The Hong Kong stock market gives people a feeling that gold is everywhere.

Cyclical stocks: Needless to say, a super cycle for commodities is coming. Gold stocks represented by China Gold International and Zijin Mining took the lead, followed by Lingbao Gold $LINGBAO GOLD(3330.HK), China Hanking Holdings, MMG Limited, and China Nonferrous Mining, all entering a rally mode. At the same time, in the second stage, aluminum stocks like China Hongqiao also began to attract market attention, doubling in value. Although not as strong as Lingbao Gold's rise, they benefit from lower valuations. Most of these will continue to perform.

Consumer stocks: Some targets with growth stock potential can still command a 30x valuation, and their market caps will continue to rise, such as Pop Mart $POP MART(9992.HK). Some stocks that are no longer growing but have ultra-high profit margins and severely depressed market caps will see considerable rebound potential, such as Feihe. Some companies with severely undervalued enterprise value and potential sale opportunities, such as Sun Art Retail Group.

Tech stocks: Some are about to turn profitable with promising gaming businesses, boasting high growth potential and a super-sticky community platform with 100 million daily active users, such as Bilibili. Some have steadily developing core businesses, continuous buybacks, and still have other new growth drivers, such as Tencent $TENCENT(700.HK). Some platforms, large or small, with severely depressed market caps and valuations as low as 10x or even lower, still have ultra-high profit margins and rebound potential.

In addition, the consumer sector is a broad category, including entertainment, cultural tourism, daily necessities, snacks, beverages, etc. Everyone can explore opportunities following this logic. The same applies to tech stocks and cyclical stocks.