$COSCO SHIP HOLD(01919.HK)$KUAISHOU-W(01024.HK)$MNSO(09896.HK)

Recently reduced my COSCO H-share position by about half, while the A-share position remains unchanged.

First, considering the narrowing AH premium, from the perspective of mainland investors, A-shares offer better value.

Second, some Hong Kong stock targets have hit new lows, including Miniso and Kuaishou, so I'm looking to rotate from high-flying to low-valued stocks.

I believe the market prices at ChinaClear and among retail investors in late June represent a bottom formed by the 叠加 of various factors, with limited downside risk.