李嘉诚低价甩卖大湾区400套房产,「不赚最后一个铜板」的李超人预见了什么?

marsbitPubblicato 2025-08-01Pubblicato ultima volta 2025-08-02

近期,香港首富李嘉诚家族旗下的长江实业透过和记黄埔地产,在粤港澳大湾区集中推出了约 400 套住宅单位,一套房产的总价最低仅需人民币 40 万元(约台币 160 万元),可说是清仓甩卖,顿时引发中国网友热议。

待售房产详细资讯

公开资料显示,这批房产分布于广东惠州(瀧珀花园,约 300 套)、中山(瀧珀花园)、广州(逸翠庄园)及东莞(海逸豪庭)。其中,惠州瀧珀花园的 51 平方米一房单位,单价从早期的 1.04 万至 1.4 万元每平方米,降至约 8,632 元每平方米,总价约 44.3 万元;东莞海逸豪庭别墅单价更从 2023 年的 4.4 万至 6.8 万元每平方米跌至 1.8 万至 3.6 万元每平方米,降幅显著。目前,低价策略已经吸引了大量香港买家北上购房,惠州项目已售近 600 户。

与此同时,网上还流传着一则未经官方证实的消息,称李嘉诚拟以 50 亿港币抛售位于香港深水湾 79 号的老宅。若这一豪宅地标出售,将是李氏家族在港资产调整的重大动作。

李嘉诚变现资产的背后原因?

作为香港首富,李嘉诚在内地民众的心中,一直有着极其重要的地位。目前这一系列变现举动在中国网络上,毫无疑问引发了广泛讨论,网友们猜测,香港作为中国大陆重要的政治与经济阵地,而李嘉诚又作为香港最重要的商界人物,急于变现的背后,到底有什么动机?或者说,香港首富李嘉诚,到底预见了未来可能发生什么事?

长期看低中国房市

李氏家族近年持续减持内地房产,如 2013 年起出售上海、广州等地商业地产,转向欧洲市场投资。而此次大湾区房产低价清盘,也普遍被网友解读为是李嘉诚对中国房市前景的悲观预期。

中国房地产市场近年面临高库存、需求疲软及政策调控压力,惠州、东莞等地项目多为李氏家族多年前低价拿地所开发(如东莞海逸豪庭 1999 年拿地),如今低价出售或为快速回笼资金,降低风险。

巴拿马港口出售引发中方不满

另外,也有部分网友推测,由于巴拿马运河在地缘政治中的敏感性,叠加中美在该区域的战略竞争,长和集团在今年计划出售巴拿马港口资产一事(涉及全球 23 个国家的 43 个港口及物流网络,并与美国贝莱德牵头的财团达成了原则性协议),引发中方不满,由此影响了李氏家族在香港及内地的政商关系。

网友推测,香港特区政府于今年 6 月 27 日公布的第二届特首顾问团名单,李嘉诚长子、长和集团主席李泽钜未能续任,便是这一矛盾的延续。市场分析认为,李泽钜被除名或与港口交易有关,虽然此事并未得到官方说明,但得罪了中国当局,李嘉诚恐遭事后清算,因此当前急于变卖内地资产,以便摆脱掌控。

战争风险加剧

另外,还有网友担忧,中美关系近年持续紧张,台海局势也屡传冲突升级风险。而地缘政治带来的潜在风险,无疑将对本就不景气的中国房市再次带来打击,因此本次李氏家族的资产调整可能也与地缘政治的不确定性有关。

中方政治压力介入李氏家族

最后,还有网友隐晦地指出了最坏的猜测,即中方政治力量可能试图影响李氏家族的商业版图。原因在于,香港近年政经环境变化显著,背景对香港商界的影响力增强。李氏家族因其在英国等地的大规模能源、基建投资,与中央的经济政策取向存在潜在分歧。

网友指出,中国经济近年发展承压,当局将目光投向马云、李嘉诚等商界巨头,试图引导其资产回流或调整并不足为奇。

李嘉诚投资哲学:不赚最后一个铜板

李嘉诚一生秉持“不赚最后一个铜板”的投资哲学,擅长在市场高点套现、低点布局。其成功在于精准判断市场周期,通过长线持有与适时退出实现财富最大化。

中国网友对此评论纷纷,“李嘉诚的决定从来没错过,他对经济环境的警觉值得学习。”,也有人感叹:“不要怀疑首富的嗅觉,普通人反应过来的时候已经跟不上了。”

此次大举出售内地房产,李嘉诚究竟看到了什么,我们尚无法确定,但网友表示,未来某一天的现实,或许将会印证上述四项预测的其中之一。

Letture associate

Morning Post | Bitmine Plans to Raise $300 Million Through Preferred Stock Issuance; Polymarket Accuses Kalshi of Commercial Espionage

