Joe:「中國股市進入大跌勢,周圍鄰國和美國的股市,也可能被無辜波及,但理論上美國股市的風險是相對短期的影響。」
中國政府對赴美掛牌的中國新創業發動一系列打擊,嚇壞海外投資人,中國相關個股遭全球拋售,一天之內蒸發5,570億美元,外資透過滬港通、深港通拋售的A股淨額多達人民幣128億元(20億美元),創2020年7月24日以來最大單日拋售額,中國2020年11月叫停螞蟻集團(Ant Group)上市計畫,並祭出一連串規管行動,讓科技業噤若寒蟬。補教業成為最新傳出的打擊對象,更使中國股市7月26日蒸發2,940億美元。
問世一週年的恆生科技指數(Hang Seng Tech Index)也在騰訊、美團重挫的影響下,市值驟減1,650億美元。那斯達克金龍中國指數(NasdaqGolden Dragon China Index)由98檔跨入中國市場的企業組成,一夕減損980億美元,紅蟻資本(Atta Capital)投資組合經理人Alan Li說,人們雖對即將祭出的監管措施有些心理準備,卻沒料到規模遠超預期,可以理解為何有人會設法停損、甚至恐懼拋股。
曾任摩根士丹利(Morgan Stanley)亞洲區董事長的耶魯大學教授Stephen Roach警告,中國當局打擊赴美掛牌的中國企業,恐怕是冷戰的初期暗號,Roach表示,「每當涉及中國,我都是天生的樂觀者,但這些行動實在令人困擾。」,中國經濟如今由新創企業驅動,中國卻對其核心價值及商業模式窮追猛打,中美的緊張關係恐升溫至1970年代初期以來從未見過的地步,4月Roach就曾對美中關係惡化示警,還說兩國已瀕臨冷戰邊緣。如今,Roach暗示界線恐怕已被跨越。他說,「這些行動危及過去數年來中國讓人倍感振奮的核心,這讓我相當憂慮。」
身為中國發展最快的產業之一,科技公司面臨強大的監管風險。馬雲螞蟻集團和NASDAQ上市的滴滴,中國當局以大膽舉措壓制,已讓全球投資者擔心中國數據控制收緊而與華盛頓的關係仍然困難而逃離,荷寶公司(Robeco Hong Kong Ltd.)投資組合經理Joshua Crabb說:「人們一直擔心中期盈利能力可能會因數據更公開化而削弱,隱私成了大問題,這仍是不利因素。」
美國銀行(Bank of America)策略師稱,監管壓力不太可能很快消失,建議投資者轉向中國以外科技公司,如今各路分析均告誡中國科技股買家要當心,指標追蹤30家在港上市的最大科技公司,包括騰訊控股有限公司、阿里巴巴集團控股有限公司、美團點評等,美中關係日益緊張,加上華盛頓強調對美國股市掛牌的中概股會計審核,越來越多中國科技公司尋求在國內和香港上市。
https://m.moneydj.com/f1a.aspx?a=4981b1f2-f965-4de2-b30e-73cf14fd1cab&c=MB010000&fbclid=IwAR0ljaiq24YwOKJV4LmKQ5O4NaNOHPZYLuJSqeU3RtfTUDfvDMQDVAcSSDM
https://technews.tw/2021/07/26/the-impact-of-chinasuppression-of-technology-companies-on-hsi/
同時也有3部Youtube影片,追蹤數超過11萬的網紅Mario 孝仔 & Momo,也在其Youtube影片中提到,►Instagram Mario ☞ @mariohau_ Momo☞ @momokwok ►Email [email protected] ------------------------------------------------------- Archie’s Instagra...
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To Smash a Cracked Pot |Lee Yee
The national security honeymoon, the calm before the storm, is over. The sword of Damocles above our heads comes swinging down.
Against the professional recommendations of the Board of Education, the University of Hong Kong’s (HKU) governing council went with the majority’s decision and fired Benny Tai Yiu-ting, associate professor of the Faculty of Law. Certainly, no one would challenge Benny Tai’s comment that the decision to terminate his appointment was made by “an authority beyond the university through its agents”.
Three males and one female, aged between 16 and 21, were arrested on suspicion of “secession” in violation of the national security law. There was no action, only online speeches. Perhaps the few words by these teenagers are powerful enough to split a country of 1.4 billion people?
I had been pondering whether the Communists and their bootlickers would adopt the disqualification tactic or the postponement tactic in the upcoming Legislative Council election. The answer has been revealed that mass disqualifications would come first, and then a postponement may follow. Some said that the Communists are “braver” than I had predicted; but to borrow a young person’s words, which I find to be more suitable: rationality limits my imagination.
The three-part strike happened within a period of two days, putting an end to the honeymoon where the CCP had once sought dialogue, probed, soothed, and observed the global siege led by the United States. Now the CCP is addressing the US sanctions head-on while flexing its muscles by targeting Hongkongers.
This also illustrates that the attempt by the pan-democrats to navigate within the cavity of the national security law, to try to compromise on the confirmation letter to see a way out through election was an utter, complete failure. They could have followed my suggestion from a month ago, to run in the election with proud and loud opposition against the national security law, to welcome being disqualified and show the civilized world “what the CCP is plotting against Hong Kong”. That would have been more courageous. Yet some pushed their luck, and now they face the same fate of being disqualified.
