知行要合一的个人主页 - 老虎社区

知行要合一

知行要合一认证个人

老虎认证： TMT行业后端开发

IP属地：浙江

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知行要合一

2024-09-05

300美金股票代金券，每周等你领取

查看详情： 300美金股票代金券，每周等你领取分享订单赢好礼此帖仅开放于中国大陆用户

300美金股票代金券，每周等你领取

知行要合一

2024-07-11

来个队友，目前排20，准备冲第一

知行要合一

2020-06-21

来美股一个月，终于开启了国际化投资之路

知行要合一

2024-07-03

和我一起挑战吧！

查看详情：和我一起挑战吧！参加老虎精英团队实盘挑战赛，组队PK可赢USD 200,000奖金，立即加入我们吧！此帖仅开放于中国大陆用户

和我一起挑战吧！

知行要合一

2023-08-23

英伟达本季度的财报很值得关注，如果能短暂回调的话，将是很好的一次上车机会

知行要合一

2021-10-07

芒格才买了几千万刀，对他来说也就是个底仓试试水而已……

芒格增持阿里：首笔买入已亏37%，为何如此看好？

知行要合一

2021-08-23

蚂蚁永久禁止上市

抱歉，原内容已删除

知行要合一

2024-07-03

冲冲冲，争三抢一

知行要合一

2023-09-20

$恒生指数主连 2309(HSImain)$ 港股的问题不知道何时才能修复

知行要合一

2021-08-28

$爱奇艺(IQ)$更多的资源可以投入到优质影视作品的创作当中，长期看好

去老虎APP查看更多动态

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[笑哭]","images":[{"img":"https://static.tigerbbs.com/84186f0248470a9179da785d774c37c8","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852686090","isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":823638772,"gmtCreate":1633617029823,"gmtModify":1633617029823,"author":{"id":"3541728618853153","authorId":"3541728618853153","name":"知行要合一","avatar":"https://static.tigerbbs.com/2a16525ee0c884c255c54abc3cefc2ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541728618853153","authorIdStr":"3541728618853153"},"themes":[],"htmlText":"芒格才买了几千万刀，对他来说也就是个底仓试试水而已……","listText":"芒格才买了几千万刀，对他来说也就是个底仓试试水而已……","text":"芒格才买了几千万刀，对他来说也就是个底仓试试水而已……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823638772","repostId":"1166320983","repostType":2,"repost":{"id":"1166320983","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1633568740,"share":"https://www.laohu8.com/m/news/1166320983?lang=zh_CN&edition=full","pubTime":"2021-10-07 09:05","market":"hk","language":"zh","title":"芒格增持阿里：首笔买入已亏37%，为何如此看好？","url":"https://stock-news.laohu8.com/highlight/detail?id=1166320983","media":"券商中国","summary":"在近三个月股价下跌近50%之后，阿里巴巴美股迎来芒格的大举增持。\n近日，据查理·芒格旗下公司Daily Journal Corporation公布的第三季度13-F文件,自7月份以来，阿里巴巴股价下跌","content":"<p>在近三个月股价下跌近50%之后，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>美股迎来芒格的大举增持。</p>\n<p>近日，据查理·芒格旗下公司Daily Journal Corporation公布的第三季度13-F文件,自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%。而今年一季度，该公司刚刚建仓阿里，彼时，有分析认为查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。</p>\n<p>今年8月初，阿里巴巴集团公布2022财年Q1财报的同时，抛出该集团有史以来最大规模的回购计划，从100亿美元提升至150亿美元。同月，公开表示“越跌越买”的段永平称，抄底了阿里巴巴和<a href=\"https://laohu8.com/S/00700\">腾讯</a>，向投资界释放了积极信号。</p>\n<p>不过，这一消息的释放，阿里巴巴美股并未受到明显刺激，10月6日，阿里巴巴美股收盘报144.10美元，股价涨0.67%。</p>\n<p><img src=\"https://static.tigerbbs.com/2972eb32a3723cb01e2cfb4ed6d5b0d7\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p><b>芒格旗下公司大举增持阿里巴巴</b></p>\n<p>近日，巴菲特“黄金搭档”、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦副董事长查理·芒格旗下公司又对阿里巴巴大举增持。</p>\n<p>据查理·芒格旗下公司Daily Journal Corporation的第三季度13-F文件，自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%。</p>\n<p>文件显示，近期Daily Journal购买了136740股阿里巴巴股票，使其股票总数达到302060股。不过，由于价格下跌，该公司的头寸仅从3700万美元增加到4500万美元。</p>\n<p>根据该公司于今年4月5日提交给美国证监会的文件，该公司在今年第一季度建仓阿里巴巴，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，占其投资组合的19%。</p>\n<p><b>一般不轻易对其投资组合做出改变的芒格，在今年突然大举重仓这家电子商务巨头彼时也使市场颇感意外。不过，在其买入阿里巴巴美股之后，股价并未提振，反而一路下跌至今，截至10月6日，其股价已相比当初持仓价格下跌近37%。</b></p>\n<p>此前，Daily Journal与4月发布了一份声明，对重仓阿里的原因进行了解释。</p>\n<p>“公司持有且需要一些证券作为现金等价物。这些现金等价物通常是美国国债。但是，由于当前美债回报率如此之低，公司转而投资了普通股，”声明表示。也就是说，Daily Journal将之前投资美债的一小部分资金转投了阿里巴巴。</p>\n<p>声明还补充称，若不是一只股票的长期前景“看起来不错”，否则它就不能被视为良好的现金等价物。彼时，也有分析认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。