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骑白马,行正道!
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马国良_电商宝
05-16
AI这波,国内巨头哪家强?
$阿里巴巴(BABA)$
马国良_电商宝
01-15
字节70亿美金洽购饿了么配送业务,还不如不到4亿美金收购
$达达集团(DADA)$
。
$京东(JD)$
某种意义上,与字节的互补性更大。
马国良_电商宝
2023-12-01
拼多多黄峥有这样的成功,并不是偶然。2016年拼多多创立初,黄峥将拼多多对标阿里,认为:从商品角度来讲认为阿里巴巴是沃尔玛,而拼多多是Costco;从流量角度阿里是用户搜索长尾分散流量机制,而拼多多是AI匹配的用户需求场景匹配流量机制。 “今天阿里成功的形式,未必是明天成功的形式”。 所以成功不是偶然和运气,而是认知加实践。
$拼多多(PDD)$
$阿里巴巴(BABA)$
马国良_电商宝
2023-11-29
拼多多股价一度涨幅近4%,市值短暂超越阿里巴巴。现在市值这个账已经算不清楚了,阿里虽然有淘宝、天猫、蚂蚁、阿里云、菜鸟、本地生活、飞猪、高德、影业、健康等等,奈何拼多多是AI电商,而阿里巴巴、京东、亚马逊之类还是传统电商。“AI电商”这个名词那么多年似乎没人归类,直到昨天马云老师内网回帖。抖音、小红书,其实都属于AI内容平台,相对优酷、腾讯视频、YouTube属于传统内容平台。
$拼多多(PDD)$
$阿里巴巴(BABA)$
马国良_电商宝
2023-11-29
1个特斯拉=2个腾讯=4个阿里巴巴 2017年,腾讯马化腾17.78亿美元投资特斯拉占股5%,成为特斯拉第五大股东。2019年,世界AI大会上,马斯克在马云面前还是个谦虚的小弟。短短几年,大幅反超!
$特斯拉(TSLA)$
$腾讯控股(00700)$
$阿里巴巴(BABA)$
马国良_电商宝
2022-05-19
现在连竞争对手都开始怀念马云马老师了,应该到底了[笑哭]
马国良_电商宝
2022-04-21
曾经的FAANG成员奈飞
$奈飞(NFLX)$
,如今被TikTok打成“毛票”的错觉了[捂脸]
马国良_电商宝
2022-04-12
要降准降息了?
马国良_电商宝
2022-04-12
天天绿天天绿,焦虑到开始刷屏[捂脸]
马国良_电商宝
2022-03-22
很多人说巴菲特买西方石油又买对了,今年加仓西方石油真是太厉害了!其实巴菲特投资能力圈就是“食品和工业品”,早在2003年以1.6港元的价格买中石油,2007年以12港元陆续卖出清仓,4年净赚8倍。
$西方石油(OXY)$
$中国石油股份(00857)$
马国良_电商宝
2022-03-21
$拼多多(PDD)$
拼多多Q4财报显示,截至2021年12月31日,拼多多年度活跃买家达到8.687亿,同比增长10%,单季新增约140万。归属于拼多多普通股股东的净利润为66.195亿元(约合10.388亿美元),而上年同期净亏损13.764亿元。不按美国通用会计准则,归属于拼多多普通股股东的净利润为84.444亿元(约合13.251亿美元),而上年同期净亏损1.845亿元。用户增长一般,但利润超预期!10倍多一点的PE,还是很便宜的。
马国良_电商宝
2022-03-16
转:恍然大悟:“动态清零”,“严防反弹”,说的是股票账户[捂脸] [捂脸]
马国良_电商宝
2022-03-16
上一秒:资本有序拆分下一秒:虚惊一场[晕]
$腾讯控股(00700)$
马国良_电商宝
2022-03-15
哪位懂财务的朋友帮我看一下,这家中概股公司账面上还有多少钱?我想收购它[捂脸]
$鑫达集团(CXDC)$
马国良_电商宝
2022-03-15
转:资本无序扩张已经结束,接下来是资本无序亏光。
$阿里巴巴(BABA)$
$腾讯控股(00700)$
马国良_电商宝
2022-03-08
阿里巴巴7年半时间里:收入增长13.7倍,净利润增长6.2倍,股价却再次回到起点。阿里巴巴2014年9月19日,在美国纽约交易所上市,股价在IPO当日最高达到99.7美元。7年半后的今天,阿里股价再次低于IPO首日最高价。7年半时间,阿里收入从525亿,增长到7172亿,增长13.7倍。净利润从234亿,增长到1432亿,增长6.2倍。而股价从IPO当日收盘价93.89美元,到此刻98.92美元,兜兜转转又回到了起点。
$阿里巴巴(BABA)$
马国良_电商宝
2022-03-06
大师也会犯错,投资比得是谁犯错少,犯错早。
马国良_电商宝
2022-03-04
抄底开始?华尔街银行、对冲基金买入俄罗斯公司债券https://wallstreetcn.com/articles/3653376#from=android
马国良_电商宝
2022-03-04
中概股历史一刻:特斯拉市值 = 腾讯+阿里+京东,再等一天,额外送一个小米。[捂脸]
$腾讯控股(00700)$
$阿里巴巴(BABA)$
$小米集团-W(01810)$
马国良_电商宝
2022-02-07
中华女性优秀[强] [强]
