TSLA
Tesla
-- 355.840 NVDA
NVIDIA
-- 138.850 INTC
Intel
-- 23.600 NBIS
NEBIUS
-- 44.490 PLTR
Palantir
-- 119.160 
The Chinese stock market is notching its strongest weekly gain since 2014.
The CSI300 is up by 12.4% this week so far, which is its strongest weekly gain since December 2014 (+13.4%). By the end of the day, it could be strongest weekly gain since 2008. Might be a point for adding a bit of China back into your portfolio today. There are two main investment theses:
1. The Chinese consumer is not financially weak, they are simply sentiment driven.
2. Chinese government support for the market is sending the signal for retail investors to invest.
1. The Chinese consumer is not financially weak, they are simply sentiment driven.
2. Chinese government support for the market is sending the signal for retail investors to invest.
Disclosure: 55% of my portfolio is in HK and I am up 15% over 1 week.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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