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“如果眼光放得稍微长远一点，互联网龙头的自由现金流或者净利润必然会持续增长，职业投资者把握好胜率就可以了。这些企业的基本面没有问题，股价适度波动后，其实就调整得差不多了。在当前时点，大幅度看空是不理智的。”张可兴表示。 银华基金基金经理贾鹏认为，今年港股互联网龙头公司股价表现偏弱，和港股市场整体表现偏弱有一定的关系。但放在一个较长的维度来看，中国的互联网公司在全球都是非常好的商业模式，客户...
南非前总统被捕引发骚乱！银行、通讯公司紧急闭店，兰特“飞流直下”逾2%，政府将出动国防军丨早报 第一财经 7月10日晚间，抗议活动蔓延到该国第一大城市约翰内斯堡，抗议者焚烧汽车、阻塞交通、打砸商店并抢夺商品，甚至殴打警员焚烧警车，抗议活动已让南非这条最大的港口处于停滞状态。 骚乱加剧了疫情封锁的延长所引发的混乱局面。疫情封锁损害了企业，在失业率高达32.6%南非，许多人的工资被剥夺。 目前南非四家最大银行，标准银...
Last week? >> i think actually -- i wrote that this week and i got in big trouble with people who make that list, i guess at least on social media, so it must be true right? no. look, there's nothing she can do about it. i think it's bogus. what's she supposed to do? go to a ted cruz rally and a guy is saying hillary clinton is polarizing. you're self pole rising by being a part of this environment and being in the media in this environment. >> everybody goes to battle stations. evenry time there's a dinner party people argue about hillary clinton. you can predict what everybody is going to sa...