$Bilibili Inc.(BILI)$ Everyone, remember why you're buying this stock—is it to bet on turning losses into profits, or on the ad monetization potential behind 300 million daily active users? Trump coming to power won’t significantly affect this stock.

$KraneShares CSI China Internet ETF(KWEB)$ $NIO Inc.(NIO)$ $PDD Holdings Inc(PDD)$ $JD.com(JD)$ $Baidu(BIDU)$ $Alibaba(BABA)$ great news coming from china's standing committee tomorrow or over the weekend?!

$Alibaba(BABA)$ reports earnings on Friday. Last quarter, management projected double-digit growth in Alibaba Cloud’s external customer revenue for Q2, with momentum expected to keep building. This will be interesting.

$Alibaba(BABA)$ We need to hold out until the next earnings report; I’ll buy in if it dips.

$PDD Holdings Inc(PDD)$ China's own version of NVIDIA could reach 400 if the domestic market heats up. Unfortunately, no one seems interested right now.

$Alibaba(BABA)$ With Alibaba's stock buyback and the prolonged consolidation, there likely won’t be a major drop. Just holding firmly should be enough, as the positive factors could lead it back to a strong position.

$Alibaba(BABA)$ With Alibaba's stock buyback and the prolonged consolidation, there likely won’t be a major drop. Just holding firmly should be enough, as the positive factors could lead it back to a strong position.

$Alibaba(BABA)$ $拼多多 (PDD.US)$ Overseas investors have been worried about potential sanctions against us if Trump comes to power, while domestic investors believe the market has already priced in these factors. This is a major reason for the divergence between overseas and domestic perspectives. The 6 trillion matter hasn’t actually fallen below expectations. Ahead, there are still cards to play, like property buybacks and capital replenishment for commercial banks, and even a consumption and retirement card. The process moves step by step, with each card played in tur

$PDD Holdings Inc(PDD)$ The more bullish people are on $PDD Holdings Inc(PDD)$ , the more it gets suppressed, undergoing repeated shakeouts.

$XIAOMI-W(01810)$ Xiaomi has reached 30 yuan and is steadily moving upward. Both its smartphone and automotive businesses are succeeding.

$Alibaba(BABA)$ $SF REIT(02191)$ $PDD Holdings Inc(PDD)$ $MEITUAN-W(03690)$ For domestic demand, consumer stocks are definitely the top choice. Companies like $Alibaba(BABA)$ , $SF REIT(02191)$ $PDD Holdings Inc(PDD)$ $MEITUAN-W(03690)$ —these platform-based consumer companies will benefit greatly

$NetEase(NTES)$ In this market, retail investors are always eager to chase the next shiny trend, as if merely following the crowd could make them rich overnight. Their belief seems to be, "As long as I buy in, the price will soar." But in reality, those who buy at the peak are often left with only broken dreams.Whenever the market surges, these investors, like hypnotized sheep, rush toward the highs, only to find themselves the ones being taken advantage of. Countless nights are spent fantasizing about financial freedom, forgetting that the "pigs riding the wave" aren’t flying, but rather they themselves are left swaying in the wind.One can only hope that, before they chase the next high, they take a moment to look at the cautionar

$PDD Holdings Inc(PDD)$ has maintained a consistent ROE of over 10%, but given the overall environment for Chinese stocks, institutions are only willing to value it at 12x earnings. Despite this, the stock can still experience sudden drops, suggesting that a 10x multiple might be the true margin of safety. The Q3 earnings are projected to reach 103.7 billion in revenue, which is only a 7% quarter-over-quarter growth compared to 40% during the same period last year. The market believes that PDD's high growth phase has ended, and user traffic has peaked, which may explain the low P/E. This earnings report is critical; if revenue falls short of expectations, the P/E could drop to 10x. However, I am betting on

$MEITUAN-W(03690)$ Alibaba's momentum is over; you're next.

$TENCENT(00700)$ Is it really performing poorly?Looking at its performance this year, Tencent indeed hasn’t matched Meituan or Xiaomi, but it’s far from poor.There’s no need to dwell on its rise to 480 HKD during the National Day holiday and subsequent fluctuations around 430 HKD. After all, trading wasn’t even open during the holiday—no need to cling to paper gains.Tencent’s Q3 report is coming out next week. It won’t be too late to watch the stock’s movement then!

$Li Auto(LI)$ $NIO Inc.(NIO)$ $Boyd Gaming(BYD)$ With the rise of domestic cars, which offer high quality at low prices, they will soon surpass Japanese and German brands to become the dominant force in the global automotive industry. As for low-altitude flying cars, if annual sales reach 350,000 units, it will represent a market worth over one trillion RMB. Currently, a subsidiary of Xpeng Motors is preparing to start mass production. In the long term, companies like BYD, DJI, and CATL will also be involved in this business.

$Futu Holdings Limited(FUTU)$ $Tiger Brokers(TIGR)$ Seize the industry’s momentum; the long-term growth potential of this stock should not be overlooked.

$Futu Holdings Limited(FUTU)$ $Tiger Brokers(TIGR)$ Non-bank financials are still a solid choice. With Trump in office, counteraction-themed stocks are worth a look.

$XIAOMI-W(01810)$ Following the election results, Hong Kong stocks showed unexpected resilience today. The stock I'm most focused on, Xiaomi, is still holding strong around the 28 pivot level. If it can hold here, breaking through 30 this year shouldn't be too difficult. Next year will depend on the performance of the SUV line—whether it can surpass the previous high of 35.9 will largely hinge on that. Overall, Xiaomi now has endless potential, and breaking new highs seems increasingly within reach.

$PDD Holdings Inc(PDD)$ shows signs of a potential rally among Chinese stocks listed in the U.S. I believe it will accumulate strength and make a stunning breakout.