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pika

pika

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2021-04-15

Good

抱歉，原内容已删除

2021-04-14

期待这只的上市

抱歉，原内容已删除

2021-04-14

赞赞

抱歉，原内容已删除

2021-04-13

Wow

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2021-04-13

又再新高…

抱歉，原内容已删除

2021-04-13

268港元吗

携程据悉将香港二次上市定价定为每股268港元

2021-04-08

Oh no

中概新能源车板块跌幅扩大，理想汽车跌超9%

2021-04-08

赞

腾讯ADR跌近10%，大股东Prosus出售1.9亿股

2021-04-08

赞

查理芒格为什么会买阿里巴巴？

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07:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月13日讯，据路透社旗下IFR：携程据悉将香港二次上市定价定为每股268港元，此前的定价上限为每股333港元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f25970ebf4293eec7586423288711d3f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106451923","content_text":"4月13日讯，据路透社旗下IFR：携程据悉将香港二次上市定价定为每股268港元，此前的定价上限为每股333港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341298838,"gmtCreate":1617816785424,"gmtModify":1634296338439,"author":{"id":"3578397779743063","authorId":"3578397779743063","name":"pika","avatar":"https://static.tigerbbs.com/720d2ee378acb2301b310e2c17af056e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578397779743063","authorIdStr":"3578397779743063"},"themes":[],"htmlText":"Oh 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中概新能源车板块跌幅扩大，理想汽车跌超9%\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\">2021-04-07 22:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月7日，中概新能源车板块跌幅扩大，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超9%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌5%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超3%，蔚来汽车跌2.6%。</p><p><img src=\"https://static.tigerbbs.com/1a95c11088139142a4be33ee2dca2ed1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{"02015":"理想汽车-W","XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158255207","content_text":"4月7日，中概新能源车板块跌幅扩大，理想汽车跌超9%，小鹏汽车跌5%，小牛电动跌超3%，蔚来汽车跌2.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341298001,"gmtCreate":1617816743303,"gmtModify":1634296338561,"author":{"id":"3578397779743063","authorId":"3578397779743063","name":"pika","avatar":"https://static.tigerbbs.com/720d2ee378acb2301b310e2c17af056e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578397779743063","authorIdStr":"3578397779743063"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341298001","repostId":"1135642366","repostType":4,"repost":{"id":"1135642366","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":1617803373,"share":"https://www.laohu8.com/m/news/1135642366?lang=&edition=full","pubTime":"2021-04-07 21:49","market":"us","language":"zh","title":"腾讯ADR跌近10%，大股东Prosus出售1.9亿股","url":"https://stock-news.laohu8.com/highlight/detail?id=1135642366","media":"老虎资讯综合","summary":"4月7日，腾讯控股ADR跌近10%，今日腾讯大股东Prosus出售1.9亿股，涉资1141亿港元。腾讯大股东Prosus减持：1000多亿抛售 已赚1.6万亿收益率780000%今日港股收盘后，港股股","content":"<p>4月7日，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>ADR跌近10%，今日腾讯大股东Prosus出售1.9亿股，涉资1141亿港元。</p><p><img src=\"https://static.tigerbbs.com/8e1c19223200f9592453b8c99b76dc37\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>腾讯大股东Prosus减持：1000多亿抛售 已赚1.6万亿收益率780000%</b></p><p>今日港股收盘后，港股股王腾讯爆出大消息，他们的最大股东要减持了！</p><p>减持多少？至多191890000股腾讯股票，是不是数不过来？1.92亿股，也就减持个2%而已。</p><p>这一大笔股票今天值多少钱？基金君用计算器算了一下，好家伙，1200多亿港元。。。