Rocky|Jul 02, 2026 06:30
When Serenity talked about green harmonics back then, although the company was a good one, its market cap had already priced in the financials for 2030.
Speaking of which, take a look at BOE.
Back on June 5, BOE was just over 6 yuan, and now it’s 9+!
The U.S. has Corning, China has BOE. Glass substrates, cross-geography arbitrage.
This is actually similar to the early days of trading U.S.-China internet stocks. Benchmarking and arbitrage are always solid strategies!
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