价值之神的个人主页 - 老虎社区

价值之神

价值之神

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2023-07-19

马上特斯拉财报了，有没有小伙伴看好特斯拉并且重仓特斯拉的，接下来怎么看，是坚定持有，还是期权对冲，还是说提前下车观望？$特斯拉(TSLA)$

2021-12-09

$Coinbase Global, Inc.(COIN)$冲鸭

2021-12-09

$老虎证券(TIGR)$重新上车一部分，希望能雄起

2021-11-22

$老虎证券(TIGR)$今晚上7

2021-11-16

$老虎证券(TIGR)$冲10吧

2021-11-04

$老虎证券(TIGR)$什么时候回到20

2021-11-04

$富途控股(FUTU)$还有机会吗

2021-10-27

脆弱到极限

老虎点评：中概股大跌的可能原因

2021-10-26

$老虎证券(TIGR)$总是有惊喜

2021-10-22

$老虎证券(TIGR)$不要说没给机会啊

2021-10-20

$老虎证券(TIGR)$远离中概股

2021-09-13

$富途控股(FUTU)$今晚冲吗？

2021-09-10

$富途控股(FUTU)$冲啊，跟着老虎一起

2021-09-07

$滴滴(DIDI)$我又上车了，小伙伴们冲丫

2021-09-03

$富途控股(FUTU)$新韭菜上车。。。。

2021-09-03

$滴滴(DIDI)$今晚开始起飞好吗

2021-09-02

$滴滴(DIDI)$成交量萎靡

2021-09-01

$滴滴(DIDI)$韭菜正式上车

2021-08-31

$老虎证券(TIGR)$富途财报不及预期，老虎又能好到哪去

2021-08-30

$老虎证券(TIGR)$做空永不过时

去老虎APP查看更多动态

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09:49","market":"us","language":"zh","title":"老虎点评：中概股大跌的可能原因","url":"https://stock-news.laohu8.com/highlight/detail?id=1182263262","media":"老虎锐评","summary":"中概股今天全面大跌，非常出人意料。\n首先，北向资金依然正向流入。北向资金向来是外资投资中国的情绪晴雨表，在过去6个交易日持续正向流入。虽然最近两个交易日的流入金额偏小，约8亿人民币，但并没有出现流出的","content":"<p>中概股今天全面大跌，非常出人意料。</p>\n<p>首先，北向资金依然正向流入。北向资金向来是外资投资中国的情绪晴雨表，在过去6个交易日持续正向流入。虽然最近两个交易日的流入金额偏小，约8亿人民币，但并没有出现流出的现象。其次，KWEB资产金额依然稳定在$90亿的高位。KWEB资产金额也属于外资投资中国的晴雨表，能够创下记录，证明愿意被动投资中国的热情依然存在。最后，Ark基金最近对中国的持仓也没有太大变化。木头姐的持仓反映了不懂中国的外国投资人的态度。但是木头姐最近对中概的持仓几乎没有任何调整。</p>\n<p>有部分机构投资人，认为是今天美国众议院金融服务委员会（HouseFinancial Services Committee）的听证会导致了中概股大跌。这个听证会的名字叫做“TakingStock of ‘China, Inc.’: Examining Risks to Investors and the U.S. Posed byForeign Issuers in U.S. Markets”。</p>\n<p>虽然我向来不喜欢看图说话找原因，但是我认为今天中概股大跌有可能是因为这个听证会。</p>\n<p>1，时间上基本吻合。这个听证会的时间是上午10点开始，中概股下跌的时间也是10点30之后（下图）。<img src=\"https://static.tigerbbs.com/d69ac861a48d049d9c5e88496348b724\" tg-width=\"472\" tg-height=\"207\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">2，今天中概股的抛售，不像是来自于专注投资中国的基金。专注投资中国的基金，一般都会在A股H股和ADR上面联动。如果昨天北向资金大幅流出，那么中概股就会下跌，这是基金自然的避险行为。但是昨天北向资金不流出而中概大跌，更像是今天美股交易时间的一种“临时起意”。至于“临时起意”的原因，从新闻面上，除了这个听证会找不到其它。</p>\n<p>回到这个听证会，到底都说了什么。</p>\n<p>这个听证会请了4个证人（4个证人都属于比较没什么背景的人，也不知道国会从哪里找来的），在国会议员前面在说投资中国的危险。这4个人分别是Karen Sutter，Samantha Ross，Claire Chu和Eric Lorber。