An AI heavyweight stock loaded with US equities, and a top-weight Hong Kong tech stock; their pricing systems are completely mismatched. In the US market, chips are falling while the index is being propped up by other heavyweights; in Hong Kong, the overall market is under pressure, with ST/HK/700 weakening along with it🙃
I'm holding these two positions as "tickets to both markets," so I never expected them to move in sync.
What's truly frustrating is the Hong Kong side—the AI narrative has been told many times, but the stock price always lags behind.
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