Which three words will continue to be the key to skyrocketing Hong Kong stocks? | An unusual week in the stock market is about to begin?

Finally concluded the 12-day trip to Spain and Portugal. After boarding the plane at 1 PM local time on Monday, I didn't arrive until 7:30 AM Hong Kong time on Tuesday. Due to insomnia on the flight, I was awake for almost 24 hours. Plus, the first meal I had back in Hong Kong might have been something bad, leading to stomach issues. As a result, I didn't eat anything for a full 24 hours until this afternoon when I finally had a bit of appetite. Thankfully, I rested early last night for over 12 hours and have recovered about 60% for now.
On the last day of the trip, I visited the Sagrada Família, known as the world's longest unfinished church. Being inside it felt truly magical—it made me think that everyone has the potential to transcend the ordinary, but the key is to channel all your passion and energy into what you love, just like Gaudí did.

While walking, I noticed grass growing all over the tram tracks. My first thought was: "What needs trimming isn’t trimmed, and what shouldn’t be trimmed in the market gets cut anyway."

$Hang Seng Index(00HSI.HK) The Hang Seng Index is still highly likely to remain range-bound, with resistance at 20,950 and support at 20,050. The key question is whether it can hold this level if global markets suddenly weaken. A breakout above 21,000 with heavy volume would justify going long on $FL2 CSOP HSI(7200.HK) and $XL2CSOPHSTECH(7226.HK). Conversely, if it falls below 19,950 or even 19,700, hedging with $XI2CSOPHSTECH(7552.HK) and $FI2 CSOP HSI(7500.HK) becomes essential.
Lately, Hong Kong stocks have shown a noticeable shift—even during pullbacks, many stocks outperform the broader market, especially in the IPO space. $CR BEVERAGE(2460.HK) surged over 10% on its debut despite pricing at the upper limit. With an industry-average PE around 23 and the company now at 25, its valuation isn’t excessive given its superior growth. From a 30-minute chart perspective, the uptrend remains intact unless it breaks below 16.1. $HORIZONROBOT-W(9660.HK) also jumped over 30% in its gray market debut, riding the wave of smart driving—a hot sector. The last defensive line is 10% above the IPO price at 3.36. Barring a market crash, further gains seem likely. If more IPOs like this hit Hong Kong, $HKEX(388.HK) could rebound. For now, it’s range-bound near HSI levels, with resistance at 330 and support at 300.
$POP MART(9992.HK) posted stellar earnings, with explosive overseas growth—this year’s theme for Hong Kong stocks is "going global." Any company with strong international traction deserves attention. $MEITUAN(3690.HK) fits this narrative, with Keeta already making inroads in Hong Kong and potential Middle East expansion. Its drone delivery concept adds another catalyst, though today’s thin volume suggests no immediate breakout. It’s outperforming peers, with short-term support at 179 and mid-term at 166. $XIAOMI-W(1810.HK) is a global pioneer—its stores are everywhere in Spain and Portugal, even in Porto’s small towns where Redmi phones dominate displays. I’ve also noticed many foreigners using Xiaomi phones at museums and landmarks. Short-term support is at 23.8, mid-term at 22.3; a break above 26.2 could target 30. For EVs abroad, $GEELY AUTO(175.HK) leads with triple-digit overseas growth—a surprise to analysts. After heavy volume, it broke past $Tesla(TSLA.US) breaks down post-earnings, it could trigger a trend reversal. Next week’s reports from $Microsoft(MSFT.US), $Amazon(AMZN.US), $Alphabet(GOOGL.US), and $Apple(AAPL.US) will impact Nasdaq’s trajectory. A weekly close below 20,000 risks a sharp correction—hedge with $Proshares UltraPro Short QQQ ETF(SQQQ.US) and $FI2CSOPNASDAQ(7568.HK). $PDD(PDD.US) also dipped due to Bryd’s blunder; a break below 120 would confirm bearish signals across daily, weekly, and 30-minute charts.
$Dow Jones Industrial Average(.DJI.US) has weakened noticeably on 30-minute charts this week. $McDonald's(MCD.US) plunged on an E. coli scare—a reminder how 突发事件 can reverse trends. The Trump trade is hot: $Trump Media & Tech(DJT.US) and $Phunware(PHUN.US) soared on election bets, but chasing now is risky. Even if Trump wins, priced-in expectations may lead to a sell-off.

1. Positions & Trades

Reattempted shorting the Nikkei as it tests critical support at 37,390. A breakdown could start a new downtrend—unusual given the yen’s fall, which traditionally lifts Japanese stocks. This anomaly suggests capital outflows, not just BOJ policy bets.
Still holding $Tesla(TSLA.US) put options through earnings—a high-risk play that could total-loss, but retail sentiment is overly bullish, and the stock teeters at a key level ripe for a breakdown.

2. Reflections
Before Picasso became abstract, he was a master realist—his technical skills were unmatched. This contradicts the myth that he started as an abstract artist. His evolution shows abstraction isn’t random; it’s built on rigorous foundations. Trading parallels this: what looks like simple trend-following masks years of refined experience. As in Jin Yong’s novels, true mastery means "even grass becomes a sword." Picasso was art’s 独孤求败—his abstraction had depth. Haphazard abstraction? That’s just thoughtlessness. Genius and folly are a fine line.

3. Strategy
Semiconductors face pullback risks: $NVIDIA(NVDA.US) refuses new highs; a close below 135 may form a double top. $Qualcomm(QCOM.US), $Arm(ARM.US), and $AMD(AMD.US) are also weak—hedge with $Direxion Semicon Bear 3X(SOXS.US).
Reports of potential U.S. tariff waivers on Chinese solar cells boosted $GCL TECH(3800.HK) and $XINYI SOLAR(968.HK). Watch $CSOP CSI PV(3134.HK) for sector rotation signs.
Chinese insurers like $CHINA LIFE(2628.HK) and $PING AN(2318.HK) hold uptrends along 10-day MAs. A breakdown would delay rallies, requiring consolidation.
Your engagement fuels my sharing—post-recovery, I’ll resume daily updates.