Сигналы
6
#839
Альфа-оценка 32.0
Fiona Yang
Fund Manager, Asia ex-Japan Equities, Invesco
Винрейт
60.0%
доходность
+0.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
12 авг
$1500000.00
+12.5%
Korean memory stocks (SK Hynix, Samsung Electronics) have halved in price due to leverage and excessive enthusiasm, but demand remains strong and capacity is still extremely limited, making them significantly more attractive at current levels.
Память для ИИ
Лонг
12 авг
$255750.00
+2.2%
Korean memory stocks (SK Hynix, Samsung Electronics) have halved in price due to leverage and excessive enthusiasm, but demand remains strong and capacity is still extremely limited, making them significantly more attractive at current levels.
Память для ИИ
Лонг
12 авг
$105.94
-
Chinese hyperscalers (Tencent, JD.com, Baidu) are in a very early phase of AI investment compared to the U.S., with chip availability increasing and technology gap narrowing (Kimi3, Alibaba chairman model), giving them confidence to invest in AI CapEx and potentially generate strong returns.
Интернет-платформы
Лонг
12 авг
$31.92
-9.6%
Chinese hyperscalers (Tencent, JD.com, Baidu) are in a very early phase of AI investment compared to the U.S., with chip availability increasing and technology gap narrowing (Kimi3, Alibaba chairman model), giving them confidence to invest in AI CapEx and potentially generate strong returns.
Ритейл и мобильность
Лонг
12 авг
$59.52
-5.1%
Chinese hyperscalers (Tencent, JD.com, Baidu) are in a very early phase of AI investment compared to the U.S., with chip availability increasing and technology gap narrowing (Kimi3, Alibaba chairman model), giving them confidence to invest in AI CapEx and potentially generate strong returns.
Интернет-платформы
Лонг
03 июл
$180.14
+2.8%
In the second half, Korean market will broaden beyond memory stocks, driven by massive dividends and bonuses boosting domestic consumption, and capex ramp-ups benefiting construction and tertiary beneficiaries.
Фондовые индексы
Показано 6 из 6 коллов · сортировка по упоминаниям
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У Fiona Yang на Buzzberg отслеживается 6 торговых идей по 6 тикерам с июля 2026. #839 в рейтинге Buzzberg Alpha. Чаще всего покрывает: TCEHY, JD, EWY.