</p>\n<p><b>阿里股价相比最高点已“腰斩”</b></p>\n<p>今年以来，在反垄断等严厉的行业监管政策和中美关系事件性冲击背景下，海外上市的中概股经历了大幅度的下跌，互联网板块跌幅尤为剧烈。</p>\n<p>数据显示，阿里巴巴美股今年最高价格为274.29美元/股，截至10月6日收盘，其股价已跌至143.14美元/股，在7个多月里跌去了47.8%。而相比2020年10月盘中美股最高价319.32美元，至今已跌去55.17%，市值蒸发近4790亿美元，约合人民币3.09万亿元。</p>\n<p>与此同时，阿里巴巴港股表现也延续一路跌势。今年最高价格为270港元/股，截至10月7日收盘，港股股价已跌至137.3港元/股，在8个月左右的时间里下跌了49%，相比去年10月末的盘中最高价309.4港元，至今已跌去了55.4%。</p>\n<p>风险是涨出来，机会是跌出来。在阿里巴巴股价经历这轮惨烈调整之后，是否意味着新的投资机会已经来了？</p>\n<p>今年8月初，阿里巴巴集团公布2022财年Q1（4月1日-6月30日）财报显示，阿里巴巴集团董事会将其股份回购计划提额至150亿美元（约合970亿元人民币），有效期到2022年底；当季内已回购了约36.80亿美元。这也有望成为中国企业史上力度最大回购。</p>\n<p>无独有偶，投资圈“大佬”段永平8月公开表示其“越跌越买”，8月18日已分别买入了阿里巴巴和腾讯，向投资界释放了积极信号。</p>\n<p><b>国内外机构怎么看？</b></p>\n<p>据阿里巴巴公布的2022财年第一季度财报，截至6月末，该集团营收达2057.40亿人民币，同比增加33.81%。净利润428.35亿元，较去年同期下降7.76%。同时，今年一季度以来，<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>的净利润环比也出现了下滑。</p>\n<p>近日，<a href=\"https://laohu8.com/S/601066\">中信建投</a>发布研报预计，阿里巴巴集团2022财年第二季度收入或同比增长27.98%至1984 亿元，分板块看，预计核心商务、云计算、数媒娱乐、创新及其他收入同比分别增长 29%、25%、13%和 15%。</p>\n<p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>研报认为，阿里巴巴关键战略领域如社区商业平台、淘特和Lazada，收益于坚定的投资计划正处于加速增长期，商品交易总额和用户基数增长强劲，这将对长期收入和盈利增长构成支撑。</p>\n<p>同时，<a href=\"https://laohu8.com/S/06886\">华泰证券</a>认为，阿里巴巴的企业互联网业务收入短期或面临阻力，但长期收入和盈利增长前景不受影响，主因阿里巴巴拥有强大的技术能力，可以有效帮助传统企业提高运营效率和推进数字化转型。</p>\n<p>瑞信发研报指出，阿里巴巴即将公布9月底止第二财季业绩，收入预期将按年增长32%至2,040亿元人民币。瑞信同时表示，消费放缓和竞争加剧下，阿里长期投资增加，利润率可能面临压力，未来将关注社区团购及淘宝聚划算等新业务，以及平台互联逐步推出对GMV及用户量增长的支持作用，目标价维持“跑赢大市”评级。</p>\n<p>近日，投资公司Needham分析师文森特·余(Vincent Yu)称，中国经济增速放缓会影响阿里巴巴销售，将其中国商务业务营收预期下调7%。但文森特·余预计阿里巴巴会继续增加新用户，市场份额也会逐步增长。他认为，阿里巴巴当前股价“非常有吸引力”。</p>\n<p>近期，在26名华尔街分析师对阿里巴巴的评级中，23名分析师给予“买进”评级，2名分析师给予“持有”评级，1名分析师给予“卖出”评级。</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>芒格增持阿里：首笔买入已亏37%，为何如此看好？</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芒格增持阿里：首笔买入已亏37%，为何如此看好？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-10-07 09:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在近三个月股价下跌近50%之后，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>美股迎来芒格的大举增持。</p>\n<p>近日，据查理·芒格旗下公司Daily Journal Corporation公布的第三季度13-F文件,自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%。而今年一季度，该公司刚刚建仓阿里，彼时，有分析认为查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。</p>\n<p>今年8月初，阿里巴巴集团公布2022财年Q1财报的同时，抛出该集团有史以来最大规模的回购计划，从100亿美元提升至150亿美元。同月，公开表示“越跌越买”的段永平称，抄底了阿里巴巴和<a href=\"https://laohu8.com/S/00700\">腾讯</a>，向投资界释放了积极信号。</p>\n<p>不过，这一消息的释放，阿里巴巴美股并未受到明显刺激，10月6日，阿里巴巴美股收盘报144.10美元，股价涨0.67%。</p>\n<p><img src=\"https://static.tigerbbs.com/2972eb32a3723cb01e2cfb4ed6d5b0d7\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p><b>芒格旗下公司大举增持阿里巴巴</b></p>\n<p>近日，巴菲特“黄金搭档”、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦副董事长查理·芒格旗下公司又对阿里巴巴大举增持。</p>\n<p>据查理·芒格旗下公司Daily Journal Corporation的第三季度13-F文件，自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%。</p>\n<p>文件显示，近期Daily Journal购买了136740股阿里巴巴股票，使其股票总数达到302060股。不过，由于价格下跌，该公司的头寸仅从3700万美元增加到4500万美元。</p>\n<p>根据该公司于今年4月5日提交给美国证监会的文件，该公司在今年第一季度建仓阿里巴巴，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，占其投资组合的19%。</p>\n<p><b>一般不轻易对其投资组合做出改变的芒格，在今年突然大举重仓这家电子商务巨头彼时也使市场颇感意外。不过，在其买入阿里巴巴美股之后，股价并未提振，反而一路下跌至今，截至10月6日，其股价已相比当初持仓价格下跌近37%。</b></p>\n<p>此前，Daily Journal与4月发布了一份声明，对重仓阿里的原因进行了解释。</p>\n<p>“公司持有且需要一些证券作为现金等价物。这些现金等价物通常是美国国债。但是，由于当前美债回报率如此之低，公司转而投资了普通股，”声明表示。也就是说，Daily Journal将之前投资美债的一小部分资金转投了阿里巴巴。</p>\n<p>声明还补充称，若不是一只股票的长期前景“看起来不错”，否则它就不能被视为良好的现金等价物。彼时，也有分析认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。</p>\n<p><b>阿里股价相比最高点已“腰斩”</b></p>\n<p>今年以来，在反垄断等严厉的行业监管政策和中美关系事件性冲击背景下，海外上市的中概股经历了大幅度的下跌，互联网板块跌幅尤为剧烈。