要走的留不住，随他去吧。A股股民有一句话说，有人星夜赶科场，有人辞官归故乡，互道那啥。可能用于中丐，就是这个时刻吧。资产价值不取决于某一个买家，取决于资产本身。

同意

中期国运的基础上，是否考虑一个debuff 就是，似乎赚钱是有原罪的（互联网标的），通过卷海外来冲淡原罪这个方向，可能还需要几年的时间，而且感觉只有游戏这一个突破口，其他地方其实没什么机会。这个是不是得打个20-30%的估值折扣？考虑到现在的增速，看静态估值似乎谈不上便宜。

长期国运我还是无比看好的，我是相信ray dalio最新书说的那个无限制印钞最终压垮自己货币的故事。

很好的类比，现在的互联网确实是新基建，和以前的铁路很像，离不开

请问这份国盛的报告有链接吗？

外资又回来了

ADR Flow: Also many investors asked about LO activities in the ADR space. Flagging here again on Monday we saw LO buyers on some China ADRs for the first time in weeks. We view the flow as constructive since it was a very clear shift to engage in adding to some select favored names. HFs were better to Sell and what HF Buying we saw we assume was covering. Last night we were much quieter overnight vs Monday but still saw LO activities but not to the same degree, better to buy in high quality names from them. HFs were quieter as well, 2-ways with buying mostly from shorts covering while selling was a mix of long and short, but lean towards long selling.

投资中国互联网，本质是投资中国可选消费，特别是精神消费

个人觉得几家外国融资的如微博抖音，内容审查规则上屁股有点歪🧐