PDD at $100: Will You Buy or Short After Earnings Miss?

2025-06-02

I'd rather buy TSLA instead. How about you @BABY SPACEROCK @JiaDeName , would you invest in PDD?

2025-06-02

Not sure what PDD is. But good luck to those trading it.

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How about you&nbsp;<a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;<a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a> , would you invest in PDD?","listText":"I'd rather buy TSLA instead. How about you&nbsp;<a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;<a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a> , would you invest in PDD?","text":"I'd rather buy TSLA instead. How about you @BABY SPACEROCK @JiaDeName , would you invest in PDD?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/441475387728512","isVote":1,"tweetType":1,"viewCount":3778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":441404792807464,"gmtCreate":1748813879870,"gmtModify":1748813883021,"author":{"id":"4210798667918912","authorId":"4210798667918912","name":"LULU ROCKET","avatar":"https://community-static.tradeup.com/news/cec650d429c6e531a173c3b4a87b6ad8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210798667918912","idStr":"4210798667918912"},"themes":[],"title":"","htmlText":"Not sure what PDD is. But good luck to those trading it.","listText":"Not sure what PDD is. But good luck to those trading it.","text":"Not sure what PDD is. But good luck to those trading it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/441404792807464","isVote":1,"tweetType":1,"viewCount":2510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440566834348048,"gmtCreate":1748589436055,"gmtModify":1748593863629,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"PDD Stock: Sink or Swim at $100?","htmlText":"Pinduoduo ( <a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> ) just dropped a bombshell: Q1 revenue hit RMB 95.67 billion, missing the mark of RMB 101.6 billion. The result? A brutal 13% plunge in its stock price yesterday, dragging it down to $100. Investors are now at a crossroads—buy the dip or short the slide? Is this a golden opportunity or a trap waiting to spring? And could PDD be replaying last August’s horror show? Let’s break it down. The Earnings Fallout: A Deeper Look PDD’s Q1 2025 revenue grew 10% year-over-year to RMB 95.67 billion—not terrible, but shy of the RMB 101.6 billion analysts expected. The real gut punch? Profits cratered. Operating profit fell 38% to RMB 16.09 billion, and net income nosedived 47% to RMB 14.74 billion. Why? A 37% surge in operatin","listText":"Pinduoduo ( <a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> ) just dropped a bombshell: Q1 revenue hit RMB 95.67 billion, missing the mark of RMB 101.6 billion. The result? A brutal 13% plunge in its stock price yesterday, dragging it down to $100. Investors are now at a crossroads—buy the dip or short the slide? Is this a golden opportunity or a trap waiting to spring? And could PDD be replaying last August’s horror show? Let’s break it down. The Earnings Fallout: A Deeper Look PDD’s Q1 2025 revenue grew 10% year-over-year to RMB 95.67 billion—not terrible, but shy of the RMB 101.6 billion analysts expected. The real gut punch? Profits cratered. Operating profit fell 38% to RMB 16.09 billion, and net income nosedived 47% to RMB 14.74 billion. Why? A 37% surge in operatin","text":"Pinduoduo ( $PDD Holdings Inc(PDD)$ ) just dropped a bombshell: Q1 revenue hit RMB 95.67 billion, missing the mark of RMB 101.6 billion. The result? A brutal 13% plunge in its stock price yesterday, dragging it down to $100. Investors are now at a crossroads—buy the dip or short the slide? Is this a golden opportunity or a trap waiting to spring? And could PDD be replaying last August’s horror show? Let’s break it down. The Earnings Fallout: A Deeper Look PDD’s Q1 2025 revenue grew 10% year-over-year to RMB 95.67 billion—not terrible, but shy of the RMB 101.6 billion analysts expected. The real gut punch? Profits cratered. Operating profit fell 38% to RMB 16.09 billion, and net income nosedived 47% to RMB 14.74 billion. Why? A 37% surge in operatin","images":[{"img":"https://community-static.tradeup.com/news/87e5e0ecf4d8c03e5ee6cd80ccc649f8","width":"1095","height":"730"},{"img":"https://community-static.tradeup.com/news/bc69ccac5b165dbf12551e7d1066e35c","width":"1600","height":"900"},{"img":"https://community-static.tradeup.com/news/7986a2feac17a5f84a618f530bbcd0c5","width":"750","height":"406"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":36,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/440566834348048","isVote":1,"tweetType":1,"viewCount":4360,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011857","authorId":"10000000000011857","name":"WendyOneP","avatar":"https://community-static.tradeup.com/news/944c6100a507a27639d75b17f9e794c2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011857","idStr":"10000000000011857"},"content":"PDD dip? 🛒 As a mom who shops here weekly, I’m not panic-selling. Temu’s global push could pay off, but margins matter. If it drops to $90s, maybe nibble… but no betting the grocery budget on hype! 💰📉","text":"PDD dip? 🛒 As a mom who shops here weekly, I’m not panic-selling. Temu’s global push could pay off, but margins matter. If it drops to $90s, maybe nibble… but no betting the grocery budget on hype! 💰📉","html":"PDD dip? 🛒 As a mom who shops here weekly, I’m not panic-selling. Temu’s global push could pay off, but margins matter. If it drops to $90s, maybe nibble… but no betting the grocery budget on hype! 💰📉"},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"Anything below $95 a share is a good buy","text":"Anything below $95 a share is a good buy","html":"Anything below $95 a share is a good buy"}],"imageCount":7,"langContent":"EN","totalScore":0},{"id":439823212761784,"gmtCreate":1748403036527,"gmtModify":1748404116841,"author":{"id":"10000000000011073","authorId":"10000000000011073","name":"Laurentiu Chisca","avatar":"https://community-static.tradeup.com/news/c52d84d2402f0a926e8773729e1febfc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011073","idStr":"10000000000011073"},"themes":[],"title":"PDD: What’s Behind the Profit Drop?","htmlText":"🧾 <a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> Headline NumbersRevenue: ¥95.7B (~$13.2B) → +10% YoYOperating Profit (GAAP): ¥16.1B → -38% YoYNet Income: ¥14.7B (~$2.03B) → -47% YoYNon-GAAP EPS (ADS): ¥11.41 ($1.56) → -45% YoYDespite top-line growth, PDD’s earnings tumbled as the company aggressively ramped up spending — particularly in sales and marketing — to support its merchant ecosystem.