頗懷疑這時候放出金融穩定法風聲，是為了接下來的違約潮與更嚴苛的資金管制做準備。前者可能是不認帳或轉移損失，後者可能是將各方面資金限制檯面化降低流動。
"中國銀行央行副行長劉桂平也在3月的1篇文章敦促改革，他指出，中國的金融規則過於分散，可以借鑑美國的《多德—弗蘭克法案》及其他主要經濟體的金融改革經驗。劉桂平認為，中國需要一致的金融穩定法。
劉桂平已向全國人大呈交提案，並建議在條件成熟時盡快出台。但北京威諾律師事務所合夥人Yang Zhaoquan指出，完成這項法案可能得花上3到5年的時間，他稱，由於風險事件接連出現，不僅損害市場，還波及金融及社會穩定性，因此迫切需要更多且強大法律工具。
《彭博》指出，像共產黨這樣執著於「掌控」的政府，在監管金融機構的行為似乎不太一致，一方面是疏忽對華融的監管，導致該公司爆發財務危機，一方面卻又警告像螞蟻集團這樣的公司影響力過大。"
中國巨型企業遭遇國有化威脅的同時, 逃過倒閉潮的倖存小型企業則面臨金流不足的危機.
"Close to 19% of China’s small businesses shut down last year, compared with 6.7% in 2019, according to a study released in March by Tsinghua University involving more than 50,000 companies nationwide."
"While the insolvency rate is expected to be better this year, many companies still face serious cash-flow constraints. A survey of more than 10,000 small businesses released in March by Peking University and Ant Group Co. found that 15% have sufficient cash flow to sustain operations for six months or longer, down from 19% in the third quarter of 2020, though some expect revenue to pick up as the year progresses."
https://www.wsj.com/articles/for-chinas-small-businesses-life-is-still-far-from-normal-11619953204
螞蟻這種鉅企都讓外資股東面臨相當風險了，遑論其他。
"The global investors, which also included private-equity firms, sovereign-wealth funds and pension plans, were on the cusp of reaping a massive windfall last fall. Now, it is far from certain that those investors will end up making a profit and they can’t easily sell their investments until the company revives its plans to go public again, which could be years away. "
螞蟻這隻金雞母被取卵後的損傷統計:
[ For the quarter ended in March, Alibaba’s net loss attributable to ordinary shareholders was 5.5 billion yuan, equivalent to $836 million, compared with a net income of 3.2 billion yuan in the same period a year earlier. Its sales rose 64% to 187.4 billion yuan, equivalent to about $28.6 billion, beating analyst expectations.
In April, China’s State Administration for Market Regulation levied a $2.8 billion fine against Alibaba, equal to 4% of the company’s domestic annual sales. The regulator said its investigation, launched in December, found that the company punished certain merchants who sold goods both on Alibaba and on rival platforms, a practice known as “er xuan yi”—literally, “choose one out of two.”]
外媒注意到了中國監管機構對數據庫應用獲利的壓縮與鼓勵舉報的政策:
"The admonitions have so far stopped short of demanding complete corporate overhauls, other than for Ant. For some companies, placating Chinese authorities is a matter of tweaking some app features, while others could suffer more if much of their profits rely on data collection and sharing, according to employees of five of the app companies targeted by regulators last month."
壟斷數據資產的政策觀(被資產化的韭菜數據流只能是滋養黨的電流) 與進一步截斷大額資金外流管道(監管境外可變利益實體的企圖)
"In essence, the law shows that such digital records should be considered a national asset, which can be tapped or restricted according to the state’s needs."
"... the cyberspace administration is also working with China’s top securities regulator and other ministries in revising longstanding rules governing so-called variable interest entities, the people say. Such corporate structures, known as VIEs, have enabled foreign investors to buy into Chinese companies in technology and other sensitive sectors without outright owning voting shares in these firms.
.... One option being considered by the regulators is to require companies using the VIE structure to seek regulatory approval before selling shares in foreign markets "
滴滴被下架的後續影響:
"Bytedance, whose shareholders include Sequoia Capital and KKR & Co., is one of the world’s most valuable startups. Unlike Didi, which had chalked up losses for years, Bytedance’s financials meant it didn’t have to hurry to list, "
一頭霧水：這個罰款金額與要求騰訊放棄的權利根本不成比例啊。
“根據《CNBC》報導，中國反壟斷監管機構向騰訊下令，要求放棄旗下的國際唱片公司獨家音樂許可權，並向騰訊罰款。
外媒消息指出，國家市場監督管理總局（SAMR）24日以「騰訊違規收購中國音樂」，對騰訊處以50萬元人民幣（約216萬台幣）的罰款。”
CNBC的報導連結有提及騰訊佔了中國音樂庫八成資源：
“Following that acquisition, Tencent owns more than 80% of exclusive music library resources, giving the company an advantage over its competitors as it is able to reach more exclusive deals with copyright holders, SAMR said in a statement.”
WSJ對騰訊的風吹草動跟進很快欸!
"At some of the state-run companies, the transition from Weixin to other apps could be gradual, people familiar with the matter said. Some companies have asked employees to move work-related conversations to other platforms, they said. Those include the companies’ internal-messaging platforms, DingTalk—Alibaba’s chat app largely for enterprise—and Tencent’s WeCom, they said."
對外說法也很乾脆讓大家心知肚明:
"騰訊昨在官網發出聲明稿指出，將減持冬海集團1449萬2751股A類股份，騰訊在冬海持股將從21.3%減為18.7%；騰訊所持有投票權預計將減到10%以下。騰訊擬長期維持在冬海絕大部分股權，並持續保持現有業務合作關係。騰訊將受限於禁售期，在未來6個月內不可進一步出售東海的股份。
該份聲明稿表示，這次交易是為了提供資源以支持其他投資和社會責任項目（例如：慈善事業）。據表示，去年8月，騰訊將用於「社會責任」項目的資金增加了一倍，達157億美元。"
金雞母吐金累計:
"騰訊去年8月投入500億人民幣資金，啟動共同富裕專項計劃，將深入結合自身的數位和科技能力，在鄉村振興、低收入人群增收、基層醫療體系完善、教育均衡發展等民生領域提供持續助力。若把去年4月的500億人民幣算進去，騰訊已為「共同富裕」累計投入1000億人民幣資金。
騰訊去年Q3合併營收年增僅13.5%，達1423.7億人民幣，低於外界預期，也是上市以來最慢速的成長。"
騰訊這隻金雞母繼續設法瘦身避風頭中:
"Last month, Tencent unwound an even larger corporate investment when it distributed 457 million shares of JD.com Inc. to its own shareholders in the form of a dividend. Those shares in JD.com, an e-commerce company, were worth about $16.4 billion at the time. Analysts said that the move might have been a response to risks posed by an aggressive regulatory stance by China’s government.
Chinese technology companies have been facing government pressure related to anticompetitive behavior and privacy issues, part of a campaign Beijing has said is intended to get the companies to serve public interests better.
Tencent was among the businesses targeted by the government in an effort to rein in their use of big data in providing financial services."
https://www.wsj.com/articles/tencent-sells-roughly-3-billion-of-its-stake-in-singapores-sea-11641314505?st=75v5ro30jrk3rzp&reflink=desktopwebshare_permalink