个人中心 - 老虎社区

古凡

IP属地：广东

帖子 · 6帖子 · 6
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 古凡古凡
  ·2021-05-21
  $第九城市(NCTY)$化粪池😂进去就……
  1,001 评论
  1
  分享
  举报
- 古凡古凡
  ·2021-04-22
  $瑞幸咖啡(LKNCY)$这几天去luckin竟然要排队[捂脸] 说前面还有30杯[笑哭] 以前几块钱一杯时都没这么好卖。不知发生什么事[呆住] 先买一手放着
  1,865 1
  9
  分享
  举报
- 古凡古凡
  ·2021-03-03
  磷酸铁锂电池版p7g3上市14.98万/22.99万，价格进一步下探！部分地区还有额外补贴(如广州另外补1万$小鹏汽车(XPEV)$还有即将上市的p5。很有潜力的公司，终身免费充电可是巨大吸引力。三巨头我最看好的是小鹏，nio很厉害，但它的换电模式是个巨大的坑[笑哭] 什么时候能盈利呢？$蔚来(NIO)$
  4,900 3
  3
  分享
  举报
- 古凡古凡
  ·2021-02-05
  这种事在美股太多了，在a股就是神话……
  茅台市值20年暴增330倍，白酒股定价依据是基金扎堆？
  这是白酒股的集体逆袭？还是基金扎堆抱团、集体“逼空”？难道贵州茅台已成为了A股市场的“逆向”风向标？在A股市场“战无不胜”的白酒股，确实是风光无限。在A股十大市值股中，贵州茅台（白酒股）名列榜首，
  茅台市值20年暴增330倍，白酒股定价依据是基金扎堆？
  1,304 评论
  点赞
  分享
  举报
- 古凡古凡
  ·2021-01-26
  $上证指数(000001.SH)$收割开始，散户快割好让主力接手……
  1,425 评论
  1
  分享
  举报
- 古凡古凡
  ·2021-01-09
  $蔚来(NIO)$明年才年交货…股价要跌
  6,260 8
  2
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3571191060083577","uuid":"3571191060083577","gmtCreate":1608097036784,"gmtModify":1614759285254,"name":"古凡","pinyin":"gfgufan","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/b6eb904192a43403d640ebee501cf63b","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":9,"tweetSize":6,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.85%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":139604269,"gmtCreate":1621610392351,"gmtModify":1621610392351,"author":{"id":"3571191060083577","authorId":"3571191060083577","name":"古凡","avatar":"https://static.tigerbbs.com/b6eb904192a43403d640ebee501cf63b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571191060083577","idStr":"3571191060083577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>化粪池😂进去就……","listText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>化粪池😂进去就……","text":"$第九城市(NCTY)$化粪池😂进去就……","images":[{"img":"https://static.tigerbbs.com/e5818f595a98383e6d75b2b695dd94d6","width":"640","height":"426"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139604269","isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":376079364,"gmtCreate":1619075073758,"gmtModify":1619075073758,"author":{"id":"3571191060083577","authorId":"3571191060083577","name":"古凡","avatar":"https://static.tigerbbs.com/b6eb904192a43403d640ebee501cf63b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571191060083577","idStr":"3571191060083577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>这几天去luckin竟然要排队[捂脸]&nbsp;说前面还有30杯[笑哭]&nbsp;以前几块钱一杯时都没这么好卖。不知发生什么事[呆住]&nbsp;先买一手放着","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>这几天去luckin竟然要排队[捂脸]&nbsp;说前面还有30杯[笑哭]&nbsp;以前几块钱一杯时都没这么好卖。不知发生什么事[呆住]&nbsp;先买一手放着","text":"$瑞幸咖啡(LKNCY)$这几天去luckin竟然要排队[捂脸] 说前面还有30杯[笑哭] 以前几块钱一杯时都没这么好卖。