中概股继续集体暴跌 摩根大通称阿里腾讯“不可投资”
(纽约15日讯)在美上市中概股周一重挫,投资者对中俄关系亲密的担忧令本已受到监管和退市风险打压的股市雪上加霜。
据彭博社报道,纳斯达克金龙中国指数收盘下挫12%至2013年7月以来最低水平。阿里巴巴和京东ADR跌幅至少10%,拼多多暴跌21%。百度下跌8.4%。阿里巴巴收于2016年6月以来最低水平,今年累计下跌30%以上。
据报俄罗斯曾要求中国为其在乌克兰的战争提供军事援助,尽管中国否认了这一消息,但交易员仍担心北京对普京的亲近可能会引发全球范围内对中国公司的抵制,甚至是制裁。
其他负面消息包括腾讯据悉由于违反反洗钱规定面临创纪录罚款、深圳因为防疫将封城至少一周等。
Vital Knowledge的Adam Crisafulli表示,“市场对中国资产避之不及,觉得可怕。退市恐惧和疫情压力给所剩无几的多头带来双重打击。市场出现大规模抛售,就连乐观主义者都觉得现在太难了。股票估值可能很便宜,而且中国央行是少数在放松政策的央行之一,但这些对投资者来说还不够。”
令市场阴云更为浓重的是摩根大通(简称小摩)分析师将京东、阿里巴巴、腾讯等至少10家中国互联网公司评级下调至等同卖出的水平,并称它们短期内“不可投资”。该行在3月14日的报告中写道,“由于地缘政治和宏观风险上升,我们认为许多全球投资者正在减少对中国互联网行业的投资,导致资金大量外流”。(联合早报)
https://www.sinchew.com.my/20220315/%E4%B8%AD%E6%A6%82%E8%82%A1%E7%BB%A7%E7%BB%AD%E9%9B%86%E4%BD%93%E6%9A%B4%E8%B7%8C-%E6%91%A9%E6%A0%B9%E5%A4%A7%E9%80%9A%E7%A7%B0%E9%98%BF%E9%87%8C%E8%85%BE%E8%AE%AF%E4%B8%8D%E5%8F%AF%E6%8A%95/
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