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>","listText":"AI这波,国内巨头哪家强?<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ 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某种意义上,与字节的互补性更大。","images":[{"img":"https://static.tigerbbs.com/8ebd93937f06a38b0bc835e074903938","width":"1080","height":"1033"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/263238213578952","isVote":1,"tweetType":1,"viewCount":3650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":247239054348584,"gmtCreate":1701398964194,"gmtModify":1701398967644,"author":{"id":"3573859020422173","authorId":"3573859020422173","name":"马国良_电商宝","avatar":"https://static.tigerbbs.com/74c4a0a7641e751c0877ab0c81269c93","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"拼多多黄峥有这样的成功,并不是偶然。2016年拼多多创立初,黄峥将拼多多对标阿里,认为:从商品角度来讲认为阿里巴巴是沃尔玛,而拼多多是Costco;从流量角度阿里是用户搜索长尾分散流量机制,而拼多多是AI匹配的用户需求场景匹配流量机制。 “今天阿里成功的形式,未必是明天成功的形式”。 所以成功不是偶然和运气,而是认知加实践。<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ 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$阿里巴巴(BABA)$","images":[{"img":"https://static.tigerbbs.com/9871ac27caf6d5076c8df86569651253","width":"1080","height":"1148"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/247239054348584","isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":246782146707768,"gmtCreate":1701270921058,"gmtModify":1701271296088,"author":{"id":"3573859020422173","authorId":"3573859020422173","name":"马国良_电商宝","avatar":"https://static.tigerbbs.com/74c4a0a7641e751c0877ab0c81269c93","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"拼多多股价一度涨幅近4%,市值短暂超越阿里巴巴。现在市值这个账已经算不清楚了,阿里虽然有淘宝、天猫、蚂蚁、阿里云、菜鸟、本地生活、飞猪、高德、影业、健康等等,奈何拼多多是AI电商,而阿里巴巴、京东、亚马逊之类还是传统电商。“AI电商”这个名词那么多年似乎没人归类,直到昨天马云老师内网回帖。抖音、小红书,其实都属于AI内容平台,相对优酷、腾讯视频、YouTube属于传统内容平台。<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>","listText":"拼多多股价一度涨幅近4%,市值短暂超越阿里巴巴。现在市值这个账已经算不清楚了,阿里虽然有淘宝、天猫、蚂蚁、阿里云、菜鸟、本地生活、飞猪、高德、影业、健康等等,奈何拼多多是AI电商,而阿里巴巴、京东、亚马逊之类还是传统电商。“AI电商”这个名词那么多年似乎没人归类,直到昨天马云老师内网回帖。抖音、小红书,其实都属于AI内容平台,相对优酷、腾讯视频、YouTube属于传统内容平台。<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>","text":"拼多多股价一度涨幅近4%,市值短暂超越阿里巴巴。现在市值这个账已经算不清楚了,阿里虽然有淘宝、天猫、蚂蚁、阿里云、菜鸟、本地生活、飞猪、高德、影业、健康等等,奈何拼多多是AI电商,而阿里巴巴、京东、亚马逊之类还是传统电商。“AI电商”这个名词那么多年似乎没人归类,直到昨天马云老师内网回帖。抖音、小红书,其实都属于AI内容平台,相对优酷、腾讯视频、YouTube属于传统内容平台。$拼多多(PDD)$ $阿里巴巴(BABA)$","images":[{"img":"https://static.tigerbbs.com/e507894a45e6529035a783fd8d807214","width":"1290","height":"329"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/246782146707768","isVote":1,"tweetType":1,"viewCount":3175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":246770481311896,"gmtCreate":1701267949104,"gmtModify":1701268257647,"author":{"id":"3573859020422173","authorId":"3573859020422173","name":"马国良_电商宝","avatar":"https://static.tigerbbs.com/74c4a0a7641e751c0877ab0c81269c93","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"1个特斯拉=2个腾讯=4个阿里巴巴 2017年,腾讯马化腾17.78亿美元投资特斯拉占股5%,成为特斯拉第五大股东。