Recently watching $COSCO SHIP HOLD(01919.HK) slightly in the green, the logistics sector feels quite resilient. However, those two in the pharmaceutical sector are really something else—Yaojie Ankang and Zhonghui Biotech just gave up. -12% is really a bit hard to understand. For those who believe in the pharmaceutical track, it's really hard to go heavy in the past two years. Anta and Shandong Gold are basically held passively, with no major fluctuations.
Now the overall strategy is diversification, being a watcher, seeing if shipping continues to be stable, and checking if there's any hope left for pharmaceuticals. The biggest pressure is still on pharmaceuticals, the rest are like retirement stocks...
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