唔割韭菜

A friend said that after trading stocks for a long time, one's values can become really weird, leading to these situations:

Looking down on jobs with a monthly salary of tens of thousands;

Placing bets of tens or hundreds of thousands on stocks without a second thought;

Being very frugal with daily expenses because most of the capital is tied up in the stock market;

Regardless of actual cash on hand, only focusing on the numbers in the account, rarely selling stocks to cover daily living expenses.

I wonder if these situations are true? I'd really like to hear everyone's real feelings about stock trading!

If you want to make a meal's worth of money from investing, you have to be mentally prepared: when you lose, you could lose the cost of a piece of clothing, but when you win, you might only make enough for a cup of milk tea.

If you can handle losing 100 yuan, then your initial capital should definitely not exceed 1500 yuan.

If you still have loans to repay and don't have a stable, fixed income, you can only put one percent of your total funds into medium-to-high-risk investment products.

This is the mindset to stabilize your emotions and survive the bull and bear cycles 🤘🏿

The Hang Seng Index rose by 327 points, rebounding from 22,500 to 25,200 in one go. I personally think it's a bit too fast. This round at 25,200 might need to take a breather, fall back a bit, and then break today's high before turning around. I think early to mid-August. I probably won't bet on such a small adjustment.

Caught the rebound this time but didn't profit well. Didn't expect it to go straight up in one go. Learned a lesson. A strong market naturally offers more short-term trading opportunities. Let's see if I can pick up some travel money.

2359- Rose yesterday, corrected today. The trend hasn't changed, continuing to hold for now.

2319- Rose a little today, hit a 52-week high, outperformed the Hang Seng Index. Haven't reached the target price yet, continuing to hold for now.

669- This stock gave a signal today, bought a little to see if there's any profit to take.

(02635.HK) Nuobi Kan$NUOBIKAN(02635.HK)

A leading enterprise in the computing power carrier board industry, specializing in high-frequency PCB core carrier board products for AI servers, and maintaining long-term supply cooperation with top domestic and international cloud providers and chip manufacturers; the global computing power infrastructure is continuously expanding, with overseas orders being delivered in batches, the demand for AI hardware in the industry continues to surge, capacity ramp-up drives steady revenue growth, many major investment banks are optimistic about the performance release driven by the wave of domestic carrier board substitution, and the stock price valuation has ample room for recovery.

Buying accumulation zone: 12.47-12.6 HKD

First profit-taking target: 14.21 HKD

Strict stop-loss line: 12.26 HKD

Veteran traders often say: "For semiconductor hardware track targets like these, never chase highs recklessly. Wait for them to fall back to support levels before gradually accumulating positions in portions. Be sure to lock in a solid stop-loss bottom line, and then follow order news and earnings to play the market."

What Buffett said is “be greedy when others are fearful,” not “add to your position when others are fearful.” If you're aggressively buying more when stocks and funds are falling, without even understanding why, just waiting for a rebound to break even, then you're basically handing money to the institutions and major players...$Sandisk(SNDK.US)$SK Hynix(SKHY.US)$Micron Tech(MU.US)

When others are fearful, I bottom-fish; when others are bullish, I reduce positions!

Pioneer in AI Anthropomorphic Service Compliance Regulation: Interpretation of the "Interim Measures for the Management of Artificial Intelligence Anthropomorphic Interactive Services"

Buy HK 02635 Nuobikan, Buy 09880 Ubitech

For HK stocks, you can pay attention to 02498 RoboSense, 09678 Unisound, 02228 XtalPi, 03690 Meituan -W, 06682 Paradigm Intelligence$Hang Seng Index(00HSI.HK)$NUOBIKAN(02635.HK)$UBTECH ROBOTICS(09880.HK)

If the Hong Kong stock market can stabilize above 24,250 in the future, the next target will have a chance to move towards 25,000. Therefore, 24,250 is very important in the future; if it holds steady, there's a chance to charge towards 25,000. The stock market's rise has already stabilized above the 20-day moving average, and for the time being, there's a chance to move towards the 50-day moving average at 24,800. In the recent stock market, first, stabilizing at 24,250 gives a chance to advance towards 25,000. Also, 24,500 is a key level, being the bottom of the channel. Second, it's also the position of that 47-day EMA, so if these two major levels of 24,500 and 24,250 can be broken through in one go in the future, the market will head towards 25,000.

