Since the beginning of this year, my account has gained around 1,000 new followers from Hong Kong.
I truly appreciate every one of you for your support and trust.
I don’t often publicly share my Hong Kong stock strategies, but many Hong Kong investors have reached out to me through the community, and I’m always happy to share my views on the market, industries, and investment opportunities.
The Hong Kong market continues to offer many opportunities, especially in areas such as AI, semiconductors, and technology supply chains.
Earlier this year, we started building a position in $南方东英SK海力士每日杠杆最多 (2x) 产品(07709)$ at an early stage. At that time, it was one of the few leveraged ETFs globally related to SK Hynix.
Beyond ETFs, our research and positioning across the industry chain also achieved strong results, including:
$建滔积层板(01888)$ , $长飞光纤光缆(06869)$ , $剑桥科技(06166)$ , $兆易创新(03986)$ , $澜起科技(06809)$ .
We also captured opportunities in several popular names, including:
$智谱(02513)$ and $MINIMAX-W(00100)$ .
Recently, we started building a position in $阿里巴巴-W(09988)$ , which has also delivered a strong performance.
The market rewards preparation, not chasing after moves that have already happened.
Thank you again to all my Hong Kong followers for your support. Your trust is my biggest motivation to continue researching global markets.
If you follow Hong Kong stocks, US stocks, AI infrastructure, and global technology trends, feel free to connect with me.
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