A-shares are lying flat every day, while Hong Kong stocks have at least shown some bright spots these past few days. But seeing AI-related stocks like Changfei Optical Fiber skyrocket, isn't that the attitude of mainstream capital? Holding some old-school China Mobile provides decent defense, but unfortunately lacks imagination.
$ZTE(00763.HK), $SMIC(00981.HK) can follow the AI trend or are protected by policy logic, offering plenty of short-term opportunities. But I always miss out on Changfei Optical Fiber, it's really frustrating to watch.$HAIDILAO(06862.HK) is also okay, but catering isn't sexy enough, just earning some certainty. Overall, we still have to follow the main theme; this wave of AI and computing power is too strong, continuing to look for opportunities to buy on dips…
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