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2021-11-14

Wow

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2021-11-06

Wow

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2021-10-04

Wow

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2021-09-22

Wow

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2021-09-06

Great ariticle, would you like to share it?

@SQ88:$WILMAR INTERNATIONAL LIMITED(F34.SI)$Pre-market status.. green or red day?

2021-08-24

👍

@东升投研:简单聊聊中概股泥沙俱下中的机遇与危机

2021-08-11

👍

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2021-08-11

O

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2021-07-13

Ye

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2021-07-13

[白眼]

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2021-07-13

Yo

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2021-07-13

Yeh

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2021-07-13

Nice

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2021-07-13

OK

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817037630","repostId":"890566388","repostType":1,"repost":{"id":890566388,"gmtCreate":1628124209644,"gmtModify":1631885855400,"author":{"id":"3576462187032185","authorId":"3576462187032185","name":"SQ88","avatar":"https://static.tigerbbs.com/cf99ec93e734dec47742eafaf27c55d6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576462187032185","idStr":"3576462187032185"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$</a>Pre-market status.. green or red day?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$</a>Pre-market status.. green or red 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href=\"https://laohu8.com/TW/175407610\" target=\"_blank\">谈谈暴跌中的教育股，危机还是机遇？</a>一文中谈到的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>&nbsp;，好未来，高途等K12教育公司那么为何中概股会被局部的坍塌而泥沙俱下一般的带下来？去年动辄翻倍的中概股今年则成了腰斩再腰斩的对象，那么我们今天简梳理以下中概目前的行情和思路。1.投资者对不可抗力扩散的恐慌，对于一纸文章就会颠覆某些行业的恐惧，大资本对做多中国信心的丧失，让这波下跌甚至有点报复性，不可抗力是否会冲击部分中概行业的基本盘与价值逻辑？2.中概股这种泥沙俱下式的下跌，夹杂着“真杀”，同时也伴随着错杀。这种整体性的下杀，更多是政策及消息面对市场的轮番情绪催化；3.从时间角度而言，自从懂王执政以来，中概股回港潮便成为趋势，阿里百度京东等纷纷回港。去年瑞幸造假，漂亮国推出《外国公司问责法》，加大对于中概公司的监管，尤其是审计监管，加大中概强制退市风险。4.某打车软件百年庆典之际偷偷上市上市，因违规收集信息，遭下架处罚，国内掀起一阵网络安全审查风波，不仅带崩了自己的股价，（最高的18元跌至8元）并且小范围波及满帮集团、BOSS直聘等公司，5.国家之后迅速发布《严厉打击证券违法意见》，强调加码监管中概股，包括互联网反垄断监管反垄断政策风袭来：阿里被罚，斗鱼虎牙合并被禁，腾讯音乐遭查，交出版权，股价狂泻，苏宁美团集中性处罚6.住房城建部发布整治房地产秩序通知，严管地产开发，房屋买卖租赁秩序，叠","listText":"随着某知名打车软件和K12教育的相继落马，中概股行情出现了一波较大的回撤，如果说类似于年初的股价下跌回调是可以接受的，这一次则不同。部分赛道甚至出现了被“赶尽杀绝”的特点，比如上周在<a href=\"https://laohu8.com/TW/175407610\" target=\"_blank\">谈谈暴跌中的教育股，危机还是机遇？</a>一文中谈到的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>&nbsp;，好未来，高途等K12教育公司那么为何中概股会被局部的坍塌而泥沙俱下一般的带下来？去年动辄翻倍的中概股今年则成了腰斩再腰斩的对象，那么我们今天简梳理以下中概目前的行情和思路。1.投资者对不可抗力扩散的恐慌，对于一纸文章就会颠覆某些行业的恐惧，大资本对做多中国信心的丧失，让这波下跌甚至有点报复性，不可抗力是否会冲击部分中概行业的基本盘与价值逻辑？2.中概股这种泥沙俱下式的下跌，夹杂着“真杀”，同时也伴随着错杀。这种整体性的下杀，更多是政策及消息面对市场的轮番情绪催化；3.从时间角度而言，自从懂王执政以来，中概股回港潮便成为趋势，阿里百度京东等纷纷回港。去年瑞幸造假，漂亮国推出《外国公司问责法》，加大对于中概公司的监管，尤其是审计监管，加大中概强制退市风险。4.某打车软件百年庆典之际偷偷上市上市，因违规收集信息，遭下架处罚，国内掀起一阵网络安全审查风波，不仅带崩了自己的股价，（最高的18元跌至8元）并且小范围波及满帮集团、BOSS直聘等公司，5.国家之后迅速发布《严厉打击证券违法意见》，强调加码监管中概股，包括互联网反垄断监管反垄断政策风袭来：阿里被罚，斗鱼虎牙合并被禁，腾讯音乐遭查，交出版权，股价狂泻，苏宁美团集中性处罚6.住房城建部发布整治房地产秩序通知，严管地产开发，房屋买卖租赁秩序，叠","text":"随着某知名打车软件和K12教育的相继落马，中概股行情出现了一波较大的回撤，如果说类似于年初的股价下跌回调是可以接受的，这一次则不同。部分赛道甚至出现了被“赶尽杀绝”的特点，比如上周在谈谈暴跌中的教育股，危机还是机遇？一文中谈到的$新东方(EDU)$ 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