Tim小哥
2026.02.13 14:25

Looking at Horizon Robotics this time, it's a bit surprising. Is that AI hype coming back again? Too bad I'm still hesitating whether to go all in, so I can only watch from the sidelines for now. Yangtze Optical Fibre and Cable got hammered like that and still made it into MSCI, which is kind of sad to see... Both Pop Mart and Dongfang Electric are actually great storytellers, it's just that the market performance isn't very supportive. Those who got in early are having a tough time now. At this price for CATL, I can't help but want to add more, but who knows what the big show for new energy this quarter will be? Might as well accept the loss and just hold on with a zen attitude.

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