周凱旋:李嘉誠前年已預料經濟山雨欲來
綜合本地媒體報道,維港投資創辦人周凱旋表示,長和系創辦人李嘉誠曾經在2021年初向她表示,「山雨欲來風滿樓,之後經濟會一落千丈」,建議延長備用資金。
周凱旋昨日(7日)出席投資論壇後表示,獲李嘉誠提醒,她的投資項目在2021年12月前要做好延長runway capital(即初創企業需要的跑道資本),否則會「非常可憐」。當時李嘉誠「日日講」,雖然公司同事未有意識問題的嚴重性,但她亦呼籲所有公司延長備用資金,結果有八成公司將runway capital延長24至36個月,因而獲救。她表示,李嘉誠的看法證明反向思維的重要。
被問到於李嘉誠認為何時才會「柳暗花明又一村」,周凱旋稱暫時未有提及,「好似仍然在謹慎路線上」。
股市方面,她指,現在討論單日高低沒有具體意義,最重要不要get stuck(被套牢),若果沒有,只是處於過渡期就不緊要,而get stuck就是惡夢的開始。
近日外界指香港是「國際金融中心遺址」,她回應,最重要是做自己的事,政府亦應該致力解釋香港發生的事情,令香港人活得開心。被問到海外投資者有否擔心香港前景,周凱旋認為他們有confuse(困惑),但每個人都會對自己的事情謹慎。(cy/w)
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