阿里巴巴 收益率

阿里巴巴 長情持有

Fattycat

$BABA-W(09988.HK)The US updated its list of Chinese companies it claims support Beijing’s military this week and Alibaba was included. This does not concern me at all. As a a long-term Alibaba investor, I added more Alibaba shares yesterday as I still see strong value in the business.Something worth noting: Alibaba just launched a new unit called Token Foundry. It brings together key AI teams including Tongyi Lab and Future Life Lab, and will report directly to CEO Eddie Wu. This move is part of the group’s push to accelerate AI commercialisation and align all its businesses under one unified AI strategy.Go for long term and you see the light to the tunnel😉.

$JD-SW(09618.HK)Today, I added more shares of JD.com at HKD112.5 to my portfolio. At its current price, I believe the stock is incredibly cheap, with relatively limited downside risk.My investment philosophy is relative simple: buy shares of great companies when everyone else is selling in fear and sell when they reach my target price.I am curious to hear your perspectives. Do you prefer investing in profitable companies with attractive valuations or in loss-making companies with compelling growth stories and strong future potential?🙄

$Xiaomi 5xLongSG271216(NHRW.SG)I just opened a speculative trade on Xiaomi. I feeling pretty excited! 😆 Looking at the 1-hour and daily charts, the stock looks oversold so I am expecting a rebound soon. 😂Let pray for it 😉

$Gold(GOLD.US)🏆[Weekly] Gold Update: Bottoming Out or Heading Lower?Gold investors have faced sharp swings lately. After falling steadily from early year peaks over several months, the metal is hunting for clear support now. Below is the weekend wrap‑up.🔷 Technical snapshots🟢 Daily chart: Gold has trended firmly down since March. It has broken below its 200‑day moving average and trades at $4,218.56, with the lower Bollinger Band at $4,152.21 acting as key support.🟢4‑hour chart: A short‑term bounce is underway. From an oversold low near $4,037, price recovered toward the 20‑period mid‑band at $4,163.87. The 14‑period RSI rose from under 20 to 34.23, hinting selling pressure is weakening.🔷 Fundamental snapshots🟢Fed outlook: Strong U.S. jobs data and a hot 6.5% PPI last week dimmed hopes for rate cuts. A hawkish Fed keeps gold’s “opportunity cost” high, capping gains.🟢Geopolitics: Middle East ceasefire talks reduced safe‑haven demand. A brief relief rally came from short covering, but less risk premium means gold now stands on economic fundamentals alone.🔷 What It Means for YouGold tests a critical $4,000–$4,200 psychological zone. If next week’s Fed tone stays tough, expect another look at $4,000. Yet futures show short sellers are rapidly exiting, suggesting the steepest drop may be over. Keep position sizes small and manage your risk. I prefer to wait at 3800 to long ☺️.Not financial advice. Do your DD ☺️.

$BYD COMPANY(01211.HK)BYD is currently trading at HK$86.60, a 2.04% drop from its previous closing price.Its latest price to book ratio is 3.1x, sitting near the lower end of its 1-year range , 3.4x. This points to a decline in its valuation relative to book value, despite growth in earnings. Operationally, China’s latest retail EV sales figures show BYD captured a 20.7% market share between January and May 2026, confirming its market leader at home.Looking to global expansion, BYD’s new 5-minute fast chargers are due to launch overseas and could offer more competitive pricing than Tesla’s Superchargers. As competition heats up, this charging solution could serve as a more cost-effective alternative that benefit BYD tremendously.The company also plans to begin vehicle assembly at its new Hungary plant in the fourth quarter of this year😉.Meanwhile, Chairman Wang Chuanfu has set an ambitious goal: to make BYD the world’s largest automaker by sales volume within the next five years.Given this context, I do not see the recent share price pullback as a cause for concern. Instead it may present a good opportunity to buy and hold for the medium term. No fear when everyone are selling. Be patient and confident with the future of BYD😎.Let’s go the Chinese Green Dragon 🐉 .

