Traded Value
Total AssetsUS Stocks: AI computing power/application, tech giants, growth stocks benefiting from interest rate cuts are the core; focus on data centers, semiconductors, cloud services.
Hong Kong Stocks: AI + internet, high-end manufacturing going global, innovative drugs, domestic consumption; benefiting from southbound capital and valuation recovery.
Common themes: AI industry chain, Fed rate cuts, leading Chinese tech and global expansion companies.
My first trade of the new year was on $TENCENT(00700.HK), and I used derivative warrants and callable bull/bear contracts to amplify my investment returns.
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