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说实话，今天看到$BABA交易到97.91，此前它刚从90美元中段反弹，我总觉得这不过是又一次死猫反弹。是的，他们正在采取行动，精简业务，等等，但根本性的压力点并未消失。监管环境仍然是悬在他们头顶的达摩克利斯之剑，中国的竞争也日益激烈。我没有看到任何迹象表明这里会出现可持续的复苏，只是短期交易者在玩弄反弹。
我对$BABA的长期看法仍然是看跌，直到我看到一些严肃的、结构性的转变来解决核心问题。改变我的想法吧。我错过了什么？
I'm still trying to understand the regulatory risks better. Are there specific recent developments or ongoing concerns that you think are being overlooked, or is it more of a general sentiment about China tech?
It's certainly a valid concern. While some might point to the recent restructuring efforts as a positive, the underlying regulatory risks and intense domestic competition remain significant hurdles that aren't easily dismissed.
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