저자: MichaelBurry추정—영상제작자Just-InvestToday출연자발언인용형태 · 외국인
요약 보기
영상 결론: 마이클 버리는 중국 주식(홍콩 포함)이 2008~2009년 미국 금융위기 때와 유사한 저평가 구간이라고 보며, 중국 리오프닝과 정책 기대로 반등 여지가 크다고 주장한다. 마이클 버리 발언 정리: 중국 시장이 2009년 초 미국과 같은 공포 국면에 있으며 공포가 정점 근처라고 언급. 중국은 미국에 비해 너무 중요해 러시아처럼 제재로 시장을 무너뜨리기 어렵다는 취지. 투자 근거: 중국 ADR 다수가 52주 저점 대비 100% 이상 반등한 사례 언급(TAL, PDD, EDU 등). 알리바바(BABA)·텐센트·JD 등은 리오프닝 수혜와 실적 성장 기대. 수치 및 목표: BofA 애널리스트는 중국 리오프닝이 매수 기회이며 내년 기업이익 두 자릿수 성장을 전망. 영상 진행자는 BABA 150~180달러 가능성(내년 중반)을 제시하고 있으나 이는 진행자 개인 견해. 수혜 업종: 호텔, 맥주, 운송, 항공, 공항, 카지노 등 여행·소비 관련주가 직접 수혜 예상. 리스크: 시진핑 정책의 불확실성, 제로코로나 완화 속도, 대만 리스크(TSMC 관련), 미중 갈등 및 제재 가능성. 워런 버핏의 TSMC 매수를 중국 시장 지지 신호로 해석. 출연자 전망: 중국 주식은 향후 5~10년 성장 가능성이 크며 현재가 기회라는 낙관적 입장.
다듬은 글
we know Michael burry makes a lot of macro predictions and this prediction right here is amazing because we know everyone right now is clamoring for this Chinese Equity rebound and I am too he came out and says I like Hong Kong is he supporting the Chinese Equity Market because it's taken a huge hit and he's been saying this from way before that it seems like Chinese equities is like 2008 2009 what happened during that huge Market term oil in USA the housing market crash a financial crash but what came with that is a huge rebound for like 10 plus years so is he saying that about the Chinese Equity Market there's been so many damn stocks that had more than a hundred percent runs if you were invested in all of these Chinese equities at these lows you would have made a killing but most people are not brave enough in this market right now to invest in Chinese Equity because there's so many different issues going on and we're gonna talk about it we're gonna talk about maybe reopening let's see what happens and let's see what Michael burry is saying about these Chinese equities because he's been stating this but now there's a bigger push for Chinese equities to grow into the future from what the government is saying in the reopening phase so let's get into this video and let's talk about it click the like button click that subscribe button right now before we get into this video it's always good to check up on Michael burry just to see his predictions on different aspects of the market but this one I always feel like he's correct but I'm biased because I own a lot of Chinese equities but look what he has to say about the Chinese market I like Hong Kong and when you couple that with other tweets back in the day in September it all makes sense because equities have been steamrolling just this year look at this tweet from Brian here's a list of 1 billion market cap Chinese adrs up at least 100 from 52 week lows Tau PDD edu mnso RLX tme b-e-k-e-t-com Billy TSL all of these stocks have been making huge runs some of these stocks were kind of canceled out because of the huge risk with the education system with China and how the government was cutting that off so you can see Tau up 270 PD up 253 that's insane man from Lowe's and that's what's been happening in the market and this is what Michael burry is seeing because look at this tweet from Michael Burke he's been saying the same things all the time China markets are having an America in early 2009 moment this was the financial crash fear and uncertainty are peaking or close to it but China is too important to America 20x Russia so he's basically telling you they can't cancel out China like they did Russia and just crash the whole Market because China is just way too important for everything going on in USA a lot of these companies like Tesla like TSM like apple like there's a lot of companies that need China to succeed America cannot effectively fight or sanction Channel without spliting itself nearly as severely just asked King James and we understand what happened the whole King James situation how that cost a lot of money coming in from China to America sports like basketball and football so you have to watch what kind of what you have to say in that market so Caleb has been getting destroyed this whole year but you can see this huge comeback from 1841 all the way up to 3013 which is insane which is honestly what is that 70 run up man can you imagine making 70 just like that in like under two months insane movements and we can kind of see more growth this Bank of America analyst says zirakov in China reopening presents great opportunity to buy Chinese stocks with valuation upside corporate profits to see a double-digit growth next year it's all because of the reopening people aren't going out spending traveling buying drinks going to hotel those buying all these gifts and stuff like that like people aren't doing that in China right now so you can kind of see the huge huge upside if China goes with kind of removing zero covert and they've been kind of going through precautionary measures to kind of slow it down the all the hardcore stuff they're doing with testing they're doing it like kind of slowly but who knows what's really going to happen when it comes to that because Xi Jinping is so unpredictable on top of that there's still room for a 20 to 30 expansion evaluation in the next few months as we should see double-digit corporate earnings growth which is insane because Alibaba 10 cent jd.com all have this potential two sets of stocks will be the biggest beneficiaries of China's reopenings he said the first set will be firms that will benefit directly hotels beers transport Airlines airports as well as Casino operators their business will increase when people are free to travel so remember so maybe you should even keep your eyes open for those type of stocks but because that is gonna boom like when I say boom those stocks are gonna have these huge run-ups we're hoping for this reopening on top of that we still have this audit deal which can come in very handy if this audit deal comes through with the reopening holy crow like this huge Chinese run can really take over we may be able to see Baba at like 150 180 by probably mid next year if all of these stuff come to fruition I can kind of see it if it's that plus good earnings News man Baba can take off JD can take off 10 seconds all take off but other big bullish sign do we have about Chinese equities with Warren Buffett buying Taiwan semiconductor this is huge I don't care what you guys say this is basically supporting the Chinese market because we already know everything connected with Taiwan is connected to China when the China does bad people are already assuming Taiwan is gonna do bad so that separation you can't really separate the two right now because we are seeing Taiwan semi conductor at Lowe's because of China's risk so huge China risk is all about China taking over Taiwan so people are afraid to invest in this stock even though it has huge potential but man this is a huge bullish signal for Chinese equities this is backing up Chinese equities Buffett doesn't think there's a huge risk of War because and he thought there was a huge huge risk of war between China and between China and Taiwan like why would he make this huge bet and we know Warren Buffett is not really a macro guy but still this kind of shows you that if there's a deal you buy it Baba tencent jd.com PDD like there's deals everywhere so why wouldn't you not buy them right now when they're presenting you with good cash flow yields huge potential earning growth solid moat companies that are not going to go anywhere in the next five to ten years you know for a fact the predictability in 10 years these companies are gonna grow like there's no debating that there's no disputing that that JD 10 cent whatever Taiwan semiconductor they're all going to grow into the future so they're perfect opportunities in the market waiting for you tell me what you think about buying Chinese equities right now do you like Hong Kong where is your mindset at guys like this video subscribe to my channel man peace
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