pepper 花椒 (决战A股美股)|Aug 04, 2026 04:18
At least in the short term, a hard turn to soft (in A-shares).
As for U.S. stocks, whether storage has hit the bottom needs to be proven over time, not just predicted with 'I think xxx.'
U.S. stocks like DDOG or SNOW have already rebounded by over 30%, but this week A-share software stocks are just starting to move.
Your position determines your mindset. Bought Panwei Network and BlueFocus in the morning. Didn't include Yeahmobi this time because I'm not too familiar with its market behavior.
Will take another look this afternoon.
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