To The Moon

$JD-SW(09618)$ definitely deserves some love for its food delivery and digital products services，or else Didi’s monopoly is a warning sign. I think $MEITUAN-W(03690)$ has encroached on JD’s digital delivery turf, and JD’s food delivery is more like a strategic move to counterattack. If they can keep the competition friendly without too much bloodshed, it’s a win-win for customers, society, and even the country and its people.

$MIXUE GROUP(02097)$ Grabbed two cups of Mixue lemon tea today and honestly felt something. Mixue Group customers and competitors all know no one can beat their prices, this business model would work just as well in Southeast Asia. Wonder why Mixue is so strong? It’s all about the spending power of the new generation of everyday kids, with addictive taste and crazy high repeat purchases. Honestly, this business is solid, can’t help but respect it.

$FIT HON TENG(06088)$ posted nearly 32 billion yuan in revenue and over 1.1 billion yuan in net profit for 2024, solid earning power. They focus on wiring solutions, covering a broad range from smartphones and data centers to automotive electronics. With 5G, AI, and cloud computing booming, the demand for connectivity is skyrocketing, and Hongtong is perfectly positioned to ride this wave. Definitely one to watch for growth.

$CTIHK(06055)$ is honestly the kind of stock I feel comfortable holding long-term，like, really long-term. It's the only overseas-listed arm of China National Tobacco, a one-and-only kind of asset. The business? Pure monopoly, backed by policy, and built around a product people are literally addicted to，demand doesn’t just “stay,” it clings. Add in national brands like Zhonghua and Hongtashan that basically sell themselves, and you’ve got a solid cash machine. What really gets me is how small the float is. This stock feels like a baby standing under a giant. And that, to me, screams long-term potential. Sometimes the best investments are the quiet ones，just plant it and let time do its thing.

$HUTCHMED(00013)$ Institutions are calling it a defining moment for China’s pharmaceutical industry. Global markets are finally recognizing the value of Chinese innovation in biotech，not just a temporary trend, but the beginning of real international traction. Names like HUTCHMED and Innovent are still reasonably priced with solid pipelines. When quality biotech stocks pull back after early gains, those are often the best windows for entry. The real breakout for China’s biopharma might just be getting started.

$POP MART(09992)$ To-C is always the most direct path，like it or not, every business ultimately serves the consumer. Recently, some niche categories have started going mainstream, especially with viral growth on platforms like Douyin and $KUAISHOU-W(01024)$ . It’s no longer just a toy for collectors，blind boxes are going national. New users get hooked, old users become ambassadors, and we’re seeing the power of viral fission. I still believe in your profitability，at least for now. With this kind of momentum and exposure, I wouldn’t be surprised if earnings keep trending up.

$MEITU(01357)$ Nice at the end of the day, it’s all about value. This recent surge in Meitu feels totally justified. Ten years from now, when we look back, Meitu might just represent the ideal of the AI application era. I’ve been holding Meitu for almost two years now. Rode through all the ups and downs, not here for a quick flip. It’s about long-term conviction. Stick to value, and time will reward you.

$3SBIO(01530)$ just landed a pretty sweet deal with $Pfizer(PFE)$ ，all overseas development and commercialization are handled by Pfizer, while 3SBio keeps the China rights. That means nearly all the revenue from this deal drops straight to the bottom line, with minimal cost burden. Pfizer’s decision to go with SSGJ-707 isn’t just about product potential. What really sealed the deal was 3SBio’s clear partnership structure and willingness to cede global control. Pfizer gets exclusive rights worldwide (except China) and plans to build its own manufacturing facilities in North Carolina and Kansas, ensuring full value-chain dominance. And let’s not forget the $100M equity investment，that’s a serious commitment

$HUA HONG SEMI(01347)$ Hong Kong semiconductor stocks just took off out of nowhere! Hua Hong Semiconductor popped up again，probably enough fuel to grind sideways for another week, lol. But seriously, it seems like Hua Hong’s finally climbing out of its slump, while $SMIC(00981)$ is still stuck in the trenches. If sector rotation really kicks in, we might be in for an interesting ride.

$JD LOGISTICS(02618)$ is ramping up its overseas warehousing game. And with $JD-SW(09618)$ ’s potential stablecoin in the pipeline, it could also help tackle long-standing issues with cross-border payments. Warehousing + seamless payments? That’s a pretty powerful combo，especially in today’s cutthroat global e-commerce environment.

$MEITUAN-W(03690)$ is holding up strong，the market still believes in it. On the first day of the 618 sales event, liquor sales exploded. Subsidized prices for premium spirits like Feitian Moutai dropped to ¥2069 and Wuliangye to as low as ¥859. What looks like a food delivery battle is actually a stealthy disruption of the traditional liquor distribution model. With its massive user base and lightning-fast logistics, Meituan is quietly squeezing out the old-school distributors.

$LAOPU GOLD(06181)$ is riding the wave of China-chic，a homegrown alternative to Western luxury. A true disruptor in the traditional gold industry is leading a transformation across the entire sector. If there’s a contender for China’s first real luxury brand (excluding $Kweichow Moutai Co.,Ltd.(600519)$ ), this might just be it.

Initiating Covered Calls for my 3 Lots of GOOGL assigned previously at $183. Hoping the overal IV increases in the coming weeks for more swelled-up premiums.

The short-term Elliott Wave outlook for FTSE indicates that wave II concluded at 7560.5. This marked the start of an upward movement in wave III. Wave III is unfolding as a five-wave impulse structure, characterized by a series of higher highs and higher lows. From the wave II low, wave 1 advanced to 8021.77, followed by a pullback in wave 2 to 7599.56. The Index then resumed its upward trajectory in wave 3, with its internal subdivisions further defining the bullish momentum. Within wave 3, wave ((i)) peaked at 8166.53, followed by a corrective wave ((ii)) that found support at 7862.72. The subsequent rally in wave ((iii)) reached 8798.46, and a minor pullback in wave ((iv)) ended at 8604.8. The Index is now poised to continue its upward trend, likely completing the five-wave rally that b