East8’s Newsletter
East8Weekly analysis on global politcal/econ affairs
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 212 | Founded | 4 years ago | Last Issue | 13 days ago |
| Active | Language |  ZH-CN | |||
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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？
五仁随笔260314——认知腐化的原罪
看起来懂王栽了个大跟头，伊朗非但没有被打趴下，甚至还在重新建立霍尔木兹海峡的航行秩序。以色列似乎一点也没讨到便宜，而海湾国家则其实是最大的受害者，累计近十年的地区相对和平与安定被破坏，资本外流几乎成为大概率事件。懂王为什么会犯错？马杜罗的一击制胜，自然是极大增大了他的野心和自信。在他看来，除了中国和俄罗斯等少数几个国家之外，其他国家都是蝼蚁一般可以碾压的势力。而当情报送达他这边可以一击制胜哈梅内伊之时，他便做出了赌博式的决定。
看起来懂王栽了个大跟头，伊朗非但没有被打趴下，...
五仁随笔260307——伊朗近现代史系列: 自主的代价（1）
第一章：烟草抗议
1890年，伊朗卡扎尔王朝的沙阿（君主）纳赛尔丁已经统治这个国家到了第42个年头。卡扎尔王朝起源于突厥裔的卡扎尔分支，主要生活在今亚美尼亚、阿塞拜疆以及伊朗的部分地区。卡扎尔王朝的开国君主阿迦是卡扎尔部落的首领，但他也是一个太监，此前被前朝阿夫沙尔王朝的沙阿给阉割了。在一系列残酷的政治和军事斗争后，他在1789年（也是法国大革命的同一年）成为伊朗国王。随后他的侄子法塔赫继承了伊朗的大统，直到1848年，纳赛尔丁成为了沙阿。19世纪初，伊朗受到英帝国和俄罗斯...
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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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