中概套利，注意害处
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">今天<span style="color: black;">发掘</span>个事，有<span style="color: black;">伴侣</span>的<span style="color: black;">微X</span>竟然<span style="color: black;">能够</span>打开淘宝的外链了，还真是要互联互通的节奏。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">其实这事<span style="color: black;">倘若</span>放<span style="color: black;">初期</span>流量增<span style="color: black;">长时间</span>，对平台影响可能比<span style="color: black;">很强</span>，但<span style="color: black;">此刻</span>各自把该有的市场份额给吃完了，互相放开我觉得倒<span style="color: black;">亦</span>不会有太大影响了。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">反而进一步内耗的话，只会进一步限制用户的<span style="color: black;">选取</span>权，<span style="color: black;">增多</span>麻烦，<span style="color: black;">因此</span>打通这块，是个好事。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">我<span style="color: black;">已然</span>好几年没用过淘宝了，之前买过一个ipad，结果竟然是翻新货，<span style="color: black;">因此</span>印象<span style="color: black;">始终</span>是<span style="color: black;">欠好</span>，后来转战京东，<span style="color: black;">成为了</span>京东的老用户。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">但<span style="color: black;">近期</span>听小胡老师的<span style="color: black;">举荐</span>，<span style="color: black;">亦</span>试着去用了几次淘宝，<span style="color: black;">发掘</span>不管是<span style="color: black;">制品</span>还是各方面体验都比早几年好了<span style="color: black;">非常多</span>，但价格<span style="color: black;">亦</span>比京东没啥<span style="color: black;">优良</span>了。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">因此</span>我有时<span style="color: black;">亦</span>会去拼多多<span style="color: black;">瞧瞧</span>，碰上有百亿<span style="color: black;">补助</span>的官方店<span style="color: black;">亦</span>比较<span style="color: black;">可靠</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">因此</span>电商平台对我来说粘性还是差了点，三大电商平台<span style="color: black;">无</span>哪个非用不可，其实都行，价格<span style="color: black;">同样</span>首选京东，其次选淘宝，最后拼多多。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">不像外卖APP，<span style="color: black;">例如</span>我经常用美团，用习惯以后，就不会用饿了么了，毕竟价格<span style="color: black;">敏锐</span>度不会太大。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">因此</span>其实电商这块竞争<span style="color: black;">始终</span>都挺激烈的，说阿里垄断吧，其实三大平台呈相互抗衡之势，<span style="color: black;">无</span>谁是能安稳过日子的...</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">显然从业务现有格局的稳定性来看，</span><strong style="color: blue;"><span style="color: black;">美团的外卖，腾讯的<span style="color: black;">微X</span></span></strong><span style="color: black;">反而是更稳些。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">将来</span>三大电商，往后看十年，谁活得最好还真<span style="color: black;">欠好</span>说。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">但不管<span style="color: black;">怎样</span>，电商这块蛋糕基本就这三家分，<span style="color: black;">最后</span>市场份额摆在那，可今年<span style="color: black;">败兴</span>，阿里跌</span><strong style="color: blue;"><span style="color: black;">47%</span></strong>，京东跌<strong style="color: blue;"><span style="color: black;">1%</span></strong>，拼多多跌<strong style="color: blue;"><span style="color: black;">65%</span></strong>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">电商从年初到<span style="color: black;">此刻</span>的<span style="color: black;">规律</span>没变，但股价却钻地板里了…</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">芒格<span style="color: black;">更加是</span>尴尬，他在230建的阿里巴巴，<span style="color: black;">此刻</span><span style="color: black;">亦</span>跌到接近腰斩。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">之前早前老巴在08年12块抄底比亚迪的时候，当时比亚迪<span style="color: black;">亦</span>一度跌到了9块，<span style="color: black;">不外</span><span style="color: black;">此刻</span>十三年过去，<span style="color: black;">已然</span>涨到300多。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">类似案例<span style="color: black;">想要</span>重现，确实是需要时间来验证中概股的价值了，芒格老先生97岁了，<span style="color: black;">亦</span>和各位丐帮<span style="color: black;">同样</span>要做时间的<span style="color: black;">伴侣</span>，但<span style="color: black;">咱们</span>肯定更等得起时间的玫瑰~</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">........</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">对了还有<span style="color: black;">危害</span>，需要郑重提醒下<span style="color: black;">大众</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">中概互联<span style="color: black;">近期</span><span style="color: black;">由于</span>限制申购的<span style="color: black;">原由</span>，溢价<span style="color: black;">已然</span>变得很高，场内溢价超过了</span><strong style="color: blue;"><span style="color: black;">7%</span></strong><span style="color: black;">。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">因此</span>这段时间即便你想抄中概股，<span style="color: black;">亦</span>不<span style="color: black;">意见</span>去买场内的中概互联了，这个<span style="color: black;">危害</span>很大，后续溢价肯定会回落，<span style="color: black;">引起</span>场内价格跑输净值，只是时间长短的问题。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">一旦回落就会白白多亏几个点。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">倘若</span>非得上车，</span><strong style="color: blue;"><span style="color: black;">刚好这几天两只新中概互联网30<span style="color: black;">已然</span>上市交易，我瞅了眼，<span style="color: black;">日前</span><span style="color: black;">无</span>溢价，相对比较安全。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">另一</span>持有场内中概互联的话，<span style="color: black;">亦</span><span style="color: black;">能够</span><span style="color: black;">思虑</span>转车中概30，等溢价回落下来再转回来，赚个差价。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">不外</span>说到套利，近期中国互联的套利党<span style="color: black;">亦</span>是<span style="color: black;">非常多</span>，</span><span style="color: black;"><span style="color: black;">乃至</span>今天还把它砸到折价了。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">怎么个<span style="color: black;">招数</span>呢？</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">由于</span>前几天QDII额度吃紧，中国互联溢价<span style="color: black;">起始</span>走高。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">于是<span style="color: black;">非常多</span>人<span style="color: black;">起始</span>采用场外申购，等转场内卖出的<span style="color: black;">办法</span>来套利。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">例如</span>场外净值1.15，场内能卖个1.2，就血赚。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">不外</span>LOF基金套利需要时间，从场内申购到卖出，得等3天时间，<span style="color: black;">时期</span>你得承担下跌的<span style="color: black;">危害</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">这几天刚好碰上中概股大跌，套利党可能就亏钱了。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">因此</span>我不是很<span style="color: black;">意见</span>新手去干这事，性价比不高。</span></span></p>
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