ChainCatcher's Daily Crypto Brief: Key developments from the past 24 hours include significant funding moves, regulatory actions, and market predictions. Bitmine announced a $300 million preferred stock fundraising. Polymarket accused rival prediction platform Kalshi of corporate espionage, citing numerous suspicious coincidences in product launches, a claim Kalshi strongly denied. The U.S. Department of Justice, in a joint "Disruption Week" anti-fraud operation with companies like Coinbase and Meta, froze over $3.8 million in cryptocurrency linked to scams. In infrastructure news, Macau completed its integration with the multi-central bank digital currency bridge, mBridge, aiming to build efficient cross-border payment channels. Cosmos Labs acquired the block explorer Mintscan. Market-wise, Geoffrey Kendrick, Standard Chartered's Head of Digital Assets Research, stated Bitcoin is nearing a bottom around $63,000, maintaining a year-end target of $100,000. He noted stability in U.S. spot Bitcoin ETF holdings. Ahead of SpaceX's anticipated IPO, internal insiders at Rocket Lab (RKLB) sold over $18.41 million in stock. In tokenization, Goldman Sachs partnered with Apex and Archax to launch a tokenized real estate fund. The meme token tracker GMGN reported the top trending tokens: on Ethereum, HEX, SHIB, LINK, PEPE, mUSD; on Solana, TROLL, swarms, WORLDCUP, neet, Buttcoin; and on Base, PEPE, toby, ODDS, ELSA, SKI.

链捕手4 min fa

Morning Post | Bitmine Plans to Raise $300 Million Through Preferred Stock Issuance; Polymarket Accuses Kalshi of Commercial Espionage

链捕手4 min fa

55TB to 28TB? The Rumor and Panic Behind Rubin's Memory Being Halved

Title: 55TB to 28TB? The Rumor and Panic Behind the Potential Halving of Rubin's Memory. On June 4th, a report from SemiAnalysis suggested NVIDIA's next-gen Vera Rubin NVL72 AI rack may ship with roughly 28TB of SOCAMM DRAM per rack instead of the anticipated 55TB, primarily using 96GB modules. This sparked a market panic, causing Micron's stock to drop over 10% on fears of halved memory demand. However, the article argues this panic is misguided for several key reasons. First, SOCAMM modules are socketed and upgradeable, not soldered. Lower initial configuration doesn't mean permanent demand loss. Second, the primary driver is a severe 2026 LPDDR5X supply shortage, not diminished need. NVIDIA is likely prioritizing rack shipments with available components. Third, with fixed total LPDDR5X supply, using less per rack could allow NVIDIA to ship *more* racks, not necessarily reducing overall memory orders. Micron's sharp drop was also attributed to a broader semiconductor sell-off triggered by Broadcom's earnings, with the SemiAnalysis report providing a convenient narrative for profit-taking after Micron's massive rally. In summary: the report on lower default configurations is likely accurate, but interpreting it as a demand collapse is wrong. The real risk for Micron lies in its reportedly minimal HBM4 share for Rubin, not in potentially flexible SOCAMM demand. The sell-off appears more like a correction amplified by coinciding negative catalysts.

marsbit21 min fa

55TB to 28TB? The Rumor and Panic Behind Rubin's Memory Being Halved

marsbit21 min fa

Exclusive from Yingke | Tang Wenbin's 'Yuanli Lingji' Merges with Logistics Robotics Company, and Secures Investment from Zhipu, SenseTime, Jieyue, and Others

Exclusive report: Embodied AI company "Yuanli Lingji" recently completed a new round of financing from major AI model firms including Zhipu AI, Stepfun, and SenseTime, alongside continued investments from industrial backers like Huaqin and SAIC Hengxu. Founded in March 2025 by Tang Wenbin, former co-founder and CTO of Megvii, Yuanli Lingji is a general-purpose embodied AI model company. In a notable move, the company has merged with logistics robotics firm "Atomix" (formerly known as Yuanli Juhe) through a share acquisition. Atomix, which originated from Megvii's logistics robotics business led by Tang in 2016 and was spun off in July 2024, has grown to become the world's second-largest supplier of pallet shuttle robots, with annual revenue nearing 1 billion RMB and over 500 projects globally for clients like Uniqlo and CATL. This merger aims to break the industry's "data deadlock" by combining Atomix's extensive real-world operational data from more than 20 countries with Yuanli Lingji's model training capabilities. The company's embodied AI model "DM0" utilizes a cross-domain training approach, integrating internet semantics, autonomous driving rules, and robotics data to achieve hardware-agnostic, precise manipulation even with a compact 2.4B parameter size. The collective investment from key AI players and the strategic merger signal a shift in the competitive landscape, as major model companies pivot from language tokens to physical actions ("from Token to Action"). The industry is entering a consolidation phase where hardware, AI models, data, and application scenarios converge to scale embodied intelligence, a trend mirrored by recent moves from giants like ByteDance and Skild AI.

marsbit29 min fa

Exclusive from Yingke | Tang Wenbin's 'Yuanli Lingji' Merges with Logistics Robotics Company, and Secures Investment from Zhipu, SenseTime, Jieyue, and Others

marsbit29 min fa

U.S. Stock Market Trends: Dow Hits New High, Nasdaq Falls, Whom Did Broadcom's Slap Wake Up?

