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枢密使 Private ID: 102362413
用期权在迅猛推进的市场中寻找高确定性的波段机遇。
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    $BABA-SW(09988.HK)$ First, Alibaba is not the same as Didi; it is unlikely to be delisted; Didi was forcibly listed at the time because it openly opposed regulation, disregarded obstruction, and was forcibly listed. After several rounds of competition with supervision, it is now being forced to delist; also, if the US forcibly delisted Alibaba and other private Chinese securities due to Sino-US relations, it would damage America's reputation as the largest and most complete financial market and would not be in its interests; the worst result, Alibaba's delisting from the NYSE was the dark hour before dawn, because after returning to all Hong Kong stocks, it was a new starting point, see China Telecom, etc. A state-owned telecommunications company was listed by the New York Stock Exchange at the end of last year In response to the threat of delisting, Hong Kong stocks rebounded from a low of 2.1 to a high of over 3.1, an increase of close to 50%, so delisting is not the end; moreover, delisting is beneficial $HKEX(00388.HK)$ , long-term benefits will have to fly again
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    $Grab Holdings(GRAB.US)$ I saw a lot of people saying that Temasek Holdings bought it, so it must rise. I'm about to pour a pot of cold water. First of all, I don't deny Grab's huge potential and the room for future stock prices to rise. However, the current market environment is actually very unfriendly. The Fed is shrinking debt faster, long-term interest rates are rising, and while grab is still losing money, valuations will be under great pressure; furthermore, apart from institutional investors who have previously entered the market, funds in the secondary market will not be immediately bought at IPOs, which means that institutional capital purchases will be weak in the short term; and Temasek, also a sovereign fund, is not that amazing. Investors who have reduced their positions have lost a lot of money this year. Many people who have reduced their positions have only been sold after the Chinese securities market plummeted in July-August. The sense of smell is not slow, and the industry is not sensitive. We all understand the return on investment over the years It's no longer comparable to the S&P 500; moreover, the celebrity boss Charlie Munger is constantly buying Alibaba, won't Alibaba fall? $Alibaba(BABA.US)$
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    $BIDU-SW(09888.HK)$ Although safety personnel are currently needed, there are not enough pilot areas, and various other problems to be solved, the commercial sector has taken another step, and the wind of autonomous driving is about to blow, and no one can stop it; just like starting to ride a Tesla electric car on an autonomous vehicle in November last year, Baidu's US stock soared from 120 to 350 in more than 3 months. Today, the market is generally falling. Baidu's low growth rate indicates that the agency has begun to enter the market. Every pullback is a buying opportunity, and the stock price is expected to at least double in the medium term
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    $BABA-SW(09988.HK)$ Antitrust had the biggest impact on the actual performance of leading companies. Choosing one of the two was impossible. Brands stayed on other platforms to benefit rivals such as JD; however, Tencent Social's moat was unmatched, and Ali's e-commerce pressure was much greater; all institutions were cutting the exposure of Chinese companies, and Alibaba was the first to bear the brunt, and retail investors' strategic entry into dips could not support the sell-off pressure caused by institutional flooding; therefore, until there was no significant improvement in the macroeconomic environment or regulatory pressure, Alibaba was unable to return to the upward channel. The support level is here. Recently, basic GG
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