AI attributes or takeout attributes ByteDance strong = Hengke weak More IPOs + decreased southbound funds Upstream strong = consumer electronics weak... Misconception 1: Optimistic about Asia = optimistic about Korean stocks, not necessarily Hengke; Misconception 2: RMB strength ≠ Hengke strength, because this wave is domestic companies settling foreign exchange, not foreign capital coming in to buy stocks; Misconception 3: Cheapness has its reasons. Good news: It has fallen quite a bit. (Not a report, does not constitute any investment advice!)
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Hengke
AI attributes or takeout attributes
ByteDance strong = Hengke weak
More IPOs + decreased southbound funds
Upstream strong = consumer electronics weak...
Misconception 1: Optimistic about Asia = optimistic about Korean stocks, not necessarily Hengke;
Misconception 2: RMB strength ≠ Hengke strength, because this wave is domestic companies settling foreign exchange, not foreign capital coming in to buy stocks;
Misconception 3: Cheapness has its reasons.
Good news: It has fallen quite a bit.
(Not a report, does not constitute any investment advice!)