Bebeeee
讚了
My youtube channel:
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
RMB multiyear high is good for Chinese stocks. You would know that I have been talking about RMB internationalisation for awhile. In fact, the strengthening of RMB is an indication that China's RMB internationalisation is progressing smoothly.
Yes you may have even read about the Harvard report that mentioned that China has become a leading global economic powerhouse as well as leading the world and competing for the number 1 spot against US and European countries for the tech leadership.
Donald trump's past presidency term has in fact further expedited this process in tech leadership as China spends more efforts to develop its own hard tech like chips, semiconductors, various hard parts for the tech... This at the same time, let China focus on the tech regulation such that there is narrative to say that chinese tech regulations would slow down the tech leadership of China. Another nice chess piece there for China, which this single move press down Chinese tech equities to such low valuation.
My prediction of 2022 is that Chinese tech stocks will return to normalcy in terms of pricing and risk premium will abate. The strength of RMB will expedite the outflow of RMB into the world so as to counter the RMB strength, which may hurt the exports.
So i expect the overseas investment regulation for domestic china citizens will be formalised in China such that Chinese citizens should be allowed to invest overseas in 2022. Will I be right? Only time will tell... But if this happens, this will benefit the chinese tech stocks... I am positioning my capital into selected chinese tech stocks for the best potential return going into 2022 and 2023.
As always, risk management is important. Stay safe and manage the portfolio well.
As always, this should not be construed as any investment or trading advice.
$向上融科 (TIGR.US)$ $富途控股 (FUTU.US)$ $恒生科技指數 (800700.HK)$ $鬥魚 (DOYU.US)$ $虎牙 (HUYA.US)$ $騰訊控股 (00700.HK)$ $嗶哩嗶哩-W (09626.HK)$ $嗶哩嗶哩 (BILI.US)$ $拼多多 (PDD.US)$ $網易 (NTES.US)$ $滴滴(已退市) (DIDI.US)$
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
RMB multiyear high is good for Chinese stocks. You would know that I have been talking about RMB internationalisation for awhile. In fact, the strengthening of RMB is an indication that China's RMB internationalisation is progressing smoothly.
Yes you may have even read about the Harvard report that mentioned that China has become a leading global economic powerhouse as well as leading the world and competing for the number 1 spot against US and European countries for the tech leadership.
Donald trump's past presidency term has in fact further expedited this process in tech leadership as China spends more efforts to develop its own hard tech like chips, semiconductors, various hard parts for the tech... This at the same time, let China focus on the tech regulation such that there is narrative to say that chinese tech regulations would slow down the tech leadership of China. Another nice chess piece there for China, which this single move press down Chinese tech equities to such low valuation.
My prediction of 2022 is that Chinese tech stocks will return to normalcy in terms of pricing and risk premium will abate. The strength of RMB will expedite the outflow of RMB into the world so as to counter the RMB strength, which may hurt the exports.
So i expect the overseas investment regulation for domestic china citizens will be formalised in China such that Chinese citizens should be allowed to invest overseas in 2022. Will I be right? Only time will tell... But if this happens, this will benefit the chinese tech stocks... I am positioning my capital into selected chinese tech stocks for the best potential return going into 2022 and 2023.
As always, risk management is important. Stay safe and manage the portfolio well.
As always, this should not be construed as any investment or trading advice.
$向上融科 (TIGR.US)$ $富途控股 (FUTU.US)$ $恒生科技指數 (800700.HK)$ $鬥魚 (DOYU.US)$ $虎牙 (HUYA.US)$ $騰訊控股 (00700.HK)$ $嗶哩嗶哩-W (09626.HK)$ $嗶哩嗶哩 (BILI.US)$ $拼多多 (PDD.US)$ $網易 (NTES.US)$ $滴滴(已退市) (DIDI.US)$
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Bebeeee
讚了
Bebeeee
讚了
一個完全自動化的國際證券交易所,不受任何國家任何政治局限制,具有完全開放性、高流動性、低廉的交易費用,提供僅數字服務和清晰的法規規則,將成為問題的銀子。
你覺得呢?
十八大活動項目 (二零二一年十二月三日) *
$滴滴(已退市) (DIDI.US)$
$福特汽車 (F.US)$
$蘋果 (AAPL.US)$
$蔚來 (NIO.US)$
$Lucid Group (LCID.US)$
$DocuSign (DOCU.US)$
$美國銀行 (BAC.US)$
$AT&T (T.US)$
$阿里巴巴 (BABA.US)$
$AMC院線 (AMC.US)$
$美國超微公司 (AMD.US)$
$SoFi Technologies (SOFI.US)$
$新東方 (EDU.US)$
$嘉年華郵輪 (CCL.US)$
$美國航空 (AAL.US)$
$Itaú巴西聯合銀行 (ITUB.US)$
$Palantir (PLTR.US)$
$Celyad Oncology (CYAD.US)$
* 每股收盤至少 2 美元,交易量至少為 50,000 美元。
你覺得呢?
十八大活動項目 (二零二一年十二月三日) *
$滴滴(已退市) (DIDI.US)$
$福特汽車 (F.US)$
$蘋果 (AAPL.US)$
$蔚來 (NIO.US)$
$Lucid Group (LCID.US)$
$DocuSign (DOCU.US)$
$美國銀行 (BAC.US)$
$AT&T (T.US)$
$阿里巴巴 (BABA.US)$
$AMC院線 (AMC.US)$
$美國超微公司 (AMD.US)$
$SoFi Technologies (SOFI.US)$
$新東方 (EDU.US)$
$嘉年華郵輪 (CCL.US)$
$美國航空 (AAL.US)$
$Itaú巴西聯合銀行 (ITUB.US)$
$Palantir (PLTR.US)$
$Celyad Oncology (CYAD.US)$
* 每股收盤至少 2 美元,交易量至少為 50,000 美元。
已翻譯
69
7
Bebeeee
讚了
$Upstart (UPST.US)$ $谷歌-C (GOOG.US)$ $CrowdStrike (CRWD.US)$ $Snowflake (SNOW.US)$
在一個專注於搜索引擎技術的公司的實際意思,我並不是這個意思。我的意思是:您估計下一家中型公司將在未來 10 到 20 年內發展爆炸性的中型公司是什麼?
目前,我的第一位是新興控股(UPST),我也認為 CrowdStrike 和 Snowflake 具有這種潛力。你們都覺得怎麼樣?
在一個專注於搜索引擎技術的公司的實際意思,我並不是這個意思。我的意思是:您估計下一家中型公司將在未來 10 到 20 年內發展爆炸性的中型公司是什麼?
目前,我的第一位是新興控股(UPST),我也認為 CrowdStrike 和 Snowflake 具有這種潛力。你們都覺得怎麼樣?
已翻譯
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