Many people say that China's CPI has been continuously declining, indicating a deflationary state, and that consumption has no future! So how do we explain these consumer stocks?

In fact, the investment approach for Chinese consumer stocks differs somewhat from that of American 🇺🇸 consumer stocks!

1️⃣ Influencer attributes (whether it's a bubble or Xiaomi, why release the Su7 Ultra first instead of starting with an MPV or SUV like other new car manufacturers? Young people's emotions drive purchases; the dreams of youth are the core)

2️⃣ High barriers to entry (ecosystem accumulation and IP creation take time; this can create a Matthew effect, and we are optimistic about #SOL, which follows this logic)

3️⃣ High growth potential

4️⃣ Going with the trend, aligning with the cycle

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