In an earnings season replete with mentions of "AI" and "autonomous technology", the earnings release by Chinese e-commerce giant JD.com Inc ( $JD.com(JD)$ or $JD.com, Inc.(JDCMF)$) - which easily ranks in the Top 5 or Top 10 e-commerce companies worldwide - stood out in that there was virtually no mention of either, despite sustained efforts in AI, Big Data and robotics over several years, continual development of drones for delivery for the better part of a decade, and the release of a ChatGPT-like large language model for enterprises last year. The company was deemed to have beaten analysts' expectations by a handsome margin, leading to a near-immediate rally in after-hours session on the day of the ear

$Alibaba(BABA)$ announced its Q2 financial report for the fiscal year ending in September. The market had high expectations for this report, as the stock had risen nearly 4% the previous day. However, after the report was released, the stock plummeted more than 8%.This does not necessarily mean that the current performance was poor. Investors may be more concerned about the suspension and postponement of the spin-off listings of certain business groups within Alibaba, as well as the "growth potential" ( $Pinduoduo Inc.(PDD)$ , Shein) after the start of dividend distribution. In addition, Jack Ma's reduction in holdings may have hit investors' sensitivity to the risk appetite for "Chinese assets".Investment

$MEITUAN-W(03690)$ announced its Q3 earnings after Oct. 28. How compete and survive together with Douyin will become the main investment theme for the next few quarters.Investment highlightsMeituan's Q3 performance is mainly reflected in the conflicting business sectors. In the post-"stay-at-home" era, the delivery and grocery business segments have been weak, while the offline dining and transportation businesses have shown growth.Delivery has become increasingly stable, with a steady increase in profit margin, but it may be lacking in highlights. The opening of the offline economy will inevitably have a certain impact on online delivery. Although the delivery business grew by 14% YoY this quarter, it was lower than the instant delivery and dist

Kuaishou-W (01024) announced its Q3 2023 financial report. The recent regulatory expectations for live-streaming e-commerce caused the company's stock price to experience a pullback. However, due to optimistic expectations for Q3 performance and excellent performance on Singles' Day, the stock price rebounded again. $KUAISHOU-W(01024)$ $KUAISHOU-WR(81024)$ The revenue performance in Q3 was almost in line with market expectations, but the profit performance exceeded expectations. In addition to the company's further reduction in bandwidth costs (a major expense for short video companies), which led to an increase in gross profit margin, the continued decline in the three major expense ratios also contrib

$XIAOMI-W(01810)$ announcing its Q3 2023 financial report. Due to the recent hot sales of Xiaomi 14, the company's stock price surged from the bottom, even providing some guidance for the Hong Kong technology sector. Therefore, this financial report has become a focus of market attention. $Xiaomi Corp.(XIACY)$ Investment highlightsOverall, Q3 revenue and profits both exceeded market expectations, further verifying the success of the company's "dual-brand strategy" and its momentum of "rising from the ashes."Revenue growth is not surprising. This quarter's revenue reached 70.89 billion yuan, a year-on-year increase of 0.6%, and the first time since Q4 2021 to recover positive growth. Smartphones, IoT, an

$TENCENT(00700)$ announcing its Q3 2023 financial report. After the announcement, $Prosus NV(PROSF)$ , major shareholder of Tencent (hold by $Naspers Ltd.(NPSNY)$ , soared over 4% on the Euronext Amsterdam.A positive and proactive Q3 report. Revenue continued to increase, with strong performance in advertising and financial technology in Q2 leading to higher expectations for Q3. The gaming business remained stable, while international operations continued to grow at a double-digit rate. The advertising business grew as expected, demonstrating the continued effectiveness of the WeChat ecosystem for advertising. The financial technology and enterprise services e

$XPeng Inc.(XPEV)$ $XPENG-W(09868)$ has just released its third quarter report, revealing a slight miss on revenue expectations and a record-breaking loss, causing its pre-market stock price to plummet by nearly 4%.Special commend: How to achieve an 8%* annualized yield on your Tiger Vault Fund?Specifically, Xpeng's revenue in the third quarter was 8.53 billion yuan, an increase of 25% year-on-year, but slightly less than the 8.58 billion yuan expected by analysts:Revenue growth is within market expectations, because Xpeng announces sales every month, although less than market expectations, but the range is not large. Therefore, the r

$Sea Ltd(SE)$ released its Q3 financial report for 2023. The three main business segments - gaming, e-commerce, and finance - showed mixed results. While the gaming sector remained profitable, the e-commerce division experienced a significant decline in profits, and the finance segment performed well but relied heavily on e-commerce.Although the market had already anticipated that Shopee would return to losses and erase this year's profits by focusing on volume over price, it was surprising to see that the losses were even greater than expected. This has raised doubts among investors regarding the growth achieved through this strategy.As a result, Sea opened at a -12% decline in the US stock market and continued to drop throughout the day, ultimatel

