宇
Jul 21 at 05:33 AM
$BILIBILI-W(09626.HK) saw a small gain; the narrative of recovery in gaming and advertising continues; $Krne Csi China Internet(KWEB.US) rose along with it, while $Tencent Music(TME.US) and $A GX HSCEICC(03416.HK) remained basically unchanged.
This round for Chinese concept stocks is structural: stocks with their own stories are moving, while covered ETFs focused on dividends are sitting steadily still. If $BILIBILI-W(09626.HK) can pull up its ad growth rate for another quarter, there is still room for valuation upside 😇
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