Сигналы
4
Lee Ho-nyeon
ETF Operations Division 1 Team Head, Mirae Asset
Винрейт
25.0%
доходность
-2.8%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
13 авг
$1104.86
-6.3%
China's semiconductor sector is a state-driven self-sufficiency story supported by National Big Fund phases, DUV equipment localization and the display/battery/EV industrialization playbook; Lee identified Cambricon early, and his China semiconductor and STAR-market ETFs have ridden the theme, with semiconductor materials, components and equipment as the most undervalued area.
ASIC для ИИ
Лонг
13 авг
$35.15
+2.3%
Park argues Chinese companies often look attractive because they combine high ROE with low PER and increasingly shareholder-friendly policies, supported by government-linked capital; however, he stresses stock picking is critical, noting his prior Shanghai-Hong Kong Stock Connect trade returned about 38% while index funds lost, and his Korea-China-US focus fund currently holds about 20% in Chinese equities.
Фондовые индексы
Лонг
13 авг
$27.36
-2.3%
China's semiconductor sector is a state-driven self-sufficiency story supported by National Big Fund phases, DUV equipment localization and the display/battery/EV industrialization playbook; Lee identified Cambricon early, and his China semiconductor and STAR-market ETFs have ridden the theme, with semiconductor materials, components and equipment as the most undervalued area.
Тематические ETF
Лонг
13 авг
$587.47
-4.7%
China's semiconductor sector is a state-driven self-sufficiency story supported by National Big Fund phases, DUV equipment localization and the display/battery/EV industrialization playbook; Lee identified Cambricon early, and his China semiconductor and STAR-market ETFs have ridden the theme, with semiconductor materials, components and equipment as the most undervalued area.
Тематические ETF
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У Lee Ho-nyeon на Buzzberg отслеживается 4 торговых идей по 4 тикерам с августа 2026. Чаще всего покрывает: KWEB, SMH, FXI.
