“White-Haired Stock God” Serenity: Screening Chinese internet stocks from a Western institutional research perspective—not a Chinese institutional account

TechFlow reports that on June 9, Serenity stated its stock selection approach is primarily based on research from Western institutions such as J.P. Morgan and Goldman Sachs, as well as demand from U.S. cloud computing giants including GOOGL and MSFT, while continuously factoring in geopolitical and strategic considerations. It noted that last year, Innolight was the only Chinese listed company it recommended—its stock has since reached an all-time high with triple-digit gains. Serenity also denied being a Chinese institutional investor, clarifying that it is merely an individual investor posting in English.