管、经济、疫情等不利因素下,公司业绩仍将持续承压。上季度业绩回顾财报显示,腾讯2021年第四季度营收1442亿元,市场预期1453亿元,同比增长8%;净利润949.6亿元,同比增长60%,非国际财务报告准则下;净利润248.8亿元,同比下降25%。这是继三季度净利下跌2%后,腾讯连续第二个季度出现单季净利润负增长。本季度业绩看点过去一季度,受监管以及疫情反复等不利因素影响,极大的打击了腾讯的股价。多家券商研报表明,当前腾讯仍处于业绩低谷期,承压已在预期之内,预计基本面将于下半年开始好转。其中,国信证券认为,2021Q1高基数+核心主业逆风因素尚在消化,预计收入1405亿元,同比增长3.8%,收入增速放缓,为近几个季度最低水平;但降本增效尚体现在毛利率及费用率方面,致利润率继续承压,预计腾讯实现Non-IFRS下归母净利润为273亿元,同比减少17.5%。游戏业务腾讯在网络游戏市场处于行业领先地位,游戏业务持续多年为其收入贡献稳定基本盘。但受未成年人防沉迷政策及前期版号暂停影响,国内游戏季度收入将同比承压。国信证券最新研报预测,腾讯Q1网络游戏业务收入为457亿元,同比增长5%;其中国内市场游戏收入为337亿元,同比增长1%。增长主要由新产品《英雄联盟手游》《金铲铲之战》拉动,但是于2021年9月生效的未成年人防沉迷新措施仍然对收入增速产生消极影响,预计该影响将在2022年下半年全面消化。在承受未成年人防沉迷压力及去年高基数下,本土游戏市场仍能维持稳定,体现了长线产品的旺盛生命力。此外,SLG手游《重返帝国》于3月29日上线,持续位于畅销榜前十,我们预计将为下个季度贡献增量。海外市场游戏收入预计为119亿元,同比增长17%。增长主要由《部落冲突》《皇室战争》等产品驱动。增速放缓,主要因去年四季度 Supercell 递延政策调整,以及低基数效应消除。3月8日, 由腾讯研发、EA 发行的《Apex Legends Mobile》在澳大利亚、新加坡等海外10个国家软启动上线,海外市场腾讯分成比例较低,对业绩推动有限,但再次验证腾讯的竞技手游研发实力。预计未来几个季度内海外市场仍将保持高于本土市场的增速,但是增速会有所放缓并呈现一定的季节性。广告业务受教育、游戏及互联网服务等重点行业受到较为严格监管与疫情反复影响,多家券商认为Q1腾讯广告业务短期承压。2021年Q2以来部分重点行业受到较为严格监管,导致行业广告主需求同比收缩明显,预计2022年Q1季度广告收入持续下行。近期多地区疫情造成物流系统及工业生产受阻,可能对平台电商、汽车等广告主需求造成负面影响,预计二季度广告收入将继续承压。但考虑到游戏版号核发恢复、同时Q3进入行业旺季,广告需求有望增长;教育行业转型逐步完成,成人教育、职业教育等广告需求增长;地产行业出台多项利好政策,广告需求预期上升等,预计公司广告业务今年将呈现前低后高趋势,有望于 2022 年后期恢复正增长。中金公司预测广告收入为179亿元,同比减少18%;国信证券预测广告收入为178亿元,同比减少19%;国海证券预测广告收入186亿元,同比减少15%。金融科技与企业服务金融科技业务维持同比正增长,主要受益于商业支付交易金额及笔数的提升;同比增速降低主要因低基数效应消除,以及疫情反复、线下消费受到消极影响。根据国家统计局,2022年1-2月社会消费品零售总额同比增长6.7%。企业服务收入维持增长,但预计增速放缓,主要因公司重定IaaS及PaaS的发展重心,从单纯追求收入增长,转向以为客户创造价值及实现高质量的增长为目标。国信证券预计金融科技及企业服务Q1收入为468亿元,同比增长20%;国海证券预计金融科技及企业服务Q1收入464亿元,同比增长19%;中金公司预计金融科技及企业服务Q1收入432亿元,同比增长11%。评级与目标价四月以来,从国内外共计20余家知名券商机构对腾讯研报评级来看,多数均给予其“买入”评级;目标价最高看至588港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320133131,"gmtCreate":1615037410223,"gmtModify":1703484369283,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>我不觉得美国拉黑小米,小米被移除全球指数是坏消息,这对中国对小米来说都是好消息,小米越好越强,就代表了整个中国产业链越强越成熟,小米做得越好,美国就越是要打击小米。国家利益之争不容后退,美国就是我们的竞争对手,凡是竞争对手反对的,我们就应该支持。","text":"$小米集团-W(01810)$我不觉得美国拉黑小米,小米被移除全球指数是坏消息,这对中国对小米来说都是好消息,小米越好越强,就代表了整个中国产业链越强越成熟,小米做得越好,美国就越是要打击小米。国家利益之争不容后退,美国就是我们的竞争对手,凡是竞争对手反对的,我们就应该支持。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320133131","isVote":1,"tweetType":1,"viewCount":1764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687536318,"gmtCreate":1661151012638,"gmtModify":1661151173755,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>难怪今天会跌,王者荣耀匹配机制极不平衡。我排位赢得多了,就故意匹配很强的对手很弱的对友给我。