East8’s Newsletter
East8Weekly analysis on global politcal/econ affairs
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 214 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | Language |  ZH-CN | |||
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五仁随笔260607——崩老头的岂止是追觅
围绕追觅的舆情似乎还在不断发酵，一些地方政府开始清查和追觅联合成立的基金，俞浩的微博也被屏蔽，而这一切源自于兽爷的那一篇《清华天才崩老头》。中国向来的文化就是枪打出头鸟，闷声大发财，特别不喜欢爱显摆的，而尤其不喜欢显摆到天上、且更新频次过于频繁的。企业家的嘴何时闭上已经成了一门必修课，因为它代价太高昂。然而，最悲哀的就是，崩老头只是科创IPO财政的一种变形，或者是在一级市场的提前绽放，而非是一种独特的商业现象。俞浩只是那个最具戏剧张力的，而所有人其实都在做同样的路径依赖的事情...
五仁随笔260518——中美难言稳定
举世瞩目的北京习特会圆满结束。媒体的目光似乎集中在两人的行程细节上，吃啥喝啥看啥，有没有花絮和集锦。甚少观察人士把“实质”作为此次中美元首会谈的中心议题，仿佛商量好了一样，只谈风月，莫谈国事。从懂王的角度，此次的中美会谈的核心就在于向国内释放“我搞定了中国”这个核心的形象，中方也在接待规格上予以了尽可能的配合。从中方的角度，对外国资本释放中美战略稳定的信号，意味明显——中国需要通过股权市场的繁荣来增加其财政储备，从而增强自己和美国战略竞争的能力。与此同时，在台湾问题上，川普的...
五仁随笔260507——科创ipo财政已成为系统性风险
4月28日，曦智科技在香港交易所敲钟，当天高开380%，后来盘中市值一度接近1000亿港币。曦智的发行获得了6000倍超额认购，然而其去年全年营收为1亿人民币，亏损14亿，三年累计亏损25亿。这并非孤例，在2026年一季度，港股ipo募资超过1000亿，激增5倍，远超全球。目前港交所排队企业高达500家之多，全年募资总额有望突破4000多亿港币。资本市场在狂欢这是“中国硬科技的全球重估”，然而这场所谓盛宴的真正埋单人是谁？当地方政府以“耐心资本”之名，行科创IPO之实，将财政...
五仁随笔260427——历史呼召、何以自况？
有段时间没有更新了，并不是不想更新，而是世界变化太快——从美伊从交火到停战，从ai世界不断涌现新模型却不断挤压中小公司空间，从香港的ipo热。如果每个话题都评点一番，却没有长期思考的话，那就背离了我写作的初衷了。我希望我的读者能够不管怎样，从我的文字中读出一些对未来较长时间内的思考和心得，而不仅仅是一些短期的一些即时反应。最近体会比较深的一句话，是喜剧演员Trevor Noah 最新的脱口秀上的一句问题：“who will you be when the history ca...
五仁随笔260331——天下是否有变
我在22年和23年分别写过文章论天下有变的判断，大致意思是天下有变条件未具备，尽管中国做好了准备，但仍需静待时局机。时过境迁，丙午年懂王错误出兵伊朗，以致经济混乱、军事乱斗、民怨沸腾。那现在的问题是：天下是否有变？
我在22年和23年分别写过文章论天下有变的判断，大致意思是天下有变条件未具备，尽管中国做好了准备，但仍需静待时局机。时过境迁，丙午年懂王错误出兵伊朗，以致经济混乱、军事乱斗、民怨沸腾。那现在的问题是：天下是否有变？
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Welcome to East 8, a bold new video and podcast series rooted in the heartbeat of the world’s most dynamic time zone—UTC+8. Home to over 1.6 billion people and economies that drive one-third of global GDP.
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