Muyuan's stock has fallen nearly 6% in this wave, and the pork cycle is being discussed again; Lululemon still faces tariff pressure but its brand moat is relatively stable, though recent investigations have raised concerns about its uncertain prospects; BLOKS is a beneficiary of Lego in the Hong Kong stock market, and Juzi Bio is a player in the collagen track; JD.com's e-commerce has no obvious catalysts, just moving sideways 🙄.