我充了那么多钱,买可那么多腾讯的股票,你就是这么对你的消费者和股东的吗?诅咒天美早点倒闭,垃圾腾讯","text":"$腾讯控股(00700)$难怪今天会跌,王者荣耀匹配机制极不平衡。我排位赢得多了,就故意匹配很强的对手很弱的对友给我。我充了那么多钱,买可那么多腾讯的股票,你就是这么对你的消费者和股东的吗?诅咒天美早点倒闭,垃圾腾讯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838309919","isVote":1,"tweetType":1,"viewCount":1837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109381480,"gmtCreate":1619664610640,"gmtModify":1619664610640,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>机构只要出利好报告,小米股价就开始跌,别出报告了行不行?!让小米静悄悄地涨","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>机构只要出利好报告,小米股价就开始跌,别出报告了行不行?!让小米静悄悄地涨","text":"$小米集团-W(01810)$机构只要出利好报告,小米股价就开始跌,别出报告了行不行?!让小米静悄悄地涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109381480","isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398663598,"gmtCreate":1606892137814,"gmtModify":1703845148906,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>这么多利好,居然还能跌,这果然很小米,我已经习惯了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>这么多利好,居然还能跌,这果然很小米,我已经习惯了","text":"$小米集团-W(01810)$这么多利好,居然还能跌,这果然很小米,我已经习惯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/398663598","isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661362172,"gmtCreate":1663724470496,"gmtModify":1663724472683,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米让我太失望了,小米11一堆人吐槽,各种黑屏,烧主板。 我本来坚定投资小米的,亏多少都不怕,就因为他产品做得好。 但是这次小米真的让我太失望了,产品质量做得不好,得罪消费者死路一条。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米让我太失望了,小米11一堆人吐槽,各种黑屏,烧主板。 我本来坚定投资小米的,亏多少都不怕,就因为他产品做得好。 但是这次小米真的让我太失望了,产品质量做得不好,得罪消费者死路一条。","text":"$小米集团-W(01810)$小米让我太失望了,小米11一堆人吐槽,各种黑屏,烧主板。 我本来坚定投资小米的,亏多少都不怕,就因为他产品做得好。 但是这次小米真的让我太失望了,产品质量做得不好,得罪消费者死路一条。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661362172","isVote":1,"tweetType":1,"viewCount":2502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684459277,"gmtCreate":1660557231703,"gmtModify":1660557231703,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>我现在就等着17号财报发完,腾讯大笔回购,坚持价值投资","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>我现在就等着17号财报发完,腾讯大笔回购,坚持价值投资","text":"$腾讯控股(00700)$我现在就等着17号财报发完,腾讯大笔回购,坚持价值投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684459277","isVote":1,"tweetType":1,"viewCount":1689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198573193,"gmtCreate":1620975227512,"gmtModify":1620975227512,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>才涨这么一点点,不过瘾,机构对小米估值太少了,上百元才对","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>才涨这么一点点,不过瘾,机构对小米估值太少了,上百元才对","text":"$小米集