Author
@cnfinancewatch cnfinancewatch
grade Bx.com/cnfinancewatch ↗
Bilingual AI-hardware supply-chain thematic trader mapping US leaders to China proxies
Posts high-frequency, reasoning-heavy thematic baskets and t
trader score
-1.61
hit rate
25%
mean α
-1.34%
signals 14d
761
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 25% hit rate, -1.34% mean alpha, trader score -1.61. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 320 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @cnfinancewatch | · | Describes a China A-share growth ETF allocation favoring gold equities with beta and alpha. | · | tweet ↗ |
| 2026-07-03 | · | @cnfinancewatch | · | Long AI hardware cleanroom industry basket with multiple China A-share names and rationale. | · | tweet ↗ |
| 2026-07-03 | · | @cnfinancewatch | · | Says a growth/value fund has risen fast but is too focused on AI and too heavy growth exposure. | · | tweet ↗ |
| 2026-07-03 | · | @cnfinancewatch | · | Framework says stock valuation depends on earnings and P/E, with AI exposure as a principle but timing matters. | · | tweet ↗ |
| 2026-07-03 | · | @cnfinancewatch | · | AI industry framework splits global camps into US-led Japan/Korea/Taiwan and China, with Korea/Taiwan GDP upside. | · | tweet ↗ |
| 2026-07-03 | · | @cnfinancewatch | · | Discusses China A-share drivers shifting from real estate internal circulation to China-US circulation. | · | tweet ↗ |
| 2026-07-03 | · | @cnfinancewatch | · | Claims prior A-share real estate/internal-cycle model peaked in 2017 and ended in 2021. | · | tweet ↗ |
| 2026-07-03 | · | @cnfinancewatch | · | In bull markets buy leading sectors in morning — Author gives forward tactical trading guidance for bull-market leaders but no specific ticker. | · | tweet ↗ |
| 2026-07-03 | · | @cnfinancewatch | · | Says A-share AI tech extreme phase is abandoned by their model due poor holding experience and losses. | · | tweet ↗ |
| 2026-07-02 | · | @cnfinancewatch | · | Reports estimated morning net redemptions totaling over 60B yuan across several CSI 300 ETFs. | · | tweet ↗ |
| 2026-07-02 | · | @cnfinancewatch | · | Take 3-5 day broker profits and run — Author describes short-term brokerage trade: enter after stop-fall, take profit in 3-5 days, and exit. | · | tweet ↗ |
| 2026-07-02 | · | @cnfinancewatch | · | Buy small at close if tech pulls red, sell next-day spike — Author advises tech-stock traders to buy a late-day red-to-green move and exit on next-day strength. | · | tweet ↗ |
| 2026-07-02 | · | @cnfinancewatch | · | Warns A-share tech has topped and says not to bottom fish because it can be a bottomless pit. | · | tweet ↗ |
| 2026-07-02 | · | @cnfinancewatch | · | Wait for rebound after gap down, clear out near close if fades — Author gives forward tactical guidance to avoid immediate stop-loss and clear positions if rebound fails. | · | tweet ↗ |
| 2026-07-02 | · | @cnfinancewatch | · | Warns A-shares falling today may mean a technical breakdown. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.