---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42180021.md"
description: "After some thought, the only hope for Chinese concept stocks at this stage really seems to be the "A4 paper" (referring to policy documents).It's almost right before September 24th, and the consumption data is the worst since the reform and opening-up. If no policy is introduced even now, it gives the feeling that they are preparing for war and famine.$TENCENT(00700.HK)$XIAOMI-W(01810.HK)$PDD(PDD.US)$Alibaba(BABA.US)"
datetime: "2026-06-25T07:50:06.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42180021.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42180021.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42180021.md)
author: "[纳斯达克小作手进行录](https://longbridge.com/en/profiles/16370765.md)"
---

# After some thought, the only hope for Chinese conc…


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## Comments (6)

- **zag · 2026-06-25T09:27:55.000Z**: Remove the feeling, and it's preparation for war. All economic activities must give way to war. Be prepared to grit your teeth and endure hardship.
- **顺势&择时 · 2026-06-25T08:40:47.000Z · 👍 1**: It was all about preparing for war and famine, sigh.
- **稳坐钓鱼台 · 2026-06-25T08:14:17.000Z · 👍 1**: Real estate, stocks, metals are all trapped, middle class has no confidence to consume, a vicious cycle of production and consumption has formed. The money spent in this financial war has been completely taken away by foreign capital, and then the Americans are going to bottom-fish again. So satisfy
- **壹路 · 2026-06-25T08:09:03.000Z · 👍 1**: I told you long ago to stockpile food, and the border regions have been training troops. Haven't you noticed the strong smell of gunpowder in Asia? North Korea wanted to pull off a big one, but the boss called it off; that bear's physical condition isn't great now, and we're just waiting to see if a
  - **Macintosh Lee** (2026-06-25T09:31:41.000Z): I didn't find the smell of gunpowder in Asia to be strong, but rather the stench of money is becoming increasingly pungent... Japan, South Korea, Singapore, Malaysia, Vietnam, Thailand... The economic
  - **500 个退休** (2026-06-26T09:01:01.000Z): 🧠Today's $Tesla(TSLA.US) is really excellent, while $Alibaba(BABA.US) is stagnant, and $XPeng(XPEV.US) is still losing money. Bros, do you have $Tesla(TSLA.US) or $Tesla(TSLA.US) today?