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Yoshian
Yoshian
·
2021-12-29
$阿里巴巴-SW(09988)$
巨頭就你最拉跨
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5
编组 21备份 2
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Yoshian
Yoshian
·
2021-12-03
$Docusign(DOCU)$
我的媽,這也可以崩
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2,888
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2
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Yoshian
Yoshian
·
2021-12-03
$Grab Holdings(GRAB)$
一只比一支凶,這是給人玩的嗎?
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4,625
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1
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3
编组 21备份 2
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Yoshian
Yoshian
·
2021-11-19
$嗶哩嗶哩-SW(09626)$
增發很大,你忍一下
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5,064
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2
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11
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Yoshian
Yoshian
·
2021-11-07
$Roblox Corporation(RBLX)$
這股還有一半的股本沒倒到市場,5億股太多了,謹慎作多
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Yoshian
Yoshian
·
2021-08-09
$Asana, Inc.(ASAN)$
这不空空谁
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2,991
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编组 21备份 2
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Yoshian
Yoshian
·
2021-08-04
一看就是被套很多
桥水基金创始人:投资者误解中国监管措施会导致错失机会
“结果,他们错过了中国正在发生的事,而且可能还会继续错过。”达利欧说。
桥水基金创始人:投资者误解中国监管措施会导致错失机会
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9
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Yoshian
Yoshian
·
2021-07-27
$NeuroMetrix(NURO)$
盤中的這跟假突破也太狠
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3,611
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3
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Yoshian
Yoshian
·
2021-07-03
$應用材料(AMAT)$
這票真的是有夠盤,垃圾
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Yoshian
Yoshian
·
2021-07-01
$A50指數主連 2107(CNmain)$
怎麽大A會這麼弱呢?有大神可以解釋一下嗎?
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href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>巨頭就你最拉跨","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>巨頭就你最拉跨","text":"$阿里巴巴-SW(09988)$巨頭就你最拉跨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696447970","isVote":1,"tweetType":1,"viewCount":2472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601682644,"gmtCreate":1638522857348,"gmtModify":1638522857348,"author":{"id":"3451624160432234","authorId":"3451624160432234","name":"Yoshian","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451624160432234","authorIdStr":"3451624160432234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DOCU\">$Docusign(DOCU)$</a>我的媽,這也可以崩","listText":"<a