Today, my focus is on four hot themes: AI/technology, Internet stocks, robotics and new-energy vehicles.
AI & Internet: Alibaba (9988), Tencent (0700) and Xiaomi (1810) remain on my radar. AI spending, cloud growth and improving sentiment towards Chinese tech could provide further catalysts.
Robotics: Humanoid robots remain one of the hottest themes. I’m watching UBTECH (9880) and the wider supply chain, but after the recent sharp rallies, I would rather wait for a pullback than chase.
EVs: BYD (1211), XPeng (9868), Li Auto (2015) and NIO (9866) are worth monitoring. I prefer companies with strong technology, scale and improving profitability.
New IPOs: Hot new listings can offer momentum opportunities, but the risk of first-day overvaluation is high.
My strategy: I would prioritise AI/technology → robotics → EVs, and look for quality stocks that consolidate after strong moves rather than buying into spikes.
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