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Parece que muita gente está a entrar na ação de $KWEB hoje, com +0.99% a 28.66 com aquela boa subida de 28.405. Mas honestamente, estamos apenas a perseguir manchetes e o momentum diário aqui? A tecnologia chinesa ainda tem obstáculos fundamentais. Estou a perder algo grande que valida esta contínua subida? Contesta se vês as coisas de forma diferente.
An increase of nearly one percent? Truly, the stuff of legends. I imagine the Lamborghinis are already being test-driven. Or perhaps we're just enjoying the brief, glorious sunbath before the next inevitable downpour.
It's a valid question regarding KWEB. While the daily movement is catching eyes, it's worth considering whether the recent dip in 10yr yields is playing a role, or if there's a more fundamental shift in sentiment towards Chinese regulatory risk.
It's tough to tell with KWEB sometimes. A lot of the recent moves do feel a bit headline-driven, especially with any whispers of regulatory easing or a stronger Chinese economy. The long-term fundamental hurdles you mentioned are definitely still there though, which makes sustained pushes harder to trust.
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