Catie23
投票しました
戻ってきたmooerたち、ようこそ!![]()
今日の議論では、2022年の過去1か月間のイベントについて話をします。これはまた、私の株式オプションに関する記事の15回目であり、最後の記事でもあります。Q1 2022に向けた私のMooMooの目標について .
さあ、2022年の春節の物語を始めましょう!![]()
2022年1月は、ほとんどのMooersにとって非常に興奮する1か月でした。テスラやアップルなど、いくつかの銘柄が記録を更新するのを目撃し、その後 $Nasdaq Composite Index(.IXIC.US$ 4.5%下がりました。
今日の議論では、2022年の過去1か月間のイベントについて話をします。これはまた、私の株式オプションに関する記事の15回目であり、最後の記事でもあります。Q1 2022に向けた私のMooMooの目標について .
さあ、2022年の春節の物語を始めましょう!
2022年1月は、ほとんどのMooersにとって非常に興奮する1か月でした。テスラやアップルなど、いくつかの銘柄が記録を更新するのを目撃し、その後 $Nasdaq Composite Index(.IXIC.US$ 4.5%下がりました。
翻訳済み
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33
Catie23
がいいねしました
$チーフー(ZH.US$ Zhihu extended its pre-market decline to 10%. The Beijing Cyberspace Administration office (CAC) punished Zhihu in accordance with the law and ordered it to rectify the problems of information that is prohibited by laws and regulations to be published or transmitted for many times.
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Catie23
がいいねしました
翻訳済み
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Catie23
がいいねしました
$チーフー(ZH.US$実はこの株式は良い株式で、私たち小散発に驚きを与えてくれます。この株式を買ってから、私はお金を失ったことはありません💰。
翻訳済み
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2
Catie23
がいいねしました
My youtube channel:
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
We are well aware that the non-Chinese media has been circulating negative market and economic narratives over Chinese economy. Evergrande debt default as well as a few other property developers like Kaisa, etc had also announced the difficulty to meet payment deadlines and expressed liqudity concerns.
Soon after, there are reports that said Evergrande's creditors are filing for 13 billion USD liabilities claims from Evergrande. PBOC of China has stated that this will not be a market event disrupting market stability in China and Hong Kong but nevertheless, we note that Guangdong state has sent in a restructuring team to the headquarter of Evergrande to "assist" in such matters.
But all in all, RMB is still strong and PBOC has recently reduced the reserve deposit to be maintained at the banks thereby releasing more liquidity into the system. Bearing in mind the strong RMB may not help in exports though China has been pushing for its own domestic consumption to support its GDP, we nevertheless know that a too strong RMB would not be ideal. This comes at a time when USD in itself is also appreciating meaning RMB has appreciated way stronger than years ago. So how can PBOC and Chinese authorities come out with new measures?
I predict that PBOC will eventually work with CSRC, cyberspace admin, SAFE to allow the overseas investment by Chinese citizens thereby allowing the demand and supply balance of RMB (out and in) to be healthier rather than simply allowing strong demand for RMB due to the opening of its financial markets. As for the tech regulations, I believe it will be clarified in 2022 given that tech companies have grown to become so important to China's economy. If this is the case, then hopefully the PBOC and CSRC can have a good talk with cyberspace admin to say that the pressure on tech companies should be less intensive so that these tech companies can contribute to tax revenue to the country as well as generating jobs for China. Also, this can provide more inflows of funds into the tech companies once the tech regulations have been clarified.
These two steps are two logical steps.... But will China really do these two logical steps? I will leave it to time to show if my analysis and predictions will be right.
As always, this should not be construed as any investment or trading advice.
