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尔维斯肌肤
07-22 16:12
$腾讯控股(00700)$
我已经不止一次听见有人说“后悔没在360+没买腾讯”的话了,特能理解他们的心理,确实回购停止的第一周,股价下跌让不少人卖出腾讯,想着等二季报发布后,回购恢复后再买回,这样就可以完美收割波段差价。但是没想到腾讯本周股价就开始回升了。个人认为不少人判断错了回购停止是上周股价下跌的原因,实际上稍加观察,就会发现腾讯上周的成交量并没有减少,反而相对前几周还增加了几十亿港币。这其实已经说明停止回购可能并不是腾讯下跌的主因。腾讯下跌的主因,我认为是因为在会议期间,投资者对未来政策预期的不确定性,才是导致腾讯下跌的元凶。这不会议开完了,股价也就回来了。此前我就统计过,回购静默期腾讯下跌完全是一个误区,一季度静默期期间,腾讯股价上涨逾28%。况且从券商对腾讯二季报的预测,业绩应该不会差,根据以往的经验,像腾讯这样的公司,券商和机构研报的预估与实际业绩都大差不差的。我总结了部分券商的预测,总体上估计二季度营收+6%,调整后净利+25%,具体到业务上,预测本土游戏恢复增长,营收同比+3%以上,社交网络频出爆款,预计营收同比+1.5%,广告方面视频号依然发力,预计营收同比+17%,金科企服同比+7%。
尔维斯肌肤
07-19
$特朗普媒体科技集团(DJT)$
DJT横空出世,也是反映了部分民意,川普还是有许多普普通通散户支持者(DWAC大股东原来是反对的,过程曲折)。相信川普,不会过河拆桥,坑那些掏出血汗钱的铁粉支持者。路还长。
尔维斯肌肤
07-18
$腾讯控股(00700)$
腾讯又要完蛋了吗? 你们在260的时候说腾讯要完蛋了,我还真信了。。。我丢掉的筹码能不能赔给我。。。 ,这次跌到300 让我上车加仓好不好。不要后面涨起来不带俺
尔维斯肌肤
07-17
$美光科技(MU)$
为什么三星罢工,美光却下跌呢?主力在挖坑Or 存在着隐含的利空?芯片股都走低,跑去比特币等川普概念股了,美股总不能和咱大A一样不看价值看运气了吧
尔维斯肌肤
07-17
$百度(BIDU)$
弱势无量行情,市场还是喜欢做弱转强,无人驾驶昨晚百度影响,那么今天直接弱转强,苹果正常是要高开,开盘一般,市场兑现的比较严重,再找找低吸的机会。汽车,苹果,PCB半导体。这波行情还得是看百度的脸色
尔维斯肌肤
07-15
$阿里巴巴(BABA)$
京东和阿里商业模式不同,京东是真正的零售,毛利低但营业收入高,阿里应该更像开了一个商场,主要靠商户交钱为生,这么看阿里的模式更适应现在的环境
尔维斯肌肤
07-12
$阿里巴巴(BABA)$
平台型电商与自营型电商,有本质的差异,一个是玩商业地产,靠广告抽成赚钱;一个是玩供应链管理物流仓储,靠差价与会员费赚钱。前者可以做到多、省;后者可以做到快、好。用户群体与成长性不一样。但现在是自营型电商的时代了,阿里这个票还得再往下走
$阿里巴巴-SW(09988)$
$京东集团-SW(09618)$
$小米集团-W(01810)$
尔维斯肌肤
07-11
$美国超微公司(AMD)$
我要是主力这里就是快速拉升后试盘测压,尾盘就再拉上去,把不坚定筹码甩下车,个人理解,所以我决定抄了一下底,言行合一!
尔维斯肌肤
04-11
MU
$美光科技(MU)$
美光在西安建厂扩产,又作妖跟客户宣布向上调价,这样一来,不会直接干产能过剩吧,那业绩咋搞哦?
