UB-HSI @EC2701F

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.

Beginner's Portfolio Allocation Strategy - When you first enter the market and face a pile of stocks, how should you choose? (Part 3)

4. Beginner Portfolio Allocation: Never Go All In, Don't Bet on a Single Stock

Going all-in on a single stock is the biggest fatal mistake for beginners. Winning feels great for a moment, but losing means getting trapped immediately and damaging investment confidence. Sharing the most suitable beginner allocation for young people:

📌 70% Stable Blue-Chips/High-Dividend Defensive Stocks: Used as a foundation to resist declines, preserve value and provide stable returns, and withstand market adjustment risks.

📌 30% Flexible Growth/Short-Term Stocks: Small capital for trial-and-error learning, offering both offensive and defensive capabilities.

The key to long-term success in stock trading has never been about going all out, but about knowing how to leave room and control risks.

5. 4 Major Pitfalls Beginners Must Remember to Avoid

❌ Don't trust free stock tips from WeChat Moments or groups; most are traps to offload shares onto you.

❌ Don't chase completely unfamiliar hot concepts or meme stocks; short-term excitement leads to long-term entrapment.

❌ Don't think a stock is cheap just because the price fell. There's a logic to the decline; refuse to blindly bottom-fish.

❌ Reduce frequent trading. The more a beginner trades, the higher the probability of losing money.

Winning in Stock Trading is About the Long Term, Not Short-Term Gains

Beginners entering the market don't need to rush to make big money. The most important thing is to establish your own stock selection and operation logic and learn to respect the market. Stock trading competition is never about short-term returns, but about "who survives longer." Steadily screening stocks, allocating rationally, and strictly controlling risks, accumulating slowly is the most long-term investment principle for young people. ✨$Hang Seng Index(00HSI.HK)$BABA-W(09988.HK)$TENCENT(00700.HK)$MINIMAX-W(00100.HK)

This week's dry goods sharing | Entry deployment suggestions

Stock code: 09880 Ubtech, suggested entry point: around 87.7

Scarce track: The only pure humanoid robot listed company in Hong Kong, simultaneously covering both industrial factory and home consumer dual tracks, with strong industrial policy support and long-term prosperity in embodied intelligence.

Strong catalyst from order explosion: Industrial Walker supplied in bulk to major manufacturers like BYD, Foxconn, with high 2026 delivery targets; home-use U1 pre-sale orders far exceed full-year sales of previous years, mass production and delivery in September is a key positive, full-year revenue is expected to double significantly.

Performance inflection point approaching: Mass production drives component cost reduction and gross margin increase, losses are expected to narrow significantly in 2026, with market anticipating profitability by 2027, financial reports from mid-year to year-end will continue to release positive news.

Stock price correction digesting bubble: Down nearly 20% from previous highs, current price is close to institutional bottom valuations, support around 85 HKD is strong, safety margin improved.

High technical barriers: Full-stack in-house R&D of servos, reducers, operating systems, with mass production and real-world testing experience leading the industry.

Long-term track prosperity + global only dual-scenario commercialized leader + order explosion + deep stock price correction + performance inflection point approaching, now in a triple window period of "order fulfillment verification, low valuation, and continuous policy support"$Hang Seng Index(00HSI.HK)$UBTECH ROBOTICS(09880.HK)$DOBOT(02432.HK)$ROKAE ROBOTICS(03752.HK)

$XIAOMI-W(01810.HK)

The 1x short leveraged ETF is kicking in.

The rise in the Hang Seng's stock price isn't due to improved earnings reports or technological breakthroughs; it's just that the parked funds have been withdrawn, and with nowhere else to go, they're being used to fill in at low-value spots.

Seems it might also be related to some policy from a couple of days ago?

Not very optimistic about its sustainability unless the model undergoes some 'value discovery'.

$Hang Seng Index(00HSI.HK)

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)

$Hang Seng Index(00HSI.HK) The Hang Seng Index's rebound in the Hong Kong stock market this week is really good, have you broken even yet?

Young People's Entry-Level Allocation Strategy – Just entering the market and facing a pile of stocks, how should you choose?

Many young people entering the stock market for the first time open the page to see thousands of stocks in complete chaos, having no idea how to choose. Before establishing any logic, random buying often leads to: small gains and big losses, trading purely on luck.

Common pitfalls for beginners: greedily buying penny stocks/small caps, trading based on rumors and hot themes, rushing in when seeing others profit, not knowing how to cut losses or take profits, treating stock trading as gambling. Actually, beginners don't need complex techniques; the most important thing is to follow the basic rules! Today we share practical stock selection + allocation strategies suitable for all young beginners.

Young People's Entry-Level Allocation Strategy – Just entering the market and facing a pile of stocks, how should you choose? (Part 1)

Beginner's Iron Rule: Don't be greedy for cheap prices, choose stocks that are "stable and can survive"

The most common mistake for beginners: thinking stocks priced at a few cents or dollars are cheap enough, and buying a lot is cost-effective. But the truth about Hong Kong stocks is: cheap stocks are cheap for a reason, low-priced stocks are often junk stocks.

Many low-priced small caps have small market caps, low liquidity, and no substantial performance, relying only on news hype. They can easily fall into a liquidity trap: easy to buy, but no one to sell to when you want to exit; in a down market, you get locked in deep.

