“抄底指标”出现？腾讯豪气回购，芒格加仓阿里_老虎社区_美港股上老虎

“抄底指标”出现？腾讯豪气回购，芒格加仓阿里

中国证券报2022-01-10

作者：周璐璐港股“市值王”腾讯控股豪气回购，这是什么信号？周五（1月7日），港股互联网科技股强势反弹。阿里巴巴-SW涨逾6%，百度集团-SW、京东集团均涨近5%。互联网科技股的强势也引领港股大盘大涨，恒生指数、恒生科技指数收盘分别涨1.82%、1.99%。记者发现，近日，稳居港股市值榜首位的腾讯控股时隔三个月重启回购，两个交易日回购金额超4亿港元；小米集团回购更为密集，平安好医生、微盟集团、网龙等...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

夜半风起
·2022-01-10
就怕是抄底最后变接盘
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光照的果
·2022-01-10
芒格抄了阿里，被巴菲特抄苹果甩了十八条街。港股全球表现最差，这年头谁脑袋不够用抄中概啊
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- 冷读术:
  芒格当年抄底比亚迪的时候也都这样说
  2022-01-10
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林志哲
·2022-01-10
说说你对这篇新闻的看法...
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牛牛市
·2022-01-10
腾讯看好1000·😃😃😃
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nitro
·2022-01-10
不跟
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Limited的14492751股A类股份，使腾讯对其持股从21.3%减少至18.7%。“抄底指标”？分析人士称，腾讯回购常被视为一个不错的“抄底指标”。梳理发现，2005年11月24日，腾讯在上市后第二年开始了第一笔回购，回购持续至2006年2月份。此后，股价企稳并一路上扬。2008年金融危机期间，腾讯股价短期内一度腰斩，随后公司开始了上市以来历时最长的持续回购计划，回购从2008年9月持续至2009年1月。2009年2月腾讯股价企稳，之后涨势如虹，在2009年3月至2010年1月涨幅高达300%。2013年3月-4月，各种因素叠加下，腾讯股价短期内大幅回落。在此期间，腾讯累计14次出手回购股份，其中有9次回购金额在1亿港元以上。回购计划结束后，腾讯在2013年4月中旬至2014年3月上旬累计上涨逾160%。2018年1月底至2018年10月底，受大股东抛售和业绩不佳影响，腾讯股价从最高点471.7港元最低跌至249.3港元，跌幅超46%，逼近腰斩。2018年9月7日至2018年10月12日期间的24个交易日内，腾讯进行了24次回购，涉资超10亿港元。此次回购后不久，腾讯股价开始触底反弹。而在腾讯开启此轮回购时，已有投行发表了唱多报告。花旗日前发布研究报告称，维持腾讯控股“买入”评级，目标价703港元，认为通过持续投资于产品创新，主动重新定位其投资组合，相信其将稳稳崛起。据Wind数据，当前腾讯股价为443港元，距离花旗给出的目标价，还有近59%的上涨空间。中资互联网股获关注事实上，不仅重启回购的腾讯被市场关注，阿里巴巴等中资互联网股均获得关注。据“股神”巴菲特黄金搭档查理·芒格旗下Daily Journal日前披露的13F文件，截至2021年12月底，Daily Journal通过美国存托凭证(ADR)累计持有阿里巴巴602060股，以最新股价计算，持有的市值约为7623万美元（约合人民币4.87亿元）。据悉，这是继2021年一季度、三季度之后，芒格第三次买入阿里巴巴股票，此次加仓幅度更是达到99%，接近翻倍。国际投行高盛近日也发布研报唱多中概互联网股。高盛策略师Kinger Lau表示，对于此前受重创的中概互联网公司来说，其周期可能正从上一阶段过渡到“希望”阶段。“中概互联网股在2021年大幅回调后将表现良好，建议买入”。兴证国际表示，港股互联网股在反复下跌之后，估值泡沫清洗掉很多，2022年对大盘的拖累会小很多，甚至不排除反弹。广发证券认为，考虑到港股互联网科技板块的估值在2021年调降后已经来到历史低位，后续具备较大的修复空间。","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":694954715,"gmtCreate":1641796141067,"gmtModify":1641796141067,"author":{"id":"3581247090748705","authorId":"3581247090748705","name":"夜半风起","avatar":"https://static.tigerbbs.com/752f9b681f6a67016e61f419c18c0e68","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581247090748705","authorIdStr":"3581247090748705"},"htmlText":"就怕是抄底最后变接盘","listText":"就怕是抄底最后变接盘","text":"就怕是抄底最后变接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694954715","repostId":1103834421,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":694953996,"gmtCreate":1641793415442,"gmtModify":1641793415442,"author":{"id":"3475144693742650","authorId":"3475144693742650","name":"光照的果","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3475144693742650","authorIdStr":"3475144693742650"},"htmlText":"芒格抄了阿里，被巴菲特抄苹果甩了十八条街。港股全球表现最差，这年头谁脑袋不够用抄中概啊","listText":"芒格抄了阿里，被巴菲特抄苹果甩了十八条街。港股全球表现最差，这年头谁脑袋不够用抄中概啊","text":"芒格抄了阿里，被巴菲特抄苹果甩了十八条街。港股全球表现最差，这年头谁脑袋不够用抄中概啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694953996","repostId":1103834421,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7168437,"gmtCreate":1641828139596,"gmtModify":1641828139596,"authorId":3494306442649140,"author":{"id":3494306442649140,"idStr":"3494306442649140","authorId":3494306442649140,"name":"冷读术","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":694953996,"type":1,"supId":0,"prevId":0,"content":"芒格当年抄底比亚迪的时候也都这样说","text":"芒格当年抄底比亚迪的时候也都这样说","html":"芒格当年抄底比亚迪的时候也都这样说"}],"langContent":"CN"},{"id":694922976,"gmtCreate":1641790313301,"gmtModify":1641792034399,"author":{"id":"3550055968166410","authorId":"3550055968166410","name":"林志哲","avatar":"https://static.tigerbbs.com/cbd89b624e2946929b69d2caca41d9a5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3550055968166410","authorIdStr":"3550055968166410"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694922976","repostId":1103834421,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":694926846,"gmtCreate":1641790103238,"gmtModify":1641790103238,"author":{"id":"4088504973204380","authorId":"4088504973204380","name":"牛牛市","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4088504973204380","authorIdStr":"4088504973204380"},"htmlText":"腾讯看好1000·😃😃😃","listText":"腾讯看好1000·😃😃😃","text":"腾讯看好1000·😃😃😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694926846","repostId":1103834421,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":694921939,"gmtCreate":1641789170229,"gmtModify":1641789170229,"author":{"id":"3574766177886637","authorId":"3574766177886637","name":"nitro","avatar":"https://static.tigerbbs.com/98036d5daac8c277dc5be70f7c5a5f1e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3574766177886637","authorIdStr":"3574766177886637"},"htmlText":"不跟","listText":"不跟","text":"不跟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694921939","repostId":1103834421,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":26,"commentSize":5,"repostSize":0,"favoriteSize":12,"likeStatus":false,"favoriteStatus":false}}