href=\"https://laohu8.com/S/DOCU\">$Docusign(DOCU)$</a>我的媽,這也可以崩","text":"$Docusign(DOCU)$我的媽,這也可以崩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601682644","isVote":1,"tweetType":1,"viewCount":2888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601071233,"gmtCreate":1638464717570,"gmtModify":1638464717570,"author":{"id":"3451624160432234","authorId":"3451624160432234","name":"Yoshian","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451624160432234","authorIdStr":"3451624160432234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>一只比一支凶,這是給人玩的嗎?","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>一只比一支凶,這是給人玩的嗎?","text":"$Grab Holdings(GRAB)$一只比一支凶,這是給人玩的嗎?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601071233","isVote":1,"tweetType":1,"viewCount":4625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876892885,"gmtCreate":1637288404733,"gmtModify":1637288404733,"author":{"id":"3451624160432234","authorId":"3451624160432234","name":"Yoshian","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451624160432234","authorIdStr":"3451624160432234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09626\">$嗶哩嗶哩-SW(09626)$</a>增發很大,你忍一下","listText":"<a href=\"https://laohu8.com/S/09626\">$嗶哩嗶哩-SW(09626)$</a>增發很大,你忍一下","text":"$嗶哩嗶哩-SW(09626)$增發很大,你忍一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/876892885","isVote":1,"tweetType":1,"viewCount":5064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845958021,"gmtCreate":1636269746363,"gmtModify":1636269746363,"author":{"id":"3451624160432234","authorId":"3451624160432234","name":"Yoshian","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451624160432234","authorIdStr":"3451624160432234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>這股還有一半的股本沒倒到市場,5億股太多了,謹慎作多","listText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>這股還有一半的股本沒倒到市場,5億股太多了,謹慎作多","text":"$Roblox Corporation(RBLX)$這股還有一半的股本沒倒到市場,5億股太多了,謹慎作多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845958021","isVote":1,"tweetType":1,"viewCount":2619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898091897,"gmtCreate":1628439902419,"gmtModify":1628439902419,"author":{"id":"3451624160432234","authorId":"3451624160432234","name":"Yoshian","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451624160432234","authorIdStr":"3451624160432234"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASAN\">$Asana, Inc.(ASAN)$</a>这不空空谁","listText":"<a href=\"https://laohu8.com/S/ASAN\">$Asana, Inc.(ASAN)$</a>这不空空谁","text":"$Asana, Inc.