$KUAISHOU-W(01024.HK)$TENCENT(00700.HK)$Rocket Lab(RKLB.US)
Starting to build a position in Kuaishou.
AI applications in the video production sector are a direction worth betting on.
The recent stock price trend also factors in Tencent's large-scale reduction of holdings. Overall, it looks like a good buying window.
Based on the pullback in US stocks, I bought some commercial aerospace stocks.
However, the community hype around this sector is terrifying... (Is this the stock with the most Longbridge commentators?)
My understanding is limited, so I'm only considering a very small position.
Bosideng is one of the few consumer stocks that has remained resilient against the market trend. Given its significant short-term gains, I'm prioritizing it as reserve capital for portfolio rebalancing.
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