To The Moon

$NTES-S(09999)$ The first half of the year felt pretty steady for China’s internet scene. Content consumption has been slowly picking up, while e-commerce and food delivery are battling harder than ever. People are cautious about AI for now, but the long-term potential is definitely there. With the 618 shopping festival coming up, it’s going to be a big moment for food delivery fights. When investing, it’s smart to focus on areas that show clear profits and aren’t too shaken by the overall economy. Honestly, content like gaming and entertainment held up better than just buying stuff or services in the first half of 2025. Making good content isn’t easy，it takes serious time and effort, which raises the bar to enter the market. Big players like NTE

$3SBIO(01530)$ Lucky to have found you! Congrats to Sansheng, the market cap is about to surpass $AKESO(09926)$ . Sansheng is destined to hit a trillion valuation and take down the foreign giants. The future looks bright!

$Direxion Daily Financial Bull 3x Shares(FAS)$ Market sentiment is boosted and the US stock market is slowly recovering. It feels like there is hope again. Let’s go for it.

$Bilibili Inc.(BILI)$ I'm pretty bullish on Bilibili’s “charging exclusive” model，it’s a real moat for their long-form video content. Short videos are popular but hard to monetize with paid users. Long videos offer richer content, and people feel more willing to pay for them, Paid long-video viewers definitely outnumber short-video watchers.

$A GX HSCEICC(03416)$ Last week, the Hong Kong stock market saw gains for three straight days. From June 2 to June 5, the Hang Seng Index climbed 749 points in just three days, continuing the strong momentum from May. Since May, the index has gained over 1,600 points, approaching the 24,000 mark. Many investors are now hopeful that the index will keep rising and hit new highs this year.

$TENCENT(00700)$ I prefer Tencent to take a steady approach this year, keeping the price around 500 HKD. It’d be great if the stock dips near 400 during buybacks，that way, the buyback funds can stretch further and cancel more shares. Then gradually push toward 600+ next year. A slow and steady climb feels more reassuring; a sudden jump would just make me nervous.

$JD LOGISTICS(02618)$ is sticking to its self-operated warehousing model for overseas expansion, with its production and development team handling the setup of warehouse facilities, while JD Logistics focuses on asset-light operations. Given the huge capacity pressure in the domestic market, going global is the key. JD’s combined warehousing and delivery capabilities make it a strong partner to help smart manufacturing companies expand into the global consumer market.

$United States Oil Fund LP(USO)$ It seems that crude oil has indeed entered a short-term upward channel, and the market is starting to be quite strong, which is worth paying attention to.

$IONQ Inc.(IONQ)$ looks solid，sitting on $697M in cash and investments, which is a big deal for a deep-tech company that’s playing the long game. What really caught my eye though: their quiet but smart move to acquire ID Quantique. That’s IonQ stepping into the quantum networking space，super underrated play that could seriously boost their edge.

$iShares Biotechnology ETF(IBB)$ Healthcare stocks have been looking quite promising recently, so it is worth investing in biotech stocks.

$Carlyle Group LP(CG)$ My vision is good, I can sleep well with this ticket.

$Li Auto(LI)$ While the auto world is busy with CEOs throwing shade and drama everywhere，traditional brands, 3C rookies all in the mix，Li Auto stayed totally out of it. No viral rants, no clickbait. Just quietly sticking to long-term thinking. This year, they’ve been laser-focused on one message: safety. Even their autonomous driving push is all about safety-first. And when it comes to media, no more influencers，it's all about national TV and serious credibility. In a time when others are shouting and accusing each other of cutting corners, Li Auto’s calm, steady vibe feels like a breath of fresh air.

$Direxion Daily Energy Bull 2x Shares(ERX)$ I made some money from Cash Boost Account again, that’s great, let’s celebrate with champagne tonight.

$Salesforce.com(CRM)$ In just half a year, Salesforce，a global CRM giant with 26 years under its belt，added over $120 billion in shareholder value, pushing its market cap to a record-breaking $352 billion. Now that’s what execution looks like from a tech heavyweight.

$HUTCHMED(00013)$ You guys don’t want it? I’ll gladly treat it like treasure. They’ve got 10B in cash just sitting there. I’m super bullish on ATTC，it’s got even more upside than ADC in my view. And hey, this is one of the rare Chinese biotech firms that can actually sell into the US, Europe, and Japan. In my opinion, it should be worth at least 40–50B HKD. Grab it while it's still flying under the radar.

$ZTO Express Inc.(ZTO)$ really stands out，solid profits, steady growth, and most importantly, reliable dividends (they're paying $0.70 per share now). Sure, the valuation isn’t cheap，more expensive than Yunda or YTO，but it’s got the fundamentals to back it up. In the whole logistics/transport sector, I think only two names shine: COSCO for shipping, and ZTO for express delivery.

$Oklo Inc.(OKLO)$ My take on the small modular reactor (SMR) gang. The top pick is OKLO, followed by $Centrus(LEU)$ $NuScale Power(SMR)$ $NANO Nuclear Energy Inc(NNE)$. Usually OKLO’s the leader in this space. What do you guys think?

$Hims & Hers Health Inc.(HIMS)$ just doubled its user base by acquiring Zava! If they keep executing like this, it’s only a matter of time before they become a 10M-user D2C healthcare platform，leaving competitors in the dust. More users means more data, and that leads to a real AI edge. Super bullish on this one!

$Pony AI Inc(PONY)$ ’s 7th-gen autonomous driving system just hit the streets! Partnered with GAC Aion Hyper GT, it got the official road testing licenses in both Guangzhou and Shenzhen. Lab and closed-track tests are done，now it’s moving into real-world traffic. This is a big step toward mass production and commercialization!

$Zai Lab Ltd(ZLAB)$ I’ve been keeping an eye on Zai Lab for a while, and their ZL-1310 just stole the spotlight at ASCO! A bunch of Wall Street analysts are saying the data was way above expectations. Morgan Stanley even dropped a fresh report, and management shared more insights during the earnings call. Compared to its competitor Tarlatamab, ZL-1310 has a differentiated MoA and easier administration，if the data keeps looking good, its edge will only grow stronger. Plus, the FDA didn’t object to its accelerated path as a monotherapy for 2L SCLC. A pivotal study is expected to kick off in the second half of 2025, with OS and ORR as primary endpoints. If that trial launches as planned, it’ll be a key catalyst for the stock. And don’t forget，by year