</p>\n<p>数据显示，阿里巴巴美股今年最高价格为274.29美元/股，截至10月6日收盘，其股价已跌至143.14美元/股，在7个多月里跌去了47.8%。而相比2020年10月盘中美股最高价319.32美元，至今已跌去55.17%，市值蒸发近4790亿美元，约合人民币3.09万亿元。</p>\n<p>与此同时，阿里巴巴港股表现也延续一路跌势。今年最高价格为270港元/股，截至10月7日收盘，港股股价已跌至137.3港元/股，在8个月左右的时间里下跌了49%，相比去年10月末的盘中最高价309.4港元，至今已跌去了55.4%。</p>\n<p>风险是涨出来，机会是跌出来。在阿里巴巴股价经历这轮惨烈调整之后，是否意味着新的投资机会已经来了？</p>\n<p>今年8月初，阿里巴巴集团公布2022财年Q1（4月1日-6月30日）财报显示，阿里巴巴集团董事会将其股份回购计划提额至150亿美元（约合970亿元人民币），有效期到2022年底；当季内已回购了约36.80亿美元。这也有望成为中国企业史上力度最大回购。</p>\n<p>无独有偶，投资圈“大佬”段永平8月公开表示其“越跌越买”，8月18日已分别买入了阿里巴巴和腾讯，向投资界释放了积极信号。</p>\n<p><b>国内外机构怎么看？</b></p>\n<p>据阿里巴巴公布的2022财年第一季度财报，截至6月末，该集团营收达2057.40亿人民币，同比增加33.81%。净利润428.35亿元，较去年同期下降7.76%。同时，今年一季度以来，<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>的净利润环比也出现了下滑。</p>\n<p>近日，<a href=\"https://laohu8.com/S/601066\">中信建投</a>发布研报预计，阿里巴巴集团2022财年第二季度收入或同比增长27.98%至1984 亿元，分板块看，预计核心商务、云计算、数媒娱乐、创新及其他收入同比分别增长 29%、25%、13%和 15%。</p>\n<p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>研报认为，阿里巴巴关键战略领域如社区商业平台、淘特和Lazada，收益于坚定的投资计划正处于加速增长期，商品交易总额和用户基数增长强劲，这将对长期收入和盈利增长构成支撑。</p>\n<p>同时，<a href=\"https://laohu8.com/S/06886\">华泰证券</a>认为，阿里巴巴的企业互联网业务收入短期或面临阻力，但长期收入和盈利增长前景不受影响，主因阿里巴巴拥有强大的技术能力，可以有效帮助传统企业提高运营效率和推进数字化转型。</p>\n<p>瑞信发研报指出，阿里巴巴即将公布9月底止第二财季业绩，收入预期将按年增长32%至2,040亿元人民币。瑞信同时表示，消费放缓和竞争加剧下，阿里长期投资增加，利润率可能面临压力，未来将关注社区团购及淘宝聚划算等新业务，以及平台互联逐步推出对GMV及用户量增长的支持作用，目标价维持“跑赢大市”评级。</p>\n<p>近日，投资公司Needham分析师文森特·余(Vincent Yu)称，中国经济增速放缓会影响阿里巴巴销售，将其中国商务业务营收预期下调7%。但文森特·余预计阿里巴巴会继续增加新用户，市场份额也会逐步增长。他认为，阿里巴巴当前股价“非常有吸引力”。</p>\n<p>近期，在26名华尔街分析师对阿里巴巴的评级中，23名分析师给予“买进”评级，2名分析师给予“持有”评级，1名分析师给予“卖出”评级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/589736cc5cd2436a6310b13a7c413b64","relate_stocks":{"IEF":"债券指数ETF-iShares Barclays 7-10年","TLT":"20+年以上美国国债ETF-iShares","IEI":"iShares Barclays 3-7 Year Trea","SHY":"债券指数ETF-iShares Barclays 1-3年国债","GOVT":"iShares安硕核心美国国债ETF","BND":"债券指数ETF-Vanguard美国"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166320983","content_text":"在近三个月股价下跌近50%之后，阿里巴巴美股迎来芒格的大举增持。\n近日，据查理·芒格旗下公司Daily Journal Corporation公布的第三季度13-F文件,自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%。而今年一季度，该公司刚刚建仓阿里，彼时，有分析认为查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n今年8月初，阿里巴巴集团公布2022财年Q1财报的同时，抛出该集团有史以来最大规模的回购计划，从100亿美元提升至150亿美元。同月，公开表示“越跌越买”的段永平称，抄底了阿里巴巴和腾讯，向投资界释放了积极信号。\n不过，这一消息的释放，阿里巴巴美股并未受到明显刺激，10月6日，阿里巴巴美股收盘报144.10美元，股价涨0.67%。\n\n芒格旗下公司大举增持阿里巴巴\n近日，巴菲特“黄金搭档”、伯克希尔哈撒韦副董事长查理·芒格旗下公司又对阿里巴巴大举增持。\n据查理·芒格旗下公司Daily Journal Corporation的第三季度13-F文件，自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%。\n文件显示，近期Daily Journal购买了136740股阿里巴巴股票，使其股票总数达到302060股。不过，由于价格下跌，该公司的头寸仅从3700万美元增加到4500万美元。\n根据该公司于今年4月5日提交给美国证监会的文件，该公司在今年第一季度建仓阿里巴巴，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，占其投资组合的19%。\n一般不轻易对其投资组合做出改变的芒格，在今年突然大举重仓这家电子商务巨头彼时也使市场颇感意外。不过，在其买入阿里巴巴美股之后，股价并未提振，反而一路下跌至今，截至10月6日，其股价已相比当初持仓价格下跌近37%。\n此前，Daily Journal与4月发布了一份声明，对重仓阿里的原因进行了解释。\n“公司持有且需要一些证券作为现金等价物。这些现金等价物通常是美国国债。但是，由于当前美债回报率如此之低，公司转而投资了普通股，”声明表示。也就是说，Daily Journal将之前投资美债的一小部分资金转投了阿里巴巴。\n声明还补充称，若不是一只股票的长期前景“看起来不错”，否则它就不能被视为良好的现金等价物。彼时，也有分析认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n阿里股价相比最高点已“腰斩”\n今年以来，在反垄断等严厉的行业监管政策和中美关系事件性冲击背景下，海外上市的中概股经历了大幅度的下跌，互联网板块跌幅尤为剧烈。\n数据显示，阿里巴巴美股今年最高价格为274.29美元/股，截至10月6日收盘，其股价已跌至143.14美元/股，在7个多月里跌去了47.8%。而相比2020年10月盘中美股最高价319.32美元，至今已跌去55.17%，市值蒸发近4790亿美元，约合人民币3.09万亿元。\n与此同时，阿里巴巴港股表现也延续一路跌势。今年最高价格为270港元/股，截至10月7日收盘，港股股价已跌至137.3港元/股，在8个月左右的时间里下跌了49%，相比去年10月末的盘中最高价309.4港元，至今已跌去了55.4%。\n风险是涨出来，机会是跌出来。在阿里巴巴股价经历这轮惨烈调整之后，是否意味着新的投资机会已经来了？\n今年8月初，阿里巴巴集团公布2022财年Q1（4月1日-6月30日）财报显示，阿里巴巴集团董事会将其股份回购计划提额至150亿美元（约合970亿元人民币），有效期到2022年底；当季内已回购了约36.80亿美元。