不管是阿里还是腾讯 _老虎社区_美港股上老虎

不管是阿里还是腾讯 $腾讯控股(00700)$ ，估值都已经非常低了。按照今天（美股昨天）收盘后的股价，阿里的滚动市盈率（TTM）只有10倍，腾讯只有12倍，这已经不是互联网的估值，甚至低于很多几乎零增长的传统行业估值。作为对比，谷歌 $谷歌(GOOG)$ $谷歌A(GOOGL)$ 的滚动市盈率是27倍，微软 $微软(MSFT)$ 是38倍，苹果 $苹果(AAPL)$ 是31倍，Facebook $Meta Platforms(META)$ 是33倍，亚马逊 $亚马逊(AMZN)$ 是80倍，英伟达 $英伟达(NVDA)$ 是78倍。 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$

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精彩评论

未料胜先料败
01-26
未料胜先料败
确实！没有成长的公司又不定期分红，连价值股都算不上，留着干嘛？还得跌30%，等牛市来了、有了新概念才能买！
Joyce_01
02-01
Joyce_01
只是叨叨的没用，因为大多数人不买中国的企业想在美国跟谷歌微软抢赛道是不可能的。
一只没有耳朵一只没有尾巴
01-26
一只没有耳朵一只没有尾巴
市盈率再低，股息率太低的话一直拿着也没有回报。
xinffu_37457
01-26
xinffu_37457
这篇文章不错，转发给大家看看

发表看法

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，估值都已经非常低了。按照今天（美股昨天）收盘后的股价，阿里的滚动市盈率（TTM）只有10倍，腾讯只有12倍，这已经不是互联网的估值，甚至低于很多几乎零增长的传统行业估值。作为对比，谷歌 <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 的滚动市盈率是27倍，微软 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 是38倍，苹果 <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 是31倍，Facebook <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms\" href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 是33倍，亚马逊 <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 是80倍，英伟达 <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 是78倍。 <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a data-mention-id=\"09988\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴-SW\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v><img src=\"https://static.tigerbbs.com/4cd2a0b3f83d95917cf3112c0f7d6b10\" tg-width=\"387\" tg-height=\"331\"></body></html>","htmlText":"<html><head></head><body>不管是阿里还是腾讯 <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"腾讯控股\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> ，估值都已经非常低了。按照今天（美股昨天）收盘后的股价，阿里的滚动市盈率（TTM）只有10倍，腾讯只有12倍，这已经不是互联网的估值，甚至低于很多几乎零增长的传统行业估值。作为对比，谷歌 <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 的滚动市盈率是27倍，微软 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 是38倍，苹果 <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 是31倍，Facebook <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms\" href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 是33倍，亚马逊 <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 是80倍，英伟达 <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 是78倍。 <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a data-mention-id=\"09988\" class=\"teditor-mention\" 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$阿里巴巴-SW(09988)$","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/267114403774752","repostId":0,"isVote":1,"tweetType":1,"viewCount":6204,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AMZN","BABA","AAPL","GOOGL","MSFT","00700","TCEHY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":419,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":267262334271528,"gmtCreate":1706274005676,"gmtModify":1706274011625,"authorId":3575695026604385,"author":{"id":3575695026604385,"authorId":3575695026604385,"name":"未料胜先料败","avatar":"https://static.tigerbbs.com/c2e8677352e7c66bc689e7dce846548c","vip":1,"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":267114403774752,"type":1,"supId":0,"prevId":0,"content":"确实！没有成长的公司又不定期分红，连价值股都算不上，留着干嘛？还得跌30%，等牛市来了、有了新概念才能买！","text":"确实！没有成长的公司又不定期分红，连价值股都算不上，留着干嘛？还得跌30%，等牛市来了、有了新概念才能买！","html":"确实！没有成长的公司又不定期分红，连价值股都算不上，留着干嘛？还得跌30%，等牛市来了、有了新概念才能买！","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":269169365643560,"gmtCreate":1706746087814,"gmtModify":1706750983695,"authorId":3547444172726068,"author":{"id":3547444172726068,"authorId":3547444172726068,"name":"Joyce_01","avatar":"https://static.tigerbbs.com/69df8bc8476eebb1cb1dbc4353a7ed81","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":267114403774752,"type":1,"supId":0,"prevId":0,"content":"只是叨叨的没用，因为大多数人不买中国的企业想在美国跟谷歌微软抢赛道是不可能的。","text":"只是叨叨的没用，因为大多数人不买中国的企业想在美国跟谷歌微软抢赛道是不可能的。","html":"只是叨叨的没用，因为大多数人不买中国的企业想在美国跟谷歌微软抢赛道是不可能的。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":267216382505024,"gmtCreate":1706247986013,"gmtModify":1706247989853,"authorId":4099470509812690,"author":{"id":4099470509812690,"authorId":4099470509812690,"name":"一只没有耳朵一只没有尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":267114403774752,"type":1,"supId":0,"prevId":0,"content":"市盈率再低，股息率太低的话一直拿着也没有回报。","text":"市盈率再低，股息率太低的话一直拿着也没有回报。","html":"市盈率再低，股息率太低的话一直拿着也没有回报。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":267269907771496,"gmtCreate":1706275951659,"gmtModify":1706275955144,"authorId":3536926156638531,"author":{"id":3536926156638531,"authorId":3536926156638531,"name":"xinffu_37457","avatar":"https://static.tigerbbs.com/1ae5f682bba916af97aaaddbf193a0f6","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":267114403774752,"type":1,"supId":0,"prevId":0,"content":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","html":"这篇文章不错，转发给大家看看","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/267114403774752"}