📉 What’s Behind the Profit Drop?The most significant driver was a 43% surge in sales and marketing expenses, hitting ¥33.4B (~$4.6B). That spending spike reflects what management calls a deliberate, strategic decision:“We made substantial investments in our platform ecosystem to support merchants and consumers amid rapid changes in the external environment.”— Lei Chen, Chairman and","listText":"🧾 <a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> Headline NumbersRevenue: ¥95.7B (~$13.2B) → +10% YoYOperating Profit (GAAP): ¥16.1B → -38% YoYNet Income: ¥14.7B (~$2.03B) → -47% YoYNon-GAAP EPS (ADS): ¥11.41 ($1.56) → -45% YoYDespite top-line growth, PDD’s earnings tumbled as the company aggressively ramped up spending — particularly in sales and marketing — to support its merchant ecosystem.📉 What’s Behind the Profit Drop?The most significant driver was a 43% surge in sales and marketing expenses, hitting ¥33.4B (~$4.6B). That spending spike reflects what management calls a deliberate, strategic decision:“We made substantial investments in our platform ecosystem to support merchants and consumers amid rapid changes in the external environment.”— Lei Chen, Chairman and","text":"🧾 $PDD Holdings Inc(PDD)$ Headline NumbersRevenue: ¥95.7B (~$13.2B) → +10% YoYOperating Profit (GAAP): ¥16.1B → -38% YoYNet Income: ¥14.7B (~$2.03B) → -47% YoYNon-GAAP EPS (ADS): ¥11.41 ($1.56) → -45% YoYDespite top-line growth, PDD’s earnings tumbled as the company aggressively ramped up spending — particularly in sales and marketing — to support its merchant ecosystem.📉 What’s Behind the Profit Drop?The most significant driver was a 43% surge in sales and marketing expenses, hitting ¥33.4B (~$4.6B). That spending spike reflects what management calls a deliberate, strategic decision:“We made substantial investments in our platform ecosystem to support merchants and consumers amid rapid changes in the external environment.”— Lei Chen, Chairman and","images":[{"img":"https://community-static.tradeup.com/news/aafdc7e73515c53837e958af7c94747c","width":"1915","height":"888"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439823212761784","isVote":1,"tweetType":1,"viewCount":3479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":439715659661584,"gmtCreate":1748380852170,"gmtModify":1748383056342,"author":{"id":"4197851430299452","authorId":"4197851430299452","name":"ToNi","avatar":"https://community-static.tradeup.com/news/0d547dc9d32dea0c8d325a231320d24c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4197851430299452","idStr":"4197851430299452"},"themes":[],"title":"","htmlText":"A Bearish Outlook on Pinduoduo (PDD): Time to Short? As of May 28, 2025, 09:19 AM NZST, Pinduoduo (PDD) finds itself at a critical juncture following a disappointing Q1 revenue report of RMB 95.67 billion, missing the expected RMB 101.6 billion. This 20% pre-market drop has sparked widespread concern, pushing the stock toward a potential breakdown below the $100 psychological barrier. For investors, this signals a compelling case for a bearish stance, and here’s why shorting PDD could be a prudent move. The root of PDD’s troubles lies in intensifying competition within China’s e-commerce sector. Rivals like Alibaba and JD.com are aggressively capturing market share, while PDD’s reliance on low-price strategies may be eroding profitability. The Q1 miss suggests operational inefficiencies or","listText":"A Bearish Outlook on Pinduoduo (PDD): Time to Short? As of May 28, 2025, 09:19 AM NZST, Pinduoduo (PDD) finds itself at a critical juncture following a disappointing Q1 revenue report of RMB 95.67 billion, missing the expected RMB 101.6 billion. This 20% pre-market drop has sparked widespread concern, pushing the stock toward a potential breakdown below the $100 psychological barrier. For investors, this signals a compelling case for a bearish stance, and here’s why shorting PDD could be a prudent move. The root of PDD’s troubles lies in intensifying competition within China’s e-commerce sector. Rivals like Alibaba and JD.com are aggressively capturing market share, while PDD’s reliance on low-price strategies may be eroding profitability. The Q1 miss suggests operational inefficiencies or","text":"A Bearish Outlook on Pinduoduo (PDD): Time to Short? As of May 28, 2025, 09:19 AM NZST, Pinduoduo (PDD) finds itself at a critical juncture following a disappointing Q1 revenue report of RMB 95.67 billion, missing the expected RMB 101.6 billion. This 20% pre-market drop has sparked widespread concern, pushing the stock toward a potential breakdown below the $100 psychological barrier. For investors, this signals a compelling case for a bearish stance, and here’s why shorting PDD could be a prudent move. The root of PDD’s troubles lies in intensifying competition within China’s e-commerce sector. Rivals like Alibaba and JD.com are aggressively capturing market share, while PDD’s reliance on low-price strategies may be eroding profitability. The Q1 miss suggests operational inefficiencies or","images":[{"img":"https://community-static.tradeup.com/news/d865888a0662e076ba57d7f2543e7cd8","width":"720","height":"960"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439715659661584","isVote":1,"tweetType":1,"viewCount":3672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":439611396190296,"gmtCreate":1748351169032,"gmtModify":1748351279208,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick Options","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"PDD PLUNGE: WHY THE GAME CHANGED?","htmlText":"Performance and market feedbackQ1 total revenue of 95,672.2 million yuan, up only 10% year-on-year, below market expectations of 103,368 million yuan, of which online marketing services +15% and transaction services +6%.Gross margin was about 57.2%, much lower than last year's 62.3% and below the market's expectation of 58.2%, with rising cost pressure.What's more, operating expense ratio accelerated, marketing expenses as a percentage of revenue rose from 27% to 34.9%, and high intensity investment in a competitive environment was unavoidable and exceeded the market's highest expectations, thus also leading to an operating profit of NT$16,085.6 million, a year-on-year decline of 38%, and a non-GAAP operating profit of NT$18,259.7 million, a year-on-year decline of 36%.Diluted profit per A","listText":"Performance and market feedbackQ1 total revenue of 95,672.2 million yuan, up only 10% year-on-year, below market expectations of 103,368 million yuan, of which online marketing services +15% and transaction services +6%.Gross margin was about 57.2%, much lower than last year's 62.3% and below the market's expectation of 58.2%, with rising cost pressure.What's more, operating expense ratio accelerated, marketing expenses as a percentage of revenue rose from 27% to 