---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40094382.md"
description: "Your portfolio is your most honest opinion. For pure-blood A-shares, I only have Zhongji and Xinyisheng."
datetime: "2026-04-22T10:16:16.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40094382.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40094382.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40094382.md)
author: "[京城Z先生](https://longbridge.com/en/profiles/9198235.md)"
---

# Your portfolio is your most honest opinion. For pu…


### Related Stocks

- [300502.CN](https://longbridge.com/en/quote/300502.CN.md)
- [300308.CN](https://longbridge.com/en/quote/300308.CN.md)

## Comments (50)

- **momo su · 2026-04-24T13:49:01.000Z**: New EAS has bombed.
- **不断学习，不断进步。 · 2026-04-23T06:14:28.000Z**: Bro Z, I'd like to ask for your advice. Generally, which stocks do you choose to buy in H-shares, and which ones in A-shares? Is there any particular reasoning? For example, why did you buy $ZIJIN MINING(02899.HK) in H-shares instead of A-shares? Could you shed some light on this?
  - **京城Z先生** (2026-04-23T06:17:18.000Z): I buy all the ones that are listed simultaneously, and in the long run, they generally rise more and fall less.
  - **不断学习，不断进步。** (2026-04-23T06:19:14.000Z): Excuse me, Z, from a long-term perspective, is A-share really that much worse than H-share? Won't the AH-share premium be eliminated?
  - **京城Z先生** (2026-04-23T06:52:12.000Z): There's no standard answer. Isn't Ningde just the opposite case?
- **不断学习，不断进步。 · 2026-04-23T03:57:13.000Z**: Z, may I ask if many of the companies you're interested in are on the Growth Enterprise Market (GEM)? I see that to buy them, you need an account with over 100,000 RMB.
  - **京城Z先生** (2026-04-23T04:20:11.000Z): I only look at a company's fundamentals, not at what board it's listed on. If coming up with 100,000 yuan is a struggle, it's better to invest in yourself first. That's much easier than making 100,000
  - **不断学习，不断进步。** (2026-04-23T06:08:01.000Z): I've noticed this point too. The capital market can only be a side hustle, not a main job. First, you have to make sure you can put food on the table. Initial capital is too important; if you only hav
- **Avi · 2026-04-22T13:11:35.000Z**: Luo Bote Ke
  - **Maybe-lucky** (2026-04-22T14:41:04.000Z): This is undoubtedly awesome, but is there any room left now? Feels like it's also the type where you can only mindlessly be bullish.
  - **Avi** (2026-04-22T14:43:36.000Z): I don't know, can only pray every day.
- **Maybe-lucky · 2026-04-22T13:04:36.000Z**: Z bro can also take a look at Dongshan Precision. Today, Dongshan Precision's earnings report mentioned that the 200g EML chip can be mass-produced to support 1.6T. I understand that in terms of optical chips domestically, it might be number one. Yuanjie and Changguang Huaxin are not as good as Sour
  - **京城Z先生** (2026-04-22T13:31:51.000Z): I've seen it before, and I didn't calculate the numbers clearly last time either, so I missed out on the rally.
  - **Maybe-lucky** (2026-04-22T14:40:22.000Z): I don't have the ability to calculate it very clearly myself. I see that domestic sell-side analysts estimate a profit of 15 billion this year, but what's most impressive about Dongshan is that beside
  - **京城Z先生** (2026-04-22T14:47:22.000Z): After today, only CPO will be counted. Everyone plays their own game.
- **hoshea_chan · 2026-04-22T12:27:05.000Z · 👍 3**: The quality of the lie-flat portfolio hahaha
  - **京城Z先生** (2026-04-22T12:29:23.000Z): The practitioner of lying flat to get rich😄
- **四顾 · 2026-04-22T10:21:04.000Z · 👍 2**: Teacher, both of these are too expensive now
  - **京城Z先生** (2026-04-22T10:22:50.000Z): That's not my problem🥲
  - **四顾** (2026-04-22T10:24:08.000Z): Hahaha, it's my fault for following you so late, teacher.
  - **物极必反** (2026-04-22T12:26:16.000Z): Forward PE is in the single digits, how is that expensive? It's as cheap as SanDisk Hynix.
- **山顶交易员 · 2026-04-22T10:20:02.000Z · 👍 1**: Z bro, what should we do about sbsw and $Newmont(NEM.US)😿😿😿
  - **京城Z先生** (2026-04-22T10:21:50.000Z): Currently, my win rate against Xiao Gu is 0️⃣
  - **嘿嘿^** (2026-04-22T10:35:16.000Z): Xiao Gu was afraid Z bought it at a high price, did he say thank you? 😇🙉
  - **四顾** (2026-04-22T10:37:24.000Z): Gu Shen is bearish on Tesla today.
- **一发入魂 · 2026-04-22T10:19:09.000Z · 👍 1**: I bought Accelink at 85, and I'm a bit reluctant to sell now🤪
  - **京城Z先生** (2026-04-22T10:23:51.000Z): Since the name contains the word 'light', it definitely can't be sold😜
  - **一发入魂** (2026-04-22T10:29:06.000Z): The light of faith, Tiga is here🤪
  - **一发入魂** (2026-04-22T10:29:48.000Z): Even if I plan to pull back, I'll transfer all my Nvidia over to Guang🤪