蚂蚁的光荣与代价：最大IPO，最强紧箍咒_老虎社区_美港股上老虎

蚂蚁的光荣与代价：最大IPO，最强紧箍咒

新金融琅琊榜2020-11-03

作者：董云峰对蚂蚁而言，当前营收与盈利贡献最重要的微贷业务，被迫银行化了。在我们看来，监管部门并没有做错什么，马云的呼喊也并非没有道理。只不过，无论企业还是监管者，都无法完全跨越或者跳脱其所处的时代。昨天是炸裂的一天。我们所亲历的历史，大概比所有剧本都要精彩。史上最大IPO即将诞生，史上最强的新金融监管政策亦揭开面纱。蚂蚁集团，在加冕A股股王的同时，也将戴上紧箍咒。而事情或许没那么糟糕。0110月...

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Chiholo
·2020-11-04
终于在吃饭的桌子上拉屎😂
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huven123
·2020-11-04
体量太大了，拿极少的资本金去借贷，拿花呗来说，是个人用蚂蚁的担保去跟厂家买货，实际上并没有金钱的交易，蚂蚁都不用准备多少钱。但是一旦蚂蚁出事，清算的就得是一连串的，包括厂家、个人、银行。现在的问题，也不是拦住不让上市，上市对银行也是利好。而是得在上市以前解决一下资本金的问题，你得为可能发生的风险事件准备一下解决办法。——某银行精算师的理解
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- Chiholo:
  蚂蚁上市估计你很快要换东家啦
  2020-11-04
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san
·2020-11-04
美国打压中国企业也罢了，国人还不断桶刀子。。鼠目寸光的这些猪队友一定会成为历史的耻辱
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- 风花梦月:
  智障儿童
  2020-11-04
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专业割韭菜777
·2020-11-03
全世界最大的“合法”高利贷公司，国家不搞你不是因为搞不了你，而是因为不想搞你！不要太飘！
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nomore
·2020-11-03
为了A股的未来，蚂蚁应该破发，注册制需要一次破发
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爱我丿你pua了吗丿
·2020-11-03
恶心我打了200字马上完事闪退好几次了合理买入价86元当天上市炒作看各位运气吧超过106元谨慎参与赚的最多是情绪💰 科创肯定有溢价再再极端点（外围和大盘非常好） 130左右还不卖的都是憨p 反正我看行情最多买一笔实在没机会就不参与浮盈只是过眼云烟买成重仓必然被割[思考] $蚂蚁集团(688688)$$蚂蚁集团(06688)$$阿里巴巴(BABA)$
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乐口福
·2020-11-03
多年前他就说过，打败新兴行业的可能就是一张A4纸[邪恶]
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清兵线
·2020-11-03
蚂蚁做的是一本万利的事情，后面不能成风气
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- 社区成长助手:
  终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引
  2020-11-03
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一直赚大钱
·2020-11-03
马云看似为私，其实是大公无私，银行会贷款给有创造力但没有抵押资产的中小企业、互联网企业、智力密集型产业吗？不会！那么社会内生动力如何激发？只有信用贷款可以，疾风知劲草！！
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- 估值坑人:
  但经济不行时，借出去的钱收不回来是定律！
  2020-11-03
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- 估值坑人:
  08年金融危机前，每个人都有你这样的想法！！
  2020-11-03
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高压奶嘴
·2020-11-03
体量太大，严加监管，保护大家的利益和规范管理很有必要
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笑傲风云
·2020-11-03
本质就是监管直接扼杀了蚂蚁的想象空间，马老板狗急跳墙。不过这次直接名牌公告约谈，太打脸了，马老板的国内政治地位之低可想而知。
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厉害我哥
·2020-11-03
说白了就是触动了权力的利益，敢和官方斗
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- 厉害我哥回复huven123:
  安排了怎么不早对话非要在这时候对话，而且大张旗鼓说白了就是要搞马云
  2020-11-06
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- huven123回复厉害我哥:
  不是马云说了就叫他的，是上市前本就安排了一场对话，只是马云既然挑明了，那就把马云名字也挑明了，本来只是会说蚂蚁集团的董事长，而不是幕后玩家马云。
  2020-11-04
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- Elon_马斯克回复厉害我哥:
  是的
  2020-11-03
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查看更多 2 条评论
猎户星下的猎人
·2020-11-03
升级并加强监管是必须的，以适应金融市场发展需求
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- 社区成长助手:
  终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引
  2020-11-03
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寒星同志
·2020-11-03
马云：银行不改变，我们就改变银行
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1
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- 专业割韭菜777:
  政府:你再飘，我就搞你！
  2020-11-03
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Fred_6810
·2020-11-03
应该是从此走向没落!和其他soe不会有任何区别，甚至更烂。
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冯榕
·2020-11-03
这个所谓创新，本质是以“普惠金融”名义推出的高利贷，接下来会被整改。蚂蚁上市至少在一段时间内，成为大金融的转折点。
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冯榕
·2020-11-03
甭管什么云，都是浮云；无论哪种蚁，皆为蝼蚁。
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