34.9%, and high intensity investment in a competitive environment was unavoidable and exceeded the market's highest expectations, thus also leading to an operating profit of NT$16,085.6 million, a year-on-year decline of 38%, and a non-GAAP operating profit of NT$18,259.7 million, a year-on-year decline of 36%.Diluted profit per A","text":"Performance and market feedbackQ1 total revenue of 95,672.2 million yuan, up only 10% year-on-year, below market expectations of 103,368 million yuan, of which online marketing services +15% and transaction services +6%.Gross margin was about 57.2%, much lower than last year's 62.3% and below the market's expectation of 58.2%, with rising cost pressure.What's more, operating expense ratio accelerated, marketing expenses as a percentage of revenue rose from 27% to 34.9%, and high intensity investment in a competitive environment was unavoidable and exceeded the market's highest expectations, thus also leading to an operating profit of NT$16,085.6 million, a year-on-year decline of 38%, and a non-GAAP operating profit of NT$18,259.7 million, a year-on-year decline of 36%.Diluted profit per A","images":[{"img":"https://static.tigerbbs.com/4c109f47f628e6b62d3c37a81f9842bb"},{"img":"https://community-static.tradeup.com/news/4a0fc7ea20cce55835f3a76097f95810"},{"img":"https://community-static.tradeup.com/news/a13065e62de739b56cc1778ea95a8d58"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":54,"commentSize":4,"repostSize":8,"link":"https://ttm.financial/post/439611396190296","isVote":1,"tweetType":1,"viewCount":34983,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"content":"buy the dip because it is the strongest in its class As soon as the US-CHINA tariffs resolved . it will fly to $200. Strong Buy.","text":"buy the dip because it is the strongest in its class As soon as the US-CHINA tariffs resolved . it will fly to $200. Strong Buy.","html":"buy the dip because it is the strongest in its class As soon as the US-CHINA tariffs resolved . it will fly to $200. Strong Buy."},{"author":{"id":"3527667612229510","authorId":"3527667612229510","name":"William85","avatar":"https://static.tigerbbs.com/524c2b779d765172bbfd2b18e3de63d9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667612229510","idStr":"3527667612229510"},"content":"Wow, insightful analysis! Thank you! [Great]","text":"Wow, insightful analysis! Thank you! [Great]","html":"Wow, insightful analysis! Thank you! [Great]"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":439595826507864,"gmtCreate":1748347367840,"gmtModify":1748347455587,"author":{"id":"3448793367875557","authorId":"3448793367875557","name":"Bottom Treasure","avatar":"https://static.tigerbbs.com/20616c062c392e47ee8fc9107f46437d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3448793367875557","idStr":"3448793367875557"},"themes":[],"title":"$PDD Headline Numbers 📈","htmlText":"Revenue: ¥95.7B (~$13.2B) → +10% YoYOperating Profit (GAAP): ¥16.1B → -38% YoYNet Income: ¥14.7B (~$2.03B) → -47% YoYNon-GAAP EPS (ADS): ¥11.41 ($1.56) → -45% YoYDespite top-line growth, PDD’s earnings tumbled as the company aggressively ramped up spending — particularly in sales and marketing — to support its merchant ecosystem. 🛒What’s Behind the Profit Drop?🔍The most significant driver was a 43% surge in sales and marketing expenses, hitting ¥33.4B (~$4.6B). That spending spike reflects what management calls a deliberate, strategic decision:“We made substantial investments in our platform ecosystem to support merchants and consumers amid rapid changes in the external environment.” — Lei Chen, Chairman and Co-CEOAdditionally:Cost of revenues increased 25% YoY due to higher fulfillment an","listText":"Revenue: ¥95.7B (~$13.2B) → +10% YoYOperating Profit (GAAP): ¥16.1B → -38% YoYNet Income: ¥14.7B (~$2.03B) → -47% YoYNon-GAAP EPS (ADS): ¥11.41 ($1.56) → -45% YoYDespite top-line growth, PDD’s earnings tumbled as the company aggressively ramped up spending — particularly in sales and marketing — to support its merchant ecosystem. 🛒What’s Behind the Profit Drop?🔍The most significant driver was a 43% surge in sales and marketing expenses, hitting ¥33.4B (~$4.6B). That spending spike reflects what management calls a deliberate, strategic decision:“We made substantial investments in our platform ecosystem to support merchants and consumers amid rapid changes in the external environment.” — Lei Chen, Chairman and Co-CEOAdditionally:Cost of revenues increased 25% YoY due to higher fulfillment an","text":"Revenue: ¥95.7B (~$13.2B) → +10% YoYOperating Profit (GAAP): ¥16.1B → -38% YoYNet Income: ¥14.7B (~$2.03B) → -47% YoYNon-GAAP EPS (ADS): ¥11.41 ($1.56) → -45% YoYDespite top-line growth, PDD’s earnings tumbled as the company aggressively ramped up spending — particularly in sales and marketing — to support its merchant ecosystem. 🛒What’s Behind the Profit Drop?🔍The most significant driver was a 43% surge in sales and marketing expenses, hitting ¥33.4B (~$4.6B). That spending spike reflects what management calls a deliberate, strategic decision:“We made substantial investments in our platform ecosystem to support merchants and consumers amid rapid changes in the external environment.” — Lei Chen, Chairman and Co-CEOAdditionally:Cost of revenues increased 25% YoY due to higher fulfillment an","images":[{"img":"https://community-static.tradeup.com/news/5bbf4e440b2ff44a4d47613d54c7bd77"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":71,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/439595826507864","isVote":1,"tweetType":1,"viewCount":4420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":439525130199128,"gmtCreate":1748330107999,"gmtModify":1748334185488,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick Options","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"Meituan 25Q1 Earnings Call Q&A Summary","htmlText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> 25 Earnings Conference Call Transcript Summary: Meituan's 2Q core pressure comes from takeaway subsidy wars, but stabilizes fundamentals through combination of strategies and regulatory compliance strengths, flash sales/lower tier cities as growth highlights, and internationalization (Middle East, Brazil) as long term layout. <a href=\"https://ttm.financial/S/83690\">$MEITUAN-WR(83690)$</a> Core business performanceQ1: What are the core trends in Core Local Services (CLC) in 2Q25?A1.Unit volume: year-on-year growth rate flat with 1Q/4Q24Revenue: overall CLC growth declined to 9-11% (takeaway +5%), with revenue growth lower than unit volume growth for the first time due to subsidies offsetting delivery revenueProfit: double-digit","listText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> 25 Earnings Conference Call