Calls
2
Yi Dong
Senior Analyst, SWS Research
Win Rate
50.0%
return
+0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 25
$119.06
+1.3%
Yi Dong views Alibaba's AI fundraising selloff as overdone because Alibaba remains an important AI player in China and overseas, and its AI capex can become a good long-term business even if core e-commerce is not the current focus.
Retail & Mobility
Long
Aug 25
$26.42
-0.6%
Yi Dong prefers Hong Kong internet/platform stocks over crowded AI hardware H-share names because mutual funds are over-allocated to AI hardware equipment at more than 70% while foreign investors are underweight Hong Kong internet, creating larger upside for Hong Kong internet than for AI hardware.
Thematic ETFs
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Yi Dong has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: KWEB, BABA, CHINESE HIGH-DIVIDEND STOCKS.
