---
title: "$CNOOC(00883.HK)$Meituan(MPNGY.US)$TENCENT(00700.HK)Reviewing the sharing on July 1st, it was a phas"
description: "$CNOOC(00883.HK)$Meituan(MPNGY.US)$TENCENT(00700.HK)Reviewing the sharing on July 1st, it was a phased summary at that time.1. Reduce dividends, especially reduce the allocation of banks.If you have a"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/33280440.md"
published_at: "2025-08-24T06:41:39.000Z"
author: "[大花卷](https://longbridge.com/en/profiles/12196320)"
---

# $CNOOC(00883.HK)$Meituan(MPNGY.US)$TENCENT(00700.HK)Reviewing the sharing on July 1st, it was a phas

$CNOOC(00883.HK)$Meituan(MPNGY.US)$TENCENT(00700.HK)

Reviewing the sharing on July 1st, it was a phased summary at that time.

1\. Reduce dividends, especially reduce the allocation of banks.

If you have an impression of the market, you should remember the popularity of the "bank bull" at that time.

2\. Tencent is trustworthy, but increasing the position in JD was indeed a misjudgment of the intensity of the food delivery war.

I built a position in JD in mid-to-late June, and Alibaba joined the food delivery war on July 2nd.

This is somewhat understandable, I can only admit my bad luck.

Some might say, why couldn't I foresee Alibaba's follow-up at that time? This is pure hindsight trading.

3\. The innovative drugs were quite profitable, but I didn't capture the biggest gains due to my lack of understanding.

4\. The breeding sector is stable and improving, still presenting opportunities.

More than half of August has passed, and the expected correction has not appeared. It's a bit unclear what kind of funds are driving the market.

However, the long-term upward trend is becoming more obvious.

Currently, A-share and H-share holdings account for 70% of the position, which is not satisfactory.

If there is an opportunity for a market correction, I will consider going all in.

### Related Stocks

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- [TCEHY.US - Tencent](https://longbridge.com/en/quote/TCEHY.US.md)

---

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