</p><p>腾讯大股东Prosus将出售1.92亿股腾讯控股股票</p><p>据报道，腾讯大股东Prosus将出售1.92亿股腾讯控股股票，持股比例从30.9%下降至28.9%。</p><p>Prosus表示，计划利用出售这些股票所得收益，来提升公司的财务灵活性，从而进一步投资于成长型企业。此外，也将用于一般性企业用途。</p><p>Prosus已将出售股票的计划告知腾讯，腾讯对此表示理解和支持。Prosus同时承诺，至少在未来三年内，不再出售任何腾讯股票，这也符合其对腾讯业务潜力的长期信念。</p><p>Prosus还表示，其对腾讯的承诺依然坚定不移。通过出售这一小部分股票，Prosus计划为其核心业务线和新兴业务的持续增长提供资金，并进行互补性收购。</p><p>Prosus称，这批腾讯股票将在全球范围内向机构投资者发售。花旗集团、高盛和摩根士丹利已被任命为联合全球协调员和联合账簿管理人，以管理这笔交易。</p><p>根据文件，Prosus拟以每股575元至595元，减持最多1.9189亿股，较腾讯今日收市价折让5.5%至8.7%，持股将由30.9%减至28.9%。此次交易据悉涉资至多1141.8亿港元。</p><p><img src=\"https://static.tigerbbs.com/6998b2b56f21d285596498454dbea769\" tg-width=\"550\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p><p>Prosus是一家怎样的公司？</p><p>Prosus（拉丁语为“前锋”），或许大部分投资者都较为陌生。腾讯的大股东不是一直是南非传媒集团 Naspers吗？</p><p>其实，在2019年的时候，南非传媒集团Naspers把Prosus分拆了出来，Prosus是一家控股公司，用来持有南非投资公司Naspers的国际互联网资产。</p><p>Prosus除了持有腾讯股权外，还持有俄罗斯的Mail.ru等股权，美国网上零售商Letgo和德国送餐公司Delivery Hero等的股份。</p><p>Prosus还曾持有印度最大电商Flipkart股权。Prosus在2018年的净利润达到42.5亿美元，主要得益于向沃尔玛出售Flipkart的股权，获得16亿美元收益。</p><p>得益于有个好爸爸，Prosus在2019年9月11日完成上市，一下子就成为10000亿互联网巨头。</p><p><img src=\"https://static.tigerbbs.com/37b6472f0ce47681115c559e582eb824\" tg-width=\"550\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p>Naspers所持有的31%的腾讯控股股份全部由Prosus接手。</p><p><img src=\"https://static.tigerbbs.com/ceb18a1185d21ab0a829a214719d744e\" tg-width=\"550\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p>值得注意的是，这已经不是腾讯大股东第一次大手笔减持了，在2018年，Naspers以405港元/股出售2%腾讯股份，套现769亿港元，持股量降至31.17%，而这是Naspers投资腾讯十七年以来第一次减持腾讯股票，令市场震惊。</p><p>当年Naspers表示，至少未来三年将不会进一步出售股份，有关安排符合其对腾讯公司业务的长期信心。</p><p>果然刚过了三年，又来一笔大减持。不过此前腾讯CEO马化腾曾表态，称腾讯的南非大股东是17年如一日的支持腾讯。腾讯大股东才卖一点点，还立刻承诺三年不会再卖。这样的股东很难找。</p><p>人类史上最成功的一笔投资</p><p>南非报业集团（Naspers）在中国的名声可谓“如雷贯耳”，其在2001年向濒临困境的腾讯抛出“橄榄枝”，向其投资3200万美元，一度持有腾讯46%的股权，且此后的20年时间都是腾讯的第一大股东。</p><p>我们来简单算一下这笔近3200万美元的投资，回报有多惊人。</p><p>截至目前Prosus持有腾讯30.9%的股权，今天腾讯的市值高达60398亿港元，也就是Prosus持有的市值高达18，663亿港元，再加上2018年套现的769亿港元。加起来折算成美元差不多是2500亿美元，回报高达780000%！净赚1.6万亿人民币！</p><p>这绝对是人类投资史上最伟大的一笔投资，没有之一，打败了所有的专业股权投资机构。能与之媲美的，只有投资了阿里巴巴的孙正义。</p><p>据《腾讯传》记载，2001年，正值创业最艰难之时，腾讯四处寻求投资，却四处碰壁。因为前期的IDG、盈科融资所投资金都被“烧”在服务器上，没有投入产品研发、市场拓展、品牌建设等方面，使得公司的现金流、经营业绩迟迟不见起色，投资人都非常谨慎。</p><p>马化腾一一拜访搜狐、新浪、金蝶、联想…。。。寻求融资，但结局无不令人唏嘘，无一愿意出钱投资腾讯。</p><p>虽然，当时腾讯的用户量已经突破1亿人，但没有见到巨大的盈利、现金流。 而此时一家名为Naspers（Prosus的母公司）的南非公司改变了这一局面，其坚定投资腾讯的理由非常简单：</p><p>看见很多中国企业家的名片上面都会印有QICQ的号码，注定这家即时通讯的运营商，未来一定会有大的发展。</p><p><img src=\"https://static.tigerbbs.com/709e8e2883ef772b3d6e68265c73bb85\" tg-width=\"375\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>当时Naspers给腾讯的估值也非常慷慨，价值6000万美元，较此前IDG投资时增长了11倍之多。Naspers斥资3200万美元，从李泽楷、IDG资本、腾讯团队手中收购了46%股权。</p><p>后来腾飞起来的腾讯却成为了Naspers的“救命稻草”。2017年Naspers的主营业务出现巨额亏损，单第一季度的主营便亏损金额便高达1.25亿美元，恰在此时，Naspers 收到腾讯控股的现金分红，高达1.91亿美元，直接弥补了亏损额，还有些许净利润。</p><p>此后，腾讯持续为Naspers提供稳定、巨额的现金流，无疑称得上是一笔最伟大的投资。</p><p>腾讯经过数次增发、减持，Naspers持股比例被稀释为31.1%，并一直持有至今，一直为腾讯的第一大股东。</p>","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ADR跌近10%，大股东Prosus出售1.9亿股</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; }\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腾讯ADR跌近10%，大股东Prosus出售1.9亿股\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\">2021-04-07 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月7日，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>ADR跌近10%，今日腾讯大股东Prosus出售1.9亿股，涉资1141亿港元。