🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 05-22 19:08:08时区推断·⟳ 抓取 06-03 17:35:55回填·⚡ 决策 06-17 00:38:10·132.9 天前
推特用户看空富途与老虎证券，称中国政府正追查其历史收入
📄 原文Serenity↗ 原文
Feels like $FUTU and $TIGR are kinda screwed? The Chinese Gov is going after their historical revenues. There's basical…
不做 FUTU.US
纯情绪输出与宏观老生常谈，缺乏一手新闻或官方公告证实具体监管行动，属于未证实传闻与市场噪音，无具体可交易催化剂。
不做 TIGR.US
纯情绪输出与宏观老生常谈，缺乏一手新闻或官方公告证实具体监管行动，属于未证实传闻与市场噪音，无具体可交易催化剂。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 656 字
Feels like $FUTU and $TIGR are kinda screwed? The Chinese Gov is going after their historical revenues.
There's basically no fair law in China (esp. with IP), so if Gov wants something done, courts will be rigged against them.
So no chance of an appeal, unless they make a hidden deal. Also don't think the brokerages are able to pull a $GOOGL like their 20 decillion fine, given local operations
So TLDR: Good lesson learned to avoid Chinese exposure from $BABA to $PDD as much as possible...
And (as seen with $META + Manus + this case), even if something looks cheap.
There's a reason why all the US equities have premiums, even if a little high.
There's basically no fair law in China (esp. with IP), so if Gov wants something done, courts will be rigged against them.
So no chance of an appeal, unless they make a hidden deal. Also don't think the brokerages are able to pull a $GOOGL like their 20 decillion fine, given local operations
So TLDR: Good lesson learned to avoid Chinese exposure from $BABA to $PDD as much as possible...
And (as seen with $META + Manus + this case), even if something looks cheap.
There's a reason why all the US equities have premiums, even if a little high.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。