(ASAN)$这不空空谁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898091897","isVote":1,"tweetType":1,"viewCount":2991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890832427,"gmtCreate":1628090666569,"gmtModify":1628090666569,"author":{"id":"3451624160432234","authorId":"3451624160432234","name":"Yoshian","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451624160432234","authorIdStr":"3451624160432234"},"themes":[],"htmlText":"一看就是被套很多","listText":"一看就是被套很多","text":"一看就是被套很多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890832427","repostId":"2156171189","repostType":4,"repost":{"id":"2156171189","kind":"news","pubTimestamp":1628058416,"share":"https://ttm.financial/m/news/2156171189?lang=&edition=full","pubTime":"2021-08-04 14:26","market":"us","language":"zh","title":"桥水基金创始人:投资者误解中国监管措施会导致错失机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2156171189","media":"观察者网","summary":"“结果,他们错过了中国正在发生的事,而且可能还会继续错过。”达利欧说。","content":"<p>据美国消费者新闻与商业频道(CNBC)8月3日报道,桥水基金创始人瑞.达利欧(Ray Dalio)近日在职场社交平台linkedin发文,指出中国最近的一系列监管措施,被部分西方投资者误解为“反资本主义”,而这些误解将让后者错失中国的机会。<img src=\"https://static.tigerbbs.com/e0999de4c25d7bf65b2040ff9dba221f\" tg-width=\"600\" tg-height=\"179\" referrerpolicy=\"no-referrer\">CNBC报道截图</p>\n<p>近期,中国监管部门先后对互联网科技公司展开反垄断、数据安全等方面的调查及监管;与此同时,随着7月24日“双减”政策落地,校外培训机构也遭遇“核打击”。</p>\n<p>消息一出,教育股应声而跌。上周,抛售情绪从教育股扩大到整个中概股。</p>\n<p>不过,在达利欧看来,部分西方投资者对中国的监管政策存在误读。他认为,那些与中国政策制定者没有直接接触,也没有详细了解政府变化模式的西方观察人士,将最近这两次行动解释为中国官方展示了他们的“反资本主义”倾向。</p>\n<p>“结果,他们错过了中国正在发生的事,而且可能还会继续错过。”达利欧说。</p>\n<p>他表示,中国的政策制定者向<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>公司发出信号,指出上市可能不是最好的选择,还希望该公司处理数据隐私问题,这都是可以理解的。就教育培训机构而言,中国希望减少教育不平等的现象,减轻那些想让孩子获得培训服务、却又负担不起的民众的负担,“他们(政策制定者)认为,即使股东们不喜欢,这些政策对国家而言也是更有利的。”</p>\n<p>达利欧敦促投资者,要理解中国的资本市场正在快速发展,而中国的监管机构也要在这样的环境中“制定适当的监管措施”。</p>\n<p>与此同时,投资者也要理解全球地缘政治变化会导致连锁反应,“你可以从美国政府的政策转变中看到这一点,例如他们改变中国公司在美上市政策,威胁禁止美国养老基金在中国投资。”</p>\n<p>达利欧认为,中国政策制定者的行动方向“从未改变”,一直以来都支持资本市场快速稳定发展、企业家精神,并对外国投资者持开放态度。</p>\n<p>他鼓励外国投资者,关注中国的趋势,不要误解和过度关注政策的波动。</p>\n<p>达利欧最后写道:“至于投资,在我看来,美国和中国的体系和市场既有机会也有风险,而且很可能相互竞争,实现多元化。因此,它们都应被视为个人投资组合的重要组成部分。我建议你们不要将这些(监管)举动误解为过去几十年来存在的趋势的逆转,让它们吓跑你们。”</p>\n<p>就中国整顿校外培训一事,一些业内分析师也和达利欧有类似看法,即认为随着庞大的家教和补习行业成本不断上升,打击培训机构实际上是为了减少不公平现象。</p>\n<p>奥纬咨询公司负责教育与培训业务的董事合伙人王津婧(Claudia Wang)接受CNBC采访时表示:“我认为这次整顿行动背后的根本原因,是由于辅导和教育培训业务造成了社会不平等以及出生率下降。”</p>\n<p>资产管理公司富达国际亚洲股票主管缪子美(Victoria Mio)认为,尽管这些措施有些出人意料,但其寻求解决的是一个在中国广受关注的问题,即“如何减轻养育子女的负担,提振中国不断下降的出生率”。</p>\n<p>值得一提的是,在经历了教育、科技行业股票大跳水后,外资开始重返中国股市。彭博社8月3日报道,根据其汇编的数据,海外投资者已连续5个交易日保持净买入态势,累计净额达到215亿元(约合33亿美元)。如果周三(4日)这一势头持续,将是自今年3月以来最长的连续净买入天数。</p>\n<p>此外,美国证券交易委员会近日发布声明,增加了对中国企业赴美上市的信息披露要求。对此中国证监会新闻发言人1日回应指出,两国监管部门应当继续秉持相互尊重、合作共赢的精神,就中概股监管问题加强沟通,找到妥善解决的办法,为市场营造良好的政策预期和制度环境。</p>\n<p>证监会发言人表示,一直以来,我们对企业选择上市地持开放态度,支持企业依法合规选择国际国内两个市场。企业不管在哪里上市,都应当符合上市地、运营地相关法律法规和监管要求。当前,中国主管部门对有关行业进行规范管理,目的是统筹发展和安全,促进市场主体持续健康发展。在制度的制定和执行过程中,中国证监会将与有关部门密切沟通,进一步统筹处理好投资者、企业、监管等各方关系,进一步提高政策措施的透明度和可预期性。