Domestic substitution theme is back | Huawei's 'Tao's Law'—can SMIC truly break out with a potential 20% upside? | SpaceX-related sectors rallying ahead of IPO #HKStocks #USStocks #MomentumInvesting | [Live Stream on 2026/5/26] | Sunzi Whale Investor

Today is Tuesday, Sunzi will review the market conditions of this week with everyone, analyze Hong Kong stocks, US stocks, tech stocks, key sectors, and capital flow, and summarize the most noteworthy market trends for next week to help retail investors navigate volatile markets.

00:00 Program starts

2:52 Global News Summary

6:36$SMIC (00981.HK)$$HUA HONG SEMI (01347.HK)$$LENOVO GROUP (00992.HK)$

16:46$YOFC (06869.HK)$$KB LAMINATES (01888.HK)$

20:07 US Stocks $Nasdaq Composite Index (.IXIC.US)$ （$Micron Technology (MU.US)$ ）（$Qualcomm (QCOM.US)$ ）（$Applied Optoelectronics (AAOI.US)$ ）

30:02 Beryl Explains Semiconductor ETF $Fubon Hang Seng Shanghai-Shenzhen-Hong Kong (Selected Corporations) High Dividend Yield Index ETF (03190.HK)$$Fubon ICE FactSet Taiwan Core Semiconductor Index ETF (03076.HK)$

52:56$HUANENG POWER (00902.HK)$$BEONE MEDICINES (06160.HK)$$VGT (02476.HK)$

57:12$CATL (03750.HK)$$DONGYUE GROUP (00189.HK)$

Guests: Catherine, Beryl Kwan, Head of Business Development, Fubon Asset Management (Hong Kong) _______________________________________________________________________________ ____________________________________________________________________

Welcome everyone to our scheduled daily live stream! Remember to set a reminder so you won’t miss any broadcasts. Don’t forget to CLSS: comment📝📝, like👍🏻, subscribe🛎, and share🙌🏻. Stay tuned—we’ll have special guests!

Sunzi Whale Investor’s VIP real-time social media group—every member actively trades and shares insights. New members are welcome to join the discussion, and trade setups will also be shared via the channel. Inviting you to join the chat: Sunzi’s Major Account Successor | Sunzi’s Major Account________________________________________________________________________________

Investing in equity funds may involve potential risks (if applicable), including general investment risks, stock market risks, industry/market concentration risks, active/passive investment risks, tracking error risks, trading risks, financial derivatives risks, securities lending transaction risks, and risks of capital distribution payments. All shares in this video are personal; the content shared is not investment advice, nor does it constitute any offer, solicitation, or recommendation of an investment product. Additionally, I cannot guarantee the accuracy and completeness of the content. I hold long and short positions as well as derivatives of the companies or assets mentioned in this video and will buy and sell without prior notice. I strive to remain objective and impartial while writing, but there may be biased discussions regarding my held assets. Investing involves risks; readers should consider whether the investment suits their individual circumstances and must use independent thinking, verification, and analysis. Any investment decisions made by readers and the resulting profits or losses are entirely unrelated to me.

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