oldstone
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$Grab Holdings(GRAB.US$ 看到很多人说淡马锡控股买了,所以必涨。我要来泼一盆冷水了。首先我不否认grab的巨大潜力和未来股价的上行空间。但是目前市场环境其实非常不友好,美联储加快缩债,长期利率走高,而grab还在亏损,估值会受到非常大的压力;并且除了此前入局的机构投资者,二级市场的基金也不会立刻在ipo买入,也就是说机构资金买入力量短期较弱;并且淡马锡,也就是一个主权基金,并没有那么神,投资中概股今年也亏了很多,很多减仓是在中概股7-8月暴跌后才卖出的,嗅觉不说迟钝也算不上灵敏,业内人士都懂,这些年的投资回报已经比不上标普500了,一言难尽;况且明星大佬查理芒格不断买入阿里巴巴 难道阿里巴巴就不跌了吗? $阿里巴巴(BABA.US$
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oldstone
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$阿里巴巴(BABA.US$ Involved in a heavy corruption scandal
Involved in data regulation issues
Involved in monopolizing the e-commerce industry
DO NOT BUY. If you're in it already, put a stop loss. 2% or 4% up to you.
If you can't read chinese let me translate the below for you.
"Those who play with Jack Ma will be fucked" "They played with capitalism too much" "Theres a big earthquake in Hangzhou now" "Zhejiang's gonna be fucked too" "Mr Zhao is inside, a few days there will be news" "Everywhere they are catching people now. Even Gao Xiaosong is gonna be fucked" "Boyu capital, Zhongjing capital all are gonna be closed down" "They caught a lot of people already"
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Involved in data regulation issues
Involved in monopolizing the e-commerce industry
DO NOT BUY. If you're in it already, put a stop loss. 2% or 4% up to you.
If you can't read chinese let me translate the below for you.
"Those who play with Jack Ma will be fucked" "They played with capitalism too much" "Theres a big earthquake in Hangzhou now" "Zhejiang's gonna be fucked too" "Mr Zhao is inside, a few days there will be news" "Everywhere they are catching people now. Even Gao Xiaosong is gonna be fucked" "Boyu capital, Zhongjing capital all are gonna be closed down" "They caught a lot of people already"
...
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oldstone
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$阿里巴巴-SW(09988.HK$ 负面消息各种补刀,这是要摁在地上摩擦的节奏吗?
1
oldstone
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凱西·伍德方舟投資管理所管理的交易所買賣基金出售約 313 萬股在香港上市的京東物流股份。
該基金還出售了約 210 萬股在香港上市的平安醫療科技股份,約 126 萬股在香港上市的美團股票,約 110 萬股關準 ADR,989,436 個京東證券,909,091 股股票,352,400 騰訊 ADR 和 116,556 百度 ADR。
他們購買了大約 110 萬股敞戶科技股份,466,891 股加利福尼亞太平洋生物科學股份,407,400 股量子股份,405,333 股統簡單控股,330,399 股法提取股份和 281,457 股刀鋒空氣移動股份。
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該基金還出售了約 210 萬股在香港上市的平安醫療科技股份,約 126 萬股在香港上市的美團股票,約 110 萬股關準 ADR,989,436 個京東證券,909,091 股股票,352,400 騰訊 ADR 和 116,556 百度 ADR。
他們購買了大約 110 萬股敞戶科技股份,466,891 股加利福尼亞太平洋生物科學股份,407,400 股量子股份,405,333 股統簡單控股,330,399 股法提取股份和 281,457 股刀鋒空氣移動股份。
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已翻譯
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