</p>","source":"gczw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>桥水基金创始人:投资者误解中国监管措施会导致错失机会</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n桥水基金创始人:投资者误解中国监管措施会导致错失机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 14:26 北京时间 <a href=https://m.cls.cn/depth/805380><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据美国消费者新闻与商业频道(CNBC)8月3日报道,桥水基金创始人瑞.达利欧(Ray Dalio)近日在职场社交平台linkedin发文,指出中国最近的一系列监管措施,被部分西方投资者误解为“反资本主义”,而这些误解将让后者错失中国的机会。CNBC报道截图\n近期,中国监管部门先后对互联网科技公司展开反垄断、数据安全等方面的调查及监管;与此同时,随着7月24日“双减”政策落地,校外培训机构也遭遇“...</p>\n\n<a href=\"https://m.cls.cn/depth/805380\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7a91d20da8f0eae7dff1912614ad080","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://m.cls.cn/depth/805380","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156171189","content_text":"据美国消费者新闻与商业频道(CNBC)8月3日报道,桥水基金创始人瑞.达利欧(Ray Dalio)近日在职场社交平台linkedin发文,指出中国最近的一系列监管措施,被部分西方投资者误解为“反资本主义”,而这些误解将让后者错失中国的机会。CNBC报道截图\n近期,中国监管部门先后对互联网科技公司展开反垄断、数据安全等方面的调查及监管;与此同时,随着7月24日“双减”政策落地,校外培训机构也遭遇“核打击”。\n消息一出,教育股应声而跌。上周,抛售情绪从教育股扩大到整个中概股。\n不过,在达利欧看来,部分西方投资者对中国的监管政策存在误读。他认为,那些与中国政策制定者没有直接接触,也没有详细了解政府变化模式的西方观察人士,将最近这两次行动解释为中国官方展示了他们的“反资本主义”倾向。\n“结果,他们错过了中国正在发生的事,而且可能还会继续错过。”达利欧说。\n他表示,中国的政策制定者向滴滴公司发出信号,指出上市可能不是最好的选择,还希望该公司处理数据隐私问题,这都是可以理解的。就教育培训机构而言,中国希望减少教育不平等的现象,减轻那些想让孩子获得培训服务、却又负担不起的民众的负担,“他们(政策制定者)认为,即使股东们不喜欢,这些政策对国家而言也是更有利的。”\n达利欧敦促投资者,要理解中国的资本市场正在快速发展,而中国的监管机构也要在这样的环境中“制定适当的监管措施”。\n与此同时,投资者也要理解全球地缘政治变化会导致连锁反应,“你可以从美国政府的政策转变中看到这一点,例如他们改变中国公司在美上市政策,威胁禁止美国养老基金在中国投资。”\n达利欧认为,中国政策制定者的行动方向“从未改变”,一直以来都支持资本市场快速稳定发展、企业家精神,并对外国投资者持开放态度。\n他鼓励外国投资者,关注中国的趋势,不要误解和过度关注政策的波动。\n达利欧最后写道:“至于投资,在我看来,美国和中国的体系和市场既有机会也有风险,而且很可能相互竞争,实现多元化。因此,它们都应被视为个人投资组合的重要组成部分。我建议你们不要将这些(监管)举动误解为过去几十年来存在的趋势的逆转,让它们吓跑你们。”\n就中国整顿校外培训一事,一些业内分析师也和达利欧有类似看法,即认为随着庞大的家教和补习行业成本不断上升,打击培训机构实际上是为了减少不公平现象。\n奥纬咨询公司负责教育与培训业务的董事合伙人王津婧(Claudia Wang)接受CNBC采访时表示:“我认为这次整顿行动背后的根本原因,是由于辅导和教育培训业务造成了社会不平等以及出生率下降。”\n资产管理公司富达国际亚洲股票主管缪子美(Victoria Mio)认为,尽管这些措施有些出人意料,但其寻求解决的是一个在中国广受关注的问题,即“如何减轻养育子女的负担,提振中国不断下降的出生率”。\n值得一提的是,在经历了教育、科技行业股票大跳水后,外资开始重返中国股市。彭博社8月3日报道,根据其汇编的数据,海外投资者已连续5个交易日保持净买入态势,累计净额达到215亿元(约合33亿美元)。如果周三(4日)这一势头持续,将是自今年3月以来最长的连续净买入天数。\n此外,美国证券交易委员会近日发布声明,增加了对中国企业赴美上市的信息披露要求。对此中国证监会新闻发言人1日回应指出,两国监管部门应当继续秉持相互尊重、合作共赢的精神,就中概股监管问题加强沟通,找到妥善解决的办法,为市场营造良好的政策预期和制度环境。\n证监会发言人表示,一直以来,我们对企业选择上市地持开放态度,支持企业依法合规选择国际国内两个市场。企业不管在哪里上市,都应当符合上市地、运营地相关法律法规和监管要求。当前,中国主管部门对有关行业进行规范管理,目的是统筹发展和安全,促进市场主体持续健康发展。在制度的制定和执行过程中,中国证监会将与有关部门密切沟通,进一步统筹处理好投资者、企业、监管等各方关系,进一步提高政策措施的透明度和可预期性。","news_type":1,"symbols_score_info":{"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":3270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809085110,"gmtCreate":1627340362030,"gmtModify":1627340362030,"author":{"id":"3451624160432234","authorId":"3451624160432234","name":"Yoshian","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451624160432234","authorIdStr":"3451624160432234"},"themes":[],"htmlText":"<a 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