2019年,世界AI大会上,马斯克在马云面前还是个谦虚的小弟。短短几年,大幅反超!<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ 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[强]","images":[{"img":"https://static.tigerbbs.com/7301f9e44a9d17c306ad906ba3ff3784","width":"1080","height":"439"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633243434","isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":182949198,"gmtCreate":1623551773214,"gmtModify":1623800015331,"author":{"id":"3573859020422173","authorId":"3573859020422173","name":"马国良_电商宝","avatar":"https://static.tigerbbs.com/74c4a0a7641e751c0877ab0c81269c93","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>雷总这一两个月频繁拜访/约见各大车企如比亚迪、东风、五菱、长城等,个人隐约感觉小米造车可能还是从软件系统入手,毕竟AIoT是小米的核心优势、核心壁垒。大概率先与各大车企合作(包括比亚迪、东方、五菱、长城、小鹏、蔚来、理想等),选一个爆款车型,小米智选一下,放到小米线上线下流量里面试着变现,随便跑通车AIoT,然后再未来二三年推出纯小米制造的汽车。雷军雷总创业小米早期就想做Costco模式,或者说AIoT版本的Costco(AIoT渠道商),所以小米造车智选和自造,不冲突。借力使力,成功概率更大。未来小米大概率在手机、AIoT硬件、汽车三大块销售全球第一。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>雷总这一两个月频繁拜访/约见各大车企如比亚迪、东风、五菱、长城等,个人隐约感觉小米造车可能还是从软件系统入手,毕竟AIoT是小米的核心优势、核心壁垒。大概率先与各大车企合作(包括比亚迪、东方、五菱、长城、小鹏、蔚来、理想等),选一个爆款车型,小米智选一下,放到小米线上线下流量里面试着变现,随便跑通车AIoT,然后再未来二三年推出纯小米制造的汽车。雷军雷总创业小米早期就想做Costco模式,或者说AIoT版本的Costco(AIoT渠道商),所以小米造车智选和自造,不冲突。借力使力,成功概率更大。未来小米大概率在手机、AIoT硬件、汽车三大块销售全球第一。","text":"$小米集团-W(01810)$雷总这一两个月频繁拜访/约见各大车企如比亚迪、东风、五菱、长城等,个人隐约感觉小米造车可能还是从软件系统入手,毕竟AIoT是小米的核心优势、核心壁垒。大概率先与各大车企合作(包括比亚迪、东方、五菱、长城、小鹏、蔚来、理想等),选一个爆款车型,小米智选一下,放到小米线上线下流量里面试着变现,随便跑通车AIoT,然后再未来二三年推出纯小米制造的汽车。雷军雷总创业小米早期就想做Costco模式,或者说AIoT版本的Costco(AIoT渠道商),所以小米造车智选和自造,不冲突。借力使力,成功概率更大。未来小米大概率在手机、AIoT硬件、汽车三大块销售全球第一。","images":[{"img":"https://static.tigerbbs.com/62079c3d59f109b753b98cb49aa9ebb5","width":"640","height":"349"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":167,"commentSize":41,"repostSize":18,"link":"https://laohu8.com/post/182949198","isVote":1,"tweetType":1,"viewCount":9575,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":2,"crmLevelSwitch":0},"content":"对于雷军的目的与策略的分析我们完全一致,但能不能成为世界第一报怀疑态度,别忽略了华为与苹果","text":"对于雷军的目的与策略的分析我们完全一致,但能不能成为世界第一报怀疑态度,别忽略了华为与苹果","html":"对于雷军的目的与策略的分析我们完全一致,但能不能成为世界第一报怀疑态度,别忽略了华为与苹果"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":856563976,"gmtCreate":1635203299755,"gmtModify":1635203299755,"author":{"id":"3573859020422173","authorId":"3573859020422173","name":"马国良_电商宝","avatar":"https://static.tigerbbs.com/74c4a0a7641e751c0877ab0c81269c93","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"谁曾想,曾经(也就三四年前)马斯克还是马云和马化腾的小迷弟,现在特斯拉几乎是阿里腾讯市值总和。