However, recently, due to major players restructuring their portfolios, funds have been shifting around, often moving from AI concept stocks and semiconductor stocks to Tencent and Alibaba. If funds shift back from Tencent and Alibaba to AI concept stocks or semiconductor stocks, the market will fall. Therefore, the recent market fluctuations are due to funds shifting back and forth. Recently, if there's a significant correction in US semiconductor stocks, this would actually benefit Hong Kong, as it would help drive funds back from semiconductor stocks to traditional heavyweight blue-chip stocks. But for now, there are signs of funds slowly flowing out for several consecutive days.

SK Hynix

This ruthless sell-off over a day and a half at the start of the week wiped out all the stop-loss orders from panicked retail investors.

After washing out the weak hands, a violent V-shaped rebound followed immediately. This is the market's "heartless script" that never gets old.

Faced with this kind of market action, there's no need to guess the absolute bottom. The key is trading discipline:

Grasp the rhythm and buy in stages, scoop on dips in batches, and exit in segments on bounces!

Following the market's inertia is the way to survive in a leveraged market.

$CMBC CAPITAL(01141.HK) I told everyone earlier that Minsheng Capital 1141 would surge tomorrow, expecting a 5 to 10 point increase. Who knew it would gap up at the open today only to reverse and fall back.

But actually, it's not a bad thing. Instead, it gives everyone a cheaper entry point to buy in. There's still a very high chance of a big rally later.

KMB's parent company, Transport International (0062), issued a profit warning

Basic profit halved in the first half of 2026 due to rising oil prices

1. Let me remind everyone again: when looking at real estate-related companies, you should pay attention to basic profit, not reported profit. Quote websites use reported profit for calculations, which can be a bit misleading.

2. Utility stocks have very strong sustainability and powerful corporate moats but lack pricing power, resulting in relatively low returns. Airlines can raise prices at any time, but bus companies cannot.

3. In recent years, Transport International has given shareholders the option to choose between cash or bonus shares for dividends. Choosing cash dilutes the remaining equity interest, while choosing bonus shares simply means receiving no cash. The yield displayed on quote websites does not reflect the above factors, so investing based on yield may be misleading.

I won't go into too much detail on the data; I won't invest in companies that issue bonus shares.

Hong Kong stock market layout for tomorrow: 01141 Minsheng Capital

1. Obtained Hong Kong's **VASP Virtual Asset Compliance License**, enabling crypto asset trading and RWA tokenization business. It's one of the few China-backed Hong Kong stock brokers venturing into Web3 finance, catching the tailwind of Hong Kong's virtual asset regulatory framework taking effect.

2. Benefiting from new policies on **RMB internationalization, Cross-border Wealth Management Connect 2.0, and corporate overseas investment and financing**, its offshore bond issuance, cross-border M&A, SPAC listings, and dual-counter RMB trading businesses continue to expand, directly opening up long-term revenue space.

3. Holds Hong Kong's full financial licenses (Types 1/4/6/9), operating across the entire chain including investment banking, asset management, securities brokerage, and margin financing. After industry compliance thresholds were raised, the competitive advantages of bank-affiliated platforms are further amplified. Listed at 5.12 price level, expected 5 to 10 points.

At this moment, I only hold 4 stocks.

I'm continuously buying all of them.

I haven't sold a single share so far.

To date, I've received HKD308,903 in dividends.

Including unrealized gains, the book profit is over 1 million.

My strategy is to concentrate on buying a few high-quality companies and hold them for the long term.

