Fed holds rates steady but US stocks plunge sharply | Is Hong Kong stock market the only safe haven? Renewed concerns over AI spending frenzy—how to position after Microsoft’s earnings? | Avoid抄底 and averaging down #HongKongStocks #USStocks #MomentumInvesting | [Live on 2026/7/30] | Sunzi Whale

Today, Thursday, Sun Zi will review this week’s market conditions with everyone, analyze Hong Kong stocks, US stocks, tech stocks, key sectors, and capital flows, and summarize the most noteworthy market trends for next week, helping retail investors navigate volatile markets.

00:00 Program starts

00:58$SMIC (00981.HK)$ 、$HUA HONG GRACE (01347.HK)$ 、$MEITUAN-W (03690.HK)$

08:20$NEW ORIENTAL-S (09901.HK)$ 、$NONGFU SPRING (09633.HK)$ 、$MENGNIU DAIRY (02319.HK)$

29:00$SMIC (00981.HK)$ 、$HUA HONG GRACE (01347.HK)$, Gold | Bitcoin

34:48$TENCENT (00700.HK)$ 、$Microsoft (MSFT.US)$ 、$BYD COMPANY (01211.HK)$

38:08$LENOVO GROUP (00992.HK)$ 、$HUA HONG GRACE (01347.HK)$

42:07$CHINA MOBILE (00941.HK)$ 、$HKEX (00388.HK)$ 、$LENS (06613.HK)$

Guest: Veronica

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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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