Hong Kong-US Market Review (10.08) The market slowly wakes up on the first day after the holiday
Friends, the holiday went by so fast. To be honest, I haven't looked at the market at all these past few days—completely cleared my mind. For me, today is the first real trading day after the holiday. After such a long break, looking at the market again actually feels fresh, like returning to a familiar battlefield after a long vacation.
What made me happiest was China Star 326, which we've been waiting for a long time, finally showed signs of moving today. This stock has tested our patience since we first positioned it, but I've always believed time would provide the answer. Today's movement gave us a long-awaited signal—it finally feels like "time to get to work."
Another thing worth mentioning is AAC Technologies, which we discussed before the holiday. Back then, I notified the channel about entry points at 44, 41, and 38. Today's movement was textbook—it dropped below 44, giving plenty of room to enter. So, those who followed the plan should have smoothly entered positions today. The closing trend was also stable, looking ready to move. Seeing the plan unfold step by step—honestly, this sense of achievement feels even more solid than making money.
$Hang Seng Index(00HSI.HK) : Trend unchanged, pullback acceptable
Now, about the Hang Seng Index. My stance remains the same—ignore short-term fluctuations. In the long run, as long as each wave is higher than the last and the overall trend holds, there's no need to worry. Today's movement can be called a "reasonable pullback." Even if it drops further to around 26,200, that's completely acceptable. That's the rhythm of a bull market—after a lot of gains, it takes a breather to adjust its structure, which is actually healthier.
HK Holdings: Take profit on 2477, enter AAC
For the stocks in our portfolio, today's focus was mainly on two: $WELLCELL HOLD(02477.HK) : For those who haven't taken profits or still have partial positions, I suggest considering taking them now. Lock in the gains—no loss there.
$AAC TECH(02018.HK) : As planned, we entered 1/3 of the position around 44 today. If it retraces to 41 or 38 later, we'll continue adding in batches—no rush, steady does it.
As for $MEITUAN(03690.HK) , $JD-SW(09618.HK) , $BABA-W(09988.HK) , these long-term holdings are all on track—short-term volatility doesn't affect the big picture. The market just reopened after the holiday—let it move on its own for a couple of days to see the rhythm.
US Stocks: Slow down, no rush
US stocks are still following the old rhythm—waiting patiently for the right price:
$Tesla(TSLA.US) : Finally started pulling back—good, a new opportunity.
$NVIDIA(NVDA.US) : I think the pullback isn't over yet—wait a bit longer.
$Apple(AAPL.US) : Wait for confirmation of the pullback before acting.
$Amazon(AMZN.US) : Entered at 217—just following the plan.
Quick summary
The first day after the holiday—the market's overall state is good, and the rhythm is healthy. Take profits where needed, enter positions where planned—everything's on track.
Taking these days off completely made me realize how important mindset is in the stock market. When you're well-rested, you naturally look at the market more calmly and clearly.
From here, let's stay steady—no need to rush. The market will come to us. Patience is a strength.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
