阳阳的大太阳
2018-08-09
$唯品会(VIPS)$ 为啥中概股都断崖式下跌,不管财报怎样?
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撸主牛年好运
2018-08-10
撸主牛年好运
几个原因:一个是贸易战,美股机构避险中概股(也和美股机构跟随美国国家政策有关);另外人民币贬值汇率损失,导致营收预期会有损耗,这个美股机构十分看重提前做调仓;第三中国经济疲软,债务危机,金融去杠杆的大环境影响到实体经济,最终会传递到科技公司,降低预期。
撸主牛年好运
2018-08-10
撸主牛年好运
总之,贸易战不结束,人民币不停止贬值这个时间段,中概股(权重股)尽量不要碰,美国股市是:经济政治趋势>公司基本面>消息面
柔不可守
2018-08-14
柔不可守
中国游资撤离美国
什么也没有了~
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