如果不做任何搜索，猜一名说话对中国最狠的证人，那肯定要毫不犹豫选Claire Chu。在美国，华裔对中国的态度，往往会比普通美国人对中国更狠。这也就是为何我说戴琪是三观无比正的政客，也是我愿意用中文名字称呼她的原因。4个人的证词在网上有下载，分别是14页，7页，24页（ClaireChu）和8页。说的内容无非是那些陈词滥调，中概教育，PCAOB，VIE结构，房地产美元债…总之就是投资中国有风险。</p>\n<p>投资哪个国家的资产没有风险？专业的美国投资人难道会不知道风险需要国会提醒？就算美联储官员和Pelosi是炒股高手，难道美国国会议员各个都是资本市场大鳄？就算国会今天义愤填膺，拜登不表态，国会也不能对投资中国做太多事情。美国政客真的太闲。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎点评：中概股大跌的可能原因\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2021-10-27 09:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>中概股今天全面大跌，非常出人意料。</p>\n<p>首先，北向资金依然正向流入。北向资金向来是外资投资中国的情绪晴雨表，在过去6个交易日持续正向流入。虽然最近两个交易日的流入金额偏小，约8亿人民币，但并没有出现流出的现象。其次，KWEB资产金额依然稳定在$90亿的高位。KWEB资产金额也属于外资投资中国的晴雨表，能够创下记录，证明愿意被动投资中国的热情依然存在。最后，Ark基金最近对中国的持仓也没有太大变化。木头姐的持仓反映了不懂中国的外国投资人的态度。但是木头姐最近对中概的持仓几乎没有任何调整。</p>\n<p>有部分机构投资人，认为是今天美国众议院金融服务委员会（HouseFinancial Services Committee）的听证会导致了中概股大跌。这个听证会的名字叫做“TakingStock of ‘China, Inc.’: Examining Risks to Investors and the U.S. Posed byForeign Issuers in U.S. Markets”。</p>\n<p>虽然我向来不喜欢看图说话找原因，但是我认为今天中概股大跌有可能是因为这个听证会。</p>\n<p>1，时间上基本吻合。这个听证会的时间是上午10点开始，中概股下跌的时间也是10点30之后（下图）。<img src=\"https://static.tigerbbs.com/d69ac861a48d049d9c5e88496348b724\" tg-width=\"472\" tg-height=\"207\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">2，今天中概股的抛售，不像是来自于专注投资中国的基金。专注投资中国的基金，一般都会在A股H股和ADR上面联动。如果昨天北向资金大幅流出，那么中概股就会下跌，这是基金自然的避险行为。但是昨天北向资金不流出而中概大跌，更像是今天美股交易时间的一种“临时起意”。至于“临时起意”的原因，从新闻面上，除了这个听证会找不到其它。</p>\n<p>回到这个听证会，到底都说了什么。</p>\n<p>这个听证会请了4个证人（4个证人都属于比较没什么背景的人，也不知道国会从哪里找来的），在国会议员前面在说投资中国的危险。这4个人分别是Karen Sutter，Samantha Ross，Claire Chu和Eric Lorber。如果不做任何搜索，猜一名说话对中国最狠的证人，那肯定要毫不犹豫选Claire Chu。在美国，华裔对中国的态度，往往会比普通美国人对中国更狠。这也就是为何我说戴琪是三观无比正的政客，也是我愿意用中文名字称呼她的原因。4个人的证词在网上有下载，分别是14页，7页，24页（ClaireChu）和8页。说的内容无非是那些陈词滥调，中概教育，PCAOB，VIE结构，房地产美元债…总之就是投资中国有风险。</p>\n<p>投资哪个国家的资产没有风险？专业的美国投资人难道会不知道风险需要国会提醒？就算美联储官员和Pelosi是炒股高手，难道美国国会议员各个都是资本市场大鳄？就算国会今天义愤填膺，拜登不表态，国会也不能对投资中国做太多事情。美国政客真的太闲。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/468fad6959bf869d187e8f577559a4ab","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182263262","content_text":"中概股今天全面大跌，非常出人意料。\n首先，北向资金依然正向流入。北向资金向来是外资投资中国的情绪晴雨表，在过去6个交易日持续正向流入。虽然最近两个交易日的流入金额偏小，约8亿人民币，但并没有出现流出的现象。其次，KWEB资产金额依然稳定在$90亿的高位。KWEB资产金额也属于外资投资中国的晴雨表，能够创下记录，证明愿意被动投资中国的热情依然存在。