作者分享了对中国股票的西方视角，提到了具体的美国和中国股票。他们强调LeaderDrive和Innolight是长期持有的好选择，但对GOOGL、MSFT和AXTI给出了不太明确的
作者分享了对中国股票的西方视角，提到了具体的美国和中国股票。他们强调LeaderDrive和Innolight是长期持有的好选择，但对GOOGL、MSFT和AXTI给出了不太明确的信号。
“I do see a lot of comments about "harvesting the leeks". And I hope my picks like LeaderDrive can help change that perspective around certain equities being good long term holds. I think my only Chinese listed pick was Innolight last year, and that's up triple digits to ATH? All my ideas come from a Western perspective (eg. institutional research from JP Morgan / Goldman Sachs I synthesize) and what US hyperscalers like $GOOGL or $MSFT require. And I do consider about geopolitical tensions + game theory all the time, such as with $AXTI. I think a foreigner's perspective brings a different kind of alpha here, and I'm excited to share how this plays out. Regardless, I'm excited to see how adventures in Chinese equities go! (also, I'm just 1 person posting thoughts throughout the day. there's a lot of conspiracy theories going around saying I'm some Chinese institution. and yes, English is my primary language, i typo sometimes since I post 20+ a day on mobile mostly).”原帖：X / @aleabitoreddit ↗