Hong Kong stocks have become the strongest market in the past two weeks - from May 6th to 9th.

Time flies and Mother's Day is approaching again. This year, we have one more mother to celebrate.
$Hang Seng Index(800000.HK)$
Due to family matters in the past two weeks, I missed the key period to monitor whether Hong Kong stocks would trend upwards unilaterally, as well as the deployment opportunity for the key futures $HSI Main Contract(2405)(HSImain.HK)$A GX HSICC(3419.HK) later; it has delivered very stable dividends for two consecutive months, with yields as high as 10% or more, making it a defensive position in the portfolio.
$TENCENT(700.HK) $Macys(M.US)acys(M.US)EITUAN(3690.HK) $BABA-W(9988.HK) $JD-SW(9618.HK) have all reached major resistance levels. Given the accumulated rebound gains, be cautious of false breakouts at these critical levels; the key points are 370, 120, 77, and 130, respectively.
$XIAOMI-W(1810.HK) shows a clear uptrend. Although the major resistance is at $SENSETIME-W(20.HK) recently saw three consecutive days of high-volume bearish candles, indicating weakened upward momentum in the short term. Entering now would likely result in being trapped.

1. Positions and Trades
$Macys(M.US)acys(M.US)icro Silver 2407(SIL2407.US)$ was one of my biggest mistakes in recent trades—I misplaced the stop-loss and missed a huge subsequent move.
$Wayfair(W.US)heat 2407(ZW2407.US)$
I initially expected wheat to rally, but it failed to rise at the key level and instead showed erratic movement, so I exited at breakeven.

$Macys(M.US)acys(M.US)ini HSI 2405(MHI2405.HK)$A GX HSCEICC(3416.HK) has paid its second dividend, still at HKD 0.15 per share. Compared to other high-dividend stocks like $CCB(939.HK) $ICBC(1398.HK), etc., it offers lower price volatility risk and more stable dividends. In the interplay of strategies, it clearly serves as a stabilizing force.

$GX KPOP CULTURE(3158.HK) has returned to its first-day closing price, a trend worth noting. Recently, Stray Kids became the first group to all wear the same designer's outfits at the Met Gala. Their album also topped the Billboard 200 with 5,130,000 copies sold.

$GX INDIA TOP 10(3184.HK) is relatively weak, with the Indian index failing to break higher for now. I’ll closely monitor the Nifty 50’s movement to decide whether to hold or exit.

2. Reflection
My futures trading this year has been subpar. Early on, my mental state was affected by the arrival of my son, and participating in a competition added noticeable pressure. Compared to last year, I’ve regressed in both mindset and skills. Besides not allowing enough room for normal price fluctuations, another issue is impatience. Patience is crucial to capturing the full trend’s profits, as is waiting for the best entry opportunities. My stop-loss placement for silver clearly needs improvement—setting it too close lacks the flexibility to accommodate price movements.

3. Strategy
Hong Kong stocks remain strong, with many sectors showing breakout opportunities: beyond heavy machinery, railway equipment, pharmaceuticals, chemicals, tech, gaming, environmental, and home appliance stocks are all exhibiting clear breakout trends. In this context, Hong Kong stocks offer better risk-reward than typical U.S. stocks. Keep a close eye on $HUTCHMED(13.HK), which is poised to challenge the weekly chart’s key level of 33.8, with a stop-loss at 30.2. One of its new drugs, approved in the U.S. last November, was recently approved in Europe for treating rectal cancer.
$GWMOTOR(2333.HK) is another key focus. Beyond its maturing autonomous driving technology, its successful overseas expansion could take the company to the next level. Its plant in Hungary and subsidy policies have contributed to stellar performance. Set a short-term stop-loss at 11.3.
Be cautious with semiconductor stocks—$AMD(AMD.US) $Intel(INTC.US) are performing poorly, especially Intel. $NVIDIA(NVDA.US) faces major resistance at 925; if it fails to break through, consider whether it will resume its downtrend.