憨巴龙王|Jul 21, 2026 02:18
Someone asked me to bottom-fish tech stocks in A-shares before, and I just want to ask—while I know you can't just look at PE ratios when trading stocks, if I can buy U.S. stocks with a PE of 6 in the storage sector, why would I buy A-shares with a PE of 60?
SanDisk's U.S. stock has dropped a lot, but at least its performance is solid. Buying in batches to lower the average cost—there’s no doubt it’ll recover eventually. But bottom-fishing in A-shares? Is there really going to be a rebound? What’s the logic behind the rebound? I just don’t get it.
So, can someone tell me, is it worth bottom-fishing the CSI 1000? After all, the half-year discount is 5% right now. You could still earn a 10% premium in a year.
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