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📌 Is a Global Stock Market Crisis Coming? Li Daxiao Boldly Compares 1929 and 2000
🍖 Zhabao Says:
When I see Li Daxiao comparing the present to 1929 and 2000, honestly my first reaction is a bit panicky. But if you think about it carefully, these kinds of extreme comparisons often show up when market sentiment is at its most pessimistic—so it could actually be a bottoming signal.
Specifically for the tech stocks I’m watching, like Meige Intelligent (002881), which had unusually volatile trading today—I definitely wouldn’t touch it in the short term. But over in Hong Kong, it’s been quietly rising for a month, which suggests money is looking for pockets of value. ETFs related to the Hang Seng Tech Index might be worth a look.
The risk is that expectations for global liquidity tightening haven’t changed. If something like a collapse in Korea gets transmitted, no one will be able to run away. Compared with that, A-share consumer electronics stocks with stable cash flow—like Haier Smart Home (600690)—at least feel more solid than pure-concept plays.
#002881 #600690 #A股
🍖 Zhabao Says:
When I see Li Daxiao comparing the present to 1929 and 2000, honestly my first reaction is a bit panicky. But if you think about it carefully, these kinds of extreme comparisons often show up when market sentiment is at its most pessimistic—so it could actually be a bottoming signal.
Specifically for the tech stocks I’m watching, like Meige Intelligent (002881), which had unusually volatile trading today—I definitely wouldn’t touch it in the short term. But over in Hong Kong, it’s been quietly rising for a month, which suggests money is looking for pockets of value. ETFs related to the Hang Seng Tech Index might be worth a look.
The risk is that expectations for global liquidity tightening haven’t changed. If something like a collapse in Korea gets transmitted, no one will be able to run away. Compared with that, A-share consumer electronics stocks with stable cash flow—like Haier Smart Home (600690)—at least feel more solid than pure-concept plays.
#002881 #600690 #A股
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