</p><p><img src=\"https://static.tigerbbs.com/8e1c19223200f9592453b8c99b76dc37\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>腾讯大股东Prosus减持：1000多亿抛售 已赚1.6万亿收益率780000%</b></p><p>今日港股收盘后，港股股王腾讯爆出大消息，他们的最大股东要减持了！</p><p>减持多少？至多191890000股腾讯股票，是不是数不过来？1.92亿股，也就减持个2%而已。</p><p>这一大笔股票今天值多少钱？基金君用计算器算了一下，好家伙，1200多亿港元。。。</p><p>腾讯大股东Prosus将出售1.92亿股腾讯控股股票</p><p>据报道，腾讯大股东Prosus将出售1.92亿股腾讯控股股票，持股比例从30.9%下降至28.9%。</p><p>Prosus表示，计划利用出售这些股票所得收益，来提升公司的财务灵活性，从而进一步投资于成长型企业。此外，也将用于一般性企业用途。</p><p>Prosus已将出售股票的计划告知腾讯，腾讯对此表示理解和支持。Prosus同时承诺，至少在未来三年内，不再出售任何腾讯股票，这也符合其对腾讯业务潜力的长期信念。</p><p>Prosus还表示，其对腾讯的承诺依然坚定不移。通过出售这一小部分股票，Prosus计划为其核心业务线和新兴业务的持续增长提供资金，并进行互补性收购。</p><p>Prosus称，这批腾讯股票将在全球范围内向机构投资者发售。花旗集团、高盛和摩根士丹利已被任命为联合全球协调员和联合账簿管理人，以管理这笔交易。</p><p>根据文件，Prosus拟以每股575元至595元，减持最多1.9189亿股，较腾讯今日收市价折让5.5%至8.7%，持股将由30.9%减至28.9%。此次交易据悉涉资至多1141.8亿港元。</p><p><img src=\"https://static.tigerbbs.com/6998b2b56f21d285596498454dbea769\" tg-width=\"550\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p><p>Prosus是一家怎样的公司？</p><p>Prosus（拉丁语为“前锋”），或许大部分投资者都较为陌生。腾讯的大股东不是一直是南非传媒集团 Naspers吗？</p><p>其实，在2019年的时候，南非传媒集团Naspers把Prosus分拆了出来，Prosus是一家控股公司，用来持有南非投资公司Naspers的国际互联网资产。</p><p>Prosus除了持有腾讯股权外，还持有俄罗斯的Mail.ru等股权，美国网上零售商Letgo和德国送餐公司Delivery Hero等的股份。</p><p>Prosus还曾持有印度最大电商Flipkart股权。Prosus在2018年的净利润达到42.5亿美元，主要得益于向沃尔玛出售Flipkart的股权，获得16亿美元收益。</p><p>得益于有个好爸爸，Prosus在2019年9月11日完成上市，一下子就成为10000亿互联网巨头。</p><p><img src=\"https://static.tigerbbs.com/37b6472f0ce47681115c559e582eb824\" tg-width=\"550\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p>Naspers所持有的31%的腾讯控股股份全部由Prosus接手。</p><p><img src=\"https://static.tigerbbs.com/ceb18a1185d21ab0a829a214719d744e\" tg-width=\"550\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p>值得注意的是，这已经不是腾讯大股东第一次大手笔减持了，在2018年，Naspers以405港元/股出售2%腾讯股份，套现769亿港元，持股量降至31.17%，而这是Naspers投资腾讯十七年以来第一次减持腾讯股票，令市场震惊。</p><p>当年Naspers表示，至少未来三年将不会进一步出售股份，有关安排符合其对腾讯公司业务的长期信心。</p><p>果然刚过了三年，又来一笔大减持。不过此前腾讯CEO马化腾曾表态，称腾讯的南非大股东是17年如一日的支持腾讯。腾讯大股东才卖一点点，还立刻承诺三年不会再卖。这样的股东很难找。</p><p>人类史上最成功的一笔投资</p><p>南非报业集团（Naspers）在中国的名声可谓“如雷贯耳”，其在2001年向濒临困境的腾讯抛出“橄榄枝”，向其投资3200万美元，一度持有腾讯46%的股权，且此后的20年时间都是腾讯的第一大股东。</p><p>我们来简单算一下这笔近3200万美元的投资，回报有多惊人。</p><p>截至目前Prosus持有腾讯30.9%的股权，今天腾讯的市值高达60398亿港元，也就是Prosus持有的市值高达18，663亿港元，再加上2018年套现的769亿港元。加起来折算成美元差不多是2500亿美元，回报高达780000%！净赚1.6万亿人民币！</p><p>这绝对是人类投资史上最伟大的一笔投资，没有之一，打败了所有的专业股权投资机构。能与之媲美的，只有投资了阿里巴巴的孙正义。</p><p>据《腾讯传》记载，2001年，正值创业最艰难之时，腾讯四处寻求投资，却四处碰壁。因为前期的IDG、盈科融资所投资金都被“烧”在服务器上，没有投入产品研发、市场拓展、品牌建设等方面，使得公司的现金流、经营业绩迟迟不见起色，投资人都非常谨慎。</p><p>马化腾一一拜访搜狐、新浪、金蝶、联想…。。。寻求融资，但结局无不令人唏嘘，无一愿意出钱投资腾讯。</p><p>虽然，当时腾讯的用户量已经突破1亿人，但没有见到巨大的盈利、现金流。 而此时一家名为Naspers（Prosus的母公司）的南非公司改变了这一局面，其坚定投资腾讯的理由非常简单：</p><p>看见很多中国企业家的名片上面都会印有QICQ的号码，注定这家即时通讯的运营商，未来一定会有大的发展。</p><p><img src=\"https://static.tigerbbs.com/709e8e2883ef772b3d6e68265c73bb85\" tg-width=\"375\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>当时Naspers给腾讯的估值也非常慷慨，价值6000万美元，较此前IDG投资时增长了11倍之多。Naspers斥资3200万美元，从李泽楷、IDG资本、腾讯团队手中收购了46%股权。</p><p>后来腾飞起来的腾讯却成为了Naspers的“救命稻草”。2017年Naspers的主营业务出现巨额亏损，单第一季度的主营便亏损金额便高达1.25亿美元，恰在此时，Naspers 收到腾讯控股的现金分红，高达1.91亿美元，直接弥补了亏损额，还有些许净利润。</p><p>此后，腾讯持续为Naspers提供稳定、巨额的现金流，无疑称得上是一笔最伟大的投资。</p><p>腾讯经过数次增发、减持，Naspers持股比例被稀释为31.1%，并一直持有至今，一直为腾讯的第一大股东。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"TCEHY":"腾讯控股ADR"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135642366","content_text":"4月7日，腾讯控股ADR跌近10%，今日腾讯大股东Prosus出售1.9亿股，涉资1141亿港元。腾讯大股东Prosus减持：1000多亿抛售 已赚1.6万亿收益率780000%今日港股收盘后，港股股王腾讯爆出大消息，他们的最大股东要减持了！