Just now, $Li Auto(LI)$ $LI AUTO-W(02015)$ released its third quarter results, the performance was very excellent!Specifically, revenue in the third quarter was 34.68 billion yuan, a year-on-year surge of 271.2%, exceeding analyst expectations of 33.74 billion yuan:The surge in revenue was mainly due to the booming sales of cars, which sold totaled 105,108 units in the third quarter, a year-on-year increase of 286% :Under the scale effect brought by the increase in sales volume and the decrease in battery costs, the gross profit margin in the third quarter was 22%, an increase of 0.2% from the previous quarter, while the net profit margin was the same as 8.1% in the previous quarter:The net profit margin o

$XIAOMI-W(01810)$ Q3 financial report released yesterday was the best in recent years, but why did the stock price plummet despite the good report?The highlight of Q3 was the improvement in profit margin. Although Lei Jun had previously set a target of 5% net profit margin for smartphones, he did not mention that the overall profit margin would be so low. Therefore, the increase in revenue from services, such as game advertising, could achieve good results. Of course, the more important aspect is that Xiaomi now focuses on both the low-end and high-end smartphone markets. By maintaining profit in the low-end segment and creating service revenue through ecosystem maintenance, Xiaomi competes with top competitors in the high-end smartphone market.

$DiDi Global Inc.(DIDIY)$ released its Q3 2023 financial report, causing the stock to surge over 9% on the same day. Due to the fact that the liquidity of over-the-counter trading is not as good as that of the main board, it is understandable that there is slightly more volatility. However, this quarter's financial report still reflects a decent growth rate. Although it no longer has the high-speed growth it once had, there are clear signs of business recovery. The economic model of shared mobility is feasible and can also make stable profits relying on the macro economy, just like $Uber(UBER)$ and $Grab Holdings(GRAB)$ Q3 Earnings OverviewTotal revenue was 51.4

On the occasion of sprinting for the last quarterly sales, the 2024 sales forecasts of the domestic new car-making companies have been passed to the supply side.According to reliable sources, $Li Auto(LI)$ 's 2024 sales forecast exceeds 800,000 units, and according to this year's expected sales of 380,000 units, Li's sales will rise by more than 100% next year.Meanwhile, $NIO Inc.(NIO)$ gave a sales forecast of more than 230,000 units for 2024, while $XPeng Inc.(XPEV)$ 's sales forecast is more than 280,000 units. It's worth noting that none of the above figures includes Nio and Xpeng Auto's sub-brands, Alpine and MONA.In the fourth quarter of ea

$Li Auto(LI)$ has a nice Gap Up of 5.4% on 06 Nov 2023 trading and its last close price of $39.42 would mean it is up more than 80% year-to-date. After delivering 40,422 cars in the month of October, Li Auto has met its target set to deliver over 40,000 vehicles each month in the final quarter of the year. This is one Chinese EV maker that has a long way to go, I have seen so many Li cars on the road of China during my recent trip to many places in China. If Li Auto went on to beat expectations in their upcoming quarterly results, we can expect the stock to soar higher in the coming weeks. It has so far done better than all the competitors in the industry. In this article I will be sharing on how I intend to benefit from this bullish outlook befor

Xiaomi's Profitability: Xiaomi, the Chinese tech giant, has been a stock that I've held in my portfolio for quite some time. Over the past year, I've seen some significant gains in this company's stock. The smartphone manufacturer's relentless innovation and expansion into various tech sectors, such as smart home devices and electric vehicles, have been key drivers of its success. Their consistent growth and impressive earnings reports have been a pleasant surprise. So, to answer the first question, yes, my Xiaomi holdings have indeed been profitable. My Bullish China Stock: Among the myriad of Chinese stocks, one that I've remained particularly bullish on is Tencent. Tencent, with its dominant position in the gaming industry, vast social media platforms, and investments in cutting-edge te

Hello everyone! Today I want to share some option strategies with you!1.Our optionselling recap for the week ended Nov 10. Tickers traded: $Coinbase Global, Inc.(COIN)$ $Datadog(DDOG)$ $S&P 500(.SPX)$ $Tesla Motors(TSLA)$ $Twilio(TWLO)$ $S&P 500 Mini-SPX(.XSP)$ Net premium booked as profit = $1,054.80 Not gonna lie ... definitely surprised to pull out a green week considering the big losses we took on SPX. We're gonna view this week as red in order to motivate us next week to make up the $30K in losses. Re: the losses ... what w