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Traded ValueMr. Z, I'd like to ask for your view on liquidity in the second half of the year. Domestic policies have been pushing hard, but market confidence remains a bit weak. Meanwhile, the US stock market, led by AI, keeps pushing the Nasdaq to new highs. If you could only make one decision for the second half: should we continue to focus on the pullback opportunities in US tech stocks, or believe in the logic of import substitution and position in those still-low-priced semiconductor equipment stocks in the A-share market? It feels like both sides are in a game of chess right now, making it a tough choice. I'd like to hear your practical thoughts on this.
[Interactive with Rewards] The 2026 H2 investment theme: Silicon-based or Carbon-based? Does the H1 investment logic need adjustment?
How's everyone's 'lying flat' going in the first half of the year? At the beginning of the year, many friends talked about the 'lying flat' mentality—less hustle, less anxiety. Half a year has passed. Looking back at your own pace, are you feeling more at ease, or have you been swept away by market fluctuations again? There are several market trends worth reviewing from the first half: 'silicon-based' sectors represented by AI were periodically active, with areas like memory and optical communication receiving significant attention; A-shares also showed certain structural characteristics. How these trends will evolve in the second half of the year is worth sitting down and discussing calmly...
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