Maybe it's time to think about what happens a few months from now.

If you still want positive returns this year (POOD US stocks)

1. Alibaba: Solid, competitive mindset is back (the food delivery war isn't a bad thing in my view) and Alibaba Cloud and T-Head's business development is promising. The only heavyweight stock.

Operation: Sell monthly covered calls on half the position at cost price (160) to reduce position and offset holding costs. Close the 122 long calls at highs before the end of April.

2. XPeng: Weak, the stock has strong option-like characteristics and high volatility. High R&D investment, long payback period, not suitable for heavy positions, but a good covered call target. However, it's unlikely to surge significantly before the large-scale implementation (cost amortization) of many achievements (world model, humanoid robots, autocab, flying cars).

Operation: Sell weekly covered calls at cost price (18.5). If assigned, do not buy back.

3. Bilibili: Solid, market cap fluctuates around $10 billion. High certainty of platform growth (increasing female user ratio, content quality positively feeds subscription data, AI empowers ad delivery efficiency and improves manpower efficiency). High certainty of ecosystem positioning, comparable to YouTube, no competitor in Greater China.

Operation: Sell monthly covered calls at cost price (28.5) to offset holding costs. If the stock price is within 5% of the cost price, stop rolling the covered calls.

4. GDS Holdings: Solid, data center target, compared to its US counterpart EQIX, has a long-term upward trend.

Operation: Sell monthly covered calls at cost price (45). If assigned, then sell short puts.

5. 21Vianet: Solid, data center target, but low trading volume and severe price manipulation.

Operation: Sell monthly covered calls at cost price (10). If assigned, do not buy back.