减持多少？至多191890000股腾讯股票，是不是数不过来？1.92亿股，也就减持个2%而已。这一大笔股票今天值多少钱？基金君用计算器算了一下，好家伙，1200多亿港元。。。腾讯大股东Prosus将出售1.92亿股腾讯控股股票据报道，腾讯大股东Prosus将出售1.92亿股腾讯控股股票，持股比例从30.9%下降至28.9%。Prosus表示，计划利用出售这些股票所得收益，来提升公司的财务灵活性，从而进一步投资于成长型企业。此外，也将用于一般性企业用途。Prosus已将出售股票的计划告知腾讯，腾讯对此表示理解和支持。Prosus同时承诺，至少在未来三年内，不再出售任何腾讯股票，这也符合其对腾讯业务潜力的长期信念。Prosus还表示，其对腾讯的承诺依然坚定不移。通过出售这一小部分股票，Prosus计划为其核心业务线和新兴业务的持续增长提供资金，并进行互补性收购。Prosus称，这批腾讯股票将在全球范围内向机构投资者发售。花旗集团、高盛和摩根士丹利已被任命为联合全球协调员和联合账簿管理人，以管理这笔交易。根据文件，Prosus拟以每股575元至595元，减持最多1.9189亿股，较腾讯今日收市价折让5.5%至8.7%，持股将由30.9%减至28.9%。此次交易据悉涉资至多1141.8亿港元。Prosus是一家怎样的公司？Prosus（拉丁语为“前锋”），或许大部分投资者都较为陌生。腾讯的大股东不是一直是南非传媒集团 Naspers吗？其实，在2019年的时候，南非传媒集团Naspers把Prosus分拆了出来，Prosus是一家控股公司，用来持有南非投资公司Naspers的国际互联网资产。Prosus除了持有腾讯股权外，还持有俄罗斯的Mail.ru等股权，美国网上零售商Letgo和德国送餐公司Delivery Hero等的股份。Prosus还曾持有印度最大电商Flipkart股权。Prosus在2018年的净利润达到42.5亿美元，主要得益于向沃尔玛出售Flipkart的股权，获得16亿美元收益。得益于有个好爸爸，Prosus在2019年9月11日完成上市，一下子就成为10000亿互联网巨头。Naspers所持有的31%的腾讯控股股份全部由Prosus接手。值得注意的是，这已经不是腾讯大股东第一次大手笔减持了，在2018年，Naspers以405港元/股出售2%腾讯股份，套现769亿港元，持股量降至31.17%，而这是Naspers投资腾讯十七年以来第一次减持腾讯股票，令市场震惊。当年Naspers表示，至少未来三年将不会进一步出售股份，有关安排符合其对腾讯公司业务的长期信心。果然刚过了三年，又来一笔大减持。不过此前腾讯CEO马化腾曾表态，称腾讯的南非大股东是17年如一日的支持腾讯。腾讯大股东才卖一点点，还立刻承诺三年不会再卖。这样的股东很难找。人类史上最成功的一笔投资南非报业集团（Naspers）在中国的名声可谓“如雷贯耳”，其在2001年向濒临困境的腾讯抛出“橄榄枝”，向其投资3200万美元，一度持有腾讯46%的股权，且此后的20年时间都是腾讯的第一大股东。我们来简单算一下这笔近3200万美元的投资，回报有多惊人。截至目前Prosus持有腾讯30.9%的股权，今天腾讯的市值高达60398亿港元，也就是Prosus持有的市值高达18，663亿港元，再加上2018年套现的769亿港元。加起来折算成美元差不多是2500亿美元，回报高达780000%！净赚1.6万亿人民币！这绝对是人类投资史上最伟大的一笔投资，没有之一，打败了所有的专业股权投资机构。能与之媲美的，只有投资了阿里巴巴的孙正义。据《腾讯传》记载，2001年，正值创业最艰难之时，腾讯四处寻求投资，却四处碰壁。因为前期的IDG、盈科融资所投资金都被“烧”在服务器上，没有投入产品研发、市场拓展、品牌建设等方面，使得公司的现金流、经营业绩迟迟不见起色，投资人都非常谨慎。马化腾一一拜访搜狐、新浪、金蝶、联想…。。。寻求融资，但结局无不令人唏嘘，无一愿意出钱投资腾讯。虽然，当时腾讯的用户量已经突破1亿人，但没有见到巨大的盈利、现金流。 而此时一家名为Naspers（Prosus的母公司）的南非公司改变了这一局面，其坚定投资腾讯的理由非常简单：看见很多中国企业家的名片上面都会印有QICQ的号码，注定这家即时通讯的运营商，未来一定会有大的发展。当时Naspers给腾讯的估值也非常慷慨，价值6000万美元，较此前IDG投资时增长了11倍之多。Naspers斥资3200万美元，从李泽楷、IDG资本、腾讯团队手中收购了46%股权。后来腾飞起来的腾讯却成为了Naspers的“救命稻草”。2017年Naspers的主营业务出现巨额亏损，单第一季度的主营便亏损金额便高达1.25亿美元，恰在此时，Naspers 收到腾讯控股的现金分红，高达1.91亿美元，直接弥补了亏损额，还有些许净利润。此后，腾讯持续为Naspers提供稳定、巨额的现金流，无疑称得上是一笔最伟大的投资。腾讯经过数次增发、减持，Naspers持股比例被稀释为31.1%，并一直持有至今，一直为腾讯的第一大股东。","news_type":1},"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341291663,"gmtCreate":1617816611252,"gmtModify":1634296338683,"author":{"id":"3578397779743063","authorId":"3578397779743063","name":"pika","avatar":"https://static.tigerbbs.com/720d2ee378acb2301b310e2c17af056e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578397779743063","authorIdStr":"3578397779743063"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341291663","repostId":"1178143863","repostType":4,"repost":{"id":"1178143863","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1617801239,"share":"https://www.laohu8.com/m/news/1178143863?lang=&edition=full","pubTime":"2021-04-07 21:13","market":"us","language":"zh","title":"查理芒格为什么会买阿里巴巴？","url":"https://stock-news.laohu8.com/highlight/detail?id=1178143863","media":"格隆汇","summary":"这个价格陪跑，大概率不亏。\n\n根据Daily Journal于4月5日提交给美国证监会的13F文件，该公司在2021年第一季度新建仓中概股阿里巴巴，在3月底的持股数为165320股，以当时的股价计算持","content":"<blockquote>\n 这个价格陪跑，大概率不亏。\n</blockquote>\n<p>根据Daily Journal于4月5日提交给美国证监会的13F文件，该公司在2021年第一季度新建仓中概股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，在3月底的持股数为165320股，以当时的股价计算持仓市值约3750万美元。