AbbyGoGo
2021-04-14
买买买
@话题虎:
四部门再约蚂蚁,阿里水逆背后,股神却成功抄底!
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720b410c
2021-04-22
720b410c
买啥
什么也没有了~
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src=\"https://static.tigerbbs.com/64eb575315459f2c3004bc86d83e3768\" tg-width=\"550\" tg-height=\"327\">自阿里被罚182亿后,蚂蚁金服再次被人民银行、银保监会、证监会、外汇局,四大部门约谈,这是蚂蚁第三次被约谈。</p> <p>去年11月2日,第一次对蚂蚁的约谈是没有召开记者会,对于会谈内容,外界也并不清楚。</p> <ul> \n <li>但从场外释放出来的信息,是对蚂蚁批评最强烈的一次,蚂蚁IPO也被叫停。</li> \n</ul> <p>12月26日,第二次约,对蚂蚁存在的问题进行定性,也提出了五大整改要求:</p> <p><img src=\"https://static.tigerbbs.com/129b777cb349cad5d40e89fc057c16f6\" tg-width=\"594\" tg-height=\"507\"></p> <p>昨天是第三次约谈,是对是对第二次约谈整改方向的细化补充。应该是针对蚂蚁的最后一次约谈了,接下来就看蚂蚁的具体落实情况了。</p> <p>其实到了这一步,阿里的整改/处罚才算真正落地。</p> <p>对此,有人解读为利好,认为:</p> <blockquote>\n 将蚂蚁完全定性为了金融公司,得到了合规完善的监管,蚂蚁将在行业内健康发展下去;避免了,杰克马披着科技外衣,拿着100倍杠杆将蚂蚁烤在随时可爆的火炉上。且总的来看,并没有拆分阿里的意图,而是及时拨乱反正,将走向歪路的阿里拽了回来。 \n</blockquote> <p>也有人认为阿里高速增长的时代结束了,估值难以回到从前。</p> <p>在市场上多空分歧严重之时,股神芒格却在更早的时候开始抄底了阿里。</p> <p>据悉,查理·芒格在2021年第一季度建仓<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,到3月底持仓市值约3750万美元。</p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e15addb9b587a9f713474c25416487bc\" tg-width=\"440\" 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href=\"https://laohu8.com/S/06688\">$蚂蚁集团(06688)$</a> </p></body></html>","text":"自阿里被罚182亿后,蚂蚁金服再次被人民银行、银保监会、证监会、外汇局,四大部门约谈,这是蚂蚁第三次被约谈。 去年11月2日,第一次对蚂蚁的约谈是没有召开记者会,对于会谈内容,外界也并不清楚。 但从场外释放出来的信息,是对蚂蚁批评最强烈的一次,蚂蚁IPO也被叫停。 12月26日,第二次约,对蚂蚁存在的问题进行定性,也提出了五大整改要求: 昨天是第三次约谈,是对是对第二次约谈整改方向的细化补充。应该是针对蚂蚁的最后一次约谈了,接下来就看蚂蚁的具体落实情况了。 其实到了这一步,阿里的整改/处罚才算真正落地。 对此,有人解读为利好,认为: 将蚂蚁完全定性为了金融公司,得到了合规完善的监管,蚂蚁将在行业内健康发展下去;避免了,杰克马披着科技外衣,拿着100倍杠杆将蚂蚁烤在随时可爆的火炉上。且总的来看,并没有拆分阿里的意图,而是及时拨乱反正,将走向歪路的阿里拽了回来。 也有人认为阿里高速增长的时代结束了,估值难以回到从前。 在市场上多空分歧严重之时,股神芒格却在更早的时候开始抄底了阿里。 据悉,查理·芒格在2021年第一季度建仓$阿里巴巴(BABA)$ ,到3月底持仓市值约3750万美元。 查理·芒格是巴菲特的老搭档 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。 同时,中信证券、国泰君安等国内机构,也纷纷表达了看好阿里未来发展的观点。 …… 最后,大家聊一聊: 股神都抄底了,你觉得现在是抄底阿里的最佳时机吗? 精彩留言用户可获得888社区积分噢! $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 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