Rate Of ReturnTell you a ghost story, I have plenty of 'old money' assets (high dividend) and XtalPi is also falling, but my asset size passively reached the top 10%, which means others are evaporating much faster than me... Don't chase AI anymore, it's a reshuffle. Don't still be immersed in the grand narrative of 'fundamental gaps'. At most, look at domestic substitution. The opportunity in the second half lies with 'old money'. $XTALPI(02228.HK)
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