付鹏：这次巨变不同以往，中概股估值体系可能变化

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付鹏：这次巨变不同以往，中概股估值体系可能变化

格隆汇2021-07-29

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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Styleunme
·2021-07-29
Nice
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- songtan:
  hi
  2021-07-29
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Fenger1188
·2021-07-29
hi
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