$Strive(ASST)$ Solid little win with ASST! As a bitcoin reserve company, it's been an interesting hold. Gonna keep riding for now~ Can't believe I missed the Contra688 train - everyone's flexing their voucher hauls in the chat, totally feeling the FOMO!
$MP Materials Corp.(MP)$ bounced back above 70 with the Fed’s rate cut fueling sentiment. As a strategic rare earth play, the story stays strong—holding steady here, and the march toward 80 looks well within reach.
$TENCENT(00700)$ 's latest rally is seriously impressive! With gaming as its cash cow and Video Accounts ads exploding, all backed by aggressive share buybacks, it's easy to see why it's called the bedrock of Chinese tech. Heading to HK$600 — steady gains ahead!
$Bilibili Inc.(BILI)$ ’s rebound feels solid—content is improving, user stickiness remains high. The recovery trend is clear. As long as costs stay under control, I believe it still has great long-term potential. Holding on!
$SANHUA(02050)$ gains 4,396.48 HKD with current price at 25.300 HKD versus 22.552 HKD cost basis. As a top EV thermal management supplier, its expertise in key components like electronic expansion valves drives strong growth in the booming EV sector.
$CARSGEN-B(02171)$ Honestly, the value of CARsgen doesn’t rely on BD deals to be justified. CT041 targets gastric cancer，a major indication in China, not some niche disease like overseas players focus on. Just look at their recent double-blind trial: 2:1 randomization, and yet 40% of the control group eventually crossed over to receive CT041. If it weren’t widely acknowledged by doctors and patients as the best available treatment, would that even happen? My view hasn’t changed，CT041 is the most promising CAR-T for solid tumors worldwide, period. The current valuation of CARsgen? Way below what it should be. Their universal product 0596 already saw 6 CRs out of 7, and the rest of the pipeline? Basically being given away for free.
$CHINA LIT(00772)$ Don’t sleep on the Chinese “merch economy”! Yuewen’s official merch store won’t even open until Aug 2024，it’s still warming up. But look at their IPs like Lord of the Mysteries and Strange Tales of Tang Dynasty，both getting anime and games soon. If they nail the quality, there’s huge potential in the domestic merch scene. Everyone’s been chasing overseas IPs for years，maybe it’s time to bet on a homegrown breakout. I’m in early, and holding tight.
$SMIC(00981)$ Even with the pressure from the US hitting China with that crazy 104 percent tariff, China’s aerospace and semiconductor sectors are popping off. Just look at SMIC, up a solid 7.79 percent in a single day. From April 7 to 8, while the broader market saw over 100 billion yuan in net outflows, broad-based ETFs pulled in more than 60 billion, and tech ETFs made up almost 40 percent of that. It’s clear the national team is stepping in, doubling down on heavyweights like SMIC and China Satellite. I’m feeling bullish on SMIC going forward，this could just be the beginning. No better time to jump in than now.
$Bilibili Inc.(BILI)$ Looking back, I really caught the dip at 20.36—great returns so far! Too bad I didn’t lock in profits at last Friday’s high. Now reconsidering whether to add more at this price or wait for a better opportunity.
$XL2CSOPHSTECH(07226)$ Recently, I’ve had some great stock returns, so I’m sharing them with you all. China’s development has been impressive in recent years—buying some stocks is a great way to show support!