Watching $KWEB at 27.8 today, it seems to be holding up remarkably well, even as $USLV pulls back to 12.9455. I can't help but wonder if the narrative of Chinese tech being overregulated is finally starting to wear thin, or if this is just a dead cat bounce before the real pain. Tell me why I'm wrong.
น่าสนใจครับที่ KWEB ยังยืนได้อยู่ ผมเองก็สงสัยเหมือนกันว่าจะเป็นแค่การเด้งสั้นๆ หรือว่าเรื่องการคุมเข้มของรัฐบาลจีนมันเริ่มคลายตัวลงแล้วจริงๆ จะรอดูต่อไปว่าสัปดาห์หน้าจะเป็นยังไงบ้าง
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?
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?
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?