Transcript Summary: Meituan's 2Q core pressure comes from takeaway subsidy wars, but stabilizes fundamentals through combination of strategies and regulatory compliance strengths, flash sales/lower tier cities as growth highlights, and internationalization (Middle East, Brazil) as long term layout. <a href=\"https://ttm.financial/S/83690\">$MEITUAN-WR(83690)$</a> Core business performanceQ1: What are the core trends in Core Local Services (CLC) in 2Q25?A1.Unit volume: year-on-year growth rate flat with 1Q/4Q24Revenue: overall CLC growth declined to 9-11% (takeaway +5%), with revenue growth lower than unit volume growth for the first time due to subsidies offsetting delivery revenueProfit: double-digit","text":"$MEITUAN-W(03690)$ 25 Earnings Conference Call Transcript Summary: Meituan's 2Q core pressure comes from takeaway subsidy wars, but stabilizes fundamentals through combination of strategies and regulatory compliance strengths, flash sales/lower tier cities as growth highlights, and internationalization (Middle East, Brazil) as long term layout. $MEITUAN-WR(83690)$ Core business performanceQ1: What are the core trends in Core Local Services (CLC) in 2Q25?A1.Unit volume: year-on-year growth rate flat with 1Q/4Q24Revenue: overall CLC growth declined to 9-11% (takeaway +5%), with revenue growth lower than unit volume growth for the first time due to subsidies offsetting delivery revenueProfit: double-digit","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":95,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/439525130199128","isVote":1,"tweetType":1,"viewCount":4916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439547334672584,"gmtCreate":1748329851779,"gmtModify":1748335148401,"author":{"id":"3580365946005042","authorId":"3580365946005042","name":"Binni Ong","avatar":"https://community-static.tradeup.com/news/5000649d6d41e1880dd9f65370e0e3a4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580365946005042","idStr":"3580365946005042"},"themes":[],"title":"Xiaomi at Key Support Ahead of Earnings and YU7 launch ","htmlText":"Xiaomi recently launched its second EV, the YU7 electric SUV, expanding its presence in the automotive space. The company is scheduled to report Q1 2025 earnings on May 27, 7:30 PM HKT. Analysts are watching for updates on EV sales, AI growth, and IoT performance, which may impact stock sentiment. Xiaomi Chart Analysis: Uptrend intact: The broader trend remains upward, as indicated by the long-term price rise from mid-2024 to present. Short-term consolidation: Price is currently moving within a rising channel, showing a consolidation pattern after the recent rally. Key Support: The immediate support level is around HK$50.50, marked clearly on the chart. This is a crucial level to watch in the short term, especially ahead of earnings. RSI Indicator: RSI has turned lower, showing some loss o","listText":"Xiaomi recently launched its second EV, the YU7 electric SUV, expanding its presence in the automotive space. The company is scheduled to report Q1 2025 earnings on May 27, 7:30 PM HKT. Analysts are watching for updates on EV sales, AI growth, and IoT performance, which may impact stock sentiment. Xiaomi Chart Analysis: Uptrend intact: The broader trend remains upward, as indicated by the long-term price rise from mid-2024 to present. Short-term consolidation: Price is currently moving within a rising channel, showing a consolidation pattern after the recent rally. Key Support: The immediate support level is around HK$50.50, marked clearly on the chart. This is a crucial level to watch in the short term, especially ahead of earnings. RSI Indicator: RSI has turned lower, showing some loss o","text":"Xiaomi recently launched its second EV, the YU7 electric SUV, expanding its presence in the automotive space. The company is scheduled to report Q1 2025 earnings on May 27, 7:30 PM HKT. Analysts are watching for updates on EV sales, AI growth, and IoT performance, which may impact stock sentiment. Xiaomi Chart Analysis: Uptrend intact: The broader trend remains upward, as indicated by the long-term price rise from mid-2024 to present. Short-term consolidation: Price is currently moving within a rising channel, showing a consolidation pattern after the recent rally. Key Support: The immediate support level is around HK$50.50, marked clearly on the chart. This is a crucial level to watch in the short term, especially ahead of earnings. RSI Indicator: RSI has turned lower, showing some loss o","images":[{"img":"https://community-static.tradeup.com/news/6fc74054382c17459484ed658af05529","width":"1322","height":"676"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":112,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/439547334672584","isVote":1,"tweetType":1,"viewCount":7619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":439509342351664,"gmtCreate":1748320678655,"gmtModify":1748325944534,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"Meituan’s Plunge, Xiaomi & PDD Shine: Who’s the China Stock Champion?","htmlText":"China’s tech sector is a battlefield, and today’s earnings from Xiaomi, Pinduoduo (PDD), and Kuaishou are set to shake things up. Meituan’s recent Q1 2025 earnings delivered a punch—revenue soared 18.1% to 86.6 billion yuan, and net profit climbed—but CEO Wang Xing’s grim outlook on “irrational competition” sent the stock tumbling. With no clear financial guidance for Q2, investors are spooked. Now, all eyes turn to Xiaomi’s EV-driven momentum, PDD’s e-commerce juggernaut, and Kuaishou’s short-video play. Which of these giants will emerge as the winner? Let’s dive into the numbers, catalysts, and risks to find out. 🔍 What’s Happening? Meituan’s Mixed Signals Meituan’s Q1 2025 earnings were a tale of two stories. Revenue hit 86.6 billion yuan ($12.1 billion), up 18.1% year-over-year, driven","listText":"China’s tech sector is a battlefield, and today’s earnings from Xiaomi, Pinduoduo (PDD), and Kuaishou are set to shake things up. Meituan’s recent Q1 2025 earnings delivered a punch—revenue soared 18.1% to 86.6 billion yuan, and net profit climbed—but CEO Wang Xing’s grim outlook on “irrational competition” sent the stock tumbling. With no clear financial guidance for Q2, investors are spooked. Now, all eyes turn to Xiaomi’s EV-driven momentum, PDD’s e-commerce juggernaut, and Kuaishou’s short-video play. Which of these giants will emerge as the winner? Let’s dive into the numbers, catalysts, and risks to find out. 