$唯品会(VIPS)_老虎社区_美港股上老虎 - 老虎社区

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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
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。
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撸主牛年好运
·2018-08-10
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
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柔不可守
·2018-08-14
中国游资撤离美国
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