最近市场波动又大了一些,记录一下当下的感受。1、互金因为十一新规即将执行,互金板块普遍大跌,现在其实可以分为两类。第一类是本来就是24%利率以内的,新规对此类互金几乎没有影响,但股价仍然大幅下跌,比如乐信。乐信公布Q2业绩,环比增长,同比大增,坏账率下降,业绩指引保持不变,开始进行回购,我实在想不到卖出的理由。第二类是以36%利率为主的互金,新规影响较大,且如严重执行/一刀切,利润不仅大幅下降,且...
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