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刘吉涛
2021-03-27
腾讯
@gugu:有2台印钞机的腾讯！
刘吉涛
2020-12-25
学习一下
@peter888:
$fuboTV Inc.(FUBO)$
卖put， 只要砸下来就直接被动行权抄底， 砸不下来就收点权利金
去老虎APP查看更多动态
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target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 2020全年非国际准则公司权益持有人应占盈利1227亿人民币，2020全年30%盈利增长，支撑40倍pe。不便宜。@<a target=\"_blank\" href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>今晚，美股ADR跌了3.83%。明天或许有一锤。1、游戏收入是重点，每次必仔细研读。Q4游戏的印钞能力低于我预期。Q4网络游戏收入391亿，同比增长29%，我看了一下16和17年Q4，也有这类情况。虽然略微失望，不过想想疫情带来的红利，未能抵御住业务本身周期性，也算正常。其中，海外游戏收入同比增长43%至人民币98亿元。海外游戏增速高于国内，也算是游戏业务最大亮点。2、金融科技和企业服务，收入接近网络游戏，是第二台印钞机。Q4收入385亿，同比增长29%，这块已经是腾讯第二增长引擎，不过需要注意的，这块业务的毛利率28%，而增值服务（网络游戏+社交网络）的毛利率维持在54%。这台印钞机的效率比游戏差一些。但是也有几个好消息。第一个好消息：金融科技和企业服务全年收入增长26%，成本同比增長24%，成本增速低于收入增速；第二个好消息：微信小程序交易额GMV，达1.6万亿；2019年，微信小程序交易笔数增长1倍，交易额8,000亿；2020全年，微信小程序交易额增长1倍。那么推测20全年交易额1.6万亿。这个很牛逼，一直说微信里面电商流量GMV惊人，不知不觉各种私域电商流量已经再造一个京东。不清楚这个1.6万亿里面，有多少是拼多多贡献？3、看腾讯盈利，一定踢掉“其他收益净额”。腾讯的投资能力，是不是如伯克希尔，现在我无法判断。但是二者投资逻辑完全不同，这部分资产是否值得买单，我没有想","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 2020全年非国际准则公司权益持有人应占盈利1227亿人民币，2020全年30%盈利增长，支撑40倍pe。不便宜。@<a target=\"_blank\" href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>今晚，美股ADR跌了3.83%。明天或许有一锤。1、游戏收入是重点，每次必仔细研读。Q4游戏的印钞能力低于我预期。Q4网络游戏收入391亿，同比增长29%，我看了一下16和17年Q4，也有这类情况。虽然略微失望，不过想想疫情带来的红利，未能抵御住业务本身周期性，也算正常。其中，海外游戏收入同比增长43%至人民币98亿元。海外游戏增速高于国内，也算是游戏业务最大亮点。2、金融科技和企业服务，收入接近网络游戏，是第二台印钞机。Q4收入385亿，同比增长29%，这块已经是腾讯第二增长引擎，不过需要注意的，这块业务的毛利率28%，而增值服务（网络游戏+社交网络）的毛利率维持在54%。这台印钞机的效率比游戏差一些。但是也有几个好消息。第一个好消息：金融科技和企业服务全年收入增长26%，成本同比增長24%，成本增速低于收入增速；第二个好消息：微信小程序交易额GMV，达1.6万亿；2019年，微信小程序交易笔数增长1倍，交易额8,000亿；2020全年，微信小程序交易额增长1倍。那么推测20全年交易额1.6万亿。这个很牛逼，一直说微信里面电商流量GMV惊人，不知不觉各种私域电商流量已经再造一个京东。不清楚这个1.6万亿里面，有多少是拼多多贡献？3、看腾讯盈利，一定踢掉“其他收益净额”。腾讯的投资能力，是不是如伯克希尔，现在我无法判断。但是二者投资逻辑完全不同，这部分资产是否值得买单，我没有想","text":"$腾讯控股(00700)$ 2020全年非国际准则公司权益持有人应占盈利1227亿人民币，2020全年30%盈利增长，支撑40倍pe。不便宜。@$腾讯控股ADR(TCEHY)$今晚，美股ADR跌了3.83%。明天或许有一锤。1、游戏收入是重点，每次必仔细研读。Q4游戏的印钞能力低于我预期。Q4网络游戏收入391亿，同比增长29%，我看了一下16和17年Q4，也有这类情况。虽然略微失望，不过想想疫情带来的红利，未能抵御住业务本身周期性，也算正常。其中，海外游戏收入同比增长43%至人民币98亿元。海外游戏增速高于国内，也算是游戏业务最大亮点。2、金融科技和企业服务，收入接近网络游戏，是第二台印钞机。Q4收入385亿，同比增长29%，这块已经是腾讯第二增长引擎，不过需要注意的，这块业务的毛利率28%，而增值服务（网络游戏+社交网络）的毛利率维持在54%。这台印钞机的效率比游戏差一些。但是也有几个好消息。第一个好消息：金融科技和企业服务全年收入增长26%，成本同比增長24%，成本增速低于收入增速；第二个好消息：微信小程序交易额GMV，达1.6万亿；2019年，微信小程序交易笔数增长1倍，交易额8,000亿；2020全年，微信小程序交易额增长1倍。那么推测20全年交易额1.6万亿。这个很牛逼，一直说微信里面电商流量GMV惊人，不知不觉各种私域电商流量已经再造一个京东。不清楚这个1.6万亿里面，有多少是拼多多贡献？3、看腾讯盈利，一定踢掉“其他收益净额”。腾讯的投资能力，是不是如伯克希尔，现在我无法判断。但是二者投资逻辑完全不同，这部分资产是否值得买单，我没有想","images":[{"img":"https://static.tigerbbs.com/f61cb3c683ad738f111d46eff1837bed","width":"688","height":"792"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351515133","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
