infinite88
2021-12-07
Buy
$Alibaba(BABA)$
! With their reorg, things look promising!
@话题虎:
中概股“血流成河”,集体雪崩!这次能抄底了吗?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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With their reorg, things look 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src=\"https://static.tigerbbs.com/31e468851e5ad00a84c316b9817db406\" tg-width=\"-1\" tg-height=\"-1\">上周五,中概股集体雪崩:</p> <p><a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> 跌超 15%、<a href=\"https://laohu8.com/S/DOYU\">$斗鱼(DOYU)$</a> 跌超 16%,<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 跌逾22%,<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a> 跌16.7%,<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 跌近16%,<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 跌逾11%,<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 跌超9%,<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 、<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 跌逾8%... ...<br><img src=\"https://static.tigerbbs.com/07e61d9244f3f1946254e6bb522cf0ea\" tg-width=\"-1\" tg-height=\"-1\">如果以年度看,中概股更是惨不忍睹:<img src=\"https://static.tigerbbs.com/2885703ca5efe29fa44dbb094a60b00c\" tg-width=\"-1\" tg-height=\"-1\">究竟是何原因,导致中概股股变成了“中丐股”呢?</p> <p>有分析人士指出,周五的大跌主要是三方面因素:</p> <p><b>1、</b><b>美国通过的《外国公司问责法案》,这个法案被解读为针对中资企业。</b></p> <p>要求,美国机构有权在三年内检查赴美上市公司的财务报表,否则该公司将可能面临退市,而且企业还必须披露公司与该国政府的关系。</p> <p><b>2、</b><b>中国证券会发布了《证券公司收益互换业务管理办法》。</b></p> <p>要求,证券公司不得新增“收益互换业务”,已实际开展的,在一年内有序了结存量业务。而国内很多机构,尤其是私募,正是通过交易互换来买美股的。</p> <p>随后,监管回应:</p> <blockquote>\n 近期,个别媒体报道中国监管部门将禁止协议控制(VIE)架构企业赴境外上市, <b>推动在美上市中国企业退市,这完全是误解误读。</b> \n</blockquote> <p><b>3、</b><b>受滴滴从美股退市消息的影响。</b></p> <p>该消息,使得投资者加深了对中概股的恐慌情绪,产生非理性砸盘。</p> <hr> <p>面对突如其来的暴跌,很多投资者表现悲观。</p> <p>但仍有乐观的投资者表示:</p> <blockquote>\n 事实上,近期不只是中概股在跌,美国科技股也跌了很多,只是负面情绪更多的爆发在了中概股上,这是非理性的下跌。目前看来,除了投资中美两家的头部公司,也没有其他更好的投资方向,况且中概各项指数均已进入历史低估区间,所以这次很可能是黄金坑。但抄底要做好计划,缓慢加仓。 \n</blockquote> <p>还有人表示,结束“收益互换业务”并不影响港股,所以港股也许会有更好的投资机会。</p> <p>……</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(249,14,14,1);\"><b>中概股“血流成河”,这次能抄底了吗?</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢!</p> <p><a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> </p></body></html>","htmlText":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/31e468851e5ad00a84c316b9817db406\" tg-width=\"-1\" tg-height=\"-1\">上周五,中概股集体雪崩:</p> <p><a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> 跌超 15%、<a href=\"https://laohu8.com/S/DOYU\">$斗鱼(DOYU)$</a> 跌超 16%,<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 