Intel and Nokia are not worth buying at the bottom. But Google, Tencent, and Soxl/QQ are worth buying now. You can continue to hold Moutai. But if you want to buy now, I think Tencent, QQ, and Google are more cost-effective. Because Moutai has risen 30% from its bottom, while Tencent, Google, and QQ have all fallen by more than 10%. And the expected annual return of these assets is only 10-20%, which is equivalent to adjusting for a 2-year expected return.