$Pinduoduo Inc.(PDD)$ released its Q2 earningl report before opening August 29th. Following the resurgence seen in its Q1 , Pinduoduo continues to ride this wave of recovery, surpassing expectations once again on both revenue and profit fronts, re-entering a phase of high-speed growth.As we've previously highlighted multiple times, being one of the only two components of the $NASDAQ 100(NDX)$ (the other being $JD.com(JD)$ , Pinduoduo's performance in the secondary market has not only captured the attention of domestic investors but also mirrors the overall sentiment of international investors towards Chinese concept stocks. The previous underselling, the subsequen

1. $C3.ai, Inc.(AI)$ 's challenging quarter: operating loss and deferred profitability goalsC3.ai experienced a sharp decline of over 12% after it forecast a larger-than-expected operating loss for the fiscal second quarter.The company is calling for an operating loss of $27 million to $40 million, while analysts polled by StreetAccount anticipated a loss of $20.5 million.Adjusted EPS: -9 cents vs. -17 centsRevenue: $72.4 mln vs. $71.6 mlnThe company's previous goal of achieving non-GAAP profitability by Q4 fiscal 2024 has been postponed. While there are positive signs of subscription growth and the potential of Gen AI, top-line metrics have not seen a significant uptick. 2. $ChargePoint Holdings Inc.

Yesterday, after the announcement of the higher-than-expected results, Nvidia $NVIDIA Corp(NVDA)$ came to a high opening and went low, which is disgusting!The king of the Semiconductor fell, and other stocks fell more sharply, including Marvell $Marvell Technology(MRVL)$ , which supplies Nvidia indirectly.Surprisingly, the founders of Marvell are Chinese couples. Among them, Sehat Sutardja was born in a Chinese family in Indonesia, and his wife Dai Weili was born in Shanghai, who is the only female founder of a major company in the semiconductor and IT industries!Although the couples are not related to the mainland, yellow skin is really important in the semiconductor industry. Jensen Huang, Nvidia CEO, w

$Oracle(ORCL)$ dropped 13% after release of FY24Q1 earnings report as of August 31. The decline was primarily attributed to lower-than-expected cloud licensing revenue, leading investors to question whether the company could meet its AI-related expectations. However, despite this setback, Oracle has seen a year-to-date increase of over 35%, making it the second-best year since the internet bubble of 2000. It is much like a correction following overly optimistic expectations.Earnings Overview- Revenue: $12.45 billion, a 9% year-on-year increase, slightly below the market's expected $12.47 billion.- Cloud revenue: $4.6 billion, a 29% year-on-year increase at constant exchange rates, down from 55% in the previous quarter.- Cloud services and license

As $NIO Inc.(NIO)$ Gears Up to Report Q2 Earnings, Can It Steer Through Economic Challenges and Tesla's Shadow? In the midst of China's economic turbulence and a relentless rivalry with EV titan $Tesla Motors(TSLA)$, NIO, the Chinese electric vehicle (EV) manufacturer, braces for its Q2 earnings report. As economic indicators flicker and market sentiment wavers, all eyes are on NIO's performance to gauge whether it can rev up its growth engine and fend off its competitors. Nio EP9 EV Momentum and Economic Crossroads NIO's journey through the EV landscape has been marked by both triumphs and trials. With sales of its electric vehicles gaining momentum on

Just now, Baidu $Baidu(BIDU)$ $BIDU-SW(09888)$ released its second-quarter report, revenue and net profit exceeded expectations, and the stock price rose more than 4% before trading:Specifically, Baidu's revenue in the second quarter was 34.056 billion yuan, an increase of 14.9% year-on-year, exceeding analysts' consensus expectation of 33.29 billion yuan:By business, Online Advertising revenue in the second quarter was 21.08 billion yuan, up 15.4% from the same period last year, exceeding analysts' expectations of 20.39 billion yuan; Others revenue was 12.975 billion yuan, up 14% year-over-year and higher than the 12.77 billion yuan expected by analysts:iQIYI's second-quarter revenue was 7.8 billion yua

 1. $Guess Inc(GES)$ +26% surpasses expectations with strong Q2 fiscal year resultsDenim expert and retail powerhouse, Guess? Inc., has once again exceeded expectations with its robust performance.Adjusted EPS: 72 cents vs. 39 centsRevenue:$665 mln vs. $640 mlnThe company achieved a notable 3% increase in revenues, totaling $665 million, compared to the estimates of $640 million. Adjusted EPS came at 72 cents, way higher than estimates of 39 cents.This growth was primarily attributed to factors such as initial markups, the positive impact of higher revenues, and reduced markdowns. However, these gains were partly offset by currency fluctuations and higher expenses.Anticipating the road ahead, Guess? Inc. envisions revenues to exhibit growth wi

Just before the US stock market, the new force of car manufacturing NIO $NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$ released its second quarterly report for 2023. The results and guidelines were lower than expected, and the pre-market share price fell nearly 5%:Specifically, revenue in the second quarter of NIO was 8.77 billion yuan, down 14.8% from a year earlier, below analysts' expectations of 9.15 billion yuan:The main reason for the decline in revenue was the decline in sales. In the second quarter of this year, NIO delivered a total of 23,520 vehicles, down 6.1% year-on-year:The decline in revenue is higher than that of sales, mainly due to a sharp

