恒科指与阿里的双簧|0824

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按:阿里不讲究吃相,寒了众兄弟们的心呐。 科技巨头为了保持自己筹码和市场定价的相对主动权,会执行一些通缩,比如 Samsung 做的不够彻底,回购的部分转头给员工发了福利工资,市场并不买账,宣布消息的当天,市场是砸了8%的坑出来。而 SKHynix回购的直接销毁,市场给予认可。所以,即便碰到大盘或板块指数剧烈波动,其振幅也相对有限。 这边马老师的盘子就比较搞怪了,在如此低位的情况下,还要大规模股权...

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