</p>\n<p><img src=\"https://static.tigerbbs.com/c55b3e73bf557089bd09c186128b20a4\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p>\n<p>截至2021年第一季度，Daily Journal持有5只股票，总价值1.97亿美元。除阿里巴巴外，该公司还持有<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、浦项制铁和<a href=\"https://laohu8.com/S/USB\">美国合众银行</a>的股份，其中浦项制铁和美国合众银行持有市值很低，占比不过4%多一点。</p>\n<p>按照查理芒格在Daily Journal的持仓风格，都是几年不动一下的，我随便翻了下19年的13F文件，发现就是上面除了阿里巴巴的4只股票，至今一股未动。所以根据芒格老爷子这样的风格，可以预见到阿里巴巴这个持仓也是几年都不会动一下的。</p>\n<p>比较让人好奇的题外话，作为查理芒格唯一的把家族资产交给外人打理的李录，在2020Q4是卖出了阿里巴巴，买了<a href=\"https://laohu8.com/S/PDD\">拼多多</a>。所以可以猜测下，查理芒格在做这个决定之前一定会咨询李录的意见。</p>\n<p><b>那么阿里巴巴到底是什么吸引了芒格老爷子。这边我不会谈什么阿里云或者金融业务，相信老爷子看重的不是这些。</b></p>\n<p><img src=\"https://static.tigerbbs.com/202f7354400b89e693ceaf80efba165c\" tg-width=\"784\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p>\n<p>从股价区间看，2021Q1股价低位差不多在230元左右波动，所以估计这也是芒格的建仓成本了。</p>\n<p>先说估值，阿里巴巴从一两年前担忧和拼多多的竞争，到去年11月的蚂蚁上市失败，再到今年的春节后科技股的回调，估值着实便宜。目前TTM的PE只有25倍，对于2021财年差不多只有23左右了。</p>\n<p><img src=\"https://static.tigerbbs.com/946539513a9658ca804217c3a37385b3\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p>\n<p>从动态PE看，阿里历史的估值区间在22至42之间波动，如今基本可以说，已经摸到了历史底部，除非有什么重大负面信息能对阿里巴巴的基本面进行比较彻底的破坏，导致其估值水平向下重构，否则，真的要跌是很难的了。</p>\n<p><b>当然，好货不便宜，便宜没好货，阿里现在是不是好货，这个可能是最近大家争论最多的地方。</b>主要是拼多多活跃买家数已经和阿里处于同一级别，那么阿里的护城河还在么？</p>\n<p>在黄峥看来，阿里和拼多多是两种类型的公司，阿里是人找货，目前90%的交易仍然是通过用户主动搜索完成的。阿里的口号是让天下没有难做的生意，所以阿里服务对象是商家，核心是为了解决社会购物的效率问题。拼多多的模式是货找人，通过爆款单品的打造，主动去匹配流量资源给爆款去触达更多的用户，整个商业模式是建立在用户上面，包括“拼”的这一行为。</p>\n<p>所以拼多多上什么样的商品可以放量取决于供给与需求的匹配。这是一种非常市场化的机制，平台以这种方式运营，其生态的形成最终取决于市场的选择。而拼多多的崛起恰好承接了大量被淘系清洗的白牌商家，又恰逢国内过剩的廉价产品供应链产能，结合互联网用户未被满足的低价需求，从而才形成了我们所认识的“低价”生态。</p>\n<p>但问题在于，对于商家来说，不是所有SKU都适合降价冲量，所以一个商家在拼多多店铺里一般只有个别性价比款，基本是客单价最低款，由于商家一般不会拿中高端产品去降价冲量，买家看到中高端产品价格和天猫、<a href=\"https://laohu8.com/S/JD\">京东</a>等平台无异，自然就只关注性价比款了，久而久之用户心智形成，不管消费者收入水平如何都只会在拼多多上买高性价比产品，而中等溢价的产品就乏人问津了。</p>\n<p>因此，品牌方在拼多多上的经营情况远不及淘系和京东。下图就很能说明不同平台上商户的结构和经营情况差异，拼多多以白牌商户为主，目前平均的销售情况仍然不及淘宝，但天猫 30 万品牌商户年均营业额已超过 1000 万，而京东平台业务品牌商户也接近 330 万。因此，相对于“二选一”，用户心智导致的商户盈利问题才是限制品牌方入驻拼多多的核心问题。</p>\n<p><img src=\"https://static.tigerbbs.com/1b60322db79959c830414f3cb31b031b\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p>\n<p>而我们看阿里传统电商阵营的淘宝和天猫，可以很明显的看到，天猫才是阿里未来主要的增长点，而天猫的月活，只有PDD的一个零头，但却贡献了淘系里面超过一半的GMV。所以电商行业，有用户是一回事，用户愿意在你这儿掏多少钱又是另一回事。而这一点可能也是未来拼多多要花大量的精力去搞定的问题。</p>\n<p><img src=\"https://static.tigerbbs.com/138d6265e648995dc05f751c9a96fa53\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p>\n<p>所以可以发现，阿里的护城河就是在其对“货”的把控上。从另外一个角度，即使PDD成功吸引了更多的品牌商家，那么有限的流量分配下，爆款的逻辑就会越来越不成立，最终还是成了另一个淘宝天猫而已。顶多就是和阿里平分天下，然后再挤一个JD，谁也干不死谁。</p>\n<p>但再个背后，就是我们国家经济的增长潜力可能让芒格老爷子非常满意，从电商行业后面看，无非也就是一个中国经济的大Beta。</p>\n<p>从芒果老爷子的动作总结来说，阿里巴巴这个价格应该是反映了行业竞争的格局，而且有可能过度反映导致股价还具有一定的安全边际，然后<b>阿里巴巴长期仍然是一个优秀的公司，这个价格陪跑，大概率不亏。</b></p>","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>查理芒格为什么会买阿里巴巴？</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{ 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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查理芒格为什么会买阿里巴巴？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2021-04-07 21:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 这个价格陪跑，大概率不亏。\n</blockquote>\n<p>根据Daily Journal于4月5日提交给美国证监会的13F文件，该公司在2021年第一季度新建仓中概股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，在3月底的持股数为165320股，以当时的股价计算持仓市值约3750万美元。