
BonClay
558 posts

BonClay
@ClayBon65310
Bon-chan fan for life. Please don't take me too seriously - this is not finance advice. https://t.co/fZsO16r9MS


It’s all beats/misses, and revisions which were downward hence the move $TTWO missed street number for guidance by ~$1B… Street consensus at least on VA is now ~$8.4B, so mgmt was able to bring street down almost $700M… massive for the beat and raise cycle… basically traded a one day pump for hopefully a LT momentum trade Remember on average $TTWO beats their guided bookings by around 15%, that gets the street back to $9B it wanted. Management has a long history of this and did it back when they put out the $8B target and walking it down to $7B before it inventivatbly got delayed Shares should turn hands from earnings players (pods) to LOs, I imagine we are back around $250 after TD Cowen and long term funds do the actual math on units


Day 38 premarket: China regulators hit $TIGR $FUTU & Longbridge with probes & penalties for running unauthorized brokerage, margin, fund & futures services for mainland investors. They now restricted for 2y: sell & withdraw only, no buys or transfers. $FUTU plunged 36% pre-market. $FXI $KWEB $BABA

定格罚没 2992 亿人民币!可以说是第二个 Manus 了,还是那句话钱可以赚但是不能影响国家战略,目前国家战略很明显的好资产上港股、A股不能去美股 因为按照证券法,违法所得 ×(2 到 11 倍)(没收算1倍,罚款1~10倍)。所以定格处罚大概 2992 亿人民币,但是如果一倍大概 544 亿人民币 为什么说不会顶格处罚?🧐 一、理论上限 ≠ 能落地(警示作用) 富途市值约150–200亿美元(¥1100–1450亿)。10倍情景的¥2310亿直接超过市值——账面上是”判死刑”,现实中根本无从执行。 老虎同理,¥220亿(3倍)已超其市值。所以10倍、甚至3倍毛收入口径只是法条天花板,不是现实结果 二、境外主体执行难(逼急了跑路了) 被罚的核心是 Tiger(NZ)、富途(香港)、长桥(香港)——境外注册实体 证监会能开账面罚单、没收境内主体资产,但对境外实体的钱,实际收缴能力有限。“开出的罚单”和”收到的钱”会是两个数 所以最终大概在 200 亿左右 三、后续影响如何?利好的是币圈美股 1️⃣ Manus 只是开始,而且是国家战略不容置疑 2️⃣ 币圈的美股交易平台的天降福贵 3️⃣ 币安、OKX 这些交易所不知道是好消息还是坏消息,但是对 Hype 一定是好消息













🇨🇳CHINA CSRC, 7 OTHER DEPARTMENTS JOINTLY ISSUE IMPLEMENTATION PLAN FOR COMPREHENSIVE CRACKDOWN ON ILLEGAL CROSS-BORDER SECURITIES, FUTURES, AND FUND BUSINESS ACTIVITIES #CHINA $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG #STOCKMARKET (mktnews.com/flashDetail.ht…)

$LPTH CEO just posted this on linkedIN massive