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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>我已经不止一次听见有人说“后悔没在360+没买腾讯”的话了,特能理解他们的心理,确实回购停止的第一周,股价下跌让不少人卖出腾讯,想着等二季报发布后,回购恢复后再买回,这样就可以完美收割波段差价。但是没想到腾讯本周股价就开始回升了。个人认为不少人判断错了回购停止是上周股价下跌的原因,实际上稍加观察,就会发现腾讯上周的成交量并没有减少,反而相对前几周还增加了几十亿港币。这其实已经说明停止回购可能并不是腾讯下跌的主因。腾讯下跌的主因,我认为是因为在会议期间,投资者对未来政策预期的不确定性,才是导致腾讯下跌的元凶。这不会议开完了,股价也就回来了。此前我就统计过,回购静默期腾讯下跌完全是一个误区,一季度静默期期间,腾讯股价上涨逾28%。况且从券商对腾讯二季报的预测,业绩应该不会差,根据以往的经验,像腾讯这样的公司,券商和机构研报的预估与实际业绩都大差不差的。我总结了部分券商的预测,总体上估计二季度营收+6%,调整后净利+25%,具体到业务上,预测本土游戏恢复增长,营收同比+3%以上,社交网络频出爆款,预计营收同比+1.5%,广告方面视频号依然发力,预计营收同比+17%,金科企服同比+7%。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v 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href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a> DJT横空出世,也是反映了部分民意,川普还是有许多普普通通散户支持者(DWAC大股东原来是反对的,过程曲折)。相信川普,不会过河拆桥,坑那些掏出血汗钱的铁粉支持者。路还长。","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a> DJT横空出世,也是反映了部分民意,川普还是有许多普普通通散户支持者(DWAC大股东原来是反对的,过程曲折)。相信川普,不会过河拆桥,坑那些掏出血汗钱的铁粉支持者。路还长。","text":"$特朗普媒体科技集团(DJT)$ DJT横空出世,也是反映了部分民意,川普还是有许多普普通通散户支持者(DWAC大股东原来是反对的,过程曲折)。相信川普,不会过河拆桥,坑那些掏出血汗钱的铁粉支持者。路还长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329318407016560","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328884129853664,"gmtCreate":1721316923887,"gmtModify":1721316928668,"author":{"id":"9000000000000308","authorId":"9000000000000308","name":"尔维斯肌肤","avatar":"https://static.tigerbbs.com/30de1b6bbef4c2d1d161f660e42601d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>腾讯又要完蛋了吗? 你们在260的时候说腾讯要完蛋了,我还真信了。。。我丢掉的筹码能不能赔给我。。。 ,这次跌到300 让我上车加仓好不好。不要后面涨起来不带俺","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>腾讯又要完蛋了吗? 你们在260的时候说腾讯要完蛋了,我还真信了。。。我丢掉的筹码能不能赔给我。。。 ,这次跌到300 让我上车加仓好不好。不要后面涨起来不带俺","text":"$腾讯控股(00700)$ 腾讯又要完蛋了吗? 你们在260的时候说腾讯要完蛋了,我还真信了。。。我丢掉的筹码能不能赔给我。。。 ,这次跌到300 让我上车加仓好不好。不要后面涨起来不带俺","images":[{"img":"https://static.tigerbbs.com/03d0d6f73f7b29c474f10bdf7573c4ef","width":"240","height":"251"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328884129853664","isVote":1,"tweetType":1,"viewCount":2661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577211850063582","authorId":"3577211850063582","name":"张健忘","avatar":"https://static.tigerbbs.com/b653ae2e82ace668d719548d4e00c808","crmLevel":1,"crmLevelSwitch":0},"content":"去年冬至276割的肉😭,希望能够跌快点","text":"去年冬至276割的肉😭,希望能够跌快点","html":"去年冬至276割的肉😭,希望能够跌快点"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":328514507010320,"gmtCreate":1721226604268,"gmtModify":1721227665191,"author":{"id":"9000000000000308","authorId":"9000000000000308","name":"尔维斯肌肤","avatar":"https://static.tigerbbs.com/30de1b6bbef4c2d1d161f660e42601d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 为什么三星罢工,美光却下跌呢?