</p>\n<p><img src=\"https://static.tigerbbs.com/c55b3e73bf557089bd09c186128b20a4\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p>\n<p>截至2021年第一季度，Daily Journal持有5只股票，总价值1.97亿美元。除阿里巴巴外，该公司还持有<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、浦项制铁和<a href=\"https://laohu8.com/S/USB\">美国合众银行</a>的股份，其中浦项制铁和美国合众银行持有市值很低，占比不过4%多一点。</p>\n<p>按照查理芒格在Daily Journal的持仓风格，都是几年不动一下的，我随便翻了下19年的13F文件，发现就是上面除了阿里巴巴的4只股票，至今一股未动。所以根据芒格老爷子这样的风格，可以预见到阿里巴巴这个持仓也是几年都不会动一下的。</p>\n<p>比较让人好奇的题外话，作为查理芒格唯一的把家族资产交给外人打理的李录，在2020Q4是卖出了阿里巴巴，买了<a href=\"https://laohu8.com/S/PDD\">拼多多</a>。所以可以猜测下，查理芒格在做这个决定之前一定会咨询李录的意见。</p>\n<p><b>那么阿里巴巴到底是什么吸引了芒格老爷子。这边我不会谈什么阿里云或者金融业务，相信老爷子看重的不是这些。</b></p>\n<p><img src=\"https://static.tigerbbs.com/202f7354400b89e693ceaf80efba165c\" tg-width=\"784\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p>\n<p>从股价区间看，2021Q1股价低位差不多在230元左右波动，所以估计这也是芒格的建仓成本了。</p>\n<p>先说估值，阿里巴巴从一两年前担忧和拼多多的竞争，到去年11月的蚂蚁上市失败，再到今年的春节后科技股的回调，估值着实便宜。目前TTM的PE只有25倍，对于2021财年差不多只有23左右了。</p>\n<p><img src=\"https://static.tigerbbs.com/946539513a9658ca804217c3a37385b3\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p>\n<p>从动态PE看，阿里历史的估值区间在22至42之间波动，如今基本可以说，已经摸到了历史底部，除非有什么重大负面信息能对阿里巴巴的基本面进行比较彻底的破坏，导致其估值水平向下重构，否则，真的要跌是很难的了。</p>\n<p><b>当然，好货不便宜，便宜没好货，阿里现在是不是好货，这个可能是最近大家争论最多的地方。</b>主要是拼多多活跃买家数已经和阿里处于同一级别，那么阿里的护城河还在么？</p>\n<p>在黄峥看来，阿里和拼多多是两种类型的公司，阿里是人找货，目前90%的交易仍然是通过用户主动搜索完成的。阿里的口号是让天下没有难做的生意，所以阿里服务对象是商家，核心是为了解决社会购物的效率问题。拼多多的模式是货找人，通过爆款单品的打造，主动去匹配流量资源给爆款去触达更多的用户，整个商业模式是建立在用户上面，包括“拼”的这一行为。</p>\n<p>所以拼多多上什么样的商品可以放量取决于供给与需求的匹配。这是一种非常市场化的机制，平台以这种方式运营，其生态的形成最终取决于市场的选择。而拼多多的崛起恰好承接了大量被淘系清洗的白牌商家，又恰逢国内过剩的廉价产品供应链产能，结合互联网用户未被满足的低价需求，从而才形成了我们所认识的“低价”生态。</p>\n<p>但问题在于，对于商家来说，不是所有SKU都适合降价冲量，所以一个商家在拼多多店铺里一般只有个别性价比款，基本是客单价最低款，由于商家一般不会拿中高端产品去降价冲量，买家看到中高端产品价格和天猫、<a href=\"https://laohu8.com/S/JD\">京东</a>等平台无异，自然就只关注性价比款了，久而久之用户心智形成，不管消费者收入水平如何都只会在拼多多上买高性价比产品，而中等溢价的产品就乏人问津了。</p>\n<p>因此，品牌方在拼多多上的经营情况远不及淘系和京东。下图就很能说明不同平台上商户的结构和经营情况差异，拼多多以白牌商户为主，目前平均的销售情况仍然不及淘宝，但天猫 30 万品牌商户年均营业额已超过 1000 万，而京东平台业务品牌商户也接近 330 万。因此，相对于“二选一”，用户心智导致的商户盈利问题才是限制品牌方入驻拼多多的核心问题。</p>\n<p><img src=\"https://static.tigerbbs.com/1b60322db79959c830414f3cb31b031b\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p>\n<p>而我们看阿里传统电商阵营的淘宝和天猫，可以很明显的看到，天猫才是阿里未来主要的增长点，而天猫的月活，只有PDD的一个零头，但却贡献了淘系里面超过一半的GMV。所以电商行业，有用户是一回事，用户愿意在你这儿掏多少钱又是另一回事。而这一点可能也是未来拼多多要花大量的精力去搞定的问题。</p>\n<p><img src=\"https://static.tigerbbs.com/138d6265e648995dc05f751c9a96fa53\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p>\n<p>所以可以发现，阿里的护城河就是在其对“货”的把控上。从另外一个角度，即使PDD成功吸引了更多的品牌商家，那么有限的流量分配下，爆款的逻辑就会越来越不成立，最终还是成了另一个淘宝天猫而已。顶多就是和阿里平分天下，然后再挤一个JD，谁也干不死谁。</p>\n<p>但再个背后，就是我们国家经济的增长潜力可能让芒格老爷子非常满意，从电商行业后面看，无非也就是一个中国经济的大Beta。</p>\n<p>从芒果老爷子的动作总结来说，阿里巴巴这个价格应该是反映了行业竞争的格局，而且有可能过度反映导致股价还具有一定的安全边际，然后<b>阿里巴巴长期仍然是一个优秀的公司，这个价格陪跑，大概率不亏。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178143863","content_text":"这个价格陪跑，大概率不亏。\n\n根据Daily Journal于4月5日提交给美国证监会的13F文件，该公司在2021年第一季度新建仓中概股阿里巴巴，在3月底的持股数为165320股，以当时的股价计算持仓市值约3750万美元。\n\n截至2021年第一季度，Daily Journal持有5只股票，总价值1.97亿美元。除阿里巴巴外，该公司还持有富国银行、美国银行、浦项制铁和美国合众银行的股份，其中浦项制铁和美国合众银行持有市值很低，占比不过4%多一点。\n按照查理芒格在Daily Journal的持仓风格，都是几年不动一下的，我随便翻了下19年的13F文件，发现就是上面除了阿里巴巴的4只股票，至今一股未动。所以根据芒格老爷子这样的风格，可以预见到阿里巴巴这个持仓也是几年都不会动一下的。\n比较让人好奇的题外话，作为查理芒格唯一的把家族资产交给外人打理的李录，在2020Q4是卖出了阿里巴巴，买了拼多多。所以可以猜测下，查理芒格在做这个决定之前一定会咨询李录的意见。\n那么阿里巴巴到底是什么吸引了芒格老爷子。这边我不会谈什么阿里云或者金融业务，相信老爷子看重的不是这些。