特斯拉今晨市值破万亿美金,历史性时刻。","listText":"谁曾想,曾经(也就三四年前)马斯克还是马云和马化腾的小迷弟,现在特斯拉几乎是阿里腾讯市值总和。特斯拉今晨市值破万亿美金,历史性时刻。","text":"谁曾想,曾经(也就三四年前)马斯克还是马云和马化腾的小迷弟,现在特斯拉几乎是阿里腾讯市值总和。特斯拉今晨市值破万亿美金,历史性时刻。","images":[{"img":"https://static.tigerbbs.com/b4004d9a6c26f4a628b3a85bde1ab7e0","width":"1080","height":"2400"},{"img":"https://static.tigerbbs.com/15a84677696afea065755da7de8efb37","width":"1080","height":"2400"},{"img":"https://static.tigerbbs.com/4db020792353d36ff0511fe471ab71c6","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":45,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/856563976","isVote":1,"tweetType":1,"viewCount":3777,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474342316200448","authorId":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","crmLevel":1,"crmLevelSwitch":0},"content":"不要如此对比。不同的生长环境,就会长出不同的植物,比如亚马逊不也2万亿市值了吗?脸书不也1万多亿美元的市值了吗?所以,不同规则不同环境,即使同一物种,也会长得不一样。","text":"不要如此对比。不同的生长环境,就会长出不同的植物,比如亚马逊不也2万亿市值了吗?脸书不也1万多亿美元的市值了吗?所以,不同规则不同环境,即使同一物种,也会长得不一样。","html":"不要如此对比。不同的生长环境,就会长出不同的植物,比如亚马逊不也2万亿市值了吗?脸书不也1万多亿美元的市值了吗?所以,不同规则不同环境,即使同一物种,也会长得不一样。"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":178299738,"gmtCreate":1626822479424,"gmtModify":1626833325294,"author":{"id":"3573859020422173","authorId":"3573859020422173","name":"马国良_电商宝","avatar":"https://static.tigerbbs.com/74c4a0a7641e751c0877ab0c81269c93","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"说说近期政策对以微盟为代表 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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"中概股历史一刻:特斯拉市值 = 腾讯+阿里+京东,再等一天,额外送一个小米。[捂脸] $腾讯控股(00700)$$阿里巴巴(BABA)$$小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/b61bffa5000a6ced9ef436042ba8316d","width":"3106","height":"4096"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":3,"repostSize":2,"link":"https://laohu8.com/post/632818855","isVote":1,"tweetType":1,"viewCount":5550,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496108228956903","authorId":"3496108228956903","name":"虎虎虎1 被割舌的丐丐帮","avatar":"https://static.tigerbbs.com/538a62464180b00be6f7a65ff52d7dc1","crmLevel":1,"crmLevelSwitch":0},"content":"在等一年 特斯拉换整个中概股","text":"在等一年 特斯拉换整个中概股","html":"在等一年 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href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>周末腾讯音乐版权垄断处罚的靴子终于落地了,很多人可能认为是新鲜事。其实早在18年腾讯音乐上市之前,就独家版权问题国家相关部门已经约谈过腾讯音乐了(具体大家可以去自己查询),当时已经开放99%曲库,但还剩下的1%的曲库没有开放,这一次就是全部开放吧。