Likes ReceivedWhich small-cap Hong Kong stocks and IT innovation ETFs are you holding?
Today's Market:#OcuMension Therapeutics 01477.HK 20cm, mentioned in the planet's comment section, attentive star friends should have made arrangements;#Sihuan Pharmaceutical 00460.HK 15cm, valuation potential mentioned in the comment section,#Codi 02487.HK 10cm, holdings have already doubled;#MMG 01208.HK mentioned in the comment section for key attention;#Viva Biotech 01696.HK rose from 4HKD to 5HKD;#Lingbao Gold 03330.HK waiting for a pullback,#CStone Pharmaceuticals 02616.HK not much reminder, but the investment advisor should have separately reminded to make arrangements;#China Construction Bank 00939/60193 although it rose, I said the elasticity is small, I don't like it;#CSSC Offshore & Marine Engineering 00317.HK should have answered star friends' questions.Some things I can't say clearly, figure it out yourself.Nothing else to say, still the same sentence—It's not that I have the skill, but the market is good, timing accounts for 70%. Choosing the right market and industry is 2/3 success, then study the valuation 1/3, technically grasp the buying and selling points, nice! Wish star friends wealth!!!$SISRAM MED(01696.HK) $COMEC(00317.HK) $OCUMENSION-B(01477.HK) $CUTIA-B(02487.HK) $LINGBAO GOLD(03330.HK)
Last Friday's Market:#BYD 01211.HK currently at about 21 times 2025E net profit P/E level, entered the Hang Seng Tech Index, added index incremental funds, fluctuating between 20-23 times P/E;#Meituan 03690.HK and#Alibaba BABA/09988 ,#Kuaishou 01024.HK talked about in the morning,#China Construction Bank 00939/60193 PB valuation space is sufficient, technical aspect nice, but the target elasticity is small, considering the portfolio already has defensive targets and cash positions to control drawdown, not placing orders;#SMIC 688981/00981 sold the factory to National Silicon Industry Group, slightly fell during the session.In the last 1min of the session, the Hang Seng Tech Index including most heavyweight stocks had large orders (referring to quantitative rebalancing, passive buying and selling), such as Kingsoft, Bilibili, Lenovo, SenseTime, Tencent Holdings, Li Auto, XPeng, Sunny Optical Technology.
It's been a long time since I mentioned ETFs, currently focusing on the AI technology field, such asXinchuang ETF (562570), covering 50 Xinchuang includinghardware, basic software, application software, information security, coreconstituent stocks includeSangfor, Kingsoft Office, Sugon, Inspur Information, Yonyou Networkand other core enterprises, ensuring investment focuses on industry leaders, DeepSeek related concept stock weight accounts for about 48.1%. The current valuation of the Xinchuang sector is at a historical low to medium level, with performance release, it is expected to usher in a Davis double-click (performance + valuation double improvement) in the next 3-5 years. DeepSeek, as a pioneer of domestic AI, through algorithm innovation and open-source ecology, greatly reduces the computing power threshold of the Xinchuang industry, has adapted to 50+ manufacturers' chips and landed in government, finance and other scenarios, reshaping the underlying architecture of China's information technology independent control. Domestically, there has been a catch-up in the algorithm field, and there may be AI Agents and others in the future application field, at that time, the stock price of Xinchuang stocks will rise another level. Xinchuang is not only a short-term policy-driven, but also a long-term trend of China's technology independent control, and will still be the core investment mainline in the next 10 years.
Above, Xinchuang ETF (562570), Connect C: (022385), can use the "pyramid" method to bottom out in batches, combined withFibonacci sequence (golden ratio)&"smart investment"&"probability theory"thoughts, improve timing fault tolerance. Stock market investment itself is probability analysis, for most ordinary people, the "pyramid" method of bottoming out in batches may allow your portfolio return to change from -2, 3% to +2, 3%.
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