主力在挖坑Or 存在着隐含的利空?芯片股都走低,跑去比特币等川普概念股了,美股总不能和咱大A一样不看价值看运气了吧","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 为什么三星罢工,美光却下跌呢?主力在挖坑Or 存在着隐含的利空?芯片股都走低,跑去比特币等川普概念股了,美股总不能和咱大A一样不看价值看运气了吧","text":"$美光科技(MU)$ 为什么三星罢工,美光却下跌呢?主力在挖坑Or 存在着隐含的利空?芯片股都走低,跑去比特币等川普概念股了,美股总不能和咱大A一样不看价值看运气了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/328514507010320","isVote":1,"tweetType":1,"viewCount":2213,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516188019373099","authorId":"3516188019373099","name":"唐米半","avatar":"https://static.tigerbbs.com/1d0b7ac56778b5f9cc2724c4a0d12d56","crmLevel":2,"crmLevelSwitch":0},"content":"低吸低吸,做好止损,仍然夏花灿烂","text":"低吸低吸,做好止损,仍然夏花灿烂","html":"低吸低吸,做好止损,仍然夏花灿烂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328183238930656,"gmtCreate":1721145807939,"gmtModify":1721145809921,"author":{"id":"9000000000000308","authorId":"9000000000000308","name":"尔维斯肌肤","avatar":"https://static.tigerbbs.com/30de1b6bbef4c2d1d161f660e42601d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <v-v data-views=\"1\"></v-v>弱势无量行情,市场还是喜欢做弱转强,无人驾驶昨晚百度影响,那么今天直接弱转强,苹果正常是要高开,开盘一般,市场兑现的比较严重,再找找低吸的机会。汽车,苹果,PCB半导体。这波行情还得是看百度的脸色","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <v-v data-views=\"1\"></v-v>弱势无量行情,市场还是喜欢做弱转强,无人驾驶昨晚百度影响,那么今天直接弱转强,苹果正常是要高开,开盘一般,市场兑现的比较严重,再找找低吸的机会。汽车,苹果,PCB半导体。这波行情还得是看百度的脸色","text":"$百度(BIDU)$ 弱势无量行情,市场还是喜欢做弱转强,无人驾驶昨晚百度影响,那么今天直接弱转强,苹果正常是要高开,开盘一般,市场兑现的比较严重,再找找低吸的机会。汽车,苹果,PCB半导体。这波行情还得是看百度的脸色","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328183238930656","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327796505727200,"gmtCreate":1721051390653,"gmtModify":1721052224554,"author":{"id":"9000000000000308","authorId":"9000000000000308","name":"尔维斯肌肤","avatar":"https://static.tigerbbs.com/30de1b6bbef4c2d1d161f660e42601d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v>京东和阿里商业模式不同,京东是真正的零售,毛利低但营业收入高,阿里应该更像开了一个商场,主要靠商户交钱为生,这么看阿里的模式更适应现在的环境","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v 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data-views=\"0\"></v-v>平台型电商与自营型电商,有本质的差异,一个是玩商业地产,靠广告抽成赚钱;一个是玩供应链管理物流仓储,靠差价与会员费赚钱。前者可以做到多、省;后者可以做到快、好。用户群体与成长性不一样。但现在是自营型电商的时代了,阿里这个票还得再往下走<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>平台型电商与自营型电商,有本质的差异,一个是玩商业地产,靠广告抽成赚钱;一个是玩供应链管理物流仓储,靠差价与会员费赚钱。前者可以做到多、省;后者可以做到快、好。用户群体与成长性不一样。但现在是自营型电商的时代了,阿里这个票还得再往下走<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"$阿里巴巴(BABA)$ 平台型电商与自营型电商,有本质的差异,一个是玩商业地产,靠广告抽成赚钱;一个是玩供应链管理物流仓储,靠差价与会员费赚钱。前者可以做到多、省;后者可以做到快、好。用户群体与成长性不一样。