团-W(01810)$才涨这么一点点,不过瘾,机构对小米估值太少了,上百元才对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198573193","isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662354619,"gmtCreate":1666229402932,"gmtModify":1666230572793,"author":{"id":"3547074284850478","authorId":"3547074284850478","name":"熊熊烈火123","avatar":"https://static.tigerbbs.com/d56d673b4ebc0684c2d3d58d56433d0d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074284850478","authorIdStr":"3547074284850478"},"themes":[],"htmlText":"十年前,白酒被政策打压也是这样低股价的,那时茅台100多,五粮液12元。 错过了白酒,不要再错过互联网了,静待时机,等打压过去,总会有机会的。","listText":"十年前,白酒被政策打压也是这样低股价的,那时茅台100多,五粮液12元。 错过了白酒,不要再错过互联网了,静待时机,等打压过去,总会有机会的。","text":"十年前,白酒被政策打压也是这样低股价的,那时茅台100多,五粮液12元。 错过了白酒,不要再错过互联网了,静待时机,等打压过去,总会有机会的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662354619","repostId":"2276437089","repostType":2,"repost":{"id":"2276437089","pubTimestamp":1666225865,"share":"https://www.laohu8.com/m/news/2276437089?lang=&edition=full","pubTime":"2022-10-20 08:31","market":"sh","language":"zh","title":"贵州茅台市值超腾讯成国内最大市值公司 该咋看?","url":"https://stock-news.laohu8.com/highlight/detail?id=2276437089","media":"大河财立方","summary":"10月16日晚,贵州茅台发布2022年第三季度报告,公司前三季度实现营业收入871.6亿元,归属净利润为444亿元,平均每日赚1.62亿元。另有数据显示,三季度中国企业500强总市值约为63.27万亿元,贵州茅台超过腾讯控股成为三季度市值最高的企业,总市值2.35万亿元。阿里巴巴仍旧位列第三。贵州茅台超过腾讯成为国内最大市值公司,这是一个让国人非常尴尬的结果。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.600519&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.00700&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 10月16日晚,<span><a href=\"https://laohu8.com/S/600519\">贵州茅台</a></span><span></span>发布2022年第三季度报告,公司前三季度实现<span>营业收入</span>871.6亿元,归属<span>净利润</span>为444亿元,平均每日赚1.62亿元。另有数据显示,三季度中国企业500强总市值约为63.27万亿元,<span href=\"http://quote.eastmoney.com/unify/r/1.600519\" target=\"_blank\" web=\"1\">贵州茅台</span>超过<span><a href=\"https://laohu8.com/S/00700\">腾讯控股</a></span>成为三季度市值最高的企业,总市值2.35万亿元。<span><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></span><span></span>仍旧位列第三。</p><p> <span href=\"http://quote.eastmoney.com/unify/r/1.600519\" target=\"_blank\" web=\"1\">贵州茅台</span>超过腾讯成为国内最大市值公司,这是一个让国人非常尴尬的结果。毕竟贵州茅台是一家酒企,虽然贵州茅台是国内著名的酒企,茅台酒甚至被称为是“国酒”,但不论如何辉煌,它始终都是一家酒企。而腾讯虽然因为<span>游戏</span><span></span>的缘故也被国人吐槽,但腾讯终归是一家互联网科技公司,而且还有着“世界五大科技巨头”的美名。但就是这样两家著名公司,贵州茅台的市值压倒了腾讯雄居国内企业首位,中国企业让酒企占了鳌头,这实在是一件让国人丢脸的事情。这一结果表明,中国人的科技实力不行,但酒鬼却是一流,这是国家的科技实力有待加强的一种表现。</p><p> 其实,从资本市场的角度来看,贵州茅台超过腾讯成为国内最大市值公司这种情况的出现却是正常的。