所以单从独家版权来看下,腾讯音乐上市至今,基本面基本没有发生变化。总体来说,靴子落地算是利好:1.最坏的结果“分拆子公司”,没有发生;2.罚款100亿?没有发生,区区50万,更多是意思性惩罚;霍华德马克斯的《周期》一书中提到,股票投资价格因为经济周期、ZF干预、投资人心理和情绪导致,股票价格合理性周期像钟摆,要么左摆,要么右摆,很短的时间内是居中的。就目前的价格来看,肯定不是高估,甚至不能算居中合理价格。从去年底及今年新增机构评价目标及价格来看,目前腾讯音乐的价格是白菜价。最近由于ZF多次干预,中概股不太平,大部分中概股价格属于周期性低估“右摆”阶段。至于有没有右摆到底,开始进入左摆周期,现在还无法定论,因为有时候市场情绪会过度(近期外资机构因看不清政策发展,而产生抛售现象),甚至极度悲观。从价值投资来讲,现在的价格大概率是便宜的(这里不去具体计算腾讯音乐营收和利润的预测),周期性右摆。也有人可能会担心腾讯音乐其他基本面变化,譬如某音的影响。我个人一直是腾讯音乐付费会员,在开车上下班和跑步散步中习惯于听音乐或听书,甚至专注工作的时候,也会放点轻音乐。短视频场景无法替代音乐场景,音乐是人类灵魂的语言,而短视频不是。","listText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>周末腾讯音乐版权垄断处罚的靴子终于落地了,很多人可能认为是新鲜事。其实早在18年腾讯音乐上市之前,就独家版权问题国家相关部门已经约谈过腾讯音乐了(具体大家可以去自己查询),当时已经开放99%曲库,但还剩下的1%的曲库没有开放,这一次就是全部开放吧。所以单从独家版权来看下,腾讯音乐上市至今,基本面基本没有发生变化。总体来说,靴子落地算是利好:1.最坏的结果“分拆子公司”,没有发生;2.罚款100亿?没有发生,区区50万,更多是意思性惩罚;霍华德马克斯的《周期》一书中提到,股票投资价格因为经济周期、ZF干预、投资人心理和情绪导致,股票价格合理性周期像钟摆,要么左摆,要么右摆,很短的时间内是居中的。就目前的价格来看,肯定不是高估,甚至不能算居中合理价格。从去年底及今年新增机构评价目标及价格来看,目前腾讯音乐的价格是白菜价。最近由于ZF多次干预,中概股不太平,大部分中概股价格属于周期性低估“右摆”阶段。至于有没有右摆到底,开始进入左摆周期,现在还无法定论,因为有时候市场情绪会过度(近期外资机构因看不清政策发展,而产生抛售现象),甚至极度悲观。从价值投资来讲,现在的价格大概率是便宜的(这里不去具体计算腾讯音乐营收和利润的预测),周期性右摆。也有人可能会担心腾讯音乐其他基本面变化,譬如某音的影响。我个人一直是腾讯音乐付费会员,在开车上下班和跑步散步中习惯于听音乐或听书,甚至专注工作的时候,也会放点轻音乐。短视频场景无法替代音乐场景,音乐是人类灵魂的语言,而短视频不是。","text":"$腾讯音乐(TME)$周末腾讯音乐版权垄断处罚的靴子终于落地了,很多人可能认为是新鲜事。其实早在18年腾讯音乐上市之前,就独家版权问题国家相关部门已经约谈过腾讯音乐了(具体大家可以去自己查询),当时已经开放99%曲库,但还剩下的1%的曲库没有开放,这一次就是全部开放吧。所以单从独家版权来看下,腾讯音乐上市至今,基本面基本没有发生变化。总体来说,靴子落地算是利好:1.最坏的结果“分拆子公司”,没有发生;2.罚款100亿?没有发生,区区50万,更多是意思性惩罚;霍华德马克斯的《周期》一书中提到,股票投资价格因为经济周期、ZF干预、投资人心理和情绪导致,股票价格合理性周期像钟摆,要么左摆,要么右摆,很短的时间内是居中的。就目前的价格来看,肯定不是高估,甚至不能算居中合理价格。从去年底及今年新增机构评价目标及价格来看,目前腾讯音乐的价格是白菜价。最近由于ZF多次干预,中概股不太平,大部分中概股价格属于周期性低估“右摆”阶段。至于有没有右摆到底,开始进入左摆周期,现在还无法定论,因为有时候市场情绪会过度(近期外资机构因看不清政策发展,而产生抛售现象),甚至极度悲观。从价值投资来讲,现在的价格大概率是便宜的(这里不去具体计算腾讯音乐营收和利润的预测),周期性右摆。也有人可能会担心腾讯音乐其他基本面变化,譬如某音的影响。我个人一直是腾讯音乐付费会员,在开车上下班和跑步散步中习惯于听音乐或听书,甚至专注工作的时候,也会放点轻音乐。短视频场景无法替代音乐场景,音乐是人类灵魂的语言,而短视频不是。","images":[{"img":"https://static.tigerbbs.com/cff4d3d1bae1a344094f09a93f51e34d","width":"1080","height":"1619"},{"img":"https://static.tigerbbs.com/d51779d649c283809406ec59f418d38b","width":"1080","height":"1500"},{"img":"https://static.tigerbbs.com/82bbd7f73facd74eb925cfc5dc9ca39a","width":"1080","height":"1514"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/177313187","isVote":1,"tweetType":1,"viewCount":2595,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000209","authorId":"9000000000000209","name":"贝尔坎贝尔","avatar":"https://static.tigerbbs.com/5542e95e8b2dae009b1c8a6854d922ee","crmLevel