这也有望成为中国企业史上力度最大回购。\n无独有偶，投资圈“大佬”段永平8月公开表示其“越跌越买”，8月18日已分别买入了阿里巴巴和腾讯，向投资界释放了积极信号。\n国内外机构怎么看？\n据阿里巴巴公布的2022财年第一季度财报，截至6月末，该集团营收达2057.40亿人民币，同比增加33.81%。净利润428.35亿元，较去年同期下降7.76%。同时，今年一季度以来，蚂蚁集团的净利润环比也出现了下滑。\n近日，中信建投发布研报预计，阿里巴巴集团2022财年第二季度收入或同比增长27.98%至1984 亿元，分板块看，预计核心商务、云计算、数媒娱乐、创新及其他收入同比分别增长 29%、25%、13%和 15%。\n华泰证券研报认为，阿里巴巴关键战略领域如社区商业平台、淘特和Lazada，收益于坚定的投资计划正处于加速增长期，商品交易总额和用户基数增长强劲，这将对长期收入和盈利增长构成支撑。\n同时，华泰证券认为，阿里巴巴的企业互联网业务收入短期或面临阻力，但长期收入和盈利增长前景不受影响，主因阿里巴巴拥有强大的技术能力，可以有效帮助传统企业提高运营效率和推进数字化转型。\n瑞信发研报指出，阿里巴巴即将公布9月底止第二财季业绩，收入预期将按年增长32%至2,040亿元人民币。瑞信同时表示，消费放缓和竞争加剧下，阿里长期投资增加，利润率可能面临压力，未来将关注社区团购及淘宝聚划算等新业务，以及平台互联逐步推出对GMV及用户量增长的支持作用，目标价维持“跑赢大市”评级。\n近日，投资公司Needham分析师文森特·余(Vincent Yu)称，中国经济增速放缓会影响阿里巴巴销售，将其中国商务业务营收预期下调7%。但文森特·余预计阿里巴巴会继续增加新用户，市场份额也会逐步增长。他认为，阿里巴巴当前股价“非常有吸引力”。\n近期，在26名华尔街分析师对阿里巴巴的评级中，23名分析师给予“买进”评级，2名分析师给予“持有”评级，1名分析师给予“卖出”评级。","news_type":1,"symbols_score_info":{"TNmain":0.9,"BND":0.9,"IEF":0.9,"SHY":0.9,"TLT":0.9,"UBmain":0.9,"ZBmain":0.9,"GOVT":0.9,"ZFmain":0.9,"ZTmain":0.9,"ZNmain":0.9,"IEI":0.9}},"isVote":1,"tweetType":1,"viewCount":2711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":819438596,"gmtCreate":1630084231415,"gmtModify":1704955801796,"author":{"id":"3541728618853153","authorId":"3541728618853153","name":"知行要合一","avatar":"https://static.tigerbbs.com/2a16525ee0c884c255c54abc3cefc2ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541728618853153","authorIdStr":"3541728618853153"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>更多的资源可以投入到优质影视作品的创作当中，长期看好","listText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>更多的资源可以投入到优质影视作品的创作当中，长期看好","text":"$爱奇艺(IQ)$更多的资源可以投入到优质影视作品的创作当中，长期看好","images":[{"img":"https://static.tigerbbs.com/41ae031a4bb3e119b229144e530d6025","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819438596","isVote":1,"tweetType":1,"viewCount":2126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":837290562,"gmtCreate":1629890048856,"gmtModify":1629890048856,"author":{"id":"3541728618853153","authorId":"3541728618853153","name":"知行要合一","avatar":"https://static.tigerbbs.com/2a16525ee0c884c255c54abc3cefc2ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541728618853153","authorIdStr":"3541728618853153"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MET.HK\">$美团 210929 250.00 CALL(MET.HK)$</a>大势，反弹还是反转？","listText":"<a 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CALL(MET.HK)$大势，反弹还是反转？","images":[{"img":"https://static.tigerbbs.com/8d0d6b02a7410ac5c601b46b9b2143fa","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837290562","isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":832599257,"gmtCreate":1629648226779,"gmtModify":1629648226779,"author":{"id":"3541728618853153","authorId":"3541728618853153","name":"知行要合一","avatar":"https://static.tigerbbs.com/2a16525ee0c884c255c54abc3cefc2ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541728618853153","authorIdStr":"3541728618853153"},"themes":[],"htmlText":"蚂蚁永久禁止上市","listText":"蚂蚁永久禁止上市","text":"蚂蚁永久禁止上市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832599257","repostId":"1151137736","repostType":4,"isVote":1,"tweetType":1,"viewCount":2114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":345914237395272,"gmtCreate":1725478509397,"gmtModify":1725478539829,"author":{"id":"3541728618853153","authorId":"3541728618853153","name":"知行要合一","avatar":"https://static.tigerbbs.com/2a16525ee0c884c255c54abc3cefc2ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541728618853153","idStr":"3541728618853153"},"themes":[],"title":"300美金股票代金券，每周等你领取","htmlText":"查看详情： 