---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40094149.md"
description: "Please advise @京城Z先生, bossIf you had to pick just one company in A's optical track, who are you most bullish on?I switched my position to Tianfu today, focusing on just two pointsLowest price and specialization"
datetime: "2026-04-22T10:06:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40094149.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40094149.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40094149.md)
author: "[保持平和](https://longbridge.com/en/profiles/14619895.md)"
---

# Please advise @京城Z先生, bossIf you had to pick just …


## Comments (5)

- **防守反击！ · 2026-04-22T13:25:02.000Z**: Using stock price to measure whether it's expensive or cheap, are you serious?
- **物极必反 · 2026-04-22T12:23:33.000Z**: Tianfu is a good company, but its P/E ratio is too high, at least twice as expensive as Xinzhong. The cheapest is still Xinyisheng, with a forward P/E in the single digits.
- **大杀四方的小何 · 2026-04-22T10:59:00.000Z · 👍 1**: Are you still playing A-shares?
- **京城Z先生 · 2026-04-22T10:16:15.000Z · 👍 10**: Your portfolio position is the most honest reflection of your views. For pure-blood A-shares, I only hold Zhongji and New Eoptics.
- **奕丞 · 2026-04-22T10:08:45.000Z · 👍 3**: Is Tianfu still low?