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医药医疗，本轮最弱的方向了，之前还有军工、券商同病相怜。
跌的时候不含糊，涨的时候羞羞答答。
我们小散最爱，也是相对比较好理解的几个方向，希望后面有补涨。
话说回来，毛师看中的，难道不是我等小散习惯性思维的通病吗？
跌的时候不含糊，涨的时候羞羞答答。
我们小散最爱，也是相对比较好理解的几个方向，希望后面有补涨。
话说回来，毛师看中的，难道不是我等小散习惯性思维的通病吗？
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赞同来自: 大白菜炖粉条
China CXO: Today 9AM call w/ our long-standing, DC based US Medical Policy analyst Andrew Bressler attracted 151 sign-ups.
Unfortunately, the key takeaways paint a bearish tone on the Biosecure Act Bill in terms of legislation uncertainty and extent of coverage/impact facing China CXOs. Probably reassure those who decide to step away from the turmoil and sell early:
Unfortunately, the key takeaways paint a bearish tone on the Biosecure Act Bill in terms of legislation uncertainty and extent of coverage/impact facing China CXOs. Probably reassure those who decide to step away from the turmoil and sell early:
- Legislation timetable: Already 6 senator votes secured at the Senate Homeland Security Committee chaired by Gary Peters on Jan 31.
It's a matter of time and likely earliest by next week to be passed to the House for discussions. NDA expected to be end of year /4Q24 with legislation probably by March next year earliest. - Depth/Extent of coverage could be under-estimated. Against some belief that "only federally funded projects" would be affected, it is possible that biotech projects /hospitals/ equipment along the US supply (value) chain that taps the US healthcare insurance i.e. Medicare, Medicaid etc. might be affected.
- Impact to existing/future projects ongoing for years? Clinical/ pre-clinical trials in US might be less affected, but e.g. genomics would be sensitive for sure. Key is whether US or China cos are handling the data control; there might be little room to negotiate if it's out of US control.
- Ways to evade as legislation process has started? Options include changing mamt (might be considered but not guaranteed ok), lobbying (but it will take time and inconclusive at this stage). Key is China cos burden of proof to show no data security risks. There might be a chance for names currently not on the list to get prepared in case of inquiries though.
- From the ways investors were asking questions today, the focus on topics like legislation timetable, ways to evade just shows that still many investors are parking money and hoping to hear some turnaround scenarios...but they might get a bit disappointed.
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此时此刻，我这样算坚守么……
赞同来自: 程序猜想 、wanglian001 、happysam2018 、影约 、Addivon 、 、 、 、 、 、 、 、 、 、 、 、 、 、 、 、 、更多 »
此时此刻，我这样算坚守么……
3
赞同来自: 散户长相守 、happysam2018 、一个小小的目标
@ahelloa
权益类的博弈，我个人不参与除沪深300指数基金以外的任何标的。原因是，其他组合或多或少都是以沪深300指数为比较基准的。争来争去，好不热闹。关键而可笑的是，据说在各种组合中，80%的占比都战胜不了这个基准。既然这样，那我就干脆拿着基准算了。具体策略是，在沪深300指数低估时逐步参与博弈，但不企图靠它赚钱，仅仅是为了应对可转债杀溢价行情。就我个人的性格而言，赚钱还得靠可转债，铁律。前半段百分百同意，后半段还是看国家经济，不一定苟同
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