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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/60c686e43102ce249e5a69516ffa08f5"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":3,"link":"https://laohu8.com/post/345914237395272","isVote":1,"tweetType":1,"viewCount":4535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":326334930714744,"gmtCreate":1720673147763,"gmtModify":1720673149833,"author":{"id":"3541728618853153","authorId":"3541728618853153","name":"知行要合一","avatar":"https://static.tigerbbs.com/2a16525ee0c884c255c54abc3cefc2ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541728618853153","idStr":"3541728618853153"},"themes":[],"htmlText":"来个队友，目前排20，准备冲第一","listText":"来个队友，目前排20，准备冲第一","text":"来个队友，目前排20，准备冲第一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/326334930714744","isVote":1,"tweetType":1,"viewCount":6013,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554857116975884","authorId":"3554857116975884","name":"一定要做趋势的朋友","avatar":"https://static.tigerbbs.com/b36eb74db7323ef12721deffe746bd18","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3554857116975884","idStr":"3554857116975884"},"content":"这个有啥奖励吗？","text":"这个有啥奖励吗？","html":"这个有啥奖励吗？"},{"author":{"id":"3541728618853153","authorId":"3541728618853153","name":"知行要合一","avatar":"https://static.tigerbbs.com/2a16525ee0c884c255c54abc3cefc2ce","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3541728618853153","idStr":"3541728618853153"},"content":"可以给点佣金和代金券，交易成本低点","text":"可以给点佣金和代金券，交易成本低点","html":"可以给点佣金和代金券，交易成本低点"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954944134,"gmtCreate":1592723236428,"gmtModify":1704200039980,"author":{"id":"3541728618853153","authorId":"3541728618853153","name":"知行要合一","avatar":"https://static.tigerbbs.com/2a16525ee0c884c255c54abc3cefc2ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541728618853153","idStr":"3541728618853153"},"themes":[],"htmlText":"来美股一个月，终于开启了国际化投资之路","listText":"来美股一个月，终于开启了国际化投资之路","text":"来美股一个月，终于开启了国际化投资之路","images":[{"img":"https://static.tigerbbs.com/b258b6cc5843fbf4f7c2d56e0251ce6b","width":"1200","height":"908"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/954944134","isVote":1,"tweetType":1,"viewCount":1513,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":323478470684784,"gmtCreate":1719996339002,"gmtModify":1719996342276,"author":{"id":"3541728618853153","authorId":"3541728618853153","name":"知行要合一","avatar":"https://static.tigerbbs.com/2a16525ee0c884c255c54abc3cefc2ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541728618853153","idStr":"3541728618853153"},"themes":[],"title":"和我一起挑战吧！","htmlText":"查看详情： <a href=\"https://tigr.link/8RKm06?utm_source=invite&amp;utm_campaign=20230905174312&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=2b17c9f7810c0ee3d75b8a361a9f89db&amp;invite=5F46PG&amp;lang=zh_CN\">和我一起挑战吧！</a> 参加老虎精英团队实盘挑战赛，组队PK可赢USD 200,000奖金，立即加入我们吧！ 此帖仅开放于中国大陆用户","listText":"查看详情： <a href=\"https://tigr.link/8RKm06?utm_source=invite&amp;utm_campaign=20230905174312&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=2b17c9f7810c0ee3d75b8a361a9f89db&amp;invite=5F46PG&amp;lang=zh_CN\">和我一起挑战吧！</a> 参加老虎精英团队实盘挑战赛，组队PK可赢USD 200,000奖金，立即加入我们吧！ 此帖仅开放于中国大陆用户","text":"查看详情： 和我一起挑战吧！ 参加老虎精英团队实盘挑战赛，组队PK可赢USD 200,000奖金，立即加入我们吧！ 