Hong Kong-US Market Review (9.30) Happy National Day, celebrating with joy
Dear friends, first of all, I wish everyone a happy National Day! During this holiday, those who should rest should rest, and those who should go out and have fun should go out and have fun. Don't stare at the market all day. Investment is a long-term process, and life should have its ups and downs to maintain enthusiasm for the stock market. Being too tense all the time can easily lead to making wrong decisions at critical moments. So, take advantage of the holiday to relax your body and mind, go out for a walk—it's also a way to recharge.
As for the market, the AAC Technologies we just opened a position in yesterday performed quite well today. In addition, the JD.com and Meituan we are still holding also delivered good results today. Honestly, seeing such a trend before the holiday really makes me happy. With this joy, welcoming the National Day holiday feels even more relaxed.
$Hang Seng Index(00HSI.HK) : Strong Pre-Holiday Trend
There's no need to overthink the Hang Seng Index—the old view still holds: short-term fluctuations don't matter; the key is the overall trend. As long as each wave is higher than the last, there's no need to worry. The market remains strong now, and having such a trend before the holiday is the best gift for everyone.
Hong Kong Stocks Long-Term: Overall Steady Performance
The long-term positions we've laid out—$MEITUAN(03690.HK) ,$JD-SW(09618.HK) ,$BABA-W(09988.HK) ,$WELLCELL HOLD(02477.HK) ,$AAC TECH(02018.HK)—all performed well today. Especially AAC Technologies, which just opened a position and already has gains. We'll proceed in batches as planned. Although we've already cashed out on Alibaba and Jingwei earlier, we're still keeping an eye on the rhythm. JD.com and Meituan's trends remain solid.
U.S. Stocks: Waiting for Opportunities, No Rush
For U.S. stocks, we still need to wait patiently:
$Tesla(TSLA.US) : Continue waiting for a pullback and consider action only when the right position is reached.
$NVIDIA(NVDA.US) : I judge that the pullback isn't over yet, so patience is still needed.
$Apple(AAPL.US) : Wait for confirmation of the pullback before acting.
$Amazon(AMZN.US) : Already opened a position at 217, just execute the plan.
Summary
Today's market trend can be said to be the most ideal state before the holiday. Those who should make money have made it, those who should cash out have cashed out. Being able to celebrate the holiday with joy and a relaxed mood is the greatest gain. Next, it's time to enjoy the holiday, recharge, and wait for the market to stir up waves again after the holiday—then we'll continue to step onto the stage.
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