对KWEB在USLV下跌中表现韧性的思考

น่าสนใจครับที่ KWEB ยังยืนได้อยู่ ผมเองก็สงสัยเหมือนกันว่าจะเป็นแค่การเด้งสั้นๆ หรือว่าเรื่องการคุมเข้มของรัฐบาลจีนมันเริ่มคลายตัวลงแล้วจริงๆ จะรอดูต่อไปว่าสัปดาห์หน้าจะเป็นยังไงบ้าง

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?

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?