🚀 HSI Breakout: Bullish, But Selective

Things have been exciting with the recent HSI breakout. A few questions I want to talk about:

1. Am I bullish on China stocks breaking new highs?

Yes, selectively. The Hang Seng Index crossing 26,000 is not just a technical breakout—it signals a shift in global capital flow back into Asia amid Fed uncertainty. But the rally is not broad-based. It's driven by policy-favored sectors: AI, consumer recovery, and insurance.

2. Other than BABA & Tencent, what would I look at?

🔍 Absolutely watching:

Xiaomi (1810.HK) – Hardware tailwinds + AI integration

Sino Biopharm (1177.HK) – Deep value + policy support

Chow Tai Fook (1929.HK) – Jewelry plays rising with consumer confidence

China Life (2628.HK) – Insurance sector benefits from easing + demographic reset

Pop Mart (9992.HK) – Niche retail with cult following, up 222% YTD!

📊 My filter now? Look for: ✅ Post-breakout consolidation

✅ Strong fundamentals

✅ Alignment with Beijing's 5-year plan (tech self-sufficiency, domestic demand)

⚠️ Caution: I'm avoiding overhyped EV names and zombie SOEs. Momentum alone ≠ conviction.

Long story short: HSI has legs, but this is a stock picker's market now.

I'm not a financial advisor. Trade wisely, Comrades!

HSI Surpasses 26000! NTES ATH, 11 Stocks Doubled: Still Have Chance?

HSI has reached 26,000 points, marking a 4-year high. Tencent closed at HK$633, hitting a 3-year high, while NetEase’s U.S.-listed shares climbed to $145, a record high. Xiaomi is up 62.90%, China Life Insurance is up 58.79%, Tencent is up 51.67%, HSBC is up 41.67% Notable gainers include: Pop Mart, up 222.80%, Sino Biopharmaceutical, up 181.97%, Chow Tai Fook Jewellery, up 146.39% So far this year, 11 Hang Seng Index constituents have doubled in value. ----------- 1. Are you bullish China stock markets refresh record highs? 2. Except for BABA & Tencent, would you look at other tech stocks?

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🚀 HSI Breakout: Bullish, But Selective

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