\n\n从股价区间看，2021Q1股价低位差不多在230元左右波动，所以估计这也是芒格的建仓成本了。\n先说估值，阿里巴巴从一两年前担忧和拼多多的竞争，到去年11月的蚂蚁上市失败，再到今年的春节后科技股的回调，估值着实便宜。目前TTM的PE只有25倍，对于2021财年差不多只有23左右了。\n\n从动态PE看，阿里历史的估值区间在22至42之间波动，如今基本可以说，已经摸到了历史底部，除非有什么重大负面信息能对阿里巴巴的基本面进行比较彻底的破坏，导致其估值水平向下重构，否则，真的要跌是很难的了。\n当然，好货不便宜，便宜没好货，阿里现在是不是好货，这个可能是最近大家争论最多的地方。主要是拼多多活跃买家数已经和阿里处于同一级别，那么阿里的护城河还在么？\n在黄峥看来，阿里和拼多多是两种类型的公司，阿里是人找货，目前90%的交易仍然是通过用户主动搜索完成的。阿里的口号是让天下没有难做的生意，所以阿里服务对象是商家，核心是为了解决社会购物的效率问题。拼多多的模式是货找人，通过爆款单品的打造，主动去匹配流量资源给爆款去触达更多的用户，整个商业模式是建立在用户上面，包括“拼”的这一行为。\n所以拼多多上什么样的商品可以放量取决于供给与需求的匹配。这是一种非常市场化的机制，平台以这种方式运营，其生态的形成最终取决于市场的选择。而拼多多的崛起恰好承接了大量被淘系清洗的白牌商家，又恰逢国内过剩的廉价产品供应链产能，结合互联网用户未被满足的低价需求，从而才形成了我们所认识的“低价”生态。\n但问题在于，对于商家来说，不是所有SKU都适合降价冲量，所以一个商家在拼多多店铺里一般只有个别性价比款，基本是客单价最低款，由于商家一般不会拿中高端产品去降价冲量，买家看到中高端产品价格和天猫、京东等平台无异，自然就只关注性价比款了，久而久之用户心智形成，不管消费者收入水平如何都只会在拼多多上买高性价比产品，而中等溢价的产品就乏人问津了。\n因此，品牌方在拼多多上的经营情况远不及淘系和京东。下图就很能说明不同平台上商户的结构和经营情况差异，拼多多以白牌商户为主，目前平均的销售情况仍然不及淘宝，但天猫 30 万品牌商户年均营业额已超过 1000 万，而京东平台业务品牌商户也接近 330 万。因此，相对于“二选一”，用户心智导致的商户盈利问题才是限制品牌方入驻拼多多的核心问题。\n\n而我们看阿里传统电商阵营的淘宝和天猫，可以很明显的看到，天猫才是阿里未来主要的增长点，而天猫的月活，只有PDD的一个零头，但却贡献了淘系里面超过一半的GMV。所以电商行业，有用户是一回事，用户愿意在你这儿掏多少钱又是另一回事。而这一点可能也是未来拼多多要花大量的精力去搞定的问题。\n\n所以可以发现，阿里的护城河就是在其对“货”的把控上。从另外一个角度，即使PDD成功吸引了更多的品牌商家，那么有限的流量分配下，爆款的逻辑就会越来越不成立，最终还是成了另一个淘宝天猫而已。顶多就是和阿里平分天下，然后再挤一个JD，谁也干不死谁。\n但再个背后，就是我们国家经济的增长潜力可能让芒格老爷子非常满意，从电商行业后面看，无非也就是一个中国经济的大Beta。\n从芒果老爷子的动作总结来说，阿里巴巴这个价格应该是反映了行业竞争的格局，而且有可能过度反映导致股价还具有一定的安全边际，然后阿里巴巴长期仍然是一个优秀的公司，这个价格陪跑，大概率不亏。","news_type":1},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":347949813,"gmtCreate":1618459692732,"gmtModify":1634292792266,"author":{"id":"3578397779743063","authorId":"3578397779743063","name":"pika","avatar":"https://static.tigerbbs.com/720d2ee378acb2301b310e2c17af056e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578397779743063","authorIdStr":"3578397779743063"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347949813","repostId":"2127077061","repostType":4,"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344039968,"gmtCreate":1618359192954,"gmtModify":1634293524103,"author":{"id":"3578397779743063","authorId":"3578397779743063","name":"pika","avatar":"https://static.tigerbbs.com/720d2ee378acb2301b310e2c17af056e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578397779743063","authorIdStr":"3578397779743063"},"themes":[],"htmlText":"赞赞","listText":"赞赞","text":"赞赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344039968","repostId":"2127046268","repostType":4,"isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345395330,"gmtCreate":1618277262120,"gmtModify":1634294006682,"author":{"id":"3578397779743063","authorId":"3578397779743063","name":"pika","avatar":"https://static.tigerbbs.com/720d2ee378acb2301b310e2c17af056e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578397779743063","authorIdStr":"3578397779743063"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345395330","repostId":"2127993180","repostType":4,"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341298838,"gmtCreate":1617816785424,"gmtModify":1634296338439,"author":{"id":"3578397779743063","authorId":"3578397779743063","name":"pika","avatar":"https://static.tigerbbs.com/720d2ee378acb2301b310e2c17af056e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578397779743063","authorIdStr":"3578397779743063"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341298838","repostId":"1158255207","repostType":4,"repost":{"id":"1158255207","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":1617804748,"share":"https://www.laohu8.com/m/news/1158255207?lang=&edition=full","pubTime":"2021-04-07 