$阿里巴巴-SW (09988.HK)$ the drop observed today is again due to news that the chinese regulator calling up gaming providers such ss Tencent and alibaba. My view is that the regulatory outcomes would affect tencent more than Alibaba as Tencent has a larger share in gaming industries than Alibaba. Hence the fall should be temporarily unless more regulations are being enforced at other aspect of Alibaba businesses.
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$阿里巴巴-SW (09988.HK)$ CPC最近实施的数据安全措施并不是什么新鲜事。美国和新加坡等大多数发达国家都有这样的规章制度。这就是Facebook被罚款的原因。那么,当中国人实施这样的规则时,为什么会感到恐慌呢?当然,恐惧永远是对接下来会发生什么的不确定性。
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$阿里巴巴-SW (09988.HK)$ No matter how good is the company, if investors are fearful the stock will not be bullish. I think it will take months or year for Alibaba to recover to the early days peak. Worst case scenario is that it will never be the same before as China common prosperity drive would require redistribution of profit back to the people instead of the stakeholders.
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$富途控股 (FUTU.US)$ The drop we see today is mainly due to yet another negative news. China steps up tech scrutiny with rules over unfair competition, critical data etc. But again this is not outright banning companies from doing business. My view is that chinese are shrewd people and would be finding ways to circumvent ot meet the rules which is not hard to comply. In longer term conpanies with good fundamental will ride through this.
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$富途控股 (FUTU.US)$ 下跌是由于中国报告增长疲软,即工厂产出下降,恐慌性抛售所致。这种跌势在所有方面都可见,而不仅仅是富途。因此,应该是暂时的。从长远来看,它将反弹。
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$富途控股 (FUTU.US)$ No good news to push it higher. Most staying away from “buy” due the bad bews recently. Hopefully the coming results will release the bull else it will slide further down.
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