$XTALPI(02228.HK) Sorry, I was extremely busy with work the past two days (as I mentioned before, my main job is not stock trading, it's just a hobby), so I didn't have time or the mood to update content or post information. This morning I finally had some free time to update the daily data. There was a slight sell-off in the Southbound Stock Connect. I didn't make any trades in Pharmaron over the last two trading days. However, I did make significant adjustments overall, mainly selling part of my long-term positions in Tencent/Alibaba/Meituan and reallocating to U.S. stocks. Currently, my Hong Kong stock positions (excluding Pharmaron, don’t get me wrong—I won’t reduce my Pharmaron holdings at all) have been reduced by about 30%. But this doesn’t mean I’m completely bearish on Hong Kong stocks going forward; I just think now is a good time to switch from Hong Kong stocks to U.S. stocks.
Wishing everyone a happy weekend. And thank you all for your concern.
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