不知发生什么事[呆住] 先买一手放着","images":[{"img":"https://static.tigerbbs.com/b9781559694a61118926771c3be82d29","width":"2592","height":"4608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376079364","isVote":1,"tweetType":1,"viewCount":1865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":365276206,"gmtCreate":1614753448105,"gmtModify":1703480661720,"author":{"id":"3571191060083577","authorId":"3571191060083577","name":"古凡","avatar":"https://static.tigerbbs.com/b6eb904192a43403d640ebee501cf63b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571191060083577","idStr":"3571191060083577"},"themes":[],"htmlText":"磷酸铁锂电池版p7g3上市14.98万/22.99万，价格进一步下探！部分地区还有额外补贴(如广州另外补1万<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>还有即将上市的p5。很有潜力的公司，终身免费充电可是巨大吸引力。三巨头我最看好的是小鹏，nio很厉害，但它的换电模式是个巨大的坑[笑哭]&nbsp;什么时候能盈利呢？<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"磷酸铁锂电池版p7g3上市14.98万/22.99万，价格进一步下探！部分地区还有额外补贴(如广州另外补1万<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>还有即将上市的p5。很有潜力的公司，终身免费充电可是巨大吸引力。三巨头我最看好的是小鹏，nio很厉害，但它的换电模式是个巨大的坑[笑哭]&nbsp;什么时候能盈利呢？<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"磷酸铁锂电池版p7g3上市14.98万/22.99万，价格进一步下探！部分地区还有额外补贴(如广州另外补1万$小鹏汽车(XPEV)$还有即将上市的p5。很有潜力的公司，终身免费充电可是巨大吸引力。三巨头我最看好的是小鹏，nio很厉害，但它的换电模式是个巨大的坑[笑哭] 什么时候能盈利呢？$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/a9b6fa475392f5e14b6bb8e7902e3d8e","width":"1080","height":"1986"},{"img":"https://static.tigerbbs.com/918a999727fbc3ba2d7f609bf85f0d16","width":"1080","height":"1363"},{"img":"https://static.tigerbbs.com/25d489fe82818adc4881293ceb10d0d9","width":"960","height":"224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/365276206","isVote":1,"tweetType":1,"viewCount":4900,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571191060083577","authorId":"3571191060083577","name":"古凡","avatar":"https://static.tigerbbs.com/b6eb904192a43403d640ebee501cf63b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3571191060083577","idStr":"3571191060083577"},"content":"现在广州买台p7只要20.99万，终身免费充电 [喷血]搞的我都想换一台","text":"现在广州买台p7只要20.99万，终身免费充电 [喷血]搞的我都想换一台","html":"现在广州买台p7只要20.99万，终身免费充电 [喷血]搞的我都想换一台"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":380056554,"gmtCreate":1612496195878,"gmtModify":1703762703370,"author":{"id":"3571191060083577","authorId":"3571191060083577","name":"古凡","avatar":"https://static.tigerbbs.com/b6eb904192a43403d640ebee501cf63b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571191060083577","idStr":"3571191060083577"},"themes":[],"htmlText":"这种事在美股太多了，在a股就是神话……","listText":"这种事在美股太多了，在a股就是神话……","text":"这种事在美股太多了，在a股就是神话……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380056554","repostId":"1152548567","repostType":4,"repost":{"id":"1152548567","kind":"news","pubTimestamp":1612494724,"share":"https://www.laohu8.com/m/news/1152548567?lang=zh_CN&edition=full","pubTime":"2021-02-05 11:12","market":"sh","language":"zh","title":"茅台市值20年暴增330倍，白酒股定价依据是基金扎堆？","url":"https://stock-news.laohu8.com/highlight/detail?id=1152548567","media":"第一财经","summary":"这是白酒股的集体逆袭？还是基金扎堆抱团、集体“逼空”？难道贵州茅台已成为了A股市场的“逆向”风向标？\n\n在A股市场“战无不胜”的白酒股，确实是风光无限。在A股十大市值股中，贵州茅台（白酒股）名列榜首，","content":"<div>\n<p>这是白酒股的集体逆袭？还是基金扎堆抱团、集体“逼空”？