CCP’s honeymoon period following the implementation of the national security law in Hong Kong was based on the assumption, by the CCP as well as other overseas observers, that Trump’s tough policy toward China was for his election campaign. Since the current projection of the election seems unfavorable to Trump, that there is hope for the Democrats to take over, and the US might change its policy toward China.
When the United States ordered the closure of the Chinese Consulate in Houston, and when the four top officials, especially Pompeo’s declaration of resistance to China, made it clear that the US ultra-cold war strategy towards China is unlikely to be reversible.
Stephen Young, a senior diplomat who had stationed in Beijing, Hong Kong, and Taipei, said that demanding other countries to close their consulates is a very drastic strategy. In the past, if a foreign diplomatic agency had a blunder, actions would usually have been taken against a person. The closures of the consulates suggest that the relationship is close to a break-up.
On July 25, the New York Times published the words of Ryan Hass, the President of the US National Security Council in the Obama era, that said, “They want to reorient the U.S.-China relationship toward an all-encompassing systemic rivalry that cannot be reversed by the outcome of the upcoming U.S. election. They believe this reorientation is needed to put the United States on a competitive footing against its 21st-century geostrategic rival.”
The two bills on Hong Kong, and the one on Xinjiang Uyghurs, were all passed almost unanimously in the US Senate and the House of Representatives. The Speaker of the House and Democrat, Pelosi, was particularly enthusiastic; left-wing media such as the New York Times and the Wall Street Journal, though have been critical of Trump, have both affirmed and even encouraged Trump’s anti-China policy.
This has been a 180 from Trump’s previous declaration of “America First” when he did not hesitate to offend the United Kingdom, the European Union, and even Asia-Pacific countries. Pompeo has recently been chummy with Europe and the Asia-Pacific to ally up, and emphasized in his anti-CCP declaration the need for the free world to act together. In fact, Trump’s unilateralism has pivoted, and the allies have returned to their positions one after another, and a global siege towards China has gradually been formed.
Has China been in touch with the US Democratic Party in private to probe whether its China policy will change if it wins the general election? There is no way of knowing. Even if so, the answer is apparent.
The US policy toward China leaves no room for maneuver, and the power-hungry CCP must now hold tight onto the hastily enacted national security law till the end. The longer they hold out, who knows how many more Hong Kong officials or pro-Beijing people would be affected along the lines of Bernard Chan and his sanctioned foreign bank.
What the CCP and its Hong Kong bootlickers are doing could be described with the Chinese idiom “to smash a cracked pot”. The pot is already cracked, then just smash it. It means that there are blemishes, and mistakes that cannot be corrected or will not be correct, then why not send the helve after the hatchet.
Lu Xun said, “When the brave is angered, he draws the sword towards the stronger; when the coward is angered, he draws the sword towards the weaker.” Disqualifications coupled with the postponement, is it “braver”? Or rather, “the coward is angered”.
bank of america hong kong 在 健吾 Facebook 的最佳貼文
中大明天繼續停課。所有同學請注意人身安全。
【中大宣布明天(11月12日)繼續停課】
鑒於社會情況持續惡化,公共交通服務受到嚴重影響,加上校園多處地方及設施損毀,復修需時,香港中文大學 (中大) 宣布明天 (11月12日)課堂將會取消。至於在中環美國銀行中心的課堂,同學可向其所屬學系 / 學院查詢相關安排之詳情。
同學及同事的安全是大學的首要考慮。大學呼籲同學及各部門員工盡量遠離危險,留在安全的地方。各部門員工如果有安全上的顧慮,可以不必返回辦公室。各學系及單位應彈性處理個別教職員因交通問題而遲到或缺席的事宜。
【 CUHK announces cancellation of classes tomorrow (12 November) 】
Considering the worsening social unrest, the severely affected public transport services, and that repair to the damaged facilities on campus takes time, The Chinese University of Hong Kong (CUHK) announces that all classes will be cancelled tomorrow (12 Nov). For classes to be conducted at the Bank of America Tower, Central, students may contact the respective Faculty/Department for further details.
The safety of our students and colleagues is always the University’s top priority. The University urges all students and staff members to avoid danger and stay at safe locations. There is no need to travel to work unless safe to do so. All unit heads should exercise flexibility when handling the attendance or punctuality of individual staff members due to traffic problems.
bank of america hong kong 在 Mario 孝仔 & Momo Youtube 的最佳貼文
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bank of america hong kong 在 Kento Bento Youtube 的精選貼文
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Channel Description:
Animated documentary-style videos on extraordinary Asian events.
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Video Title: The Secret Overseas Headquarters of North Korea
"Kuala Lumpur, Malaysia. February 13th, 2017. A frantic Korean man approached an airport receptionist in the departure hall of Terminal 2, in Kuala Lumpur International Airport. He claimed someone had grabbed him from behind and splashed a mysterious liquid on his face, and he was now feeling some discomfort. The receptionist sent him to the airport’s medical clinic to be looked at by doctors, but it wasn’t long until he became unresponsive. Less than 20 minutes later, he was dead. The liquid that was smeared on his face turned out to be VX nerve agent (a chemical weapon categorized as a weapon of mass destruction). The victim was Kim Jong-nam - the half brother of North Korea’s Supreme Leader, Kim Jong-un. Before his untimely death, Nam was set to return home to Macau (after a business trip in Kuala Lumpur) - Macau was where he had lived anonymously with his family the past two decades. But while he never made it back, the aftermath of his assassination brought a great deal of unwanted attention to the Chinese city he lived in; for the long-standing secretive relationship between Macau and North Korea was now in the limelight..."
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