CTFITHT@EC2612A

It's good to finally see some food news for alibaba, it has been in the down trend for months. The company is also laying off roughly 30% of its workforce. Hopefully the trend will reverse!

The optical Comms and memory sector appears to be the market darling now after Anthropic sparked the Saaspocalypse which swept through multiple sectors, it seems that the above 2 belong to the physical layer and would not be susceptible to another narrative of AI killing [you name it].

Wonder how many analysts will now revise away their 6000/oz projection fir gold for year end? The risks of global recession are growing bigger with each day Iran bombs its neighborhood oil facilities. The drag is making poor every one, not to mention the ecological damage. Silver and other metals are suffering. Only the factories are rejoicing.

Filter out the noise and look at what matters most in the market - Price. That is the most important and accurate market indicator out there!

Several semiconductor/optical companies had a rough night, with Tianyue Advanced and Innoscience continuing to fall. It seems the semiconductor sector hasn't fully heated up yet, but the faithful fans are holding strong. On the other hand, Sunny Optical's profit alert + buyback this round is truly enviable—the FOMO feels so real. I'm basically just passively watching Cambridge Technology's paper gains now, hoping the AI sector can show some strength. As for Foxconn Interconnect Technology's insider selling—utterly ridiculous. Working folks are exhausted.

Recently watching $BYD ELECTRONIC(00285.HK) and $LK TECH(00558.HK) this trend, intraday fluctuations, the "death cross" made me want to sell, but then it rose a tiny bit.

On the other hand, $FIT HON TENG(06088.HK) and $ZHEJIANG SHIBAO(01057.HK), these two main themes of AI and smart driving have been surging recently. Looking back, I didn’t dare to go heavy, and that FOMO feeling, you know...

$AUX ELECTRIC(02580.HK)) is a classic short-term trap—spiked and then fell. Cutting losses early actually feels better now.