价值重塑：中概股的估值体系可能会发生变化

付鹏的财经世界2021-07-31

和外部一些投资机构电话交流后的记录： DIDI的事件确实是比较的突然，这个准备是不足的，但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大，当然海外的一些资金也比较认同的就是，中国在DIDI上市后很短的时间里立刻就宣布重大政策，也某种角度上减少了对于二级市场参与机构和资金的潜在风险，如果DIDI上市一年后再忽然来这么一出，那可能影响就真的比较大了；对于教育类中概股...

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Comments

mengseng
2021-08-01
mengseng
說來說去倒黴也就是股民???
高阶韭菜
2021-08-01
高阶韭菜
馬後炮高手
mjng
2021-08-01
mjng
Great
Yafong
2021-08-01
Yafong
好
千里独行侠
2021-08-01
千里独行侠
給一句呵呵吧
- Julio堂:
  马后炮熟的一批
Limweiming
2021-08-01
Limweiming
好

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remodeling，那这样的话，很多的支撑之前估值、市值的商业模式是要发生根本变化的，所以对于资金来说，现在是完全要对这些已经甚至是可能未来受到中国政策影响的公司要进行重新的估值体系的定价；","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":802730682,"gmtCreate":1627804576446,"gmtModify":1703496123800,"author":{"id":"3579764409572228","authorId":"3579764409572228","name":"mengseng","avatar":"https://static.tigerbbs.com/fa459e0d8e39660281c1567ec5207287","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3579764409572228","idStr":"3579764409572228"},"htmlText":"說來說去倒黴也就是股民???","listText":"說來說去倒黴也就是股民???","text":"說來說去倒黴也就是股民???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802730682","repostId":1154964430,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":802464722,"gmtCreate":1627797341066,"gmtModify":1703496041440,"author":{"id":"3568853225119822","authorId":"3568853225119822","name":"高阶韭菜","avatar":"https://static.tigerbbs.com/b8dd8e51d68ea89af9e8a9e241a9c91d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3568853225119822","idStr":"3568853225119822"},"htmlText":"馬後炮高手","listText":"馬後炮高手","text":"馬後炮高手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802464722","repostId":1154964430,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":802240732,"gmtCreate":1627784329226,"gmtModify":1703495795818,"author":{"id":"3564614537181603","authorId":"3564614537181603","name":"mjng","avatar":"https://static.tigerbbs.com/a854954445bb4118ad10dc538396e457","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3564614537181603","idStr":"3564614537181603"},"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802240732","repostId":1154964430,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":802669493,"gmtCreate":1627777256112,"gmtModify":1703495611900,"author":{"id":"3583485627907481","authorId":"3583485627907481","name":"Yafong","avatar":"https://static.tigerbbs.com/83edd0e662808c628cfa8d8af19f6993","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3583485627907481","idStr":"3583485627907481"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802669493","repostId":1154964430,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":802850896,"gmtCreate":1627767195215,"gmtModify":1703495500226,"author":{"id":"3583544396400063","authorId":"3583544396400063","name":"千里独行侠","avatar":"https://static.tigerbbs.com/1903c41ef8ea076dd0a596a6c4b87842","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3583544396400063","idStr":"3583544396400063"},"htmlText":"給一句呵呵吧","listText":"給一句呵呵吧","text":"給一句呵呵吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802850896","repostId":1154964430,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5390175,"gmtCreate":1627773968900,"gmtModify":1663231764640,"authorId":3547635365309209,"author":{"id":3547635365309209,"idStr":"3547635365309209","authorId":3547635365309209,"name":"Julio堂","avatar":"https://static.tigerbbs.com/4542986ca282cac1caa0b9c3c7e41284","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":802850896,"type":1,"supId":0,"prevId":0,"content":"马后炮熟的一批","text":"马后炮熟的一批","html":"马后炮熟的一批"}],"langContent":"CN"},{"id":802810930,"gmtCreate":1627747648220,"gmtModify":1703495446785,"author":{"id":"4090249354861490","authorId":"4090249354861490","name":"Limweiming","avatar":"https://static.tigerbbs.com/fb23fe65360611e33704aca6edb79a47","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4090249354861490","idStr":"4090249354861490"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802810930","repostId":1154964430,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":309,"commentSize":25,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAge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