$FIRST TRACTOR (00038.HK)$ Operation in the third quarter is still acceptable.

$CHINA VANKE (02202.HK)$ Allocate 5% within 3.6 Hong Kong dollars.
Vanke is also facing difficulties, with housing prices falling by 23% and stock prices falling by 85%.
Currently slightly overdone.
Take it step by step.

$SINOPEC SSC (01033.HK)$ Hong Kong has poor liquidity, mainland investors on vacation, leading to a standstill.

$Lululemon Athletica (LULU.US)$ Investors can take a look at the savings rate during the North American COVID-19 period, basically close to depletion.
Yoga pants are a category of outfits that require material guarantee, once the economy turns, the stock price will plummet (this is also a consideration when the company's outlook is poor).

$Apple (AAPL.US)$ Artificial intelligence is lagging behind, important shareholders are losing their holdings, and the probability of a long run is high.