“White-Haired Stock Guru” Serenity: Bullish on Long-Term Opportunities in Chinese Stocks, Foreign Investor Perspectives May Be Underestimated by the Market

Odaily Planet Daily News “White-Haired Stock Guru” Serenity posted on X platform, stating that the public often interprets his stock picks as “harvesting retail investors,” but he hopes his recommended targets can change the market’s perception that certain stocks are only suitable for short-term speculation, and prove that high-quality companies also possess long-term holding value.

Serenity pointed out that the only Chinese concept stock he recommended last year was the optical module manufacturer Zhongji Innolight (Innolight), which has since hit an all-time high, achieving a cumulative gain in the triple digits. He stated that his investment logic is primarily based on Western institutional research frameworks, comprehensively referencing research views from institutions such as JPMorgan Chase and Goldman Sachs, and focusing closely on demand changes from US cloud computing giants like Google and Microsoft.

Furthermore, Serenity mentioned that when researching individual stocks, he also continuously evaluates geopolitical and game theory factors, for example in his analysis of companies like AXT. He believes that the perspective of foreign investors can bring different types of Alpha to the Chinese stock market, and he looks forward to further exploration of investment opportunities in the Chinese stock market in the future.

Regarding the rumor circulating in the market that there is a Chinese institutional team behind him, Serenity denied it, emphasizing that he is just an individual investor who shares his investment thoughts daily. English is his primary language, and since most of his content is posted via mobile phone, posting over 20 times a day, occasional spelling errors are normal.