--- title: "Rate cut frenzy! The market is soaring! Only my portfolio is 'pretending to be calm'?" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42684417.md" description: "⚠️No matter which stock, never chase highs in the first half hour after the market opens. Wait for a pullback to confirm support before buying low. Don't get carried away and go all-in during an interest rate cut rally. Good evening, bros! 🌆 Last night's strong CPI data drove Hong Kong stocks to open higher and fluctuate. The Hang Seng Index rose 1.4%, and the Hang Seng Tech Index gained 1.3%, hitting a near-month high. Southbound capital swept in 13.364 billion in a single day, indicating ample market liquidity. 📊 Sector rotation summary ✅ Today's strong performers: AI large models, innovative pharmaceuticals, and Chinese brokerages. Interest rate cuts are favorable for the valuation recovery of growth stocks. ❌ Taking a breather: PCB, non-ferrous metals, and new energy. This is just profit-taking after yesterday's big gains; the industry logic remains intact..." datetime: "2026-07-15T12:19:11.000Z" locales: - [en](https://longbridge.com/en/topics/42684417.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42684417.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42684417.md) author: "[龍哥哥咯](https://longbridge.com/en/profiles/2076320482420637696.md)" generator: "portal-rs" --- # Rate cut frenzy! The market is soaring! Only my portfolio is 'pretending to be calm'? ⚠️No matter which stock, don't FOMO buying in the first half hour after market open. Wait for a pullback to confirm support before buying the dip. Don't get carried away and go all-in during an [interest rate cut](https://ttm.financial/J/showDialog/word_explain?id=1993190799260934144&word=%26%2338477%3B%26%2324687%3B) rally. Good evening, bros! 🌆 Last night's positive CPI data drove Hong Kong stocks to open higher and trade in a range. The Hang Seng Index rose 1.4%, and the Hang Seng TECH Index gained 1.3%, hitting a near-month high. Southbound capital recorded a net inflow of 13.364 billion HKD for the day, indicating ample market liquidity. 📊 Sector Rotation Summary ✅ Strong Today: [AI Large Models](https://ttm.financial/J/showDialog/word_explain?id=1993151627473084416&word=AI%26%2322823%3B%26%2327169%3B%26%2322411%3B), Innovative Pharmaceuticals, Chinese Brokerages. Interest rate cuts are favorable for the valuation recovery of growth stocks. ❌ Consolidating: [PCB](https://ttm.financial/J/showDialog/word_explain?id=1993563317188583424&word=PCB), Non-ferrous Metals, New Energy. This is just profit-taking after yesterday's big gains; the underlying industry logic remains intact. In short: Capital rotated from cyclical sectors to software and pharmaceuticals. The bullish trend remains solid. 📈 Current Holdings 1\. [$Kingdee International (00268)$](https://ttm.financial/S/00268) | Cost: 6.28 Traded in a frustrating range all day, mostly in the red, but managed to close slightly positive by holding the 20-day moving line at the close. Today's volatility was mainly to shake out short-term FOMO retail investors. Consolidation is complete. Waiting for capital to flow back into SaaS for a potential reversal. Holding for now. 2\. [$ZhiDa Technology (02650)$](https://ttm.financial/S/02650) | Cost: 29.07 Opened at 31, high of 32.3, low of 29.8, closed at 30.8, giving back some profits. A healthy shakeout. The support level at 28 still provides a sufficient safety cushion. Deep capital involvement in the EV charging theme suggests short-term rebound potential. 3\. [$Kingboard Laminates (01888)$](https://ttm.financial/S/01888) | Cost: 56.18 Opened high at 61.25, surged to 62.3 in the morning, then fell throughout the day to close at 56.4, down 3.26%. A pullback and shakeout after yesterday's breakout. Today's decline wasn't on high volume, indicating no major selling by big players. The short-term uptrend rhythm remains intact. 🌏 Tonight's External Focus + Tomorrow's Outlook Focus on three things tonight: US tech/[semiconductor](https://ttm.financial/J/showDialog/word_explain?id=1993193283190677504&word=%26%2321322%3B%26%2323566%3B%26%2339364%3B) performance, US Treasury yields, and international copper/oil prices. These will directly impact tomorrow's opening sentiment. Two possible scenarios: 1\. US stocks strong, US yields down: HK market opens higher, Kingdee and ZhiDa catch up, Kingboard rebounds with copper prices. 2\. US profit-taking, US yields rebound: Choppy morning session for a shakeout, which is a dip-buying opportunity. Don't panic sell. The overall market's bullish structure is established. Today's holdings are just undergoing short-term sector rotation and consolidation. The underlying logic is sound. Stay patient and wait for the catch-up rally. Did you guys feast on big gains today, or are you stuck in a grind like me? Do you think Kingdee and Kingboard will catch up tomorrow? ### Related Stocks - [00268.HK](https://longbridge.com/en/quote/00268.HK.md) - [01888.HK](https://longbridge.com/en/quote/01888.HK.md) - [00148.HK](https://longbridge.com/en/quote/00148.HK.md) - [02650.HK](https://longbridge.com/en/quote/02650.HK.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**