Methodology: each issue's direction is a live signal — long/short opens or holds a position, neutral means flat, and every direction change opens, flips, or closes it. Returns are direction-aware (a short gains when the price falls) and compound across positions from first observation to the latest issue. "Price move" is the stock's own raw change, shown separately. Neither represents actual portfolio performance.
Brief History (12 issues)
Up 2.71% with RSI at 69.2, sitting 12–18% above the 20- and 50-day. Local services consumption is recovering; 47 analysts target HK$108.40 for 16.9% upside — continue holding
Position: +4.4% turning the week positive, +20.1% on the month — rivals pivoting to loss-cutting in the flash-buy war is an industry-wide breather, hold
Rebounding +13.4% on the month as rivals dial flash-sale subsidies toward loss-cutting — breathing room for Meituan, hold
Friday -4.07% to HK$83.65 — a chunky giveback after a +6.6% week. Structure holds with a thick cushion above the HK$76 stop. Stay long.
Down 3.3% this morning at HK$84.35, giving back yesterday's gain — structure intact above the HK$76 stop; holding
Up 1.3% this morning at HK$84.45, +8.5% on the week as the consolidation resolves upward; stop raised to HK$76, holding
Up 1.6% this morning at HK$79.20, turning higher out of a strong consolidation; holding
Up 0.3%, holding ground on storm day; sideways after a +10.3% week is strength consolidating — holding
Down 0.2% in a high-level pause after a +9.8% week; the LongCat story still fermenting — holding
Down 0.5%, consolidating after a 15% week; the all-domestic-compute LongCat story remains underpriced, holding
+1.6%, long +1.6%; LongCat-2.0 trained fully on domestic silicon is an underrated statement
+4.3% instant-retail leader above the 20-day, revenue +7%; bounce momentum warms