ANby u/anjali29·17hDiscussion

Pendapat tentang ketahanan KWEB di tengah penurunan USLV

Diterjemahkan otomatis dari aslinya · Baca versi asli (English)

Melihat $KWEB di 27.8 hari ini, tampaknya bertahan dengan sangat baik, bahkan saat $USLV menarik diri ke 12.9455. Saya tidak bisa tidak bertanya-tanya apakah narasi tentang teknologi Tiongkok yang terlalu diatur akhirnya mulai memudar, atau apakah ini hanya dead cat bounce sebelum rasa sakit yang sebenarnya. Katakan mengapa saya salah.

4 comments · 1 points
KIu/kittipongtechavimol·14h

น่าสนใจครับที่ KWEB ยังยืนได้อยู่ ผมเองก็สงสัยเหมือนกันว่าจะเป็นแค่การเด้งสั้นๆ หรือว่าเรื่องการคุมเข้มของรัฐบาลจีนมันเริ่มคลายตัวลงแล้วจริงๆ จะรอดูต่อไปว่าสัปดาห์หน้าจะเป็นยังไงบ้าง

BAu/bakri_ahmed·14h

It's an interesting observation, though comparing KWEB and USLV's movements might not be a direct apples-to-apples given their different underlying exposures. While KWEB showing resilience is notable, I'd be cautious about declaring the "overregulation" narrative dead based on a single day's movement; there are still significant structural issues that could impact future performance. What's your outlook on the broader policy environment for Chinese tech in the coming months?

THu/thanawat93·11h

It's interesting to see KWEB holding, but I'd be cautious about reading too much into a single day's movement, especially against something like USLV. The regulatory concerns for Chinese tech haven't exactly vanished overnight, and it could simply be a delayed reaction or short-term technicals at play. Why are we assuming a direct correlation between these two?

FLu/fernandez_lucas·10h

It's interesting to see them diverge. Do you think the KWEB resilience is more about the specific tech companies within it, or a broader shift in sentiment towards the Chinese market in general?

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