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Thoughts on Hang Seng Technology
Recently, many people are pessimistic about Hengke, but I also hold it. Reflecting on this, first, Hengke still remains a good index. The best and most dynamic companies in the market are included. Second, some say AI will erode Hengke’s fundamentals, but I believe that the companies most likely to succeed in AI are the ones within Hengke, and they will be the ultimate winners. Third, in the US-China tech competition, support will definitely favor the companies inside Hengke. In summary, when everyone is panicking, it’s the best time to enter. Consider gradually dollar-cost averaging into Hengke.