🔍 What’s Happening? Meituan’s Mixed Signals Meituan’s Q1 2025 earnings were a tale of two stories. Revenue hit 86.6 billion yuan ($12.1 billion), up 18.1% year-over-year, driven","text":"China’s tech sector is a battlefield, and today’s earnings from Xiaomi, Pinduoduo (PDD), and Kuaishou are set to shake things up. Meituan’s recent Q1 2025 earnings delivered a punch—revenue soared 18.1% to 86.6 billion yuan, and net profit climbed—but CEO Wang Xing’s grim outlook on “irrational competition” sent the stock tumbling. With no clear financial guidance for Q2, investors are spooked. Now, all eyes turn to Xiaomi’s EV-driven momentum, PDD’s e-commerce juggernaut, and Kuaishou’s short-video play. Which of these giants will emerge as the winner? Let’s dive into the numbers, catalysts, and risks to find out. 🔍 What’s Happening? Meituan’s Mixed Signals Meituan’s Q1 2025 earnings were a tale of two stories. Revenue hit 86.6 billion yuan ($12.1 billion), up 18.1% year-over-year, driven","images":[{"img":"https://community-static.tradeup.com/news/2f359d9dc6d4b32541908127f4d749c8","width":"4096","height":"3072"},{"img":"https://community-static.tradeup.com/news/9e02f24a9d885bc4989dd07bcae94b71","width":"2401","height":"1351"},{"img":"https://community-static.tradeup.com/news/4a9b2fd7e3231495772c410d91e498a9","width":"1280","height":"960"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":37,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/439509342351664","isVote":1,"tweetType":1,"viewCount":5819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},{"id":439334489829720,"gmtCreate":1748277980244,"gmtModify":1748314135839,"author":{"id":"3586419432033520","authorId":"3586419432033520","name":"RavenX","avatar":"https://community-static.tradeup.com/news/cba51e136d937efc2600c899112cd331","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586419432033520","idStr":"3586419432033520"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/XIACY\">$Xiaomi Corp.(XIACY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/XIACY\">$Xiaomi Corp.(XIACY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Xiaomi Corp.(XIACY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439334489829720","isVote":1,"tweetType":1,"viewCount":2875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439333895078400,"gmtCreate":1748277852629,"gmtModify":1748314135751,"author":{"id":"4125532638806262","authorId":"4125532638806262","name":"ECLC","avatar":"https://community-static.tradeup.com/news/09fb0c58bc7fe8c4936dcdd44711a4e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125532638806262","idStr":"4125532638806262"},"themes":[],"title":"","htmlText":"Assume Xiaomi will do well as recently a friend revealed family use Xiaomi handphones plus spares some more.","listText":"Assume Xiaomi will do well as recently a friend revealed family use Xiaomi handphones plus spares some more.","text":"Assume Xiaomi will do well as recently a friend revealed family use Xiaomi handphones plus spares some more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439333895078400","isVote":1,"tweetType":1,"viewCount":3314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439314966302944,"gmtCreate":1748273495308,"gmtModify":1748274307639,"author":{"id":"3575175630342613","authorId":"3575175630342613","name":"Jasmine1205","avatar":"https://static.tigerbbs.com/4d0aaff576d8e7d6bd8a01ed04dc6434","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575175630342613","idStr":"3575175630342613"},"themes":[],"title":"","htmlText":"XPeng is rapidly&nbsp;expanding its operations overseas. Users have also reported a good experience with its technology and driverless cars. Definitely a stock with higher intrinsic value!","listText":"XPeng is rapidly&nbsp;expanding its operations overseas. Users have also reported a good experience with its technology and driverless cars. Definitely a stock with higher intrinsic value!","text":"XPeng is rapidly expanding its operations overseas. Users have also reported a good experience with its technology and driverless cars. Definitely a stock with higher intrinsic value!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439314966302944","isVote":1,"tweetType":1,"viewCount":4444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439308292874456,"gmtCreate":1748271501082,"gmtModify":1748314135963,"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/01810\"> $</a><a href=\"https://ttm.financial/S/01810\">XIAOMI-W</a><a href=\"https://ttm.financial/S/01810\">(01810)$ </a>Bullish 📈 ST showing signs of bearish but didn't see any major price actions....instead ranging...&nbsp; seems to be waiting for some things 😉.....Vested on Hxxd [Bless] Lets Go 💪😄. <a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/4145797693007212\"> @</a><a href=\"https://ttm.financial/U/4145797693007212\">yourcelesttyy</a><a href=\"https://ttm.financial/U/4145797693007212\"> </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>","listText":"<a href=\"https://ttm.financial/S/01810\"> $</a><a href=\"https://ttm.financial/S/01810\">XIAOMI-W</a><a href=\"https://ttm.financial/S/01810\">(01810)$ </a>Bullish 📈 ST showing signs of bearish but didn't see any major price actions....instead ranging...&nbsp; seems to be waiting for some things 😉.....Vested on Hxxd [Bless] Lets Go 💪😄. <a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/4145797693007212\"> @</a><a href=\"https://ttm.financial/U/4145797693007212\">yourcelesttyy</a><a href=\"https://ttm.financial/U/4145797693007212\"> </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>","text":"$XIAOMI-W(01810)$ Bullish 📈 ST showing signs of bearish but didn't see any major price actions....instead ranging... seems to be waiting for some things 😉.....Vested on Hxxd [Bless] Lets Go 💪😄. @Shernice軒嬣 2000 @yourcelesttyy @Barcode @koolgal @Shyon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/439308292874456","isVote":1,"tweetType":1,"viewCount":3574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439283450917152,"gmtCreate":1748265514714,"gmtModify":1748317906904,"author":{"id":"4159970598736412","authorId":"4159970598736412","name":"Spiders","avatar":"https://community-static.tradeup.com/news/a08fe88b7b62506e5bc7ffed483a03a9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4159970598736412","idStr":"4159970598736412"},"themes":[],"title":"XPeng vs. Xiaomi, Which China EV Stock Do You Prefer?","htmlText":"XPeng and Xiaomi are two well-known Chinese tech names making headlines in the electric vehicle (EV) space. XPeng is an established EV manufacturer gaining momentum with strong quarterly results, while Xiaomi is a consumer electronics leader expanding into EVs as part of a broader smart ecosystem strategy. Both companies are showing innovation and ambition, but recent market valuations and broader economic risks raise important questions about whether their stocks are good buys right now. Xiaomi: From Smartphones to Smart Cars On May 22, Xiaomi unveiled its YU7 SUV model. Alongside the car, the company