难道贵州茅台已成为了A股市场的“逆向”风向标？\n\n在A股市场“战无不胜”的白酒股，确实是风光无限。在A股十大市值股中，贵州茅台（白酒股）名列榜首，遥遥领先，排列第二位的工商银行甘拜下风，其A股市值尚不及贵州茅台的一半；屈居第三位的五粮液（白酒股），其市值竟然超过了招商银行、农业银行的A股市值。这是否代表了中国产业结构的现状？还是中国股市的格局？...</p>\n\n<a href=\"https://www.yicai.com/news/100942083.html\">网页链接</a>\n\n</div>\n","source":"dyvj","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>茅台市值20年暴增330倍，白酒股定价依据是基金扎堆？</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茅台市值20年暴增330倍，白酒股定价依据是基金扎堆？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-05 11:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/news/100942083.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这是白酒股的集体逆袭？还是基金扎堆抱团、集体“逼空”？难道贵州茅台已成为了A股市场的“逆向”风向标？\n\n在A股市场“战无不胜”的白酒股，确实是风光无限。在A股十大市值股中，贵州茅台（白酒股）名列榜首，遥遥领先，排列第二位的工商银行甘拜下风，其A股市值尚不及贵州茅台的一半；屈居第三位的五粮液（白酒股），其市值竟然超过了招商银行、农业银行的A股市值。这是否代表了中国产业结构的现状？还是中国股市的格局？...</p>\n\n<a href=\"https://www.yicai.com/news/100942083.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aba16b4f88c90908701f4ff26fee613c","relate_stocks":{"600519":"贵州茅台"},"source_url":"https://www.yicai.com/news/100942083.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152548567","content_text":"这是白酒股的集体逆袭？还是基金扎堆抱团、集体“逼空”？难道贵州茅台已成为了A股市场的“逆向”风向标？\n\n在A股市场“战无不胜”的白酒股，确实是风光无限。在A股十大市值股中，贵州茅台（白酒股）名列榜首，遥遥领先，排列第二位的工商银行甘拜下风，其A股市值尚不及贵州茅台的一半；屈居第三位的五粮液（白酒股），其市值竟然超过了招商银行、农业银行的A股市值。这是否代表了中国产业结构的现状？还是中国股市的格局？\n截至2020年第三季报，贵州茅台共有1400多只公募基金集中扎堆，此外，还有许多神秘的私募基金重仓其中；同样，五粮液也有1100多只公募基金集中扎堆，当然也少不了大量的私募基金重仓其中。公募基金投资组合高度同质化，许多基金同时重仓多只白酒股，它们相互抱团取暖，不断扎堆并推高股价，进而大幅提升了公募和私募基金的业绩，这显然不同于过去单个基金的孤军奋战、单打独斗，但集中扎堆的后果一定是高风险的。\n2月4日，贵州茅台收于2320.85元，较上日收盘价大涨5.98%，并创出历史新高，盘中最高价为2330元。然而，当天A股三大指数却全线下跌。这是白酒股的集体逆袭？还是基金扎堆抱团、集体“逼空”？难道贵州茅台已成为了A股市场的“逆向”风向标？\n贵州茅台虽然只是一家传统酿酒企业，但它却成为了A股市场的第一高价股和第一大市值股。贵州茅台的股价是否严重泡沫化了？机构之间是否会发生严重分歧而导致集体踩踏事故？其最后结果也许仍是散户接盘、基民买单。我相信，机构和散户都在押赌：贵州茅台还能走多远？\n传统企业股票究竟应如何估值定价？传统的市净率和市盈率定价还有效吗？\n贵州茅台是中国最知名的白酒酿造企业。截至2019年底，贵州国资委全资持有中国贵州茅台酒厂（集团）有限责任公司（下称“茅台集团”）100%的股权，而茅台集团则持有上市公司——贵州茅台酒股份有限公司58%的股权。贵州茅台是一家地方国有企业。\n贵州国有资本运营有限责任公司（下称“贵州国资公司”）为贵州金融控股集团有限责任公司（贵州贵民投资集团有限责任公司）（下称“贵州金控集团”）的全资子公司。\n2019年12月25日，根据贵州省国资委要求，茅台集团计划通过无偿划转的方式，将其持有的贵州茅台5024万股（占总股本4%）转让给贵州国资公司，该计划事项于2019年最后一天完成。\n截至2020年12月23日，茅台集团持有上市公司7.29亿股股份，占其总股本的58.00%；贵州国资公司和贵州金控集团合计持有贵州茅台1207万股股份，占其总股本的0.96%，其中，贵州国资公司持有贵州茅台858.39万股股份，占其总股本的0.68%，贵州金控集团持有贵州茅台股份348.72万股，占其总股本的0.28%。\n本次无偿划转完成后，茅台集团将持有贵州茅台6.78亿股股份，占该公司总股本的54.00%，贵州茅台控股股东及实际控制人未发生变更；贵州国资公司和贵州金控集团合计持有贵州茅台股份占比则从0.96%增至4.96%。\n相较于2019年时的股权划转，尽管两者划转的股权数量和占总股本比重一样，但对应的市值却增加了不少。2019年12月25日，5024万股茅台股份市值为587.48亿元，到2020年12月25日，其对应市值达到915.44亿元。\n与之对应的是贵州茅台的股价变动，从2019年12月27日收盘的1149.58元/股增至2020年12月25日收盘的1830元/股，增幅达到59.2%。\n贵州茅台于2001年8月27日股票在上交所挂牌上市，发行价31.39元，发行后总股本仅2.5亿股，IPO净募资20亿元。贵州茅台股票上市首日收盘价为35.55元，首日收盘涨幅仅为13.25%，总市值仅为88.8亿元，流通股仅为7150万股，是标准的“袖珍”小盘股。\n截至2020年9月底，贵州茅台总股本扩张为12.56亿股，20年间总股本扩张为5倍，目前最高总市值为2.93万亿元，20年间贵州茅台总市值扩张了近330倍，其股价在不复权的情况下累计上涨了近65倍！2020年以来，贵州茅台股价从最低960元一路狂奔至最高2330元，不到一年时间股价暴涨了143%！\n贵州茅台的营收虽不及格力电器的1/2，但其净利润却接近格力电器2倍；同样，贵州茅台的营收不及宝钢股份的1/3，但其净利润却接近宝钢股份的4倍。