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女股神伍德:對中國市場看法樂觀多於悲觀 | Anue鉅亨

「女股神」伍德(Cathie Wood)周二(24 日)接受彭博專訪時表示,儘管中國政府祭出監管制度讓許多科技公司受影響,但從長遠的角度來看,對中國仍持樂觀看法。 ....

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《大陸產業》監管收緊 GIC逆風挺陸科技業_富聯網


 路透23日報導,自2020年底以來,中國政府持續著力監管阿里、騰訊、美團等互聯網平台巨頭,致使中證海外中國互聯網指數2021年迄今共下跌22%。
 但林昭傑對此表示,考慮到中國政府對新冠疫情的控制情況、宏觀經濟紀律和因應經濟疲軟的靈活性,GIC仍然對其中國投資保持積極看法。
 他強調,GIC看到中國繼續推出創新的商業模式和技術,所以對中國網科業仍保有信心,對中國市場看法是積極的。
 自2020年底中國政府喊卡螞蟻集團陸港上市起,直到近期官方對滴滴的強力監管,中企背負的政治風險令國際市場看空中概股氣勢大盛,也衝擊到美股、港股的中概股股價表現。
 譬如,有女股神之稱的方舟投資(ARK Invest)執行長Cathie Wood率先減碼騰訊、貝殼、虎牙的持股,其方舟創新ETF(ARKK)的中概股比重從2月分的8%陸續減碼� ....

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監管收緊 GIC逆風挺陸科技業 - 全球財經

監管收緊 GIC逆風挺陸科技業 - 全球財經
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