22:12","market":"us","language":"zh","title":"中概新能源车板块跌幅扩大，理想汽车跌超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1158255207","media":"老虎资讯综合","summary":"4月7日，中概新能源车板块跌幅扩大，理想汽车跌超9%，小鹏汽车跌5%，小牛电动跌超3%，蔚来汽车跌2.6%。","content":"<p>4月7日，中概新能源车板块跌幅扩大，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超9%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌5%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超3%，蔚来汽车跌2.6%。</p><p><img src=\"https://static.tigerbbs.com/1a95c11088139142a4be33ee2dca2ed1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>中概新能源车板块跌幅扩大，理想汽车跌超9%</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中概新能源车板块跌幅扩大，理想汽车跌超9%\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\">2021-04-07 22:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月7日，中概新能源车板块跌幅扩大，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超9%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌5%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超3%，蔚来汽车跌2.6%。</p><p><img src=\"https://static.tigerbbs.com/1a95c11088139142a4be33ee2dca2ed1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{"02015":"理想汽车-W","XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158255207","content_text":"4月7日，中概新能源车板块跌幅扩大，理想汽车跌超9%，小鹏汽车跌5%，小牛电动跌超3%，蔚来汽车跌2.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344038059,"gmtCreate":1618359331271,"gmtModify":1634293521651,"author":{"id":"3578397779743063","authorId":"3578397779743063","name":"pika","avatar":"https://static.tigerbbs.com/720d2ee378acb2301b310e2c17af056e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578397779743063","authorIdStr":"3578397779743063"},"themes":[],"htmlText":"期待这只的上市","listText":"期待这只的上市","text":"期待这只的上市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344038059","repostId":"2127046574","repostType":4,"isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345992258,"gmtCreate":1618271186974,"gmtModify":1634294082113,"author":{"id":"3578397779743063","authorId":"3578397779743063","name":"pika","avatar":"https://static.tigerbbs.com/720d2ee378acb2301b310e2c17af056e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578397779743063","authorIdStr":"3578397779743063"},"themes":[],"htmlText":"又再新高…","listText":"又再新高…","text":"又再新高…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345992258","repostId":"2127953830","repostType":4,"isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345998278,"gmtCreate":1618271070194,"gmtModify":1634294083647,"author":{"id":"3578397779743063","authorId":"3578397779743063","name":"pika","avatar":"https://static.tigerbbs.com/720d2ee378acb2301b310e2c17af056e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578397779743063","authorIdStr":"3578397779743063"},"themes":[],"htmlText":"268港元吗","listText":"268港元吗","text":"268港元吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345998278","repostId":"1106451923","repostType":4,"repost":{"id":"1106451923","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":1618269751,"share":"https://www.laohu8.com/m/news/1106451923?lang=&edition=full","pubTime":"2021-04-13 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