$TENCENT(00700.HK)My conviction in Tencent began in early May 2026 after analysing into their financial health. The company’s key metrics align perfectly aligned with Warren Buffett’s investment requirements, strong pricing power and exceptional management.I am currently holding 100 shares, purchased just before the 1Q 2026 earnings announcement. That decision has already been validated as the latest results prove the engine.1. Steady Growth & AI Scaling: Revenue hit RMB 196.5 billion (up 9% YoY). Their Hunyuan 3 (Hy3) AI model is now a global top-performer, and WorkBuddy has become China’s leading productivity AI agent—turning AI hype into real-world utility.2. Profit Machine: Net profit surged 21% to RMB 58.1 billion. Despite heavy AI R&D, efficiency is soaring, with gross margins climbing to 57% driven by high-margin ad and gaming revenue.3. Aggressive Buybacks: Following the May 2026 AGM, management is repurchasing roughly HK$500 million in shares daily. This HK$100B+ buyback program creates a massive floor for the stock.4. Gaming Rebound: International gaming grew 13%, while flagship domestic titles hit record engagement levels this past quarter.With rock solid earnings, strong fundamentals and massive shareholder returns, i have no regret even if the price is trading lower now. I am comfortably committed to this long-term hold. 😉 😘

$Space Exploration Tech(SPCX.US)🚀 SpaceX staged one of history’s strongest IPOs: record capital raised, ~+20% first‑day jump, >$2T market cap. It is a milestone I watched live until midnight even without holding stock. I tried to short but failed 😞.SpaceX Strengths: lead in launches, Starlink, Starship. Debut also stirred debate: valuation leans on future hopes vs. current profits.Elon Musk holds heavy voting control and many retail investors got few shares. Big win on day one and now they must turn hype into steady growth & earnings.For quick visual breakdown, please refer to the infographic below.

📉 Historic Chip Rout: What Happened Yesterday? (5 June 2026)The semiconductor sector just faced its worst single-day drop since March 2020. The PHLX Semiconductor Index (SOX) cratered 10.26%, wiping out massive market value.If you are holding tech or chip stocks, here is a quick, retail-friendly breakdown of the bloodbath:🔴 The Damage Snapshot Chip Storage / Memory: Hit the hardest. Marvell (-16.74%), Micron (-13.21%), and SanDisk (-11.39%) led the downward spiral. AI Architecture: Massive profit-taking dragged down Arm (-12.84%), Intel (-11.28%) and AMD (-10.94%). Nvidia held relatively steady but still dropped -6.20%.🔍 Why Did It Fall?1️⃣ Rubin Platform Rumors: Whispers that Nvidia might heavily cut memory allocations on its upcoming Rubin NVL72 platform sent shockwaves through memory suppliers.2️⃣ Broadcom Guidance: Broadcom refused to raise its full-year AI revenue targets, triggering panic that near-term growth might be capping out.3️⃣Macro Pressures: Hotter than expected U.S. labor data sparked fears of delayed interest rate cuts, forcing institutional investors to exit a heavily crowded sector.The Verdict: This looks like a sharp valuation reset and a shakeout of overstretched expectations rather than a fundamental failure of AI demand. Take a deep breath! Cool down😎. 

🆘 Source:  Straits Times (11 Jun 2026): DBS launches digital gold tokens🟢Launch timeline: Available 2H 2026 via DBS digibank app — Singapore’s first retail tokenised physical gold￼￼￼🟢Backing: 1 token = 1 gram physical gold, stored in DBS‑operated Singapore vault.🟢Key benefits: Fractional, low‑entry, 24/7 trading, no storage/transport hassle; fully in‑house by DBS.￼￼￼🟢Plans: May list tokens later on DBS Digital Exchange (DDEx).🟢Context: Amid high gold volatility — hit US$5,600/oz peak, now ~US$4,112/oz; supports Singapore’s goal as regional gold hub.🟢Difference: Regulated bank‑issued vs crypto/gold ETFs — direct claim to physical gold￼￼￼