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The worst thing about stock trading is comparing, but you just can't help comparing.
Before the holiday, there was a demand for funds to exit the market, so a drop in the Hang Seng Tech Index is completely within an acceptable range.
But when you look at the gains of Zhipu AI's Minimax, you just can't hold it in anymore.
Especially when you think that the Hang Seng Tech fund you're holding will soon rebalance its portfolio, selling low and chasing high, which is like getting hit from both sides.
Later, I'll slowly sell off the Hang Seng Tech holdings and look for opportunities in individual stocks.
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