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/cf4f22bc22a94782b0c8d822927d2b0f"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/323478470684784","isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":211833435349136,"gmtCreate":1692747991433,"gmtModify":1692747993723,"author":{"id":"3541728618853153","authorId":"3541728618853153","name":"知行要合一","avatar":"https://static.tigerbbs.com/2a16525ee0c884c255c54abc3cefc2ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541728618853153","idStr":"3541728618853153"},"themes":[],"htmlText":"英伟达本季度的财报很值得关注，如果能短暂回调的话，将是很好的一次上车机会","listText":"英伟达本季度的财报很值得关注，如果能短暂回调的话，将是很好的一次上车机会","text":"英伟达本季度的财报很值得关注，如果能短暂回调的话，将是很好的一次上车机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211833435349136","isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823638772,"gmtCreate":1633617029823,"gmtModify":1633617029823,"author":{"id":"3541728618853153","authorId":"3541728618853153","name":"知行要合一","avatar":"https://static.tigerbbs.com/2a16525ee0c884c255c54abc3cefc2ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541728618853153","idStr":"3541728618853153"},"themes":[],"htmlText":"芒格才买了几千万刀，对他来说也就是个底仓试试水而已……","listText":"芒格才买了几千万刀，对他来说也就是个底仓试试水而已……","text":"芒格才买了几千万刀，对他来说也就是个底仓试试水而已……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823638772","repostId":"1166320983","repostType":2,"repost":{"id":"1166320983","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1633568740,"share":"https://www.laohu8.com/m/news/1166320983?lang=zh_CN&edition=full","pubTime":"2021-10-07 09:05","market":"hk","language":"zh","title":"芒格增持阿里：首笔买入已亏37%，为何如此看好？","url":"https://stock-news.laohu8.com/highlight/detail?id=1166320983","media":"券商中国","summary":"在近三个月股价下跌近50%之后，阿里巴巴美股迎来芒格的大举增持。\n近日，据查理·芒格旗下公司Daily Journal Corporation公布的第三季度13-F文件,自7月份以来，阿里巴巴股价下跌","content":"<p>在近三个月股价下跌近50%之后，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>美股迎来芒格的大举增持。</p>\n<p>近日，据查理·芒格旗下公司Daily Journal Corporation公布的第三季度13-F文件,自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%。而今年一季度，该公司刚刚建仓阿里，彼时，有分析认为查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。</p>\n<p>今年8月初，阿里巴巴集团公布2022财年Q1财报的同时，抛出该集团有史以来最大规模的回购计划，从100亿美元提升至150亿美元。同月，公开表示“越跌越买”的段永平称，抄底了阿里巴巴和<a href=\"https://laohu8.com/S/00700\">腾讯</a>，向投资界释放了积极信号。</p>\n<p>不过，这一消息的释放，阿里巴巴美股并未受到明显刺激，10月6日，阿里巴巴美股收盘报144.10美元，股价涨0.67%。</p>\n<p><img src=\"https://static.tigerbbs.com/2972eb32a3723cb01e2cfb4ed6d5b0d7\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p><b>芒格旗下公司大举增持阿里巴巴</b></p>\n<p>近日，巴菲特“黄金搭档”、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦副董事长查理·芒格旗下公司又对阿里巴巴大举增持。</p>\n<p>据查理·芒格旗下公司Daily Journal Corporation的第三季度13-F文件，自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%。</p>\n<p>文件显示，近期Daily Journal购买了136740股阿里巴巴股票，使其股票总数达到302060股。不过，由于价格下跌，该公司的头寸仅从3700万美元增加到4500万美元。</p>\n<p>根据该公司于今年4月5日提交给美国证监会的文件，该公司在今年第一季度建仓阿里巴巴，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，占其投资组合的19%。</p>\n<p><b>一般不轻易对其投资组合做出改变的芒格，在今年突然大举重仓这家电子商务巨头彼时也使市场颇感意外。不过，在其买入阿里巴巴美股之后，股价并未提振，反而一路下跌至今，截至10月6日，其股价已相比当初持仓价格下跌近37%。</b></p>\n<p>此前，Daily Journal与4月发布了一份声明，对重仓阿里的原因进行了解释。</p>\n<p>“公司持有且需要一些证券作为现金等价物。这些现金等价物通常是美国国债。但是，由于当前美债回报率如此之低，公司转而投资了普通股，”声明表示。也就是说，Daily Journal将之前投资美债的一小部分资金转投了阿里巴巴。</p>\n<p>声明还补充称，若不是一只股票的长期前景“看起来不错”，否则它就不能被视为良好的现金等价物。彼时，也有分析认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。</p>\n<p><b>阿里股价相比最高点已“腰斩”</b></p>\n<p>今年以来，在反垄断等严厉的行业监管政策和中美关系事件性冲击背景下，海外上市的中概股经历了大幅度的下跌，互联网板块跌幅尤为剧烈。</p>\n<p>数据显示，阿里巴巴美股今年最高价格为274.29美元/股，截至10月6日收盘，其股价已跌至143.14美元/股，在7个多月里跌去了47.8%。而相比2020年10月盘中美股最高价319.32美元，至今已跌去55.17%，市值蒸发近4790亿美元，约合人民币3.09万亿元。</p>\n<p>与此同时，阿里巴巴港股表现也延续一路跌势。今年最高价格为270港元/股，截至10月7日收盘，港股股价已跌至137.3港元/股，在8个月左右的时间里下跌了49%，相比去年10月末的盘中最高价309.4港元，至今已跌去了55.4%。