腾讯投资，两笔赚了100亿

Core Viewpoint - Consumption investment can yield significant profits, as demonstrated by Tencent's successful investments in companies like Amer Sports and Lao Pu Gold, which have shown remarkable returns [2][10][15]. Group 1: Tencent's Investment in Amer Sports - In 2019, Tencent participated in a consortium led by Anta Group to acquire Amer Sports for €4.6 billion (approximately ¥36 billion at the time) [3]. - Following the acquisition, Amer Sports went public in 2024 with a market capitalization of approximately $21 billion (around ¥150 billion) [6]. - Tencent's stake in Amer Sports is estimated to yield a paper profit exceeding ¥50 billion, reflecting the company's growth and market expansion [8][10]. Group 2: Investment in Lao Pu Gold - Lao Pu Gold's IPO in 2024 was initially priced at HK$40.5 per share, but the stock surged to HK$726.5, marking a 1699% increase [10]. - Tencent acted as a cornerstone investor in Lao Pu Gold's IPO, investing $3.5 million and acquiring approximately 4% of the company [11]. - The investment has resulted in a paper profit of over HK$50 billion for Tencent, making it one of the most lucrative consumer investments [12]. Group 3: Market Trends and Future Outlook - The consumer investment landscape is experiencing a resurgence, with significant interest from capital markets, particularly in Hong Kong [17]. - Companies like Pop Mart, Mixue Ice City, and Lao Pu Gold have demonstrated impressive stock performance, indicating a renewed confidence in consumer investments [17]. - The consumer sector is viewed as resilient and capable of generating substantial returns, especially in a market with a large population like China [17].