U.S. Stocks Split: Dow Hits Record High as Nasdaq Slips; Broadcom's Plunge Sparks Rotation On June 4, the U.S. stock market saw a sharp divergence. The Dow Jones surged 875 points (+1.73%) to a record high of 51,561.93, while the Nasdaq Composite edged down 0.09%. The S&P 500 rose 0.41%. The primary catalyst was a sharp sell-off in AI-related chip stocks, led by Broadcom (AVGO). Despite reporting a 143% year-over-year jump in AI semiconductor revenue to $10.8 billion, the company's shares plunged about 14%. This was triggered by its maintained long-term AI revenue target, which failed to meet heightened expectations for a stock that had gained 55% this quarter and traded at a high P/E ratio. The slide dragged down the broader semiconductor sector and the technology板块. Conversely, money rotated into sectors like Healthcare (+3.14%), Financials (+2.67%), and Real Estate (+1.87%). UnitedHealth and Goldman Sachs were major contributors to the Dow's gains. The rotation was attributed to a search for value outside overheated tech names and a slight dip in Treasury yields. In other major news, SpaceX confirmed its IPO for June 12, targeting a record $75 billion raise at a ~$1.75 trillion valuation. Additionally, initial jobless claims rose to a four-month high, adding nuance to the labor market narrative ahead of the key May non-farm payrolls report. The day's action signaled that while the AI growth story remains intact, excessive valuations are prompting a market reassessment. Funds are moving, at least temporarily, from high-flying tech to more defensive and value-oriented sectors. The sustainability of this rotation hinges on upcoming economic data, particularly the jobs report, and the market's absorption of the massive SpaceX IPO.

marsbit32 min fa

U.S. Stock Market Trends: Dow Hits New High, Nasdaq Falls, Whom Did Broadcom's Slap Wake Up?

marsbit32 min fa

From 'Old Dogs' to 'New Darlings': How AI is Revaluing Old Infrastructure, from Dell to Nokia

"Old Dogs" Become AI's New Darlings: Revaluing Legacy Infrastructure The AI investment narrative is shifting. Beyond the spotlight on core chipmakers like Nvidia, a new wave of interest is rising for legacy tech companies—Dell, HPE, Nokia, Cisco, Corning, Western Digital—once labeled as slow-growth, outdated stories. This resurgence stems from AI's evolution from model development to real-world deployment, creating massive demand for physical infrastructure. As AI moves into data center construction and enterprise adoption, the focus turns to who can actually build and deliver complex systems. These established players hold decades of experience in supply chains, integration, networking, and enterprise delivery—assets now critical for scaling AI. The revaluation can be grouped into three key infrastructure areas: 1. **Servers & Integration (e.g., Dell, HPE):** They are becoming essential system integrators, transforming GPUs into full-scale AI servers with networking, power, and cooling, then delivering them to clients. Strong recent earnings and AI-specific revenue/order growth for Dell and HPE underscore this shift. 2. **Networking & Connectivity (e.g., Corning, Nokia, Cisco):** As AI clusters grow, high-speed data transfer becomes paramount. Corning benefits from fiber demand for data center links, Nokia is exploring AI-integrated wireless networks (AI-RAN), and Cisco sees surging orders for data center switches—all critical for efficient AI operations. 3. **Storage (e.g., Western Digital, Seagate):** The AI data explosion requires vast capacity. Beyond high-speed memory (HBM), there's growing need for high-capacity HDDs to store training data, logs, video, and cold/archival data cost-effectively. This revaluation, however, is not a blanket endorsement. True reassessment requires concrete proof: AI-driven orders and revenue growth, upward revisions to company guidance, and sustainable improvements in profit quality, not just top-line sales. In essence, AI is not turning all old tech firms into high-growth stocks; it is selectively re-pricing the "old assets" of companies that are mission-critical for building the new AI infrastructure, transforming their legacy capabilities into renewed growth engines.

marsbit41 min fa

From 'Old Dogs' to 'New Darlings': How AI is Revaluing Old Infrastructure, from Dell to Nokia

marsbit41 min fa

Trading

Spot
Futures
活动图片