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<p><strong>Summary:</strong></p><p>We discuss investor <strong>段永平's observation of an American stock market downturn</strong> and his feeling of relief at having a partially empty portfolio for the first time. This coincided with a <strong>significant drop in US tech stock values</strong>, leading some investors to express regret and consider leaving the market. Simultaneously, the article highlights a <strong>resurgence in Hong Kong's stock market</strong>, attracting both mainland and international investment, including increased interest in Chinese tech and consumer companies. This shift suggests a growing sentiment that <strong>Chinese assets are becoming more attractive</strong> relative to potentially overvalued US equities, with some viewing 2025 as a pivotal year for this reevaluation.</p><p><strong>Get the Doc</strong> 👉🏻 <a href="https://osw6y8x1wb.feishu.cn/wiki/RdMwwqelPiFFxRkIHPGcKmG9nqb?from=from_copylink">包含逐字稿、时间线、FAQ、以及学习指引</a></p><p><em><strong>Please let me know i...