Formulate investment strategies for US stocks, Hong Kong stocks, and A shares, and guide daily trading

 Conduct U.S. industry and equity researches focusing on TMT (Artificial Intelligence, Internet, High Tech, Communication, Electronics, and Media) sectors and cover topics such as AIPC, humanoid robot companies. Activelyseek investment opportunities and pitch stocks to the investment decision board.  Accomplish primary market industry and company researches, attend conference calls, and on-site surveys.  Achieved 1 VC round investment in the area of Silicon Photonics.

 Continuously track and research on the pan-tech industry, including: SaaS, AI algorithms, AI infrastructure, opticalcommunication infrastructure.

 Performed industry research and fundamental analysis on TMT sectors (Information Technology, ArtificialIntelligent, Telecommunication, and Media sectors) A and H stocks. Created and expanded the qualitative andquantitative research frameworks. Composed approximately 60 company reports and 10 industry reports.  Maintained a stock pool of 100 stocks and monitored the quote change on daily or weekly basis, timely alerted anysubstantial fluctuations. Drafted several Excel models to monitor the conducted earnings estimate consensus changes, compare overall quarterly performance across different sectors, and track any key metrics that may impact stock price.  Through my efforts was a major contributor to the 20% plus annual gross returns during my career with the firm. Major contributions: In 2020, composed SaaS industry report, which recommended Yonyou(SH:600588) and yielded about 30%.  In 2019, composed 5G industry report, which was selected by the investment decision board as the majorinvestment focus of the year, and ZTE-A(SZ:000063) was given heavy weight and yielded about 50%.  In 2018, pitched Comba Communications (HK:02342) to the committee and yielded about 200%.

 udited, design, and improve existing process on 16 global major credit card issuers.