$吉宝数据中心房地产信托 (AJBU.SG)$
lol DPU下跌了3%，但股价在两天内下跌了10%，是时候加仓了

$恒生科技指数 (800700.HK)$ 哈哈，冷静点。它下跌是因为整个市场（包括美国市场）都在下跌。我们无能为力。

$富途控股 (FUTU.US)$
大家让我们理性地看待这个问题。我刚刚完成了我的作业。
这个声明由中国的货币稳定专家孙天琦发表，是作为中国一个公共智库活动的一部分（以下链接）。这个声明完全是他个人观点，而不是监管机构发布的声明。这很可能只是他个人的观点。
此外，这也不是他第一次说这样的话。在2020年1月，他也说过类似的话（链接已附上）。跨境支付一直是他工作的重点。不论是这次的声明还是2020年的声明，他一直对"跨境支付"的合法性表示关注。他可能担心中国居民会利用这个漏洞来洗钱和购买境外股票。
我认为这只是又一个高调人物失言导致市场崩盘的案例。他的话被别有用心地断章取义和夸大其词。
1.) 孙的先前评论。
http://finance.sina.com.cn/zl/china/2020-01-10/zl-iihnzahk3176509.shtml
2.) 关于这次声明的完整新闻
http://finance.people.com.cn/n1/2021/1028/c1004-32267651.html

$富途控股 (FUTU.US)$ 好吧，这里的讨论是明智的。
根据年度报告，富途似乎已获得金管局的完全许可，可以在香港开展业务（1至9类许可证）。其法律实体主要在香港设立，在中国只有两个实体。我找不到太多关于他们客户分布的信息，但我猜他们的大多数客户都在中国（香港、新加坡）以外。
你认为市场的恐慌模式是合理的，还是只是盲目恐慌？
老实说，这次价格上涨使我精疲力尽。但我需要知道这是否合理。

$富途控股 (FUTU.US)$ my question is.. why drop so little? i need to buy more 😭
TP from JPMorgan = $100+ this stocks potential is good.

$中国平安 (02318.HK)$
I hold Ping An at an average cost of $63 (cries), after this round of bloodbath, i will be holding, but ready to buy more at $45. Here's why:
- No point of exiting, current price point of $53 its already too late for me. Should have done so on $59.
- The drop really is more of sentimental reason due to Evergrande and slower than anticipated China economy growth, and most importantly overall pessimistic mood of HSI.
- In longer run (4-5 years), still looking forward towards its insurance agent quality reform. Given the drastic drop in agent quantity (~15%), its revenue loss of (~1%) seems commendable to me.
- Core margin solvency ratio @230.9%, way way more higher than 50% regulatory requirement. Particularly important especially after Evergrande fiasco.
Ping An's investment portfolio:
- Its investment portfolio consist mainly bonds of AA and above (>99% of its bond holding). Bonds accounts for ~68% of its investment portfolio (I think its a bit overly conservative, but its probably good for this kinda uncertain climate).
- Its equity portfolio ~16% of total port. Based on Annual Report, property sector accounts for ~1% of total port.
Hence, I think allegations that Ping An's property investment portfolio is a failure is overblown. Even at extreme stress case where its property portfolio blows off completely, it should only impact 1 or 2 quarters of its net income. But if that scenario ever comes, not only Ping An, the entire China economy will fall.
Comfort is also drawn that Ma Ming Zhe (CEO) and his team just increased their stake in Ping An on early Sep 2021, a vote of confidence in the Company they ran.
But given the market's sentiment (albeit irrational), i think it would probably further fall to a support level of $49. I will time my reentry ard $45~50. And another 500 unit every subsequwent 10% fall again.

$中国平安 (02318.HK)$
计划以 50 的价格再买进一份。当前的加权平均资本成本为 63。

$中国平安 (02318.HK)$ this company deserves a higher valuation. CAGR of 21% but trading at PE 6.7? sounds like a buy to me.

$中芯国际 (00981.HK)$ 我认为该公司的估值仍然过高。市盈率为19，但甚至还无法生产7nm芯片（当前全球通常是5nm，计划发展到3nm）。领先者台积电的市盈率为30。我认为该公司的估值需要降到15才适合我。

$中国平安 (02318.HK)$
$65 support have been breached.
On a side note, seems like$65 support level is quite strong. think theres someone trying to hold on this level?