看问题,还是要看钱流向了哪里
Since the start of the pandemic, China’s 10 largest tech groups have collectively lost $300bn in market value, while their largest US peers have added almost $5tn, according to S&P Capital IQ.
“China is getting cancelled and the economy is a dumpster fire,” said a Hong Kong-based equity analyst. He noted that JPMorgan Chase’s controversial labelling of Chinese internet stocks as “uninvestable” last year now looked better judged.
https://www.ft.com/content/7d6c3c8a-97dc-4b98-8421-f881f185661e
http://www.ftchinese.com/story/001099932?exclusive
Since the start of the pandemic, China’s 10 largest tech groups have collectively lost $300bn in market value, while their largest US peers have added almost $5tn, according to S&P Capital IQ.
“China is getting cancelled and the economy is a dumpster fire,” said a Hong Kong-based equity analyst. He noted that JPMorgan Chase’s controversial labelling of Chinese internet stocks as “uninvestable” last year now looked better judged.
https://www.ft.com/content/7d6c3c8a-97dc-4b98-8421-f881f185661e
http://www.ftchinese.com/story/001099932?exclusive