$ESR-REIT (J91U.SG)$ $凯德投资 (9CI.SG)$ $华联房地产投资信托 (TS0U.SG)$ $星狮地产信托 (J69U.SG)$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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$阿里巴巴 (BABA.US)$ $美团-W (03690.HK)$尽管我非常喜欢这家公司并喜欢在阿里巴巴网站上购物，但我确实感受到了国内封锁对经济的影响。我几乎可以确定下一次阿里巴巴的财报不会好看。长期来看，我仍然相信这家公司，但我只是在这里表现现实。
免责声明：我也没有空头踩踏。
免责声明：我也没有空头踩踏。
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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已经清楚了，不要认为凯德置地中国也会因为封锁而做得更好