但现在是自营型电商的时代了,阿里这个票还得再往下走$阿里巴巴-SW(09988)$ $京东集团-SW(09618)$ 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我要是主力这里就是快速拉升后试盘测压,尾盘就再拉上去,把不坚定筹码甩下车,个人理解,所以我决定抄了一下底,言行合一!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326483509465368","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294177126764720,"gmtCreate":1712825549194,"gmtModify":1712826042180,"author":{"id":"9000000000000308","authorId":"9000000000000308","name":"尔维斯肌肤","avatar":"https://static.tigerbbs.com/30de1b6bbef4c2d1d161f660e42601d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"MU <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"0\"></v-v> 美光在西安建厂扩产,又作妖跟客户宣布向上调价,这样一来,不会直接干产能过剩吧,那业绩咋搞哦?","listText":"MU <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"0\"></v-v> 美光在西安建厂扩产,又作妖跟客户宣布向上调价,这样一来,不会直接干产能过剩吧,那业绩咋搞哦?","text":"MU $美光科技(MU)$ 美光在西安建厂扩产,又作妖跟客户宣布向上调价,这样一来,不会直接干产能过剩吧,那业绩咋搞哦?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294177126764720","isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":326738886459392,"gmtCreate":1720791885038,"gmtModify":1720791921217,"author":{"id":"9000000000000308","authorId":"9000000000000308","name":"尔维斯肌肤","avatar":"https://static.tigerbbs.com/30de1b6bbef4c2d1d161f660e42601d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>平台型电商与自营型电商,有本质的差异,一个是玩商业地产,靠广告抽成赚钱;一个是玩供应链管理物流仓储,靠差价与会员费赚钱。前者可以做到多、省;后者可以做到快、好。用户群体与成长性不一样。但现在是自营型电商的时代了,阿里这个票还得再往下走<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a 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$小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":34,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/326738886459392","isVote":1,"tweetType":1,"viewCount":14777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328514507010320,"gmtCreate":1721226604268,"gmtModify":1721227665191,"author":{"id":"9000000000000308","authorId":"9000000000000308","name":"尔维斯肌肤","avatar":"https://static.tigerbbs.com/30de1b6bbef4c2d1d161f660e42601d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 为什么三星罢工,美光却下跌呢?主力在挖坑Or 存在着隐含的利空?芯片股都走低,跑去比特币等川普概念股了,美股总不能和咱大A一样不看价值看运气了吧","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 为什么三星罢工,美光却下跌呢?主力在挖坑Or 存在着隐含的利空?芯片股都走低,跑去比特币等川普概念股了,美股总不能和咱大A一样不看价值看运气了吧","text":"$美光科技(MU)$ 为什么三星罢工,美光却下跌呢?主力在挖坑Or 存在着隐含的利空?芯片股都走低,跑去比特币等川普概念股了,美股总不能和咱大A一样不看价值看运气了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/328514507010320","isVote":1,"tweetType":1,"viewCount":2213,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516188019373099","authorId":"3516188019373099","name":"唐米半","avatar":"https://static.tigerbbs.com/1d0b7ac56778b5f9cc2724c4a0d12d56","crmLevel":2,"crmLevelSwitch":0},"content":"低吸低吸,做好止损,仍然夏花灿烂","text":"低吸低吸,做好止损,仍然夏花灿烂","html":"低吸低吸,做好止损,仍然夏花灿烂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328884129853664,"gmtCreate":1721316923887,"gmtModify":1721316928668,"author":{"id":"9000000000000308","authorId":"9000000000000308","name":"尔维斯肌肤","avatar":"https://static.tigerbbs.com/30de1b6bbef4c2d1d161f660e42601d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>腾讯又要完蛋了吗? 