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$Alibaba (BABA.US)$$NIO Inc (NIO.US)$ As a holder of these ...

$Alibaba(BABA.US)$ $NIO Inc(NIO.US)$

As a holder of these two stocks, I've thought a lot about the situation I'm in as I'm down quite a lot in these 2 stocks. Is it worth to keep China related stocks in my portfolio? The answer I came out with is a bit doubtful, but with a touch of opstimistic as I see years ahead.

I trust these 2 stocks that I hold will have bright future ahead, as an oversea student in China, I'm amazed by the services provided by Alibaba, it's life changing, they evolve every year along with my age. Think guys, Amazon started with e-commerce, but now a cloud company; Baba's cloud business is growing steadily too, I forgot why e-commerce company like them have advantage to cloud, I think it's because they need it so they will develop it themselves, but if you see $Amazon(AMZN.US)$ cheap now, then Alibaba is dirt cheap, Idk how low is BABA going, but I will definitely average down when the reach a certain level or support.

Nio, now a speculative stock I consider, but not an empty bag with no chips inside. They are one of the best premium EV maker and seller in China, they are enlarging their business to Europe countries like Norway, their sales are growing consistenly despite shortage of chips, I believe they will be one of the representatives for EV car brands in the international market.

Above is my opinion of the two stocks I hold with a 25% portfolio and I'm sharing with my honest thoughts and I'm aware of the risk I may be taking.
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