":1,"crmLevelSwitch":0},"content":"你们都用什么app听歌,我现在没有合适的app","text":"你们都用什么app听歌,我现在没有合适的app","html":"你们都用什么app听歌,我现在没有合适的app"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":116140789,"gmtCreate":1622782846341,"gmtModify":1622782846341,"author":{"id":"3573859020422173","authorId":"3573859020422173","name":"马国良_电商宝","avatar":"https://static.tigerbbs.com/74c4a0a7641e751c0877ab0c81269c93","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"几个电商平台2020年的数据:1.阿里巴巴 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","text":"千万不要说腾讯,巴巴,京东,美团是科技创新概念股,会丢死人的。以后科技创新这个概念只属于硬科技。[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/809660677","isVote":1,"tweetType":1,"viewCount":4569,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3451254756150289","authorId":"3451254756150289","name":"江南之南","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"全民造芯片啰。明天我们村里也立个项","text":"全民造芯片啰。明天我们村里也立个项","html":"全民造芯片啰。明天我们村里也立个项"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132959261,"gmtCreate":1622068371553,"gmtModify":1622068371553,"author":{"id":"3573859020422173","authorId":"3573859020422173","name":"马国良_电商宝","avatar":"https://static.tigerbbs.com/74c4a0a7641e751c0877ab0c81269c93","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>目前1550亿,现在的生意等同于淘宝,<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>的5760亿里包括淘宝、淘特、天猫、部分阿里本地生活、新零售、1688、速卖通、阿里妈妈、聚划算、阿里云、菜鸟、部分蚂蚁、达摩院、UC、高德、优酷及境内外投资等,在未来用户增速有限的情况下,拼多多目前的股价还是贵了。未来增长点在于拼多多能否长出个天猫,或者多多买菜在于美团竞争中能否胜出。如果要买拼多多,起码等这两部分确定性更强的时候再考虑吧。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>目前1550亿,现在的生意等同于淘宝,<a 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href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>没说不让上市,只是说暂停,然后制定新的指导方针:美国证券交易委员会( SEC )正在制定新的指导方针,以便向投资者披露新的中国的监管打击。","listText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>没说不让上市,只是说暂停,然后制定新的指导方针:美国证券交易委员会( SEC )正在制定新的指导方针,以便向投资者披露新的中国的监管打击。","text":"$富途控股(FUTU)$没说不让上市,只是说暂停,然后制定新的指导方针:美国证券交易委员会( SEC )正在制定新的指导方针,以便向投资者披露新的中国的监管打击。","images":[{"img":"https://static.tigerbbs.com/5b05e14c38635f595eadb31883f71a2d","width":"750","height":"1624"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/806159810","isVote":1,"tweetType":1,"viewCount":3176,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553654755476868","authorId":"3553654755476868","name":"頑家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1},"content":"你傻啊,stop process 你当别人看不懂吗","text":"你傻啊,stop process 你当别人看不懂吗","html":"你傻啊,stop process 