It is estimated that they have excess savings of $770 billion, which will be completely depleted by 2Q24; low-income groups may have already depleted their savings by the end of last year. The massive fiscal stimulus since the outbreak of the pandemic has led to US residents accumulating more than $2.3 trillion in excess savings. However, subsequent fiscal retrenchment, declining real incomes, and the recovery of consumption have all accelerated the depletion of excess savings by US residents. (Real disposable income has fallen below trend levels, while actual consumption spending has recovered to pre-pandemic trend levels.) The forecast results for excess savings are highly sensitive to the methods and trend assumptions used, so although the two calculation methods currently receiving mar

On August 23, after the US stock market closed, Nvidia $NVIDIA Corp(NVDA)$ , the king of AI, announced the second quarter of the fiscal year 2024 ( results from May 1 to July 30, 2023).This financial report attracts the world's attention, and it has the power to determine the trend of bulls and bears in the US stock market!After the results were announced, Nvidia once again amazed the world!In the second quarter, Nvidia reported revenue of $13.5 billion, compared with analyst expectations of $11 billion. Adjusted net income of $6.7 billion versus analysts' expectations of $5.2 billion:Nvidia surpassed analysts' expectations in terms of both revenue and net income, with its shares up 10% in after-hours trading:Specifically, Nvidia's revenue in the

Hi, tigers! Welcome to our “New High Stocks“ Column! Let’s check out the winners that continue to post strong performance and reach to new high in recent period.1. $Apollo Global Management LLC(APO)$ rose to new high of $88.88 on 6th Sept.Back in August, Apollo Global Management began its rally after a strong Q2 earnings report. The stock broke out of a bullish pattern, hitting a 52-week high.This year, it has gained over 32%. Q2 revenue reached $13.7 billion, with significant growth in retirement services and net investment income.Analysts predict continued EPS growth for the company. Full-year EPS will grow to $6.57, vs. a loss of $3.89 in 2022, then increase to $7.81 next year.  2.

On Tuesday, September 5th, China's largest online OTA, $Trip.com Group Limited(TCOM)$ announced its 2023 Q2 performance. $TRIP.COM-S(09961)$ It is evident that the post-pandemic travel business has surged, boosting the company's overall performance, surpassing market expectations raised after adjustments. In the short term, the market remains optimistic about the recovery of the tourism sector, but the stock performance is not particularly strong due to the fact that the market had already priced in some of these expectations in the previous quarter. This has led to a situation where some are "buying the rumor, selling the fact," especially when looking at the performance in the Hong Kong stock market.Tw

August 24th, $MEITUAN-W(03690)$ released 2023 Q2 earnings, who demonstrated a comprehensive recovery in the first quarter, continued the trend of recovery in Q2 while facing stronger competition. Currently, Meituan remains advantageous in the local lifestyle sector, competing with platforms like Douyin (TikTok). The revival of high-profit-margin businesses has also increased the overall profitability of the company, further solidifying its valuation foundation.With the impact of Tencent's Special dividends on the stock price ending in the first half of the year, coupled with enhanced operational capabilities and rising profit levels, the company's valuation foundation continues to improve. The restoration of market confidence is the only missing

Grizzly is shorting $Pinduoduo Inc.(PDD)$. It's important to consider why foreign investors think this way when they may not fully understand China.Conclusion: It is highly unlikely to impact Pinduoduo's business significantly, but from an investor's perspective, speculating on geopolitics can only worsen global markets.Discussion 1: Lack of understanding of China's operations and the core of Pinduoduo being direct sourcing. From an American perspective, the concept of $9.9 free shipping might not exist, and profitability under such conditions may seem improbable due to the need for abundant labor, low-cost manufacturing, and a developed logistics system. The United States is developed but may not meet all these conditions.Discussion 2: Temu is not

$DiDi Global Inc.(DIDIY)$ has released its second performance report since its relisting. From the trend of Didi continuously disclosing its performance, the company intends to return to the main board for listing. Financial HighlightsDidi's total revenue for the second quarter reached 488.5 billion yuan, a year-on-year increase of 52.6%. Of course, there were special circumstances last year, and the base was very low, resulting in a 1% year-on-year increase compared to 2021. Among them, the revenue from Didi's China mobility services (ride-hailing, taxis, chauffeur service, and Hitch) was 44.5 billion yuan, a year-on-year increase of 57%, with an adjusted EBITA profit of 1.44 billion yuan. International business revenue was 1.9 billion yuan, a y

On August 16th, Hong Kong stocks closed with the announcement of Tencent Holdings' (00700) Q2 2023 financial report.Following the demonstrated strength in the Q1 financial report's rebound and the overall recovery expectations for Q2, market anticipation was actually quite high. As a result, this financial report is a mix of both positive and negative sentiments. The major shareholder, $Naspers Ltd.(NPSNY)$ / $Prosus NV(PROSY)$ , plunged straight 3% in trading after the release, indicating an unfavorable initial impression from the market.We BelieveMiss is primarily attributed to underperformance in the top-line. The revenue shortfall mainly arises from the gaming business and enterprise services, poten

Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? $Sea Ltd(SE)$ ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled "profit margin indicators" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the "burn money for scale" model in the era of high inflation, without giving up the expectation of "high growth" for