这足以表明贵州茅台作为一家传统酿酒企业，其行业“暴利”能力远超先进制造业企业。\n尽管如此，仍有机构和庄家高调宣称，贵州茅台2000元的股价仍然偏低，还有较大上涨空间，不知这些人的底气和自信来自何方？\n贵州茅台股票的合理价位究竟在哪里？如何估值更靠谱？我们不妨参考一下世界第一高价股：伯克希尔，最新股价每股35.19万美元。\n世界第一高价股，当属股神巴菲特控股的公司——伯克希尔·哈撒韦公司（Berkshire Hathaway，下称“伯克希尔”），它由巴菲特创建于1956年，唯一总部位于美国内布拉斯加州奥玛哈，旗下掌管多家子公司，主营保险业务，包括财产险、灾害险、意外险、再保险及特殊类保险。伯克希尔过去25年来，以日益雄厚的资本及微乎其微的负债，平均每年为股东创造25%以上的价值成长。\n不过，值得特别说明的是，伯克希尔一直坚持不分红、不送股、不拆股，现在购买一手伯克希尔需要至少3500万美元，一般的散户是没有资格购买的。对此，巴菲特曾解释过：他需要的是像比尔·盖茨这样的合作伙伴和机构投资者，他不希望太多中小投资者参与进来。他的股东收益不是靠分红和送股，而是完全依赖业绩支撑的股价上涨收益。不过，贵州茅台不是这样的，它既送股，又分红，而且并不拒绝散户投资者。\n\n从上表中数据可以发现两个明显的差距：同为传统产业，伯克希尔尽管股价高达35万美元/股，但其市净率仅为1.34倍，而贵州茅台的市净率却高达19.67倍；同样，伯克希尔市盈率仅为7.12倍，而贵州茅台市盈率却高达70.75倍。\n假设将伯克希尔总股本扩大1000倍后，其总股本为15.63亿股，正好与贵州茅台总股本（12.56亿股）大体相当，则两者股价比较起来就会更直观！我们再来观察下表，你很快就可以比较贵州茅台高估的程度。\n\n（作者系武汉科技大学金融证券研究所所长）","news_type":1,"symbols_score_info":{"600519":0.9}},"isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319777611,"gmtCreate":1611630270933,"gmtModify":1703751749720,"author":{"id":"3571191060083577","authorId":"3571191060083577","name":"古凡","avatar":"https://static.tigerbbs.com/b6eb904192a43403d640ebee501cf63b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571191060083577","idStr":"3571191060083577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>收割开始，散户快割好让主力接手……","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>收割开始，散户快割好让主力接手……","text":"$上证指数(000001.SH)$收割开始，散户快割好让主力接手……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319777611","isVote":1,"tweetType":1,"viewCount":1425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332015845,"gmtCreate":1610196490187,"gmtModify":1703743261120,"author":{"id":"3571191060083577","authorId":"3571191060083577","name":"古凡","avatar":"https://static.tigerbbs.com/b6eb904192a43403d640ebee501cf63b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571191060083577","idStr":"3571191060083577"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>明年才年交货…股价要跌","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>明年才年交货…股价要跌","text":"$蔚来(NIO)$明年才年交货…股价要跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/332015845","isVote":1,"tweetType":1,"viewCount":6260,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3434046638438343","authorId":"3434046638438343","name":"柴总的美股投资日常","avatar":"https://static.tigerbbs.com/492d307138eed3b8e9e2f4f52fe12929","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3434046638438343","idStr":"3434046638438343"},"content":"你这号刚注册的吧.多少钱买你发言，我出.","text":"你这号刚注册的吧.多少钱买你发言，我出.","html":"你这号刚注册的吧.多少钱买你发言，我出."},{"author":{"id":"3560130928228615","authorId":"3560130928228615","name":"减肥的小猫咪","avatar":"https://static.tigerbbs.com/41f589440331155b01570300a4b6a9bf","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3560130928228615","idStr":"3560130928228615"},"content":"特斯拉电池日，2023年才量产，看看现在股价","text":"特斯拉电池日，2023年才量产，看看现在股价","html":"特斯拉电池日，2023年才量产，看看现在股价"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}