also introduced its self-developed smartphone chip, the “Surging O1,” and the new Xiaomi 15S Pro flagship phone. This signals Xiaomi’s intent to become a vertically integrated smart hardware","listText":"XPeng and Xiaomi are two well-known Chinese tech names making headlines in the electric vehicle (EV) space. XPeng is an established EV manufacturer gaining momentum with strong quarterly results, while Xiaomi is a consumer electronics leader expanding into EVs as part of a broader smart ecosystem strategy. Both companies are showing innovation and ambition, but recent market valuations and broader economic risks raise important questions about whether their stocks are good buys right now. Xiaomi: From Smartphones to Smart Cars On May 22, Xiaomi unveiled its YU7 SUV model. Alongside the car, the company also introduced its self-developed smartphone chip, the “Surging O1,” and the new Xiaomi 15S Pro flagship phone. This signals Xiaomi’s intent to become a vertically integrated smart hardware","text":"XPeng and Xiaomi are two well-known Chinese tech names making headlines in the electric vehicle (EV) space. XPeng is an established EV manufacturer gaining momentum with strong quarterly results, while Xiaomi is a consumer electronics leader expanding into EVs as part of a broader smart ecosystem strategy. Both companies are showing innovation and ambition, but recent market valuations and broader economic risks raise important questions about whether their stocks are good buys right now. Xiaomi: From Smartphones to Smart Cars On May 22, Xiaomi unveiled its YU7 SUV model. Alongside the car, the company also introduced its self-developed smartphone chip, the “Surging O1,” and the new Xiaomi 15S Pro flagship phone. This signals Xiaomi’s intent to become a vertically integrated smart hardware","images":[{"img":"https://community-static.tradeup.com/news/390e9cfcf3da82d9fc029ae5875d2dcb","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":116,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/439283450917152","isVote":1,"tweetType":1,"viewCount":3910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"consolidation happening, big boys loading up as much as they can while doing everything to keep price down.. Im thinking they know sales numbers for the Mona will be excellent.. Just relax","text":"consolidation happening, big boys loading up as much as they can while doing everything to keep price down.. Im thinking they know sales numbers for the Mona will be excellent.. Just relax","html":"consolidation happening, big boys loading up as much as they can while doing everything to keep price down.. Im thinking they know sales numbers for the Mona will be excellent.. Just relax"},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"If XPEV falls below 19.50 today, it will break a strong upward trendline first established last August. Next support would be at 16.00.","text":"If XPEV falls below 19.50 today, it will break a strong upward trendline first established last August. Next support would be at 16.00.","html":"If XPEV falls below 19.50 today, it will break a strong upward trendline first established last August. Next support would be at 16.00."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":439252925169744,"gmtCreate":1748263734583,"gmtModify":1748314136050,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction]  Can Xiaomi  Rebound to 59 or Face More Downside?","htmlText":"Xiaomiwill report its Q1 2025 earnings on May 27. Analysts expect revenue of RMB 109 billion and adjusted net profit of RMB 9.1 billion, up more than 85% year-over-year. <a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a> <a href=\"https://ttm.financial/S/XIACY\">$Xiaomi Corp.(XIACY)$</a> Smartphone shipments in China rose 40%, pushing Xiaomi back to the top of the market. The company also unveiled its first self-developed 3nm chip, marking a key step in its move upmarket.In the EV segment, Xiaomi delivered 25,000 SU7 units in Q1, reaching nearly 30% of its full-year delivery target. With production ramping up and a new model (the YU7 SUV) expected this summer, investors are watching for more signals in this report.The stock is currently trading around HK$51. Huaxing Securities has","listText":"Xiaomiwill report its Q1 2025 earnings on May 27. Analysts expect revenue of RMB 109 billion and adjusted net profit of RMB 9.1 billion, up more than 85% year-over-year. <a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a> <a href=\"https://ttm.financial/S/XIACY\">$Xiaomi Corp.(XIACY)$</a> Smartphone shipments in China rose 40%, pushing Xiaomi back to the top of the market. The company also unveiled its first self-developed 3nm chip, marking a key step in its move upmarket.In the EV segment, Xiaomi delivered 25,000 SU7 units in Q1, reaching nearly 30% of its full-year delivery target. With production ramping up and a new model (the YU7 SUV) expected this summer, investors are watching for more signals in this report.The stock is currently trading around HK$51. Huaxing Securities has","text":"Xiaomiwill report its Q1 2025 earnings on May 27. Analysts expect revenue of RMB 109 billion and adjusted net profit of RMB 9.1 billion, up more than 85% year-over-year. $XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$ Smartphone shipments in China rose 40%, pushing Xiaomi back to the top of the market. The company also unveiled its first self-developed 3nm chip, marking a key step in its move upmarket.In the EV segment, Xiaomi delivered 25,000 SU7 units in Q1, reaching nearly 30% of its full-year delivery target. With production ramping up and a new model (the YU7 SUV) expected this summer, investors are watching for more signals in this report.The stock is currently trading around HK$51. Huaxing Securities has","images":[{"img":"https://community-static.tradeup.com/news/04336a852be4a2038a0f003705ec6d86","width":"1326","height":"444"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1076,"commentSize":9,"repostSize":64,"link":"https://ttm.financial/post/439252925169744","isVote":1,"tweetType":1,"viewCount":8365,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575229953916501","authorId":"3575229953916501","name":"eskynet","avatar":"https://static.tigerbbs.com/c7b6abb6e5ee07f40f27a74a6bda6f0a","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3575229953916501","idStr":"3575229953916501"},"content":"I am bullish about this matter. Xiaomi’s Q1 momentum looks very encouraging. A revenue forecast of RMB 109B and adjusted net profit jumping over 85% YoY is a strong comeback signal. Regaining top position in China’s smartphone market with 40% shipment growth shows solid consumer traction — especially in a competitive landscape. More importantly, Xiaomi’s vertical