“白毛股神”Serenity: Optimistic About Long-Term Opportunities in Chinese Stocks, Foreign Investor Perspective May Be Undervalued by the Market

Odaily News "White-Haired Stock God" Serenity posted on platform X, stating that the outside world often interprets his stock picks as "harvesting leeks," but he hopes that his recommended targets can change the market's view that some 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 stock he recommended last year was the optical module manufacturer Zhongji Innolight (Innolight). The stock has already hit an all-time high, with cumulative gains reaching three digits. He stated that his investment logic is primarily based on Western institutional research frameworks, comprehensively referencing the research views of institutions such as JPMorgan Chase and Goldman Sachs, and focusing on the demand changes of US cloud computing giants like Google and Microsoft.

Additionally, Serenity mentioned that while researching individual stocks, he also continuously assesses geopolitical and game theory factors, for example, in his analysis of companies like AXT. He believes that the perspective of foreign investors can bring a different type of Alpha to the Chinese stock market and remains optimistic about future investment exploration in the Chinese stock market.

Responding to market rumors suggesting the existence of a Chinese institutional team behind him, Serenity denied this, emphasizing that he is just an individual investor sharing his investment thoughts daily. English is his primary language. Since most of his content is posted via mobile phone, with over 20 posts per day, occasional spelling errors are normal.