Beginner's stock screening criteria (follow directly):

✅ Prioritize stocks with a market cap over 10 billion and stable daily trading volume

✅ Stay away from long-term penny stocks, stocks that frequently consolidate shares, and meme stocks that change names to hype themes

✅ Abandon the low-price mindset; the stock market looks at value, not share price$Hang Seng Index(00HSI.HK)$BABA-W(09988.HK)$TENCENT(00700.HK)$MINIMAX-W(00100.HK)

🚨 Asian Markets See a Sharp Reversal

Asian stock markets added over $500 billion in market value today, as expectations grew that the Federal Reserve will cut interest rates following lower-than-expected US inflation data.

🇰🇷 South Korea's KOSPI closed up +6.24%, adding ₩380.6 trillion ($256 billion).

🇯🇵 Japan's Nikkei 225 closed up +1.5%, adding ¥21.5 trillion ($131 billion).

🇹🇼 Taiwan's stock market closed up +1.6%, adding NT$2.0 trillion ($66 billion).

🇭🇰 Hong Kong's Hang Seng Index closed up +1.5%, adding HK$420 billion ($54 billion).

🇮🇳 India's NIFTY 50 closed up +0.6%, adding ₹2.5 trillion ($29 billion).

Steady Investing for Middle-Aged and Elderly — How to protect your principal and avoid constant worry?

Many old friends have worked hard for decades. The savings they've accumulated are the foundation for their later years, and they fear most a market downturn shrinking their principal, causing daily heart-pounding anxiety while watching the markets. Today, let's discuss a few practical capital preservation strategies from the Hong Kong local context. No need to brave big storms and waves; sleep soundly.

1. First, separate your money into three pots; don't mix them together.

Emergency Cash (3-6 months of expenses)

Keep in demand deposits or short-term money market funds for easy access. Remember, deposits up to HKD 500,000 are protected per bank. For larger amounts, spread them across several banks to avoid having funds locked up when you need them urgently.

Core Capital Preservation (70% of savings here)

HKD Time Deposits: Stable interest, principal and interest paid upon maturity, zero volatility, completely unaffected by market fluctuations.

Government Bonds iBond, Silver Bond (for ages 60+): Backed by the Hong Kong government, inflation-linked, extremely low risk, stable interest income without fear of loss.

Long-term Savings Annuities: Contractually guaranteed cash value, serving as retirement income, not subject to the wild swings of the stock market.

Small Growth Portion (At most 30% of idle money)

For slightly higher returns, choose blue-chip utility dividend stocks, high-grade bond ETFs. Absolutely avoid speculating in small-cap stocks or high-yield corporate bonds from private enterprises; you could lose your principal in the blink of an eye.

2. Two Iron Rules for Capital Preservation, Middle-Aged and Elderly Must Remember

Don't put all your eggs in one basket.

Don't invest your entire fortune in a single stock or product. Diversify across time deposits, bonds, and a small amount of dividend stocks. If one falls, it won't damage your core principal.

High returns inevitably mean high risk; never be greedy.

Guaranteed 8%, 10% returns promised on the street or online are 99% scams. Genuine capital preservation products don't offer sky-high interest rates. Greed for high yields is the easiest way to not even get your principal back.

3. Avoid Common Investment Traps for Seniors

Don't listen to strangers persuading you to heavily invest in mainland projects, cryptocurrencies, or unknown private equity funds.

Don't easily sign long-term capital lock-up contracts; early withdrawal often results in a significant loss of principal.

Don't borrow money to invest, don't trade on margin. A market correction could force a margin call, affecting your living expenses.$Hang Seng Index(00HSI.HK)

This Issue's Dry Goods Share | 02331 Li Ning

This issue's genuine dry goods share | Currently quoted at 15.03

The market size continues to grow. In 2025, the total mainland sportswear and footwear market size is 432 billion yuan, a year-on-year increase of +7.2%, far exceeding the growth rate of traditional apparel.

Guochao continues to replace international brands: Li Ning's market share is 12.8%, firmly holding second place, surpassing Adidas, and closely chasing Anta's 16.2%; Nike's market share continues to decline, the competitiveness of local brands is irreversible.

Ample room for growth: Four major incremental segments - outdoor, professional basketball, high-end Guochao, and lower-tier markets - with room for improvement in per capita sports consumption.

Multiple catalysts throughout 2026, ample stock price elasticity

Olympic year dividend: Year-round Olympic sponsorship exposure, intensive international events in the second half of the year, expanding brand traffic;

Stephen Curry season catalyst: In the new NBA season, Stephen Curry will wear Li Ning products across the board, accelerating basketball category sales in Q4;

New store formats launch and continuous release of high-end new products, driving improvement in single-store sales and gross margin;

Expectation of gradual consumption recovery: Mainland retail consumption warms up quarter by quarter, the sports sector is a pro-cyclical category, subsequent sales are expected to improve;

Institutional target prices are generally 23–26 HKD, with the current stock price having nearly 50% upside to the target.$Hang Seng Index(00HSI.HK)$LI NING(02331.HK)

#Imagine and Chat: A Day in the Life of an Investor in the AI Era#

1. Asset Aggregation: Automatically consolidate all individual stocks, options, ETFs, forex, and cash from all brokerage accounts to form a unified asset view.

2. Discipline Engine: Solidify my allocation targets, position limits, and rebalancing rules into machine-executable dollar-cost averaging strategies. Reduce the personal effort allocated to long-term accounts.

3. Daily Decision Summary: Only review three questions each day—Is there any action needed today? Why? Did I deviate from the discipline?

4. Research Assistant: Supports natural language queries, automatically integrates news, earnings reports, valuations, and fund flows for heavily held stocks, and provides analysis based on holdings (this feature actually already exists; it just needs to connect holding data and set up scheduled tasks).

@Hotspot Master Currently automatically generates profitable targets for retail investors, along with related sell alerts, buy signals, and provides one-stop comprehensive tracking.