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Sctzilla

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    • SctzillaSctzilla
      ·2021-08-19
      Didi future plans showed a pipeline of exciting projects such as robotaxi and autonomous vehicles. They also rival Baidu in their push for intelligent vehicles. Time to put on your buying hat.

      索罗斯、高瓴还有“大小摩”都买的滴滴见底了吗？

      @胖虎哒哒：
      $滴滴(DIDI)$ 于6月底上市，随后不久监管机构宣布对这家打车公司进行调查，导致其股价一路暴跌。截止今日，滴滴目前股价较上市首日下跌超过40%。 新公布的文件显示，多家知名对冲基金此前对滴滴出行投下较大赌注。随着第二季度机构持仓逐步公开，一起来看看哪些机构还持有滴滴？ 查看机构持仓链接：https://fintel.io/so/us/didi 哪些机构买了滴滴？ 滴滴最大机构股东包括Galileo (PTC) Ltd、摩根士丹利、Davis Selected Advisers、 淡马锡、施德罗投资、摩根大通、第三点、Wellington Management Group Llp、Paulson & Co. 根据昨日公布的截至6月30日的文件显示，最大股东Galileo (PTC) Ltd持有7583万股滴滴ADR；摩根士丹利持有4956万股滴滴ADR；新加坡主权基金淡马锡购买了滴滴3,300万份美国存托凭证(ADR)，第三点投资购买了1307万股滴滴ADR。 老虎环球基金(Tiger Global Management LLC)披露持有200万份滴滴ADR，价值2.82亿美元。高瓴资本持有301万股滴滴；亿万富翁索罗斯(George Soros)的基金购买了272万份滴滴ADR。 对冲基金必须每季度向美国证券交易委员会(SEC)提交名为“13F”的文件，外界得以一窥基金经理们截至6月30日止的持股情况，但该文件并不披露其入股日期。因此，无法确定投资者买入滴滴股票的确切时间，也不清楚他们是赚还是赔。 监管之下，滴滴见底了吗？ 根据《南华早报》报道，该公司的几个业务部门已经削减了今年的绩效目标，因为这些目标不再“切合实际”，该报道援引了身份不明的滴滴员工的话说。滴滴 (DIDI) 的工程
      索罗斯、高瓴还有“大小摩”都买的滴滴见底了吗？
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    • SctzillaSctzilla
      ·2021-08-17
      As long as their fundamentals are sound, regulatory risk will need implementation effort to drive. 
      非常抱歉，此主贴已删除
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    • SctzillaSctzilla
      ·2021-07-29
      Tiger, Didi and China stocks heading up after Chinese regulators met with banks that they are not out to mess up their own Chinese companies. I think the Chinese govt is trying to clarify and re-assure the market that they have no intention of doing harm or being anti-business. Meaning no delisting of stocks. But the stronger regulation will come and the penalty will be meted out. As such, similar to what happened to Alibaba, the regulators will still have their way and send the right message to all future Chinese companies. 
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    • SctzillaSctzilla
      ·2021-07-23
      The Chinese govt is over flexing abs over regulating. Time for them to rethink 
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    • SctzillaSctzilla
      ·2021-07-22
      Good thing is that a final judgement is coming. No more guesswork 
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    • SctzillaSctzilla
      ·2021-07-22
      Last week Didi went above $13 become coming down to $11
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    • SctzillaSctzilla
      ·2021-07-20
      While they are profitable, they are constantlyaffected by regulatory risk. One of the highest category of risk. However, these 2 company are beginning their road to overcoming these risk by spending a lot more resources on legal and compliance with the Chinese govt and US govt. I believe they will continue to expand the legal and compliance dept to fix this. Give a year or 2 and they will overcomethis. 
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    • SctzillaSctzilla
      ·2021-07-20
      Good stuff. 
      非常抱歉，此主贴已删除
      2,645评论
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    • SctzillaSctzilla
      ·2021-07-20
      Hooray!! 
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      2,393评论
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    • SctzillaSctzilla
      ·2021-07-18
      All traditional car makers will catch up with Tesla. Tesla needs to keep its focus. Elon Musk needs to put his energy to good use. Don’t mess with Bitcoin and try to move markets with his tweet and words. 
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