At the beginning of the year, I shared my selected Hong Kong stocks in a small group and summarized the Deutsche Bank research report on the valuation analysis and thoughts between China and the United States. Two weeks have passed, and the facts are stronger than rhetoric. While everyone was filled with doubts, we fully shifted from U.S. stocks to Hong Kong stocks. Even amidst the overwhelming FUD in public sentiment monitoring, we clarified the value gap of Hong Kong stocks relying on valuation data 📊 logic.

Still, the same saying goes: "Peak reduction and valley filling, capital will flow to lower places." We are currently in the first and second phases of #AI investment, with misaligned investments firmly grasped! As shown in 👇 Figure 2! Just like the significant rise of SMIC and Hua Hong Semiconductor today. Thinking leads to wealth, and cognition determines the upper limit! 🧐

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。