integration strategy is starting to take shape. The self-developed 3nm chip is a major leap forward, not just for branding but also for long-term margin control and product differentiation. On the EV front, hitting 25,000 SU7 deliveries in Q1 — nearly 30% of the annual goal — shows real market acceptance. With the YU7 SUV coming this summer, there’s a strong product pipeline ahead. If production scales smoothly, this segment could be a powerful new revenue driver. At HK$51, I believe Xiaomi still has runway. With Huaxing’s HK$70 target and multiple growth catalysts in play, the upside potential remains intact — especially if Q1 results beat and guidance stays upbeat.","text":"I am bullish about this matter. Xiaomi’s Q1 momentum looks very encouraging. A revenue forecast of RMB 109B and adjusted net profit jumping over 85% YoY is a strong comeback signal. Regaining top position in China’s smartphone market with 40% shipment growth shows solid consumer traction — especially in a competitive landscape. More importantly, Xiaomi’s vertical integration strategy is starting to take shape. The self-developed 3nm chip is a major leap forward, not just for branding but also for long-term margin control and product differentiation. On the EV front, hitting 25,000 SU7 deliveries in Q1 — nearly 30% of the annual goal — shows real market acceptance. With the YU7 SUV coming this summer, there’s a strong product pipeline ahead. If production scales smoothly, this segment could be a powerful new revenue driver. At HK$51, I believe Xiaomi still has runway. With Huaxing’s HK$70 target and multiple growth catalysts in play, the upside potential remains intact — especially if Q1 results beat and guidance stays upbeat.","html":"I am bullish about this matter. Xiaomi’s Q1 momentum looks very encouraging. A revenue forecast of RMB 109B and adjusted net profit jumping over 85% YoY is a strong comeback signal. Regaining top position in China’s smartphone market with 40% shipment growth shows solid consumer traction — especially in a competitive landscape. More importantly, Xiaomi’s vertical integration strategy is starting to take shape. The self-developed 3nm chip is a major leap forward, not just for branding but also for long-term margin control and product differentiation. On the EV front, hitting 25,000 SU7 deliveries in Q1 — nearly 30% of the annual goal — shows real market acceptance. With the YU7 SUV coming this summer, there’s a strong product pipeline ahead. If production scales smoothly, this segment could be a powerful new revenue driver. At HK$51, I believe Xiaomi still has runway. With Huaxing’s HK$70 target and multiple growth catalysts in play, the upside potential remains intact — especially if Q1 results beat and guidance stays upbeat."},{"author":{"id":"3575229953916501","authorId":"3575229953916501","name":"eskynet","avatar":"https://static.tigerbbs.com/c7b6abb6e5ee07f40f27a74a6bda6f0a","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3575229953916501","idStr":"3575229953916501"},"content":"I am bullish about this matter. Xiaomi’s Q1 momentum looks very encouraging. A revenue forecast of RMB 109B and adjusted net profit jumping over 85% YoY is a strong comeback signal. Regaining top position in China’s smartphone market with 40% shipment growth shows solid consumer traction — especially in a competitive landscape. More importantly, Xiaomi’s vertical integration strategy is starting to take shape. The self-developed 3nm chip is a major leap forward, not just for branding but also for long-term margin control and product differentiation. On the EV front, hitting 25,000 SU7 deliveries in Q1 — nearly 30% of the annual goal — shows real market acceptance. With the YU7 SUV coming this summer, there’s a strong product pipeline ahead. If production scales smoothly, this segment could be a powerful new revenue driver. At HK$51, I believe Xiaomi still has runway. With Huaxing’s HK$70 target and multiple growth catalysts in play, the upside potential remains intact — especially if Q1 results beat and guidance stays upbeat.","text":"I am bullish about this matter. Xiaomi’s Q1 momentum looks very encouraging. A revenue forecast of RMB 109B and adjusted net profit jumping over 85% YoY is a strong comeback signal. Regaining top position in China’s smartphone market with 40% shipment growth shows solid consumer traction — especially in a competitive landscape. More importantly, Xiaomi’s vertical integration strategy is starting to take shape. The self-developed 3nm chip is a major leap forward, not just for branding but also for long-term margin control and product differentiation. On the EV front, hitting 25,000 SU7 deliveries in Q1 — nearly 30% of the annual goal — shows real market acceptance. With the YU7 SUV coming this summer, there’s a strong product pipeline ahead. If production scales smoothly, this segment could be a powerful new revenue driver. At HK$51, I believe Xiaomi still has runway. With Huaxing’s HK$70 target and multiple growth catalysts in play, the upside potential remains intact — especially if Q1 results beat and guidance stays upbeat.","html":"I am bullish about this matter. Xiaomi’s Q1 momentum looks very encouraging. A revenue forecast of RMB 109B and adjusted net profit jumping over 85% YoY is a strong comeback signal. Regaining top position in China’s smartphone market with 40% shipment growth shows solid consumer traction — especially in a competitive landscape. More importantly, Xiaomi’s vertical integration strategy is starting to take shape. The self-developed 3nm chip is a major leap forward, not just for branding but also for long-term margin control and product differentiation. On the EV front, hitting 25,000 SU7 deliveries in Q1 — nearly 30% of the annual goal — shows real market acceptance. With the YU7 SUV coming this summer, there’s a strong product pipeline ahead. If production scales smoothly, this segment could be a powerful new revenue driver. At HK$51, I believe Xiaomi still has runway. With Huaxing’s HK$70 target and multiple growth catalysts in play, the upside potential remains intact — especially if Q1 results beat and guidance stays upbeat."