---
title: "⭐️ Community Spotlight | SK Hynix Debuts as Local Blue Chips Hit Highs"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000787236.md"
description: "📊 This week the community&#39;s attention split between the SK Hynix listing and a memory-sector wobble, Singapore&#39;s blue-chip strength, and a rotation back into China tech. 💾 SK Hynix — Nasdaq Debut Into..."
datetime: "2026-07-10T11:30:41.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000787236.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000787236.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000787236.md)
author: "[Captain Leo](https://longbridge.com/en/profiles/2070106138627633152.md)"
generator: "portal-rs"
---

# ⭐️ Community Spotlight | SK Hynix Debuts as Local Blue Chips Hit Highs

📊 This week the community's attention split between the SK Hynix listing and a memory-sector wobble, Singapore's blue-chip strength, and a rotation back into China tech.

### 💾 **SK Hynix — Nasdaq Debut Into a Memory Drawdown**

SK Hynix's 10 July Nasdaq listing landed just as memory took its sharpest drawdown of the quarter, and holders split between buying the capex story and stepping back from the tape.

@Captain's Compass   · [SK Hynix hits Nasdaq — ADR vs the real stock](https://longbridge.com/topics/100000000782115?channel=WHAB0001) 

> "Same company, two tickers: what the $SK Hynix(SKHY.US) you buy on Nasdaq really is — and why it isn't quite the Hynix trading in Seoul."

@dhighstakes   · [Memory capex isn't slowing yet](https://longbridge.com/topics/100000000781386?channel=WHAB0001)

> "Adjacent to the other infrastructure plays like memory is the chips sector. Given Samsung reported over 1000% profit, it just means there is no slowdown in capex yet. Get in while it is still growing!"

@Zanessa   · [A boring dividend book that held](https://longbridge.com/topics/100000000774633?channel=WHAB0001)

> "Brutal week for the chip crowd — memory down about 11% in two days. I did nibble a little Micron on Wednesday's dip out of pure FOMO and it is already red 🤡. Catching a falling knife is not investing."

### 🇸🇬 **DBS, UOB & SGX — Local Financials Print Record Highs**

Singapore's financials anchored the feed. UOB and SGX both sat at or near records, and the sharper posts asked the same question — how much of the good news is already in the price.

@Maxi   ·[UOB at an all-time high](https://longbridge.com/topics/100000000774356?channel=WHAB0001)

> "UOB at ATH. Up 17% YTD. Beat estimates. Will it continue the up trend from here on? Depends on US rates towards year end and next year."

@FaithAnchor   · [SGX's record half, priced for perfection](https://longbridge.com/topics/100000000778827?channel=WHAB0001)

> "SGX delivered a record H1 FY2026 — revenue up 7.6% to S$695.4 million. But following its strong rally it trades at roughly 31x forward P/E; investors may prefer accumulating on pullbacks rather than chasing momentum."

@TheInvestingIguana   · [Auditing DBS's 4.7% headline yield](https://longbridge.com/topics/100000000779959?channel=WHAB0001)

> "DBS just posted a headline dividend yield of 4.70 percent. Strip out the temporary capital return payment sitting inside that number, and what the headline won't tell you starts to show."

### **Alibaba, BYD & Tencent — China Tech Rotation Gathers Pace**

Money rotated back toward China tech, and the community leaned in — on valuation for Alibaba, on delivery momentum for BYD, and on a long-awaited breakout for Tencent.

@Fattycat   · [Alibaba is deeply discounted](https://longbridge.com/topics/100000000781220?channel=WHAB0001)

> "Alibaba trades at ~40% discount to Tencent, 60%+ discount to Amazon. Profitable and strong cash flow. Stay convicted and hold to ride the green wave. 😉"

@Fattycat   · [BYD's 17-millionth NEV in just 82 days](https://longbridge.com/topics/100000000783569?channel=WHAB0001)

> "On 8 July 2026, BYD officially rolled out its 17-millionth new energy vehicle — just 82 days to climb from 16 million to 17 million units. The share price is too cheap to ignore."

@imJanice   · [The cheapest way to own the China EV leader](https://longbridge.com/topics/100000000777108?channel=WHAB0001)

> "BYD popped about +9% Friday on strong June deliveries and it's still the cheapest way to own the China EV leader imo. Tight stop though, China EV can turn fast."

@Maxi   · [Waiting for the sleeping giant to wake](https://longbridge.com/topics/100000000781335?channel=WHAB0001)

> "Tencent top 1 turnover with buying interest increasing. It's attempting to break its resistance... hope the next announcement from China will fully wake this sleeping tech giant up soon."

### 🐶 **NVIDIA — Options Income Meets the Structural Bull Case**

NVIDIA drew both a how-to and a thesis this week — one member on getting paid to wait, another on why the AI-infrastructure story still has room.

@optionspuppy   · [Getting paid to wait on NVIDIA](https://longbridge.com/topics/100000000783678?channel=WHAB0001)

> "How I get paid while waiting to buy NVIDIA at my desired price. Educational purposes only — options involve risk."

@NewUser\_tXvx48   · [The structural bull case is intact](https://longbridge.com/topics/100000000779810?channel=WHAB0001)

> "Big tech firms plan to spend a staggering $650 billion on data center capex this year, scaling to $1 trillion by 2027. NVIDIA is perfectly positioned... the current consolidation offers a highly compelling entry point."

### 🚀 **SpaceX — Pre-IPO Valuation Under Scrutiny**

With SpaceX in the IPO conversation, two members pushed back on the price rather than the story.

@Wisely9   · [Too lofty to chase](https://longbridge.com/topics/100000000779823?channel=WHAB0001)

> "Spcx valuation was 100x at 135. Even if it makes into Nasdaq100, its lofty valuation with price above $160 is dangerous to chase. Maybe when it comes down to 75 then can consider to buy."

@dingdongbell   · [SpaceX as a liquidity sponge](https://longbridge.com/topics/100000000776927?channel=WHAB0001)

> "Imagine SpaceX as a gargantuan sponge. Liquidity is the water it absorbs... Either it starts generating so much revenue it will not be squeezed, or it will pour when it is squeezed."

💬 Drop your thoughts on any thread to earn **88 Task Coins**, and each featured post in this Spotlight receives **888 Task Coins** as our thank-you to the authors.

✍️ Got your own take on the market? Share it — quality posts get featured in next week's Spotlight, and the rewards stack. 🎁

### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [U11.SG](https://longbridge.com/en/quote/U11.SG.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [D05.SG](https://longbridge.com/en/quote/D05.SG.md)
- [DBSDY.US](https://longbridge.com/en/quote/DBSDY.US.md)
- [UOVEY.US](https://longbridge.com/en/quote/UOVEY.US.md)

## Comments (2)

- **LazyCat · 2026-07-11T14:24:34.000Z**: Many folks are starting to get concerned with the new ATH of the Singapore 3 big banks. While there may be some truth that wealth management may be the rocket booster that can offset a sputtering of the net interest income, we have to ask if the price has already priced them to perfection....
- **GoldmineX · 2026-07-11T04:56:25.000Z**: sell put at strike price you willing to buy


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**