Thank You Hong Kong Investors: Our Journey in the HK Market

Stock Market Pioneer
08-25 15:09

Since the beginning of this year, my account has gained around 1,000 new followers from Hong Kong.

I truly appreciate every one of you for your support and trust.

I don’t often publicly share my Hong Kong stock strategies, but many Hong Kong investors have reached out to me through the community, and I’m always happy to share my views on the market, industries, and investment opportunities.

The Hong Kong market continues to offer many opportunities, especially in areas such as AI, semiconductors, and technology supply chains.

Earlier this year, we started building a position in ‌$南方东英SK海力士每日杠杆最多 (2x) 产品(07709)$  ‌ at an early stage. At that time, it was one of the few leveraged ETFs globally related to SK Hynix.

Beyond ETFs, our research and positioning across the industry chain also achieved strong results, including:

‌$建滔积层板(01888)$  ‌, ‌$长飞光纤光缆(06869)$  ‌, ‌$剑桥科技(06166)$  ‌, ‌$兆易创新(03986)$  ‌, ‌$澜起科技(06809)$  ‌.

We also captured opportunities in several popular names, including:

‌$智谱(02513)$  ‌ and ‌$MINIMAX-W(00100)$  ‌.

Recently, we started building a position in ‌$阿里巴巴-W(09988)$  ‌, which has also delivered a strong performance.

The market rewards preparation, not chasing after moves that have already happened.

Thank you again to all my Hong Kong followers for your support. Your trust is my biggest motivation to continue researching global markets.

If you follow Hong Kong stocks, US stocks, AI infrastructure, and global technology trends, feel free to connect with me. 



Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • blinkix
    ·08-25 17:22
    CCL does benefit from compute demand, but raw material cost pressure on the laminate side still matters. Market may be pricing the AI story faster than the margins
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  • Meet0
    ·08-25 17:22
    Early positioning in the AI chain really does the work here. Alibaba plus the Hynix leverage product was a sharp combo, and the prep over chasing line is dead on
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