Diversification is a protection against ignorance - Warren Buffet

Yangtze Optical Fibre and Cable Joint Stock Limited Company 6869 closed well today, riding the trend to fully capture the gains, securing profits steadily 📈

Maintain the rhythm and avoid reckless moves, continue to follow the trend and move forward slowly.

Hong Kong stock guru Cao Renchao, 7 quotes:

1. Retail investors should concentrate their firepower; diversification is only for those with a net worth over 100 million.

2. Don't try to catch the bottom or guess the top; just follow the trend.

3. "Money can't buy happiness" is just something said to comfort the poor.

4. Either aim for a gain of 100%+ or set a stop-loss at 15%; there's no middle ground.

5. When you're young with little money, take risks; when you're older with more money, be conservative.

6. Success is 70% about riding the trend and 30% about hard work.

So the first thing you need to do is find that trend.

$INNOVENT BIO(01801.HK) opened higher and continued to rise today. It opened at HKD 77.85, with the day's low only touching back to HKD 77.1. It never touched our entry cost line of HKD 74.4 throughout the session. There was no floating loss after entering the position, and the trend was very steady, not shaken out by the minor intraday fluctuations.

Sentiment in the biopharmaceutical sector has recently improved. The pipelines of innovative drug companies are continuously delivering positive news, and capital has started to position for a valuation recovery in the pharmaceutical sector, perfectly timing this wave of sector rebound.$Hang Seng Index(00HSI.HK)

Since mid-May, the Hang Seng Index has been fluctuating downward for six consecutive weeks, recently even experiencing four consecutive days of decline, with the index continuously hitting new lows for the current adjustment phase. The Hang Seng Index is currently oscillating around the 23,300-point range, while the Hang Seng Tech Index has also been in a sustained correction, falling from above 5,100 points to around the 4,550-point level. The overall market has entered an adjustment cycle of profit-taking.$Hang Seng Index(00HSI.HK)$Hang Seng China Enterprises Index(HSCEI.HK)

The market shows a typical structural divergence where indices are weak but leading sectors are strong: heavyweight stocks in the broader market, as well as the consumer, automotive, and dividend sectors, continue to face pressure. However, tech sub-sectors such as AI computing power, semiconductors, optical modules, and domestic large language models are bucking the trend and showing independent strength, with individual stock opportunities concentrated in high-growth sectors. Broad-based rallies have essentially disappeared.

Yesterday, Hong Kong stocks played a V-shaped rebound. In the morning, it plunged over 400 points at one point, but fortunately, the losses narrowed significantly in the afternoon. Eventually, the Hang Seng Index fell 0.65% to close at 23,768 points.$Hang Seng Index(00HSI.HK)$Hang Seng China Enterprises Index(HSCEI.HK)

The main culprits of the decline were heavyweight tech stocks. Xiaomi fell 3.5%, while Alibaba, Tencent, and Baidu all moved lower. The Hang Seng TECH Index also fell 1.19%.

The market's ability to recover most of its losses in the afternoon was entirely due to brokerage and insurance stocks leading the rebound. The CSI Hong Kong Securities Investment Theme Index surged over 5% at one point. Market rumors suggested that national team funds entered the market in the afternoon to support domestic banks and insurers, directly driving the rebound in financial heavyweight stocks.

Yesterday's Hong Kong stock market was just a technical rebound after a sharp decline, mainly supported by financial stocks and some tech themes. It seems more like market resistance than a trend reversal, and the overall weak trend has not changed yet.

Day trade ideas:

GF Securities (01776)

CICC (03908)

CITIC Securities (06030)

CITIC Jiantou Securities (06066)

I'm personally quite bullish on the continuation of the brokerage sector's performance tomorrow. If the opening prices of the four brokerage stocks above are near today's closing price tomorrow, you can choose one to buy lightly to test the waters. After entering, set a -3% stop-loss. The profit-taking target is 5-10%. Close the position before the market closes regardless of profit or loss, don't hold overnight. What do you all think about today's performance of brokerage stocks? Do you think the brokerage sector's momentum can continue?

