Quick Interpretation

Today, the sentiment in the A-share market is fully, but except for a brief resonance in the morning, the Hong Kong market started to decline in the afternoon. Recently, it's obvious that the Hong Kong market seems to be underperforming the A-share market? No worries, starting from September to December, our Hong Kong market will have a relatively smooth trend. After all, our Hong Kong market has already risen so much, while the A-share market just broke last year's high.

Let's evaluate today's individual stocks. Since I'm commenting on a computer, I might not be able to hit 'Enter,' so bear with me.

$TENCENT(00700.HK) First, Tencent. I added to my position today—a long-term bottom position: 100,000 call options expiring in 2028, bought at HK$0.49 per share. Basically, I'll sell when the price reaches HK$1-2. I’m growing alongside Tencent~ $XIAOMI-W(01810.HK) Most auto stocks today opened high and closed low. Maybe it's because people recently realized auto stocks are undervalued? I’m optimistic about tomorrow’s earnings report. Today, HK Stock Connect sold HK$210 million—who was buying then? $XTALPI(02228.HK) According to my parameter model, Jingtai’s dip today is just a short-term pullback. If there’s a big pullback tomorrow, I’ll add to my position. If it continues upward, I’ll hold steady. $ICBC(01398.HK) Today, it hit my stop-loss point and got 'ganked' by the blood pack. I used the funds from the blood pack to add to Tencent. Once it stabilizes, I’ll be back. For me, banks in the East are still undervalued, but it’s an all-out offensive period now, so all the 'blood' is being pumped into consumption, tech, and AI. Ouch. $BYD COMPANY(01211.HK) Hang in there, BYD. That’s all I can say about you.