你们在260的时候说腾讯要完蛋了,我还真信了。。。我丢掉的筹码能不能赔给我。。。 ,这次跌到300 让我上车加仓好不好。不要后面涨起来不带俺","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>腾讯又要完蛋了吗? 你们在260的时候说腾讯要完蛋了,我还真信了。。。我丢掉的筹码能不能赔给我。。。 ,这次跌到300 让我上车加仓好不好。不要后面涨起来不带俺","text":"$腾讯控股(00700)$ 腾讯又要完蛋了吗? 你们在260的时候说腾讯要完蛋了,我还真信了。。。我丢掉的筹码能不能赔给我。。。 ,这次跌到300 让我上车加仓好不好。不要后面涨起来不带俺","images":[{"img":"https://static.tigerbbs.com/03d0d6f73f7b29c474f10bdf7573c4ef","width":"240","height":"251"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328884129853664","isVote":1,"tweetType":1,"viewCount":2661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577211850063582","authorId":"3577211850063582","name":"张健忘","avatar":"https://static.tigerbbs.com/b653ae2e82ace668d719548d4e00c808","crmLevel":1,"crmLevelSwitch":0},"content":"去年冬至276割的肉😭,希望能够跌快点","text":"去年冬至276割的肉😭,希望能够跌快点","html":"去年冬至276割的肉😭,希望能够跌快点"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":330186762252288,"gmtCreate":1721635963488,"gmtModify":1721635968703,"author":{"id":"9000000000000308","authorId":"9000000000000308","name":"尔维斯肌肤","avatar":"https://static.tigerbbs.com/30de1b6bbef4c2d1d161f660e42601d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>我已经不止一次听见有人说“后悔没在360+没买腾讯”的话了,特能理解他们的心理,确实回购停止的第一周,股价下跌让不少人卖出腾讯,想着等二季报发布后,回购恢复后再买回,这样就可以完美收割波段差价。但是没想到腾讯本周股价就开始回升了。个人认为不少人判断错了回购停止是上周股价下跌的原因,实际上稍加观察,就会发现腾讯上周的成交量并没有减少,反而相对前几周还增加了几十亿港币。这其实已经说明停止回购可能并不是腾讯下跌的主因。腾讯下跌的主因,我认为是因为在会议期间,投资者对未来政策预期的不确定性,才是导致腾讯下跌的元凶。这不会议开完了,股价也就回来了。此前我就统计过,回购静默期腾讯下跌完全是一个误区,一季度静默期期间,腾讯股价上涨逾28%。况且从券商对腾讯二季报的预测,业绩应该不会差,根据以往的经验,像腾讯这样的公司,券商和机构研报的预估与实际业绩都大差不差的。我总结了部分券商的预测,总体上估计二季度营收+6%,调整后净利+25%,具体到业务上,预测本土游戏恢复增长,营收同比+3%以上,社交网络频出爆款,预计营收同比+1.5%,广告方面视频号依然发力,预计营收同比+17%,金科企服同比+7%。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>我已经不止一次听见有人说“后悔没在360+没买腾讯”的话了,特能理解他们的心理,确实回购停止的第一周,股价下跌让不少人卖出腾讯,想着等二季报发布后,回购恢复后再买回,这样就可以完美收割波段差价。但是没想到腾讯本周股价就开始回升了。个人认为不少人判断错了回购停止是上周股价下跌的原因,实际上稍加观察,就会发现腾讯上周的成交量并没有减少,反而相对前几周还增加了几十亿港币。这其实已经说明停止回购可能并不是腾讯下跌的主因。腾讯下跌的主因,我认为是因为在会议期间,投资者对未来政策预期的不确定性,才是导致腾讯下跌的元凶。这不会议开完了,股价也就回来了。此前我就统计过,回购静默期腾讯下跌完全是一个误区,一季度静默期期间,腾讯股价上涨逾28%。况且从券商对腾讯二季报的预测,业绩应该不会差,根据以往的经验,像腾讯这样的公司,券商和机构研报的预估与实际业绩都大差不差的。我总结了部分券商的预测,总体上估计二季度营收+6%,调整后净利+25%,具体到业务上,预测本土游戏恢复增长,营收同比+3%以上,社交网络频出爆款,预计营收同比+1.5%,广告方面视频号依然发力,预计营收同比+17%,金科企服同比+7%。","text":"$腾讯控股(00700)$ 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