观点中概股

从滴滴退市声明看中概股的前景

李楠:如果投资者没有专业的风险鉴别能力,不了解企业的商业逻辑和盈利模式,就想听听“故事”,轻松赚取高额收益,那么迟早成为被收割的“韭菜”。

2021年12月3日早上9点, 滴滴出行通过新浪微博发布声明“经认真研究,公司即日起启动在纽交所退市的工作,并启动在香港上市的准备工作”。顿时“一石激起千层浪”,中外媒体闻风而动, 当天10点半路透社记者请笔者谈谈对滴滴退市声明的看法。

笔者不到五分钟写了如下观点:

“Well, again no surprise to me. This is the only way that Didi can survive, and this may be a good thing for the investors in the US market. There are other issues related to Didi in addition to the data security. Didi also embedded financial services on their platform, they withheld the payment to the drivers, charge high fees for drivers, make loans with high interest rate and etc. And the inherent problems of the share-riding (顺风车) due to the fact there is no appropriate regulation of the bad-behavior of the drivers......

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