</p>\n<p>风险是涨出来，机会是跌出来。在阿里巴巴股价经历这轮惨烈调整之后，是否意味着新的投资机会已经来了？</p>\n<p>今年8月初，阿里巴巴集团公布2022财年Q1（4月1日-6月30日）财报显示，阿里巴巴集团董事会将其股份回购计划提额至150亿美元（约合970亿元人民币），有效期到2022年底；当季内已回购了约36.80亿美元。这也有望成为中国企业史上力度最大回购。</p>\n<p>无独有偶，投资圈“大佬”段永平8月公开表示其“越跌越买”，8月18日已分别买入了阿里巴巴和腾讯，向投资界释放了积极信号。</p>\n<p><b>国内外机构怎么看？</b></p>\n<p>据阿里巴巴公布的2022财年第一季度财报，截至6月末，该集团营收达2057.40亿人民币，同比增加33.81%。净利润428.35亿元，较去年同期下降7.76%。同时，今年一季度以来，<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>的净利润环比也出现了下滑。</p>\n<p>近日，<a href=\"https://laohu8.com/S/601066\">中信建投</a>发布研报预计，阿里巴巴集团2022财年第二季度收入或同比增长27.98%至1984 亿元，分板块看，预计核心商务、云计算、数媒娱乐、创新及其他收入同比分别增长 29%、25%、13%和 15%。</p>\n<p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>研报认为，阿里巴巴关键战略领域如社区商业平台、淘特和Lazada，收益于坚定的投资计划正处于加速增长期，商品交易总额和用户基数增长强劲，这将对长期收入和盈利增长构成支撑。</p>\n<p>同时，<a href=\"https://laohu8.com/S/06886\">华泰证券</a>认为，阿里巴巴的企业互联网业务收入短期或面临阻力，但长期收入和盈利增长前景不受影响，主因阿里巴巴拥有强大的技术能力，可以有效帮助传统企业提高运营效率和推进数字化转型。</p>\n<p>瑞信发研报指出，阿里巴巴即将公布9月底止第二财季业绩，收入预期将按年增长32%至2,040亿元人民币。瑞信同时表示，消费放缓和竞争加剧下，阿里长期投资增加，利润率可能面临压力，未来将关注社区团购及淘宝聚划算等新业务，以及平台互联逐步推出对GMV及用户量增长的支持作用，目标价维持“跑赢大市”评级。</p>\n<p>近日，投资公司Needham分析师文森特·余(Vincent Yu)称，中国经济增速放缓会影响阿里巴巴销售，将其中国商务业务营收预期下调7%。但文森特·余预计阿里巴巴会继续增加新用户，市场份额也会逐步增长。他认为，阿里巴巴当前股价“非常有吸引力”。</p>\n<p>近期，在26名华尔街分析师对阿里巴巴的评级中，23名分析师给予“买进”评级，2名分析师给予“持有”评级，1名分析师给予“卖出”评级。</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>芒格增持阿里：首笔买入已亏37%，为何如此看好？</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芒格增持阿里：首笔买入已亏37%，为何如此看好？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-10-07 09:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在近三个月股价下跌近50%之后，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>美股迎来芒格的大举增持。</p>\n<p>近日，据查理·芒格旗下公司Daily Journal Corporation公布的第三季度13-F文件,自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%。而今年一季度，该公司刚刚建仓阿里，彼时，有分析认为查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。</p>\n<p>今年8月初，阿里巴巴集团公布2022财年Q1财报的同时，抛出该集团有史以来最大规模的回购计划，从100亿美元提升至150亿美元。同月，公开表示“越跌越买”的段永平称，抄底了阿里巴巴和<a href=\"https://laohu8.com/S/00700\">腾讯</a>，向投资界释放了积极信号。</p>\n<p>不过，这一消息的释放，阿里巴巴美股并未受到明显刺激，10月6日，阿里巴巴美股收盘报144.10美元，股价涨0.67%。</p>\n<p><img src=\"https://static.tigerbbs.com/2972eb32a3723cb01e2cfb4ed6d5b0d7\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p><b>芒格旗下公司大举增持阿里巴巴</b></p>\n<p>近日，巴菲特“黄金搭档”、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦副董事长查理·芒格旗下公司又对阿里巴巴大举增持。</p>\n<p>据查理·芒格旗下公司Daily Journal Corporation的第三季度13-F文件，自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%。</p>\n<p>文件显示，近期Daily Journal购买了136740股阿里巴巴股票，使其股票总数达到302060股。不过，由于价格下跌，该公司的头寸仅从3700万美元增加到4500万美元。</p>\n<p>根据该公司于今年4月5日提交给美国证监会的文件，该公司在今年第一季度建仓阿里巴巴，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，占其投资组合的19%。</p>\n<p><b>一般不轻易对其投资组合做出改变的芒格，在今年突然大举重仓这家电子商务巨头彼时也使市场颇感意外。不过，在其买入阿里巴巴美股之后，股价并未提振，反而一路下跌至今，截至10月6日，其股价已相比当初持仓价格下跌近37%。</b></p>\n<p>此前，Daily Journal与4月发布了一份声明，对重仓阿里的原因进行了解释。</p>\n<p>“公司持有且需要一些证券作为现金等价物。这些现金等价物通常是美国国债。但是，由于当前美债回报率如此之低，公司转而投资了普通股，”声明表示。也就是说，Daily Journal将之前投资美债的一小部分资金转投了阿里巴巴。</p>\n<p>声明还补充称，若不是一只股票的长期前景“看起来不错”，否则它就不能被视为良好的现金等价物。彼时，也有分析认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。</p>\n<p><b>阿里股价相比最高点已“腰斩”</b></p>\n<p>今年以来，在反垄断等严厉的行业监管政策和中美关系事件性冲击背景下，海外上市的中概股经历了大幅度的下跌，互联网板块跌幅尤为剧烈。</p>\n<p>数据显示，阿里巴巴美股今年最高价格为274.29美元/股，截至10月6日收盘，其股价已跌至143.14美元/股，在7个多月里跌去了47.8%。而相比2020年10月盘中美股最高价319.32美元，至今已跌去55.17%，市值蒸发近4790亿美元，约合人民币3.09万亿元。</p>\n<p>与此同时，阿里巴巴港股表现也延续一路跌势。今年最高价格为270港元/股，截至10月7日收盘，港股股价已跌至137.3港元/股，在8个月左右的时间里下跌了49%，相比去年10月末的盘中最高价309.4港元，至今已跌去了55.4%。</p>\n<p>风险是涨出来，机会是跌出来。在阿里巴巴股价经历这轮惨烈调整之后，是否意味着新的投资机会已经来了？