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Post a message. Stay active #DrHan2025年终公开信
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#DrHan2025YearEndOpenLetter
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Will 2026 be the Year of the "Forgotten Markets"?
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While funds flood into Silicon Valley, a quiet movement is happening in the shadows.
Emerging Market Index ( ‎$EEM ) is preparing to break a historic high (ATH) after years of accumulation, and financial institutions are starting to gather "gems" in this sector.
This list is not just about stocks, but a bet by major institutions on the drivers of the upcoming global growth:
-
1. The Heartbeat of AI: ‎$TSM (Taiwan - Semiconductors)
Not just a company, but the backbone of the AI revolution.
It alone accounts for more than 11% of the index weig
GT1,13%
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Will 2026 be the Year of the "Forgotten Markets"?
-
While funds flood into Silicon Valley, a quiet movement is happening in the shadows.
Emerging Market Index ( ‎$EEM ) is preparing to break a historic high (ATH) after years of accumulation, and financial institutions are starting to gather "gems" in this sector.
This list is not just about stocks, but a bet by major institutions on the drivers of the upcoming global growth:
-
1. The Heartbeat of AI: ‎$TSM (Taiwan - Semiconductors)
Not just a company, but the backbone of the AI revolution.
It alone accounts for more than 11% of the index weig
GT1,13%
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First Day#DrHan2025年终公开信
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