地缘政治威胁，会严重压缩公司的股价

下面的原推里，说以色列的公司受到估值压缩，公司估值都被低估，有些公司的市值比资产都低了。

对我的经验来说，中概股也有一样的问题。我认为 京东 $JD ，小马智行 $PONY 都是被低估的股票。

所以 $PONY 这些都要在香港再上市。

我很看好小马智行的，可惜暂时还没有买港股的计划……

去年买 $JD $PONY ，也没赚到多少钱，就撤了……

Serenity: What do markets have against stocks from Israel?

I’ve lost an incredible amount on some of these.

Both $ETOR and $VLN are close to cash-assets | marketcap.

And with $NBIS their portfolio company Clickhouse is almost worth more than their main company at this point.