</p>\n<p>今年8月初，阿里巴巴集团公布2022财年Q1（4月1日-6月30日）财报显示，阿里巴巴集团董事会将其股份回购计划提额至150亿美元（约合970亿元人民币），有效期到2022年底；当季内已回购了约36.80亿美元。这也有望成为中国企业史上力度最大回购。</p>\n<p>无独有偶，投资圈“大佬”段永平8月公开表示其“越跌越买”，8月18日已分别买入了阿里巴巴和腾讯，向投资界释放了积极信号。</p>\n<p><b>国内外机构怎么看？</b></p>\n<p>据阿里巴巴公布的2022财年第一季度财报，截至6月末，该集团营收达2057.40亿人民币，同比增加33.81%。净利润428.35亿元，较去年同期下降7.76%。同时，今年一季度以来，<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>的净利润环比也出现了下滑。</p>\n<p>近日，<a href=\"https://laohu8.com/S/601066\">中信建投</a>发布研报预计，阿里巴巴集团2022财年第二季度收入或同比增长27.98%至1984 亿元，分板块看，预计核心商务、云计算、数媒娱乐、创新及其他收入同比分别增长 29%、25%、13%和 15%。</p>\n<p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>研报认为，阿里巴巴关键战略领域如社区商业平台、淘特和Lazada，收益于坚定的投资计划正处于加速增长期，商品交易总额和用户基数增长强劲，这将对长期收入和盈利增长构成支撑。</p>\n<p>同时，<a href=\"https://laohu8.com/S/06886\">华泰证券</a>认为，阿里巴巴的企业互联网业务收入短期或面临阻力，但长期收入和盈利增长前景不受影响，主因阿里巴巴拥有强大的技术能力，可以有效帮助传统企业提高运营效率和推进数字化转型。</p>\n<p>瑞信发研报指出，阿里巴巴即将公布9月底止第二财季业绩，收入预期将按年增长32%至2,040亿元人民币。瑞信同时表示，消费放缓和竞争加剧下，阿里长期投资增加，利润率可能面临压力，未来将关注社区团购及淘宝聚划算等新业务，以及平台互联逐步推出对GMV及用户量增长的支持作用，目标价维持“跑赢大市”评级。</p>\n<p>近日，投资公司Needham分析师文森特·余(Vincent Yu)称，中国经济增速放缓会影响阿里巴巴销售，将其中国商务业务营收预期下调7%。但文森特·余预计阿里巴巴会继续增加新用户，市场份额也会逐步增长。他认为，阿里巴巴当前股价“非常有吸引力”。</p>\n<p>近期，在26名华尔街分析师对阿里巴巴的评级中，23名分析师给予“买进”评级，2名分析师给予“持有”评级，1名分析师给予“卖出”评级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/589736cc5cd2436a6310b13a7c413b64","relate_stocks":{"IEF":"债券指数ETF-iShares Barclays 7-10年","TLT":"20+年以上美国国债ETF-iShares","IEI":"iShares Barclays 3-7 Year Trea","SHY":"债券指数ETF-iShares Barclays 1-3年国债","GOVT":"iShares安硕核心美国国债ETF","BND":"债券指数ETF-Vanguard美国"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166320983","content_text":"在近三个月股价下跌近50%之后，阿里巴巴美股迎来芒格的大举增持。\n近日，据查理·芒格旗下公司Daily Journal Corporation公布的第三季度13-F文件,自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%。而今年一季度，该公司刚刚建仓阿里，彼时，有分析认为查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n今年8月初，阿里巴巴集团公布2022财年Q1财报的同时，抛出该集团有史以来最大规模的回购计划，从100亿美元提升至150亿美元。同月，公开表示“越跌越买”的段永平称，抄底了阿里巴巴和腾讯，向投资界释放了积极信号。\n不过，这一消息的释放，阿里巴巴美股并未受到明显刺激，10月6日，阿里巴巴美股收盘报144.10美元，股价涨0.67%。\n\n芒格旗下公司大举增持阿里巴巴\n近日，巴菲特“黄金搭档”、伯克希尔哈撒韦副董事长查理·芒格旗下公司又对阿里巴巴大举增持。\n据查理·芒格旗下公司Daily Journal Corporation的第三季度13-F文件，自7月份以来，阿里巴巴股价下跌了近50%之后，Daily Journal将阿里巴巴的持仓数量增加了82%。\n文件显示，近期Daily Journal购买了136740股阿里巴巴股票，使其股票总数达到302060股。不过，由于价格下跌，该公司的头寸仅从3700万美元增加到4500万美元。\n根据该公司于今年4月5日提交给美国证监会的文件，该公司在今年第一季度建仓阿里巴巴，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，占其投资组合的19%。\n一般不轻易对其投资组合做出改变的芒格，在今年突然大举重仓这家电子商务巨头彼时也使市场颇感意外。不过，在其买入阿里巴巴美股之后，股价并未提振，反而一路下跌至今，截至10月6日，其股价已相比当初持仓价格下跌近37%。\n此前，Daily Journal与4月发布了一份声明，对重仓阿里的原因进行了解释。\n“公司持有且需要一些证券作为现金等价物。这些现金等价物通常是美国国债。但是，由于当前美债回报率如此之低，公司转而投资了普通股，”声明表示。也就是说，Daily Journal将之前投资美债的一小部分资金转投了阿里巴巴。\n声明还补充称，若不是一只股票的长期前景“看起来不错”，否则它就不能被视为良好的现金等价物。彼时，也有分析认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n阿里股价相比最高点已“腰斩”\n今年以来，在反垄断等严厉的行业监管政策和中美关系事件性冲击背景下，海外上市的中概股经历了大幅度的下跌，互联网板块跌幅尤为剧烈。\n数据显示，阿里巴巴美股今年最高价格为274.29美元/股，截至10月6日收盘，其股价已跌至143.14美元/股，在7个多月里跌去了47.8%。而相比2020年10月盘中美股最高价319.32美元，至今已跌去55.17%，市值蒸发近4790亿美元，约合人民币3.09万亿元。\n与此同时，阿里巴巴港股表现也延续一路跌势。今年最高价格为270港元/股，截至10月7日收盘，港股股价已跌至137.3港元/股，在8个月左右的时间里下跌了49%，相比去年10月末的盘中最高价309.4港元，至今已跌去了55.4%。\n风险是涨出来，机会是跌出来。在阿里巴巴股价经历这轮惨烈调整之后，是否意味着新的投资机会已经来了？\n今年8月初，阿里巴巴集团公布2022财年Q1（4月1日-6月30日）财报显示，阿里巴巴集团董事会将其股份回购计划提额至150亿美元（约合970亿元人民币），有效期到2022年底；当季内已回购了约36.80亿美元。这也有望成为中国企业史上力度最大回购。\n无独有偶，投资圈“大佬”段永平8月公开表示其“越跌越买”，8月18日已分别买入了阿里巴巴和腾讯，向投资界释放了积极信号。\n国内外机构怎么看？\n据阿里巴巴公布的2022财年第一季度财报，截至6月末，该集团营收达2057.40亿人民币，同比增加33.81%。净利润428.35亿元，较去年同期下降7.76%。同时，今年一季度以来，蚂蚁集团的净利润环比也出现了下滑。\n近日，中信建投发布研报预计，阿里巴巴集团2022财年第二季度收入或同比增长27.98%至1984 亿元，分板块看，预计核心商务、云计算、数媒娱乐、创新及其他收入同比分别增长 29%、25%、13%和 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