新芒X
2026.02.04 15:10

Pinduoduo still seems to be in a game with regulators combined with undervaluation logic, just watch it quietly.

Kingsoft Cloud actually turned around again this time, it was all the rage before, and in the blink of an eye, it's all green again. The AI hype is always a bit intoxicating but too slow to materialize.

$AXT(AXTI.US) directly plunged, these small materials really can't hold, chasing rallies still needs caution.

Next to Fluence Energy, everyone is talking about bubbles, but I think the new energy sector is all about hype, short-term gains are nerve-wracking every day, just let it be.

$Barrick Mining(B.US) has already delisted, a bit dazed by the golden defensive myth back then. Anyway, now it's really colder in heart than in hand, faster in hand than in mouth, warmer in mouth than in the market.

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