The capital feast of Changxin CXMT—institutions’ unrealized gains are measured in hundreds of millions, and even Hefei’s state-owned assets are in the trillion range. I sold after the open; mainly because I saw that the current market cap of Samsung, SK hynix, and Micron is only 6–7 hundred billion RMB, and Changxin is already half of theirs, so I don’t think there’s much upside imagination space afterward. But I’m already very satisfied—up nearly 6x.

In the next few days, we can track the trading volume, and also the relationship between Changxin and other technology sectors—does it keep functioning as a balance-scale “blood-draining” effect, or does it gradually turn into rising and falling together?