
Looking at my watchlist today, my feelings are truly mixed. Sanhua Intelligent Controls and East Buy both rose slightly, especially East Buy's rhythm, which is somewhat counter-intuitive; I sold too early at the slightest sign of trouble. Shanghai Fudan Microelectronics was hit again by management incentives, and the semiconductor sector has been a complete mess these past two years. I missed the new energy rally and didn't catch up either. ZTE is utterly unremarkable, completely flat. China Tourism Group Duty Free's recent pull from duty-free + cultural tourism was decent, but unfortunately, I never went heavy on it for the sake of convenience. In the current market, I still can't help but glance at my positions a few more times, stuck in a loop of holding anxiety and self-mockery for missing out 🤦♂️.
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