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

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

Serenity pointed out that the only Chinese concept stock he recommended last year was optical module manufacturer Zhongji Innolight, which has since hit record highs with cumulative gains reaching triple digits. He stated that his investment logic is mainly based on the research framework of Western institutions, comprehensively referencing the research perspectives of institutions like JPMorgan Chase and Goldman Sachs, while focusing on the demand changes of US cloud computing giants such as Google and Microsoft.

Furthermore, Serenity mentioned that when researching individual stocks, he also continuously assesses geopolitical and game theory factors, such as in the 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 remains looking forward to exploring future investment opportunities in the Chinese stock market.

In response to market rumors speculating that there is a Chinese institutional team behind him, Serenity denied this, emphasizing that he is merely 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, with over 20 posts per day, occasional spelling errors are a normal occurrence.