最后，Ark基金最近对中国的持仓也没有太大变化。木头姐的持仓反映了不懂中国的外国投资人的态度。但是木头姐最近对中概的持仓几乎没有任何调整。\n有部分机构投资人，认为是今天美国众议院金融服务委员会（HouseFinancial Services Committee）的听证会导致了中概股大跌。这个听证会的名字叫做“TakingStock of ‘China, Inc.’: Examining Risks to Investors and the U.S. Posed byForeign Issuers in U.S. Markets”。\n虽然我向来不喜欢看图说话找原因，但是我认为今天中概股大跌有可能是因为这个听证会。\n1，时间上基本吻合。这个听证会的时间是上午10点开始，中概股下跌的时间也是10点30之后（下图）。2，今天中概股的抛售，不像是来自于专注投资中国的基金。专注投资中国的基金，一般都会在A股H股和ADR上面联动。如果昨天北向资金大幅流出，那么中概股就会下跌，这是基金自然的避险行为。但是昨天北向资金不流出而中概大跌，更像是今天美股交易时间的一种“临时起意”。至于“临时起意”的原因，从新闻面上，除了这个听证会找不到其它。\n回到这个听证会，到底都说了什么。\n这个听证会请了4个证人（4个证人都属于比较没什么背景的人，也不知道国会从哪里找来的），在国会议员前面在说投资中国的危险。这4个人分别是Karen Sutter，Samantha Ross，Claire Chu和Eric Lorber。如果不做任何搜索，猜一名说话对中国最狠的证人，那肯定要毫不犹豫选Claire Chu。在美国，华裔对中国的态度，往往会比普通美国人对中国更狠。这也就是为何我说戴琪是三观无比正的政客，也是我愿意用中文名字称呼她的原因。4个人的证词在网上有下载，分别是14页，7页，24页（ClaireChu）和8页。说的内容无非是那些陈词滥调，中概教育，PCAOB，VIE结构，房地产美元债…总之就是投资中国有风险。\n投资哪个国家的资产没有风险？专业的美国投资人难道会不知道风险需要国会提醒？就算美联储官员和Pelosi是炒股高手，难道美国国会议员各个都是资本市场大鳄？就算国会今天义愤填膺，拜登不表态，国会也不能对投资中国做太多事情。美国政客真的太闲。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852347562,"gmtCreate":1635247338474,"gmtModify":1635247338474,"author":{"id":"3498853132288575","authorId":"3498853132288575","name":"价值之神","avatar":"https://static.tigerbbs.com/8b436400b4a0ecc84359bf57288ba06e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498853132288575","authorIdStr":"3498853132288575"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>总是有惊喜","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>总是有惊喜","text":"$老虎证券(TIGR)$总是有惊喜","images":[{"img":"https://static.tigerbbs.com/eb643add02e93c99bdf5f8450428ffff","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852347562","isVote":1,"tweetType":1,"viewCount":2498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":851522199,"gmtCreate":1634915635129,"gmtModify":1634915635129,"author":{"id":"3498853132288575","authorId":"3498853132288575","name":"价值之神","avatar":"https://static.tigerbbs.com/8b436400b4a0ecc84359bf57288ba06e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498853132288575","authorIdStr":"3498853132288575"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>不要说没给机会啊","listText":"<a 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