现在发现韩国人 Tiger Management manager Bill Hwang 简直一员福将, 他被Credit Suisse, Goldman Sachs ,Morgan Stanley 等强行平仓的时候是去年3月下旬, 看看他的这些持仓和今天的股价对比,要是留到现在内裤都输没了 Chinese Internet browser operator Baidu (BIDU) , Chinese online-tutoring company GSX Techedu (GSX) , London-based luxury-goods e-commerce site Farfetch (FTCH) , TV-channel operator Discovery (DISCA) . Chinese online-discount store VIPShop Holdings (VIPS) , Tencent Music Entertainment (TME) , Spotify (SPOT), Chinese game giant and WeChat superapp owner Tencent (TCTZF), ViacomCBS (VIAC), the Chinese video site iQIYI (IQ), Chinese videogame maker Bilibili (BILI)
Hong Kong shares of dual-listed Chinese companies plunge as U.S.-delisting fears resurface Hong Kong shares of dual-listed Chinese companies including Nio, JD.com and Alibaba plunged in Friday trade after fears of U.S.-delisting resurfaced. By Friday afternoon in the city, shares of tech behemoth Alibaba fell 6.56%. EV maker Nio, which debuted in Hong Kong a day earlier, saw its shares plunge 11.64%. Baidu declined 5.14% while NetEase slipped 6.94%. JD.com plummeted 15.67% after reporting a quarterly loss on Thursday. The broader Hang Seng Tech index dropped 7.55%. Those losses tracked declines for some U.S.-listed Chinese stocks overnight amid renewed concerns over potential delistings stateside. The U.S. Securities and Exchange Commission recently named five U.S.-listed American depositary receipts of Chinese companies which they said failed to adhere to the Holding Foreign Companies Accountable Act. ADRs represent shares of non-U.S. firms and are traded on U.S. exchanges. The China ADRs flagged by the SEC are the first to be identified as falling short of HFCAA standards. The act permits the SEC to ban companies from trading and even be delisted from U.S. exchanges if regulators stateside are unable to review company audits for three consecutive years. Still, UBS Global Wealth Management’s Hartmut Issel remains positive on the affected Chinese stocks, though he admits it’s “not for the faint hearted.” The fundamental value of these companies will not be affected, Issel, head of Asia-Pacific equities and credit at the firm, told CNBC’s “Street Signs Asia” on Friday: “Virtually all of them, the big ones anyway, these ADRs … their business is exclusively in China.” “Virtually now all of them have also Hong Kong listing,” Issel added. “As an investor you just have to move over if there is an actual delisting [in the U.S.].” Furthermore, he said: “We do know that the Chinese and also U.S. authorities are in contact, they could salvage it.”
日常不买股票?
https://en.m.wikipedia.org/wiki/China_concepts_stock
哎~~除了好未来,我还有贝壳。。。
总有人不信邪觉得自己遇到的是真汉子。 就如杀猪盘一样,每天在论坛上科普,也总有人以为是真爱
你可真是执迷不悟啊
真的是勇士中的勇士啊
最主要控制风险,少量玩一玩,对于我来说没问题。其他人自己决定。 我前几天2.30买了2000股而已,昨天收市前出掉了 明天它要再跌,我就再买2000股,就限制在几千刀的玩玩 归零就认赌服输,再说,我不认为它会归零 今天大摩才出报告推荐好未来
YUMC (百盛中国) 实际不是中概,是美国公司啊。 开肯德基, Pizza Hut 和Taco Bell.这3个主要餐馆牌子, 以前跟美国 YUM 是一家,后来把中国那块(也已经很大)单独分出去上市。
听说聪明一世的索罗斯也被中概害了,韩国人被 xx hwuang 被迫平仓中概的时候索罗斯接盘不少, 后来还扫新东方股票。所以最近大半年,索罗斯只要出面受访都是不顾身份大骂 ccp ,习jp .......... 资深老投机客也有点输不起
索罗斯两年前就写文章骂习大大son of bitch了
Chinese Internet browser operator Baidu (BIDU) , Chinese online-tutoring company GSX Techedu (GSX) , London-based luxury-goods e-commerce site Farfetch (FTCH) , TV-channel operator Discovery (DISCA) . Chinese online-discount store VIPShop Holdings (VIPS) , Tencent Music Entertainment (TME) , Spotify (SPOT), Chinese game giant and WeChat superapp owner Tencent (TCTZF), ViacomCBS (VIAC), the Chinese video site iQIYI (IQ), Chinese videogame maker Bilibili (BILI)
我买的那两个股票都是很靠谱的 其中一个是美国公司 虽然他俩都榜上有名
美股除了做空现在也没啥可买的
区别是,美股大盘和好公司可以逢低买,迟早回来。垃圾公司归零就是归零。
Hong Kong shares of dual-listed Chinese companies including Nio, JD.com and Alibaba plunged in Friday trade after fears of U.S.-delisting resurfaced.
By Friday afternoon in the city, shares of tech behemoth Alibaba fell 6.56%. EV maker Nio, which debuted in Hong Kong a day earlier, saw its shares plunge 11.64%. Baidu declined 5.14% while NetEase slipped 6.94%.
JD.com plummeted 15.67% after reporting a quarterly loss on Thursday.
The broader Hang Seng Tech index dropped 7.55%.
Those losses tracked declines for some U.S.-listed Chinese stocks overnight amid renewed concerns over potential delistings stateside.
The U.S. Securities and Exchange Commission recently named five U.S.-listed American depositary receipts of Chinese companies which they said failed to adhere to the Holding Foreign Companies Accountable Act. ADRs represent shares of non-U.S. firms and are traded on U.S. exchanges.
