✈️✈️✈️Chinese concept stocks are in a bit of trouble
Recently, I've heard that the U.S. might delist our Chinese concept stocks, and this matter is quite serious. Let me explain what's going on:
1. Earning dollars is getting harder:
• Some of our companies went public in the U.S. to earn dollars. Now, if the U.S. doesn't allow us to list anymore, then the dollars earned before will have to be paid back. We can't just default on that.
2. Banks are also facing difficulties:
• When companies go public, banks provide guarantees and collateralize assets. If the U.S. takes action, these assets might have to be liquidated, and the banks will suffer as well.
3. The dream of internationalization is shattered:
• If delisted, a company's credibility internationally will be lost. It will be difficult to operate internationally in the future, and they can only linger domestically.
4. Unable to enter the global market:
• Going public in the U.S. was about accessing the global market. Now that the U.S. has closed its doors, we can't get in anymore.
5. No path to go overseas:
• Some companies can't go public domestically and can only think about going abroad. Now that the overseas route is blocked, what can these companies do?
6. Unable to complete financing tasks:
• Some companies went to the U.S. for financing with a national mandate. Now that the U.S. won't allow financing, this task can't be completed.
7. U.S. bonds are also unreliable:
• We still hold U.S. bonds, but that's just paper. If the U.S. gets unhappy, they can turn that paper into worthless scrap at any time.
8. Sino-U.S. capital markets might completely close:
• If tariff negotiations don't reach an agreement, the capital markets between China and the U.S. might completely shut down.
So, this matter is quite serious. We need to face reality and prepare ourselves. The game of globalization has harsh rules, and it can change at any moment. We have to adapt to the situation!