毕竟贵州茅台是一家在A股市场上市的公司,而<span href=\"http://quote.eastmoney.com/unify/r/116.00700\" target=\"_blank\" web=\"1\">腾讯控股</span>是一家在香港市场上市的公司,而在香港市场,内地企业的估值是明显偏低的。如截止10月18日,恒生<span>AH股</span><span></span>溢价指数为149.04,这意味着同时是在A股、H股上市的公司,其A股股价较H股平均高出50%左右。港股市场堪称是全球市盈率最低的市场。因此,贵州茅台超过腾讯成为国内最大市值公司,这首先是占据了其在A股上市的优势。如果腾讯也是在A股上市的话,贵州茅台要超越腾讯市值恐怕不是一件很容易的事情。</p><p> 不仅如此,贵州茅台超过腾讯成为三季度国内最大市值公司,也与两家公司三季度的股价变动是密切相关的。就三季度的股价走势来看,贵州茅台的股价由2045元跌到了1872.50元,跌幅为8.44%。而腾讯的股价则由354.40港元跌到了266.40港元,跌幅达到了24.83%。由此可见,腾讯在三季度的跌幅远远超过了贵州茅台,这是导致贵州茅台超过腾讯成为三季度国内最大市值公司的最直接原因。</p><p> 当然,在贵州茅台超过腾讯成为三季度国内最大市值公司的背后,除了市场方面的原因之外,还有两家公司自身的原因,那就是两家公司的效益变动趋势不同。贵州茅台<span>业绩</span>增长虽然略低于市场预期,但根据10月16日晚公布的三季报,今年前三季度,贵州茅台实现归母净利润444亿,同比增幅达到19.14%,对于一家规模企业来说,这样的增长已经是不容易了。而腾讯的业绩却是大幅下跌,以半年报为例,今年上半年,腾讯实现收入2695亿元,同比减少1%;净利润420.3亿元,同比减少高达53%,去年同期为903.5亿元,业绩大幅度下降,其股价的下降也就不足为奇了。也正因如此,贵州茅台超过腾讯成为三季度国内最大市值公司也就顺理成章了。</p><p> 但贵州茅台超过腾讯成为国内最大市值公司这一现象的出现还是非常令人尴尬的。毕竟我国一直都在强调要科技强国,要重视高科技的发展。但回到资本市场,占据国内市值公司首位的,居然是一家酒企,这不能不说是一件打脸的事情。虽然贵州茅台也是一家著名企业,但毕竟是一家造酒的公司,而造酒是不可能强国的,甚至还会误国。一旦酒鬼多了,什么乱七八糟的事情就都有可能做出来。更何况<span>白酒</span><span></span>还有损人体健康,<span href=\"http://quote.eastmoney.com/unify/r/90.BK0896\" target=\"_blank\" web=\"1\">白酒</span>中的酒精是重要的致癌物。因此,国人喝酒是有损健康的行为,与国家制订的<span>健康中国</span><span></span>计划是背道而驰的,是打“<span href=\"http://quote.eastmoney.com/unify/r/90.BK0719\" target=\"_blank\" web=\"1\">健康中国</span>规划”的脸。</p><p> 这就是<span href=\"http://quote.eastmoney.com/unify/r/90.BK0896\" target=\"_blank\" web=\"1\">白酒</span>的尴尬之处。一方面国人酒鬼多,离不开白酒,但另一方面是酒喝多了,对健康有害。所以国人需要少喝酒,甚至不喝酒。在这种情况下,贵州茅台居然超过腾讯成为国内最大市值公司,这不是在打国人的脸么。尤其是在国人的健康意识正在加强的当下,白酒企业仍然高高在上,这实在是不合时宜的。</p><p> 导致这种局面出现的,还是A股市场的非理性炒作行为。因为前几年,A股市场的投机力量以“大消费”之名,把白酒股的价格炒得太高了,如贵州茅台的股价最高达到了2627.88元,尽管如今经过了一年多时间的调整,但目前贵州茅台的股价仍然高达1648元(10月19日收盘价),动态市盈率仍然还有35倍。实际上,对于这种有损人体健康的白酒,其公司股票应该是低估值的。炒作白酒股,给白酒股以较高的估值定位,这也正是A股市场不成熟的重要表现。</p><p>(文章来源:大河财立方)</p>\n</div></body></html>","source":"eastmoney_highlight","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>贵州茅台市值超腾讯成国内最大市值公司 该咋看?</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贵州茅台市值超腾讯成国内最大市值公司 该咋看?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 08:31 北京时间 <a href=http://finance.eastmoney.com/news/1350,202210202533655369.html><strong>大河财立方</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月16日晚,贵州茅台发布2022年第三季度报告,公司前三季度实现营业收入871.6亿元,归属净利润为444亿元,平均每日赚1.62亿元。另有数据显示,三季度中国企业500强总市值约为63.27万亿元,贵州茅台超过腾讯控股成为三季度市值最高的企业,总市值2.35万亿元。阿里巴巴仍旧位列第三。 贵州茅台超过腾讯成为国内最大市值公司,这是一个让国人非常尴尬的结果。毕竟贵州茅台是一家酒企,虽然...