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":439247593005752,"gmtCreate":1748262504360,"gmtModify":1748326658478,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick Options","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"Meituan Q1 Profit Soars, But Real Battle Is Coming","htmlText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> 25Q1 results showed strong growth and profitability, with core local commerce and membership programs as key drivers.Competitive pressures have not yet significantly impacted financial performance as Q1 did not start the takeout war, with overseas expansion and AI investments providing potential for long-term growth.More important though is the guidance from the earnings call.To summarize the market concerns:The impact of Q1 competition is not yet significant, and the reduction of subsidies eases the pressure on profits;However, Q2 takeaway competition intensifies, operating profit growth will decline significantly, and it is impossible to predict how long irrational competition will lastKeeta's initial success responds to inte","listText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> 25Q1 results showed strong growth and profitability, with core local commerce and membership programs as key drivers.Competitive pressures have not yet significantly impacted financial performance as Q1 did not start the takeout war, with overseas expansion and AI investments providing potential for long-term growth.More important though is the guidance from the earnings call.To summarize the market concerns:The impact of Q1 competition is not yet significant, and the reduction of subsidies eases the pressure on profits;However, Q2 takeaway competition intensifies, operating profit growth will decline significantly, and it is impossible to predict how long irrational competition will lastKeeta's initial success responds to inte","text":"$MEITUAN-W(03690)$ 25Q1 results showed strong growth and profitability, with core local commerce and membership programs as key drivers.Competitive pressures have not yet significantly impacted financial performance as Q1 did not start the takeout war, with overseas expansion and AI investments providing potential for long-term growth.More important though is the guidance from the earnings call.To summarize the market concerns:The impact of Q1 competition is not yet significant, and the reduction of subsidies eases the pressure on profits;However, Q2 takeaway competition intensifies, operating profit growth will decline significantly, and it is impossible to predict how long irrational competition will lastKeeta's initial success responds to inte","images":[{"img":"https://community-static.tradeup.com/news/a70ab1aa32b88139b02f1df5ae738fba"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":19,"commentSize":4,"repostSize":9,"link":"https://ttm.financial/post/439247593005752","isVote":1,"tweetType":1,"viewCount":7240,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"Meituan hold 8% shares of Yushu robotic tech, that value must be 10folds increased.","text":"Meituan hold 8% shares of Yushu robotic tech, that value must be 10folds increased.","html":"Meituan hold 8% shares of Yushu robotic tech, that value must be 10folds increased."},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"Going forward, if it clears the HKD180++ level, it may shoot to HKD200+","text":"Going forward, if it clears the HKD180++ level, it may shoot to HKD200+","html":"Going forward, if it clears the HKD180++ level, it may shoot to HKD200+"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":439268507271640,"gmtCreate":1748261772935,"gmtModify":1748261776408,"author":{"id":"4164683640614032","authorId":"4164683640614032","name":"munnie12","avatar":"https://community-static.tradeup.com/news/12978e135ff2a2c3a7c8bb0b11a434ef","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164683640614032","idStr":"4164683640614032"},"themes":[],"title":"","htmlText":"חלל גתגגתלגךצד ךל סך תסתבַץת","listText":"חלל גתגגתלגךצד ךל סך תסתבַץת","text":"חלל גתגגתלגךצד ךל סך תסתבַץת","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439268507271640","isVote":1,"tweetType":1,"viewCount":3756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439266848895200,"gmtCreate":1748261747894,"gmtModify":1748261751387,"author":{"id":"4164683640614032","authorId":"4164683640614032","name":"munnie12","avatar":"https://community-static.tradeup.com/news/12978e135ff2a2c3a7c8bb0b11a434ef","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164683640614032","idStr":"4164683640614032"},"themes":[],"title":"","htmlText":"צגקץקַגתגלצדדךגַגף־תדךדצגלקלקם חלל ךל תג","listText":"צגקץקַגתגלצדדךגַגף־תדךדצגלקלקם חלל ךל תג","text":"צגקץקַגתגלצדדךגַגף־תדךדצגלקלקם חלל ךל תג","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439266848895200","isVote":1,"tweetType":1,"viewCount":3730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439266622734712,"gmtCreate":1748261697172,"gmtModify":1748261700617,"author":{"id":"4164683640614032","authorId":"4164683640614032","name":"munnie12","avatar":"https://community-static.tradeup.com/news/12978e135ff2a2c3a7c8bb0b11a434ef","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164683640614032","idStr":"4164683640614032"},"themes":[],"title":"","htmlText":"်ုနညိ ိူြိူြတူျနုနဘိာိျးိယနူ","listText":"်ုနညိ ိူြိူြတူျနုနဘိာိျးိယနူ","text":"်ုနညိ ိူြိူြတူျနုနဘိာိျးိယနူ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439266622734712","isVote":1,"tweetType":1,"viewCount":3223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":441475387728512,"gmtCreate":1748814241689,"gmtModify":1748814245189,"author":{"id":"4210798667918912","authorId":"4210798667918912","name":"LULU ROCKET","avatar":"https://community-static.tradeup.com/news/cec650d429c6e531a173c3b4a87b6ad8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210798667918912","idStr":"4210798667918912"},"themes":[],"title":"","htmlText":"I'd rather buy TSLA instead. How about you&nbsp;<a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;<a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a> , would you invest in PDD?","listText":"I'd rather buy TSLA instead. How about you&nbsp;<a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;<a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a> , would you invest in PDD?","text":"I'd rather buy TSLA instead. How about you @BABY SPACEROCK @JiaDeName , would you invest in PDD?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/441475387728512","isVote":1,"tweetType":1,"viewCount":3778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":441404792807464,"gmtCreate":1748813879870,"gmtModify":1748813883021,"author":{"id":"4210798667918912","authorId":"4210798667918912","name":"LULU ROCKET","avatar":"https://community-static.tradeup.com/news/cec650d429c6e531a173c3b4a87b6ad8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210798667918912","idStr":"4210798667918912"},"themes":[],"title":"","htmlText":"Not sure what PDD is. But good luck to those trading it.","listText":"Not sure what PDD is. But good luck to those trading it.","text":"Not sure what PDD is. But good luck to those trading it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/441404792807464","isVote":1,"tweetType":1,"viewCount":2510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}