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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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    $BABA-W (09988.HK)$ First, Alibaba is different from Didi, and the possibility of being delisted is small. Didi was delisted because it openly resisted regulation, disregarded obstacles, and forcibly listed. After several rounds of confrontation with the regulators, it is now required to delist. Moreover, if the United States forcibly delists Alibaba and other privately-owned Chinese concept stocks due to US-China relations, it will damage the reputation of the United States as the largest and most comprehensive financial market, which does not serve its interests. The worst result is that Alibaba is delisted by the NYSE, which is the darkest moment before dawn, because after returning to the Hong Kong stock market, it will be a new starting point. Referring to the situation where three state-owned communication companies, such as China Telecom, were threatened with delisting by the NYSE at the end of last year, the corresponding rebound in the Hong Kong stock market was from a low of 2.1 to a high of 3.1, an increase of nearly 50%, so delisting is not doomsday; in addition, delisting is bullish. $HKEX (00388.HK)$, and the long-term bullish market is about to take off
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    $Grab Holdings (GRAB.US)$ I see many people saying that Temasek Holdings bought it, so it must go up. Allow me to pour some cold water on this. First of all, I don't deny the huge potential of Grab and the upward space for its future stock price. However, the current market environment is actually very unfriendly. The Fed is accelerating debt reduction and long-term interest rates are rising, while Grab is still losing money, which will put a lot of pressure on its valuation. In addition, besides the institutional investors who have previously entered the market, the funds in the secondary market will not immediately buy in the IPO, which means that the buying power of institutional funds in the short term is relatively weak. And Temasek, which is a sovereign fund, is not that extraordinary. It has also lost a lot of money in investing in Chinese concept stocks this year. Many of its reductions were sold after the sharp drop in Chinese concept stocks in July and August. Its sense of smell, or lack thereof, cannot be considered sensitive. Industry insiders understand that its investment returns in recent years are no match for the S&P 500. Moreover, even the acclaimed investor Charlie Munger keeps buying Alibaba. Does that mean Alibaba will not fall? $Alibaba (BABA.US)$
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    $BIDU-SW (09888.HK)$ 尽管目前需要安全员,试点区域也不够多,还有种种其他问题待解决,但是商用再迈出了一步,自动驾驶的风又要吹来了 谁也挡不住;就像去年11月份开始搭乘特斯拉电动车自动驾驶这个小风口,百度美股3个多月从120冲高到350,今天大盘普跌,百度低开高走说明机构已经开始蜂蛹入场,每一次回调都是买入机遇,股价中期有望至少翻倍
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    $BABA-W (09988.HK)$ 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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