跌逾22%,<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a> 跌16.7%,<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 跌近16%,<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 跌逾11%,<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 跌超9%,<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 、<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 跌逾8%... ...<br><img src=\"https://static.tigerbbs.com/07e61d9244f3f1946254e6bb522cf0ea\" tg-width=\"-1\" tg-height=\"-1\">如果以年度看,中概股更是惨不忍睹:<img src=\"https://static.tigerbbs.com/2885703ca5efe29fa44dbb094a60b00c\" tg-width=\"-1\" tg-height=\"-1\">究竟是何原因,导致中概股股变成了“中丐股”呢?</p> <p>有分析人士指出,周五的大跌主要是三方面因素:</p> <p><b>1、</b><b>美国通过的《外国公司问责法案》,这个法案被解读为针对中资企业。</b></p> <p>要求,美国机构有权在三年内检查赴美上市公司的财务报表,否则该公司将可能面临退市,而且企业还必须披露公司与该国政府的关系。</p> <p><b>2、</b><b>中国证券会发布了《证券公司收益互换业务管理办法》。</b></p> <p>要求,证券公司不得新增“收益互换业务”,已实际开展的,在一年内有序了结存量业务。而国内很多机构,尤其是私募,正是通过交易互换来买美股的。</p> <p>随后,监管回应:</p> <blockquote>\n 近期,个别媒体报道中国监管部门将禁止协议控制(VIE)架构企业赴境外上市, <b>推动在美上市中国企业退市,这完全是误解误读。</b> \n</blockquote> <p><b>3、</b><b>受滴滴从美股退市消息的影响。</b></p> <p>该消息,使得投资者加深了对中概股的恐慌情绪,产生非理性砸盘。</p> <hr> <p>面对突如其来的暴跌,很多投资者表现悲观。</p> <p>但仍有乐观的投资者表示:</p> <blockquote>\n 事实上,近期不只是中概股在跌,美国科技股也跌了很多,只是负面情绪更多的爆发在了中概股上,这是非理性的下跌。目前看来,除了投资中美两家的头部公司,也没有其他更好的投资方向,况且中概各项指数均已进入历史低估区间,所以这次很可能是黄金坑。但抄底要做好计划,缓慢加仓。 \n</blockquote> <p>还有人表示,结束“收益互换业务”并不影响港股,所以港股也许会有更好的投资机会。</p> <p>……</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(249,14,14,1);\"><b>中概股“血流成河”,这次能抄底了吗?</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢!</p> <p><a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> </p></body></html>","text":"上周五,中概股集体雪崩: $爱奇艺(IQ)$ 跌超 15%、$斗鱼(DOYU)$ 跌超 16%,$滴滴(DIDI)$ 跌逾22%,$RLX科技(RLX)$ 跌16.7%,$理想汽车(LI)$ 跌近16%,$蔚来(NIO)$ 跌逾11%,$小鹏汽车(XPEV)$ 跌超9%,$拼多多(PDD)$ 、$阿里巴巴(BABA)$ 跌逾8%... ... 如果以年度看,中概股更是惨不忍睹:究竟是何原因,导致中概股股变成了“中丐股”呢? 有分析人士指出,周五的大跌主要是三方面因素: 1、美国通过的《外国公司问责法案》,这个法案被解读为针对中资企业。 要求,美国机构有权在三年内检查赴美上市公司的财务报表,否则该公司将可能面临退市,而且企业还必须披露公司与该国政府的关系。 2、中国证券会发布了《证券公司收益互换业务管理办法》。 要求,证券公司不得新增“收益互换业务”,已实际开展的,在一年内有序了结存量业务。而国内很多机构,尤其是私募,正是通过交易互换来买美股的。 随后,监管回应: 近期,个别媒体报道中国监管部门将禁止协议控制(VIE)架构企业赴境外上市, 推动在美上市中国企业退市,这完全是误解误读。 3、受滴滴从美股退市消息的影响。 该消息,使得投资者加深了对中概股的恐慌情绪,产生非理性砸盘。 面对突如其来的暴跌,很多投资者表现悲观。 但仍有乐观的投资者表示: 事实上,近期不只是中概股在跌,美国科技股也跌了很多,只是负面情绪更多的爆发在了中概股上,这是非理性的下跌。目前看来,除了投资中美两家的头部公司,也没有其他更好的投资方向,况且中概各项指数均已进入历史低估区间,所以这次很可能是黄金坑。但抄底要做好计划,缓慢加仓。 还有人表示,结束“收益互换业务”并不影响港股,所以港股也许会有更好的投资机会。 …… 最后,大家聊一聊: 中概股“血流成河”,这次能抄底了吗? 精彩留言用户可获得888社区积分噢! $恒生指数(HSI)$$腾讯控股(00700)$ 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