$アップ・フィンテック・ホールディング(TIGR.US$ $フートゥー・ホールディングス(FUTU.US$ $網易(09999.HK$ $ネットイーズ(NTES.US$ $アリババ・グループ・ホールディング(BABA.US$ $フヤ(HUYA.US$ $ビリビリ(BILI.US$ $BILIBILI-SW(09626.HK$ $KUAISHOU-W(01024.HK$ $Hang Seng TECH Index(800700.HK$ $iShares Hang Seng TECH ETF(03067.HK$ $ドウユ・インターナショナル・ホールディングス(DOYU.US$ $バイドゥ(BIDU.US$ $ウェイボー(WB.US$ $Haier Smart Home(600690.SH$ $小米集団(01810.HK$ $Lenovo(05562.HK$ $JD.COM(京東商城)(JD.US$ $美団点評(03690.HK$ $Meituan(ADR)(MPNGF.US$ $PDDホールディングス(PDD.US$
https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw
We are well aware that the non-Chinese media has been circulating negative market and economic narratives over Chinese economy. Evergrande debt default as well as a few other property developers like Kaisa, etc had also announced the difficulty to meet payment deadlines and expressed liqudity concerns.
Soon after, there are reports that said Evergrande's creditors are filing for 13 billion USD liabilities claims from Evergrande. PBOC of China has stated that this will not be a market event disrupting market stability in China and Hong Kong but nevertheless, we note that Guangdong state has sent in a restructuring team to the headquarter of Evergrande to "assist" in such matters.
But all in all, RMB is still strong and PBOC has recently reduced the reserve deposit to be maintained at the banks thereby releasing more liquidity into the system. Bearing in mind the strong RMB may not help in exports though China has been pushing for its own domestic consumption to support its GDP, we nevertheless know that a too strong RMB would not be ideal. This comes at a time when USD in itself is also appreciating meaning RMB has appreciated way stronger than years ago. So how can PBOC and Chinese authorities come out with new measures?
I predict that PBOC will eventually work with CSRC, cyberspace admin, SAFE to allow the overseas investment by Chinese citizens thereby allowing the demand and supply balance of RMB (out and in) to be healthier rather than simply allowing strong demand for RMB due to the opening of its financial markets. As for the tech regulations, I believe it will be clarified in 2022 given that tech companies have grown to become so important to China's economy. If this is the case, then hopefully the PBOC and CSRC can have a good talk with cyberspace admin to say that the pressure on tech companies should be less intensive so that these tech companies can contribute to tax revenue to the country as well as generating jobs for China. Also, this can provide more inflows of funds into the tech companies once the tech regulations have been clarified.
These two steps are two logical steps.... But will China really do these two logical steps? I will leave it to time to show if my analysis and predictions will be right.
As always, this should not be construed as any investment or trading advice.
$アップ・フィンテック・ホールディング(TIGR.US$ $フートゥー・ホールディングス(FUTU.US$ $網易(09999.HK$ $ネットイーズ(NTES.US$ $アリババ・グループ・ホールディング(BABA.US$ $フヤ(HUYA.US$ $ビリビリ(BILI.US$ $BILIBILI-SW(09626.HK$ $KUAISHOU-W(01024.HK$ $Hang Seng TECH Index(800700.HK$ $iShares Hang Seng TECH ETF(03067.HK$ $ドウユ・インターナショナル・ホールディングス(DOYU.US$ $バイドゥ(BIDU.US$ $ウェイボー(WB.US$ $Haier Smart Home(600690.SH$ $小米集団(01810.HK$ $Lenovo(05562.HK$ $JD.COM(京東商城)(JD.US$ $美団点評(03690.HK$ $Meituan(ADR)(MPNGF.US$ $PDDホールディングス(PDD.US$
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1
Catie23
がいいねしました
$AMCエンターテインメント HD A(AMC.US$
ただのゲーム...常にそうだった...本当のエイプたちのために冷静に...時間が真実の解明の鍵となるだろう
ただのゲーム...常にそうだった...本当のエイプたちのために冷静に...時間が真実の解明の鍵となるだろう
翻訳済み
25
Catie23
がいいねしました
$フートゥー・ホールディングス(FUTU.US$37ドルを読み込むのを待ってください
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Catie23
がいいねしました
$ヴァージン ギャラクティック ホールディングス(SPCE.US$大底です。コールしましょう。
翻訳済み
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