可乐鸡翅

$CATHAY PAC AIR(00293.HK) Cathay's recent surge in expectations is crazy, but today's slight pullback makes me hesitant. After losing so much during the pandemic in the past two years, this slow bull market really isn't suitable for short-term trading. The net profit target looks great, but upon closer inspection, I'm still afraid of unexpected issues—the airline industry is always full of variables. Hesitating and watching, wanting to buy but not daring to go all in.

$XUNFEIHEALTH(02506.HK) Star Century Business (02506.HK) This daily K-line is almost unbearable, now dropped to 86, bounced twice and fell back, dead cross with no reversal, mentality completely blown. Watching the screen makes my head buzz, no matter how many AI healthcare M&A positives, the market has no heat, can only numb and hold, dare not cut loss nor care.

Last night still staring at $SH ELECTRIC(02727.HK)'s K-line, shadows dancing at the edge of 4, neither falling nor rising - utterly eerie, full of trapped positions ahead, light position fears missing out, heavy position dares not, everyone is holding back.$SBP GROUP(01177.HK) is similar, last week's positives had no effect, now only 6.87 with abnormally high volume, suspecting simulated distribution, daily bearish trend is annoying, short rebound also too risky.

$HBM HOLDINGS-B(02142.HK) is worse, surged days ago seemed ready to fly, then these two days no volume almost turned red, this morning's 13.63-13.93 range vanished instantly, emotions so volatile can't even hold phone steady.

$A GX HSCEICC(03416.HK) plays meaningless fluctuations daily, 10.4 not breaking 10.7 not passing yet with expansion, hoped for limit-up last night but dragged this morning. Seeing JDi IPO sucking liquidity again, planning to cut half position first.

ISRG recently fell by 1.07%, and the market was as still as hibernation... The stock's market cap is about to break through $200 billion, with its core still being the Da Vinci surgical robot, and its main business structure hasn't changed much. The turnover rate is only 0.34%, are all the veteran investors just holding? There's no major news in industry policies, and the healthcare sector is quite dull. Community engagement is very low, with little news or foreign capital movement🤷‍♂️, and retail investor confidence remains flat.

$Upstart(UPST.US) This wave didn't rise much, but the trading volume is almost 170 million, really speechless. Every time the market moves, this kind of AI credit can't be avoided~ The profit model relies on that set of intelligent risk control, and any policy change makes people nervous... The sentiment in the US stock market is actually more volatile than the stock price itself. Dividends don't feel very stable, overseas business hasn't made much progress, and foreign capital fluctuates unpredictably. Not sure if this kind of company can survive another round😅 Turnover rate 4+, money comes in fast and leaves just as quickly. Who wouldn't feel exhausted in this environment?

Nokia is such a nostalgic brand... Honestly, it's still lingering in the US stock market with a market cap of nearly $34 billion 😅. Its main business hasn't moved beyond telecom equipment, but the dividends are somewhat decent. The stock price is rock-solid at around $6—a 10,148-day-old blue chip. The turnover rate is ridiculously low at 0.43%, barely any movement. The Longbridge community is practically reminiscing about it, and the market fluctuations could put you to sleep. It's a European company, but its overseas presence is scattered, and foreign investors haven't shown much interest lately.

Is Sanhua Intelligent Control cheating? At 33.7 per share, I almost doubted my eyes😂 It directly became a small blue-chip giant in just half a year. When the market improved, it took on the role of the HVAC leader, with over 600 million HKD in turnover and a turnover rate of only 0.45%. It feels like the capital is playing tricks, and there's a lot of discussion in the community, with many guessing if northbound capital quietly entered? The dividends are actually average, and the market cap move seems a bit mysterious, with super fierce competition among peers~

Ambarella's earnings report is actually quite healthy, with core gross margins holding up. The Q4 weakness was due to external demand not recovering too quickly, which is in line with the industry cycle. Confidence in the company itself remains unchanged, and the pullback is actually a good opportunity for long-term accumulation. Don't be swayed by short-term sentiment.

$Richtech Robotics - B(RR.US)The company announced a partnership with the Vegas Golden Knights on 10.27, why haven't I seen the news?

来了来了。背靠招银应该稳得吧！做第一个吃螃蟹的人

今晚有没有机会爆发？$NIO Inc(NIO.US)

巨头都愿意来掺一脚，也许苏宁还有救，不过也不是一朝一夕可以盘活的。另外近期阿里受滴滴的负面影响可能更大，谨慎参与～~

优点：美股没有涨跌停板限制

缺点：市面上有些美股交易软件的行情有延时 15 分钟

此刻外盘风平浪静，都在等待凌晨两点的美联储利率决议，平静之下有种暴雨欲来风满楼的感觉。