On May 22, the Hong Kong stock market experienced a technical rebound. The three major indices opened higher and continued to rise, maintaining a pattern of strong, volatile upward movement throughout the day. Market sentiment improved significantly compared to previous days, with increased willingness among investors to go long. At the close, the Hang Seng Index (HSI) settled at 25,607.31 points, up 0.86%. The Hang Seng Tech Index performed notably well, closing at 4,870.20 points, a substantial gain of 2.11%. The H-shares Index also rose in tandem. The overall market showed a broad-based recovery, with a marked improvement in the profitability effect for investors.

The market's rhythm was clear. Boosted by the stabilization of overseas markets, Hong Kong stocks opened higher in the morning. The tech sector led the charge, driving the broader market steadily upward. The market strengthened through intraday volatility without significant pullbacks. Sectoral performance was distinct, with tech growth stocks becoming the absolute main theme of the day. Semiconductors, consumer electronics, and AI concepts saw a full-blown rally. Among them, Lenovo Group surged nearly 20%, while SMIC rose over 7%. Tech heavyweights like Sunny Optical and NetEase also posted significant gains, strongly pulling the Hang Seng Tech Index higher. In addition, some pharmaceutical and brokerage sectors also strengthened, indicating a healthy improvement in market rotation. Previously weak cyclical and consumer sectors performed relatively flat, lagging in overall gains.

Technically speaking, the indices ended their multi-day period of weak adjustment. The HSI successfully reclaimed the short-term resistance level of 25,600, stabilizing near the short-term moving averages, effectively alleviating short-term downward pressure. The Hang Seng Tech Index rebounded strongly, returning to the range above 4,850. Bearish momentum continued to wane, with clear signals of stabilization at lower levels. Market volume was released moderately, with capital flowing back into the tech sector, establishing an overall recovery trend. However, a volume-backed breakthrough has yet to occur, and resistance remains above.

In summary, today's Hong Kong market was a technical recovery following an oversold condition. Market sentiment shifted from weak to stable, with the tech growth sector regaining investor attention. However, the overall market is still in a stage of volatile bottoming. The rebound is corrective in nature, not a trend reversal. Operationally, one could moderately participate in the recovery opportunities of low-positioned tech leaders, avoiding blind chasing of highs. Maintain reasonable positions, and wait for the indices to show sustained volume expansion and stabilize above key resistance levels before further expanding the investment pace.$Hang Seng Index(00HSI.HK)

Hong Kong stock market performance showed significant divergence. The market opened slightly higher in the morning session, driven by external sentiment, with short-term sentiment briefly improving. However, there were substantial disagreements among on-market capital. After an initial surge, the market faced sustained pressure and retreated, with no effective rebound throughout the day, closing near the day's low. In terms of sectors, the previously strong tech track became the main drag. Internet leaders, semiconductors, and new energy vehicles collectively corrected. Stocks like Bilibili, Baidu, and Kuaishou saw significant declines, as funds in high-flying thematic plays concentrated on profit-taking. Only financial sectors like banking and insurance, along with some pharmaceutical and aviation stocks, resisted the downtrend. Among them, Sunny Optical surged over 8% against the trend, becoming one of the few bright spots. Meanwhile, domestic property, coal, and media sectors weakened in sync, further dragging down the broader market.$Hang Seng Index(00HSI.HK)

$MININGLAMP-W(02718.HK) I shared it around 242 two days ago, clearly bullish on the volume expansion of the Agent business and the catalyst from institutional ratings. CICC's target price was directly set at 293 HKD, with a short-term target of 250-255 HKD. Now the stock price has already surged to 266 HKD, with a gain directly breaking through 8%, and it even touched a high of 279.4 HKD. Not only has it easily achieved our short-term target, but it's also getting closer and closer to the target price given by the institution.