The China ADRs flagged by the SEC are the first to be identified as falling short of HFCAA standards. The act permits the SEC to ban companies from trading and even be delisted from U.S. exchanges if regulators stateside are unable to review company audits for three consecutive years.
Still, UBS Global Wealth Management’s Hartmut Issel remains positive on the affected Chinese stocks, though he admits it’s “not for the faint hearted.”
The fundamental value of these companies will not be affected, Issel, head of Asia-Pacific equities and credit at the firm, told CNBC’s “Street Signs Asia” on Friday: “Virtually all of them, the big ones anyway, these ADRs … their business is exclusively in China.”
“Virtually now all of them have also Hong Kong listing,” Issel added. “As an investor you just have to move over if there is an actual delisting [in the U.S.].”
Furthermore, he said: “We do know that the Chinese and also U.S. authorities are in contact, they could salvage it.”
你好我好的时候什么规则都可以例外。关系不好老底一兜什么都可以是大事情了
我觉得你对控制风险四个字是不是有什么误解
百济神州去年还在美国疯狂招人
去年百济神州一年就亏100亿,全都是研发投入。营业额只有80万。他公开的财报显示总共亏了250亿。招人的成本完全是股市和几轮融资撑着。如果财报继续这么难看,还不如退了算了。今年核心层也换了人,估计是见势不妙跳船了。
有人还在说中概又赢了,因为公司可以用钱在低价回购,哈哈
呵呵。
中概股回归香港,估值还的腰斩,流动性还差。 中概股如果回归A股上市,那就碾压A股市场,投资者会卖出持仓来买这些中概股,毕竟这些公司比国内其他公司还是优秀很多。A股目前股票估计要腰斩。
你这个逻辑好像不太对吧,别忘了还有北上资金呢,再说回A股估值也会不一样
原来得过且过,现在较真,就完蛋!
美股形态也很差,本周除了周3被欧股带着的大弹一天,其余4天均下跌; 中概被快刀猛剁,美股用钝刀子慢慢割,各位要适应熊市的炒股法,很简单: buy dip 变成 short rebound
https://amp.rfi.fr/cn/欧洲/20220311-美媒-俄罗斯受制裁重创经济-中国或无力也无胆助脱困
据中央社今天引述美国有线电视新闻网(CNN)分析文章指出,俄罗斯在经贸方面虽仰赖中国,但俄罗斯并非中国对外贸易的首要。 CNN商业频道(CNN Business)依据世界贸易组织(WTO)与中国海关数据估算,2020年俄罗斯对全球第2大经济体中国的贸易额,占俄国外贸总额16%,中国是俄罗斯最大贸易伙伴。但对中国而言,俄罗斯的重要性少很多,双方之间的贸易量仅占中国的2%,远不如中国与欧盟(EU)及美国的贸易量。再者,中国企业与金融机构也担忧,若与俄罗斯的企业打交道,将间接被制裁波及。
美国智库“捍卫民主基金会”(Foundation for Defense of Democracies)学者辛格顿(Craig Singleton)表示,这些中国业者“若被认定以任何有意义的方式协助俄罗斯回避美国为首的制裁,很快就会发现他们将遭受到西方国家益增的严格审视”。
CNN的分析指出,因顾及西方国家的制裁措施,中国最大的中国工商银行与中国银行两家金融机构,已宣布限制俄罗斯的大宗商品贸易融资。 另有评论分析认为,部份俄罗斯银行被逐出环球银行金融电信协会(SWIFT)支付系统,可改为采用中国在2015年建立人民币跨境支付系统(CIPS)。不过CIPS的规模较小,只有75家银行直接参与其中,SWIFT的会员超过1万1000家,大约300家的俄罗斯金融机构是SWIFT的会员,仅24家的俄罗斯银行与CIPS有往来。
何况人民币并非是自由兑换的货币,而且更不是国际贸易经常使用的主要货币。根据SWIFT,今年1月全球仅3%的支付以人民币计算,而美元则占了40%,甚至中俄两国之间的贸易也主要以欧元及美元结算。
该报道称,凯投宏观公司(Capital Economics)首席亚洲经济学家威廉斯(Mark Williams)说:“实际上,因CIPS仅限于人民币支付,目前仅用于与中国的交易,由于俄罗斯被国际社会唾弃,其他国家银行不太可能拿CIPS取代SWIFT。”
CNN的分析又指出,中国也不可能取代美国,提供俄罗斯所需的多项关键科技;甚至有不具名美国官员说,中国与俄罗斯都需要其他国家,包括美国在内提供的技术。如此可能导致中国科技业者尤其是大型企业,与俄罗斯打交道时得格外谨慎。
政治风险顾问公司欧亚集团(Eurasia Group)分析师汤玛斯(Neil Thomas)指出:“大多数中国金融机构与企业,都没法承受不能使用美元和美国科技的后果。目前还没有任何迹象显示,中国认为值得为援助俄罗斯而违背西方国家的制裁”。他还说,“明目张胆”违反西方国家执行的制裁措施,北京同样也会遭到“惨重的经济惩罚”。
中央社说,5家中国在美上市公司因被列入“外国公司问责法”的暂定清单,退市风险增加,在美中概股的股价也全面重挫。美国商务部长雷蒙多(Gina Raimondo)日前曾向“纽约时报”(The New York Times)表示,美方将采取“毁灭性”行动来对付藐视对俄制裁令的中国企业。
幸亏我去年把唯一一只中概股出了。好奇经历去年的中国打压阿里,滴滴事件,怎么会还有人敢炒中概股?
didi已死。中美两边都不待见。。。
对百济神州美国这边的员工会有什么影响吗?