</p>\n\n<a href=\"http://finance.eastmoney.com/news/1350,202210202533655369.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU0370786039.SGD":"Fidelity Greater China A-SGD","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0594300419.USD":"富达中国消费基金A","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","BK0028":"国家队","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc 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USD"},"source_url":"http://finance.eastmoney.com/news/1350,202210202533655369.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276437089","content_text":"10月16日晚,贵州茅台发布2022年第三季度报告,公司前三季度实现营业收入871.6亿元,归属净利润为444亿元,平均每日赚1.62亿元。另有数据显示,三季度中国企业500强总市值约为63.27万亿元,贵州茅台超过腾讯控股成为三季度市值最高的企业,总市值2.35万亿元。阿里巴巴仍旧位列第三。 贵州茅台超过腾讯成为国内最大市值公司,这是一个让国人非常尴尬的结果。毕竟贵州茅台是一家酒企,虽然贵州茅台是国内著名的酒企,茅台酒甚至被称为是“国酒”,但不论如何辉煌,它始终都是一家酒企。而腾讯虽然因为游戏的缘故也被国人吐槽,但腾讯终归是一家互联网科技公司,而且还有着“世界五大科技巨头”的美名。但就是这样两家著名公司,贵州茅台的市值压倒了腾讯雄居国内企业首位,中国企业让酒企占了鳌头,这实在是一件让国人丢脸的事情。这一结果表明,中国人的科技实力不行,但酒鬼却是一流,这是国家的科技实力有待加强的一种表现。 其实,从资本市场的角度来看,贵州茅台超过腾讯成为国内最大市值公司这种情况的出现却是正常的。毕竟贵州茅台是一家在A股市场上市的公司,而腾讯控股是一家在香港市场上市的公司,而在香港市场,内地企业的估值是明显偏低的。如截止10月18日,恒生AH股溢价指数为149.04,这意味着同时是在A股、H股上市的公司,其A股股价较H股平均高出50%左右。港股市场堪称是全球市盈率最低的市场。因此,贵州茅台超过腾讯成为国内最大市值公司,这首先是占据了其在A股上市的优势。如果腾讯也是在A股上市的话,贵州茅台要超越腾讯市值恐怕不是一件很容易的事情。 不仅如此,贵州茅台超过腾讯成为三季度国内最大市值公司,也与两家公司三季度的股价变动是密切相关的。就三季度的股价走势来看,贵州茅台的股价由2045元跌到了1872.50元,跌幅为8.44%。而腾讯的股价则由354.40港元跌到了266.40港元,跌幅达到了24.83%。由此可见,腾讯在三季度的跌幅远远超过了贵州茅台,这是导致贵州茅台超过腾讯成为三季度国内最大市值公司的最直接原因。 当然,在贵州茅台超过腾讯成为三季度国内最大市值公司的背后,除了市场方面的原因之外,还有两家公司自身的原因,那就是两家公司的效益变动趋势不同。贵州茅台业绩增长虽然略低于市场预期,但根据10月16日晚公布的三季报,今年前三季度,贵州茅台实现归母净利润444亿,同比增幅达到19.14%,对于一家规模企业来说,这样的增长已经是不容易了。而腾讯的业绩却是大幅下跌,以半年报为例,今年上半年,腾讯实现收入2695亿元,同比减少1%;净利润420.3亿元,同比减少高达53%,去年同期为903.5亿元,业绩大幅度下降,其股价的下降也就不足为奇了。也正因如此,贵州茅台超过腾讯成为三季度国内最大市值公司也就顺理成章了。 但贵州茅台超过腾讯成为国内最大市值公司这一现象的出现还是非常令人尴尬的。毕竟我国一直都在强调要科技强国,要重视高科技的发展。但回到资本市场,占据国内市值公司首位的,居然是一家酒企,这不能不说是一件打脸的事情。虽然贵州茅台也是一家著名企业,但毕竟是一家造酒的公司,而造酒是不可能强国的,甚至还会误国。一旦酒鬼多了,什么乱七八糟的事情就都有可能做出来。更何况白酒还有损人体健康,白酒中的酒精是重要的致癌物。因此,国人喝酒是有损健康的行为,与国家制订的健康中国计划是背道而驰的,是打“健康中国规划”的脸。 这就是白酒的尴尬之处。一方面国人酒鬼多,离不开白酒,但另一方面是酒喝多了,对健康有害。所以国人需要少喝酒,甚至不喝酒。在这种情况下,贵州茅台居然超过腾讯成为国内最大市值公司,这不是在打国人的脸么。尤其是在国人的健康意识正在加强的当下,白酒企业仍然高高在上,这实在是不合时宜的。 导致这种局面出现的,还是A股市场的非理性炒作行为。因为前几年,A股市场的投机力量以“大消费”之名,把白酒股的价格炒得太高了,如贵州茅台的股价最高达到了2627.88元,尽管如今经过了一年多时间的调整,但目前贵州茅台的股价仍然高达1648元(10月19日收盘价),动态市盈率仍然还有35倍。实际上,对于这种有损人体健康的白酒,其公司股票应该是低估值的。炒作白酒股,给白酒股以较高的估值定位,这也正是A股市场不成熟的重要表现。(文章来源:大河财立方)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}