一個晚上輸5752美金，想去陽明山泡湯

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晚天晚上十一點多在進每周轉轉倉時，突然發現中概股的即時盤股價跳水，後來看了一下彭博的新聞，才發現美國國會及政府對中概股現行的會計準則提出質疑及糾正，我的三支股票拼多多、瑞幸、以及阿里巴巴呈現跳水式下跌，跌幅都在5%左右或以上，導致我在IB的淨值一個晚上走了5752美金(淨值剩121.7K)，這樣的損失算是有史以上我印象中最大的一次 (從我2006年開始投資美股)。我在周選的市場幾乎很少出現每周會輸15萬台幣，所以9月27日這一天算是很難得的日子，難怪外頭的雨下的不小。要不是有家人在，我倒是想開車到陽明山泡個湯散散心，聞一下我最喜歡的琉璜味道。天氣涼涼的，淨值也涼涼的，倒是非常適合出遊。不過家人一起不會支持我計畫的微旅行，所以也許我星期一自己搭公車上山一趟。

當然，美國是不可能讓中國162支在美國掛牌的股票下市，會有這個議題，其實也是中美貿易戰談判的一部分。不過我也感受到政治風險對我淨值的影響，因為特別將這份損失紀錄下來，早上寫在我的筆記本裡。反正事情遇到了總是要面對，也許下周一我還會繼續損失，那就繼續想辦法。

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20191011贏回4596美金

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20191004，今天賺2161美金，淨值約126.1K。

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２０１９０９３０，回神１２９６美元

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sec2100 發表於 2019-9-28 15:13
Barron’s, September 27

Alibaba and Other China Stocks Plunge on Report White House Is Taking Aim

文章中列出的一些重挫公司，阿里、拼多多、瑞幸。我都有，當然我也有它們的買權賣方，但相對於股市的重挫，賣call下跌的幅度也是有限(特別是VOL升高)，薪水車薪。

但是，我想這就是投資的風險，希望這個政治風險很快就過去。

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Barron’s, September 27

Alibaba and Other China Stocks Plunge on Report White House Is Taking Aim

Chinese stocks listed in the U.S. plunged Friday, following report that the White House is considering ways to limit U.S. investments in China amid the protracted trade dispute between the world’s two largest economies.

Alibaba Group Holding and other Chinese stocks plunged Friday, following report that the White House is considering ways to limit U.S. investments in China amid the protracted trade dispute between the world’s two largest economies.

E-commerce giant Alibaba (ticker: BABA), one of the most high-profile Chinese companies listed in the U.S., saw the price of its American depositary receipts tumble more than 5%. The ADRs of Chinese tech giants Tencent Holdings (TCEHY) and Baidu (BIDU) dropped wider than 2.0%. Alibaba’s e-commerce rivals JD.com (JD) and Pinduoduo (PDD) both lost more than 5.0%, while China’s Starbucks (SBUX) challenger and one of the most-watched initial public offerings this year, Luckin Coffee (LK), slumped as much as 7.2%.

Smaller companies, which might be more severely impacted by the potential move from the Trump administration, saw an even bigger impact to their share prices. China TechFaith Wireless Communication Technology (CNTFY), a technology-hardware company, tumbled 10% Friday. The iShares MSCI China ETF (MCHI)—dominated by Alibaba and Tencent with a 14% weight in each company—dropped as much as 1.9%.

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謝謝林會的關注。

William

可憐!!!不知道，台灣的政府未來會推出什麼政策呢?尤其在2020-2024年間。
對資本市場越來越戒慎恐懼。