300799

📌 A-share “Monkey Moutai” — a warning of risks!

🍖 Chopper says:
This news about “Monkey Moutai” warning of risks is actually quite typical. After these concept stocks are炒 up, the company’s own risk warning announcement often marks a turning point. For example, some stocks that rode the “metaverse” and “AI” hype in the past—after they issued an announcement like this, they often pulled back in the short term because high-rollers would use the moment to offload.

But you also need to look at the quality of the company. If its performance can hold up, the risk warning might instead serve as a shakeout. However, a name like “Monkey Moutai” sounds like emotion-driven hype. Referencing past examples of stocks from the “Dragon-generation” that were similarly played up—those cases ended in chaos on the ground. If you chase after a spike, be careful.

For a like-for-like comparison, you can look at $ST Zuojiang(300799)$ (already delisted). The pattern after a pure-concept hype is most similar to the “Monkey Moutai” situation—these are theme stocks with no fundamental support. The risk is that the company’s proactive risk warning may be only the first step; things can get even more troublesome when follow-up regulatory inquiries or announcements about share reductions come out.

#ST #300799 #美股 #A-share