Jolenechl
2022-03-27
Great ariticle, would you like to share it?
@话题虎:
惨绝人寰的中概股,还具有投资价值吗?
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<p>有谁能想到,四年前<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 的市值与<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 旗鼓相当,如今<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> +阿里巴巴+<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> +<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> +<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> +<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 等,所有中国头部互联网公司的市值总和,都没有亚马逊一家大。</p> <p>更别提其他中概股,近两年跌的有多惨了:</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/3593803cbb903be2e16653cc68daafc6\" tg-width=\"640\" tg-height=\"2101\"></p> <p>就在不久前,仍有不少机构和投资者,认为中概股已经跌无可跌、价值底、芒格底、段永平底已现,能抄底了。</p> <p>但谁能想到,跌的这么惨的中概股,还有没有利空出尽。</p> <p>媒体报道<b>滴滴停止筹备香港上市</b>和《电子烟管理办法》新规:<b>禁止呈现除烟草口味外的其他口味。</b></p> <p>让两个热门中概股,滴滴和<a target=\"_blank\" href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a> 一晚上分别跌了44%和36%。这两个票刚上市时,一个股价最高18另一个35,如今都跌到了1快多钱,进入毛票行列,濒临退市。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a6eba34792010bf5508f831c3cd0160b\" tg-width=\"840\" tg-height=\"470\"></p> <p>目前看,导致中概股持续下跌的原因,一个是业绩增速下滑,<b>另一个更主要的原因还是政策上的风险。</b></p> <p>有资深投资者认为:</p> <blockquote>\n 此前,这些中概股往往都代表着中国最具实力、最有前途的企业,华尔街给出了很高的估值。但随着,中国整治互联网、反动垄断,及中美关系降温,中概股面临退市危机, <b>未来不可预测性大大增加,甚至都没法给估值了,所以股价纷纷下跌。</b> \n</blockquote> <p>但也有乐观的人认为:</p> <blockquote>\n 目前值得关注一些现金流充沛的头部企业,这些企业已经开始回购潮。如果你相信世界终会回归正常、危机终会过去,那么,事后来看此次的“中概股危机\"或许正是一次改变命运的机会。 \n</blockquote> <p>最后,小话需要提醒一下大家:在美股和港股同时上市的公司,可以进行转股;比如,如果持有的阿里巴巴美股<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 退市,是可以转入阿里巴巴港股:<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 中来的。</p> <p>……</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(245,25,7,1);\"><b>你觉得中概股现在具有投资价值吗?</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢!</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a></p></body></html>","htmlText":"<html><head></head><body><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/d23d46e6b1dcd1c682f954ae3f5b1983\" tg-width=\"900\" tg-height=\"500\"></p> <p>有谁能想到,四年前<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 的市值与<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 旗鼓相当,如今<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> +阿里巴巴+<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> +<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> +<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> +<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 等,所有中国头部互联网公司的市值总和,都没有亚马逊一家大。</p> <p>更别提其他中概股,近两年跌的有多惨了:</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/3593803cbb903be2e16653cc68daafc6\" tg-width=\"640\" tg-height=\"2101\"></p> <p>就在不久前,仍有不少机构和投资者,认为中概股已经跌无可跌、价值底、芒格底、段永平底已现,能抄底了。</p> <p>但谁能想到,跌的这么惨的中概股,还有没有利空出尽。</p> <p>媒体报道<b>滴滴停止筹备香港上市</b>和《电子烟管理办法》新规:<b>禁止呈现除烟草口味外的其他口味。</b></p> <p>让两个热门中概股,滴滴和<a target=\"_blank\" href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a> 一晚上分别跌了44%和36%。这两个票刚上市时,一个股价最高18另一个35,如今都跌到了1快多钱,进入毛票行列,濒临退市。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a6eba34792010bf5508f831c3cd0160b\" tg-width=\"840\" tg-height=\"470\"></p> <p>目前看,导致中概股持续下跌的原因,一个是业绩增速下滑,<b>另一个更主要的原因还是政策上的风险。</b></p> <p>有资深投资者认为:</p> <blockquote>\n 此前,这些中概股往往都代表着中国最具实力、最有前途的企业,华尔街给出了很高的估值。但随着,中国整治互联网、反动垄断,及中美关系降温,中概股面临退市危机, <b>未来不可预测性大大增加,甚至都没法给估值了,所以股价纷纷下跌。</b> \n</blockquote> <p>但也有乐观的人认为:</p> <blockquote>\n 目前值得关注一些现金流充沛的头部企业,这些企业已经开始回购潮。如果你相信世界终会回归正常、危机终会过去,那么,事后来看此次的“中概股危机\"或许正是一次改变命运的机会。 \n</blockquote> <p>最后,小话需要提醒一下大家:在美股和港股同时上市的公司,可以进行转股;比如,如果持有的阿里巴巴美股<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 退市,是可以转入阿里巴巴港股:<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 中来的。</p> <p>……</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(245,25,7,1);\"><b>你觉得中概股现在具有投资价值吗?</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢!</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a></p></body></html>","text":"有谁能想到,四年前$阿里巴巴(BABA)$ 的市值与$亚马逊(AMZN)$ 旗鼓相当,如今$腾讯控股(00700)$ +阿里巴巴+$美团-W(03690)$ +$滴滴(DIDI)$ +$拼多多(PDD)$ +$京东(JD)$ +$百度(BIDU)$ 等,所有中国头部互联网公司的市值总和,都没有亚马逊一家大。 更别提其他中概股,近两年跌的有多惨了: 就在不久前,仍有不少机构和投资者,认为中概股已经跌无可跌、价值底、芒格底、段永平底已现,能抄底了。 但谁能想到,跌的这么惨的中概股,还有没有利空出尽。 媒体报道滴滴停止筹备香港上市和《电子烟管理办法》新规:禁止呈现除烟草口味外的其他口味。 让两个热门中概股,滴滴和$RLX科技(RLX)$ 一晚上分别跌了44%和36%。这两个票刚上市时,一个股价最高18另一个35,如今都跌到了1快多钱,进入毛票行列,濒临退市。 目前看,导致中概股持续下跌的原因,一个是业绩增速下滑,另一个更主要的原因还是政策上的风险。 有资深投资者认为: 此前,这些中概股往往都代表着中国最具实力、最有前途的企业,华尔街给出了很高的估值。但随着,中国整治互联网、反动垄断,及中美关系降温,中概股面临退市危机, 未来不可预测性大大增加,甚至都没法给估值了,所以股价纷纷下跌。 但也有乐观的人认为: 目前值得关注一些现金流充沛的头部企业,这些企业已经开始回购潮。如果你相信世界终会回归正常、危机终会过去,那么,事后来看此次的“中概股危机\"或许正是一次改变命运的机会。 最后,小话需要提醒一下大家:在美股和港股同时上市的公司,可以进行转股;比如,如果持有的阿里巴巴美股$阿里巴巴(BABA)$ 退市,是可以转入阿里巴巴港股:$阿里巴巴-SW(09988)$ 中来的。 …… 最后,大家聊一聊: 你觉得中概股现在具有投资价值吗? 精彩留言用户可获得888社区积分噢! $纳斯达克(.IXIC)$$道琼斯(.DJI)$$标普500(.SPX)$$恒生指数(HSI)$ $BOSS直聘(BZ)$ $京东集团-SW(09618)$ 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