ANby u/anjali29·17hDiscussion

USLV 하락 속 KWEB의 회복력에 대한 생각

원문에서 자동 번역됨 · 원문 읽기 (English)

오늘 $KWEB이 27.8에 거래되는 것을 보니, $USLV가 12.9455로 후퇴하는 와중에도 놀랍도록 잘 버티고 있는 것 같습니다. 중국 기술주가 과도하게 규제되고 있다는 이야기가 마침내 힘을 잃어가고 있는 것인지, 아니면 이것이 진짜 고통이 오기 전의 일시적인 반등에 불과한 것인지 궁금합니다. 제가 왜 틀렸는지 말해주세요.

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?