Jeanny Yu 1.8 2 ideas

Despite a broader tech sell-off in China due to Pentagon lists, specific companies like CMOC (mining) and iFlytek (software) are forecasting strong earnings growth (14% to 70%). In a depressed market (China), capital concentrates into the few names showing actual earnings acceleration. These stocks are decoupling from the macro "China gloom" narrative via superior fundamentals. LONG (Selective). Geopolitical sanctions or broader Chinese market liquidity drains could drag down even high-quality names.