$ESR-REIT(J91U.SG$ $凯德投资(9CI.SG$ $华联房地产投资信托(TS0U.SG$ $星狮地产信托(J69U.SG$我是房地产投资信托基金的长期投资者,但我现在已经卖出了所有的房地产投资信托基金,等待着重新进入的低点。只要在他们的商场和写字楼周围走走,你就会发现这么多空置的单位,这在以前是相当罕见的。樟宜商业园的整个园区也没有从疫情中恢复。
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$阿里巴巴(BABA.US$ $美团-W(03690.HK$ As much as I love the company and like to shop on Alibaba sites, I can really feel the lock downs in the country affecting the economy. I’m almost certain that the next Alibaba financials release will not look good. I still believe in the company in the long run but just being realistic here.
Disclaimer: I’m not shorting it either.
Disclaimer: I’m not shorting it either.
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101698248楼主 Moonlight moo: 我想临近 2020 年 covid 崩溃水平绝对值得购买,或者当你看到空置单元被新商店占用时
101698248楼主 102539156 Dan: 如果我是你,这几天的任何空头反弹我都会清空的,不要以为凯德中国也会因为封锁而表现更好