---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/34134259.md"
description: "On the eve of the interest rate cut, I adjusted my portfolio again. Added $Apple(AAPL.US) and $Broadcom(AVGO.US), keeping the same view as the previous post. The current ranking of top positions in US stocks is: $Alphabet(GOOGL.US), Pinduoduo, TSMC, Tencent ADR, Meta. The second tier is: Broadcom, Dazi, Apple, Futu, Li Auto."
datetime: "2025-09-17T06:57:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/34134259.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/34134259.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/34134259.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/34134259.md) | [繁體中文](https://longbridge.com/zh-HK/topics/34134259.md)


# On the eve of the interest rate cut, I adjusted my…


### Related Stocks

- [Alphabet Inc. (GOOGL.US)](https://longbridge.com/en/quote/GOOGL.US.md)
- [Broadcom Inc. (AVGO.US)](https://longbridge.com/en/quote/AVGO.US.md)
- [Apple Inc. (AAPL.US)](https://longbridge.com/en/quote/AAPL.US.md)
- [Tencent Holdings Limited (TCTZF.US)](https://longbridge.com/en/quote/TCTZF.US.md)
- [TENCENT-R (80700.HK)](https://longbridge.com/en/quote/80700.HK.md)
- [Tencent Holdings Limited (TCEHY.US)](https://longbridge.com/en/quote/TCEHY.US.md)
- [TENCENT (00700.HK)](https://longbridge.com/en/quote/00700.HK.md)
- [PDD Holdings Inc. (PDD.US)](https://longbridge.com/en/quote/PDD.US.md)
- [Taiwan Semiconductor Manufacturing Company Limited (TSM.US)](https://longbridge.com/en/quote/TSM.US.md)
- [Alphabet Inc. (GOOG.US)](https://longbridge.com/en/quote/GOOG.US.md)
- [Tencent Holdings Limited (HTCD.SG)](https://longbridge.com/en/quote/HTCD.SG.md)

## Comments (45)

- **LessIsMore · 2025-09-19T23:34:38.000Z**: Same question, couldn't find the rebalancing history after searching Longbridge for a long time
- **买股票就是投资公司 · 2025-09-17T15:33:04.000Z**: What is the reason for being bullish on Pinduoduo?
  - **晓风 morning_wind** (2025-09-17T15:49:51.000Z): Replied before
- **冬日暖阳（杨） · 2025-09-17T12:28:49.000Z**: I don't think it needs to be moved
- **A、炒股养家 · 2025-09-17T08:31:13.000Z · 👍 1**: Is it a good time to open a position in Apple now, bro?
  - **晓风 morning_wind** (2025-09-17T08:34:48.000Z): Bro, did you seriously read the content of my post? The information is very clear, buy in 5%.
  - **A、炒股养家** (2025-09-17T09:13:22.000Z): Thank you🙏
- **Beliefx · 2025-09-17T08:22:39.000Z**: What is the name of Snowball?
  - **晓风 morning_wind** (2025-09-17T08:35:06.000Z): The nameless ones don't speak
- **贺六浑 · 2025-09-17T08:11:55.000Z**: Bro, what software is in the screenshot that can also show position adjustments?
- **赚够三千万就收手- · 2025-09-17T07:43:49.000Z**: Ali, huh
  - **晓风 morning_wind** (2025-09-17T07:58:34.000Z): Wait for the financial report to see how its takeout and e-commerce are doing before making any conclusions
- **爷傲奈我何 · 2025-09-17T07:40:46.000Z**: Is Duo Duo the second largest holding? Why have I never heard the big shots talk about Duo Duo?
  - **晓风 morning_wind** (2025-09-17T07:59:43.000Z): Nothing much to talk about. No dividends, no buybacks, just focusing on overseas expansion. The stock performance hasn't been great these past two years, but the business model is solid and focused—ju
- **无情ｄｅ交易机器 · 2025-09-17T07:35:24.000Z**: Is brk also good?
  - **晓风 morning_wind** (2025-09-17T08:04:25.000Z): Not very interested in him
- **YY爱吃红烧肉 · 2025-09-17T07:33:38.000Z**: Bro, I recently reduced some of my Nvidia holdings and bought Apple, also thinking that 17 could see increased volume, and Apple hasn't even started telling its AI story yet.
  - **晓风 morning_wind** (2025-09-17T07:59:54.000Z): Not bad
  - **jack huang** (2025-09-17T08:39:34.000Z): My thoughts are the same as yours, but looking at the valuation, Apple's current price is a bit expensive, and I can't make up my mind.
- **爱吃菠萝包的猫 · 2025-09-17T07:30:00.000Z**: Brother Feng, I have limited capital so I'm quite concentrated, Google + Apple, Google still accounts for 40% of my total position with long calls, should I reduce some positions? 😂
  - **晓风 morning_wind** (2025-09-17T08:00:56.000Z): I don't see any particular certainty, don't trade options naked…
  - **爱吃菠萝包的猫** (2025-09-17T08:02:00.000Z): Then find an opportunity to switch to the underlying stock
- **石来运转 · 2025-09-17T07:16:05.000Z · 👍 1**: Is Broadcom not waiting for a pullback?
  - **晓风 morning_wind** (2025-09-17T08:01:07.000Z): Don't wait, control the position well
  - **石来运转** (2025-09-17T08:01:28.000Z): OK
- **海鸥子 · 2025-09-17T07:07:18.000Z**: Is the reason for adding Apple to hedge risks, and is there more upside potential?
  - **晓风 morning_wind** (2025-09-17T07:10:55.000Z): The new product launch received positive feedback.
  - **海鸥子** (2025-09-17T07:12:34.000Z): Okay, thanks for sharing your views
- **王哪跑啊 · 2025-09-17T07:05:51.000Z**: Just got in?
  - **晓风 morning_wind** (2025-09-17T07:06:51.000Z): Pre-market execution.
  - **王哪跑啊** (2025-09-17T07:07:06.000Z): Okay. Follow up
- **保持耐心和勇气 · 2025-09-17T07:03:29.000Z**: Don't reduce some positions before the interest rate cut?
  - **晓风 morning_wind** (2025-09-17T07:05:10.000Z): Why reduce positions when interest rates are cut!!!
  - **晓风 morning_wind** (2025-09-17T07:05:43.000Z): I can accept a short-term pullback. If the U.S. stocks pull back significantly, I will move the China-concept stocks over, and I have a plan.
  - **我的小钱钱** (2025-09-17T07:18:12.000Z): Bro, not considering buying some brk?
- **Lucy ling · 2025-09-17T07:01:04.000Z**: Buy the underlying stock?
  - **晓风 morning_wind** (2025-09-17T07:03:02.000Z): More than 90% of my holdings are regular stocks, fully invested
- **小罗老板 · 2025-09-17T07:00:43.000Z**: Are you bearish or bullish on the short-term interest rate cut?
  - **晓风 morning_wind** (2025-09-17T07:03:21.000Z): Many. But there may be a pullback one month before the interest rate cut.
  - **小罗老板** (2025-09-17T07:04:16.000Z): 👍