你当别人看不懂吗"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":380745520,"gmtCreate":1612603674160,"gmtModify":1703763956164,"author":{"id":"3573859020422173","authorId":"3573859020422173","name":"马国良_电商宝","avatar":"https://static.tigerbbs.com/74c4a0a7641e751c0877ab0c81269c93","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"现在买股票跟杭州买房产感受神似:<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>这个楼盘最近一年都没涨价,性价比挺高的;拼多多附近造地铁最近半年涨了三倍;<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>附近在发展科技城以后人流量很大估计还得涨价一倍;<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>这个老小区因为赶上学区风口增值挺快的;新开盘的那个叫快手的楼盘一上来就卖得这么贵大家还疯抢,真是疯了;蚂蚁新盘现在被限价了,比附近二手房便宜40%,如果开盘摇号中签一套直接就赚一百多万。","listText":"现在买股票跟杭州买房产感受神似:<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>这个楼盘最近一年都没涨价,性价比挺高的;拼多多附近造地铁最近半年涨了三倍;<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>附近在发展科技城以后人流量很大估计还得涨价一倍;<a 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、字节跳动、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>、<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>、<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>、茅台、拼多多或是其他?","listText":"美国很快就会有第5家1万亿美金市值的企业了,而中国目前还没有1家。以中国的经济体量和人口规模,我们相信未来5-10年也会有多家1万亿美金市值的企业。你觉得会是哪几家?腾讯、阿里巴巴 、字节跳动、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>、<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>、<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>、茅台、拼多多或是其他?","text":"美国很快就会有第5家1万亿美金市值的企业了,而中国目前还没有1家。以中国的经济体量和人口规模,我们相信未来5-10年也会有多家1万亿美金市值的企业。你觉得会是哪几家?腾讯、阿里巴巴 、字节跳动、$美团-W(03690)$、$小米集团-W(01810)$、$比亚迪股份(01211)$、茅台、拼多多或是其他?","images":[{"img":"https://static.tigerbbs.com/0ec30c1964df41b265c34da3a3acddb5","width":"752","height":"568"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/115095225","isVote":1,"tweetType":1,"viewCount":9636,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527225635722023","authorId":"3527225635722023","name":"杭州小道投资","avatar":"https://static.tigerbbs.com/343f65d88b9e505707aed1ecbf416ad9","crmLevel":6,"crmLevelSwitch":1},"content":"本来巴巴有机会的,差不多也快到了,没想到出了这手,不是死在别人手上。","text":"本来巴巴有机会的,差不多也快到了,没想到出了这手,不是死在别人手上。","html":"本来巴巴有机会的,差不多也快到了,没想到出了这手,不是死在别人手上。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":861805032,"gmtCreate":1632477517226,"gmtModify":1632477517226,"author":{"id":"3573859020422173","authorId":"3573859020422173","name":"马国良_电商宝","avatar":"https://static.tigerbbs.com/74c4a0a7641e751c0877ab0c81269c93","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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