---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/38882646.md"
description: "I didn't post recommendations for some of my holdings because I'm not very confident about them myself; it's purely my own interest in these companies. For example:Meituan, I really can't live without it. I think my daily spending on Meituan delivery + Xiaoxiang Supermarket far exceeds that on Taobao. Even though it's currently losing money due to the intense competition in the delivery war, in the medium to long term, it won't be bad. Moreover, seeing that big funds like BlackRock, Vanguard, and Fidelity have all increased their holdings, and these big funds are buying the dip, so what's there to worry about?Anker Innovations, mainly compared to Insta360, its P/E is only 20, which I think is undervalued. The methodology of selling power banks well can actually be replicated to other categories, so I bought it to see if I can catch some of the benefits of going overseas.China Yangtze Power, with AI demand being so strong, how can power demand not be huge?Walmart, I really like Walmart Fresh and Sam's Club, so I must hold it!Lululemon, apart from being a bit expensive, there's nothing wrong with the clothes and pants. Because I want to own Lululemon clothes and pants, and Nike and Adidas are both falling, Lulu certainly can't stay out of it. The P/E is also low, so holding a bit and watching is not bad.ASML, world number one and the only one in the world, how can I not hold some?"
datetime: "2026-02-25T14:33:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38882646.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38882646.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38882646.md)
author: "[价值为王](https://longbridge.com/zh-CN/profiles/11592101.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/38882646.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38882646.md)


# I didn't post recommendations for some of my holdi…


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## 评论 (3)

- **Essence · 2026-03-12T02:33:20.000Z**: Is it a good time to buy now?
- **煜鑫 · 2026-02-26T02:32:56.000Z**: It's really hard to say about Meituan.
  - **价值为王** (2026-02-26T10:29:38.000Z): I choose to believe Wang Xing