Why investors are wrong about the trade war with China

为什么投资者对中美贸易战的看法是错误的
时间:2018-11-06 单词数:2090

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导读:由于中美贸易争端,中国股市正在遭受重创。

为什么投资者对中美贸易战的看法是错误的_英语新闻

China’s stock market is suffering because of a trade spat with the United States.

由于中美贸易争端,中国股市正在遭受重创。

The Shanghai Composite Index has plunged more than 20% so far this year and is nearly 30% below its 52-week high.

今年以来,上证综合指数已累计下跌逾20%,较52周高点下跌近30%。

But major Chinese tech companies may be getting unfairly punished by investors.

但中国大型科技公司可能正受到投资者的不公平抛售。

China’s tech giants generate a big chunk of their sales and profits from Chinese consumers and companies, and aren’t impacted by tariffs in the same way as Chinese financial and industrial companies.

中国科技公司很大一部分销售和利润来自中国消费者和企业,它们不像中国金融业和工业企业那样容易受到关税的影响。

Tina Byles Williams, the CEO and chief investment officer of asset management firm FIS Group, said pullbacks in Alibaba (BABA), Baidu (BIDU), Tencent (TCEHY) and Sunny Optical (SNPTF), a maker of camera lenses used by major Chinese smartphone makers Huawei, Xiaomi, Oppo and Vivo, are a bit excessive.

资产管理公司FIS 集团首席执行官兼首席投资官威廉姆斯说,阿里巴巴、百度、腾讯和舜宇光学科技的回调有点过头了。舜宇光学科技是为中国主要智能手机制造商(华为、小米、Oppo和Vivo)的镜头制造商。

China will see some challenges but we do think the extreme level of selling is probably overdone, Williams told CNN Business.

威廉姆斯对CNN商业频道表示,"中国将面临一些挑战,但我们认为极端的做空中国企业可能有些过头了。"

Byles thinks Chinese healthcare companies are also being unfairly punished for much the same reason: They focus on Chinese consumers.

威廉姆斯认为,中国的医疗保健公司也因为同样的原因受到不公平的抛售,即他们专注于中国消费者。

She dubs the tech and healthcare companies "New China" stocks.

她称这些科技和医疗公司为“新中国”股票。

Still, Williams said investors probably should stick to China ETFs as opposed to individual stocks in order to minimize risks.

不过,威廉姆斯也表示,为了将风险降至最低,投资者可能会继续持有中国ETF,而不是个股。

来源:CNN爱语吧作者:郑大远

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