Of course, this fund does not hold stocks. Friends who can't see the shareholders can speak freely here and analyze and discuss the latest developments of stock names. Judging from the valuation alone, the current valuation of China Unicom and Hang Seng Technology is definitely the cheapest value depression among Hong Kong, US and A markets.

The biggest problem now is the uncertainty of policy, which leads to pessimistic market sentiment. Since June last year, when the Anti-monopoly Guide was publicly solicited for opinions from the public, the punishment has been punished, and the intensity of rectification is almost the same. Judging from the trend of Hang Seng Technology, the high level is generally adjusted back by about 40%, and the bottom of the valuation has arrived, but the real systemic reversal,