$PDD Holdings Inc(PDD)$ Temu dominates the charts and remains the annual champion of the US app download chart.Zibuyu has focused on expanding the Temu platform, and has its performance exploded this year?
$NIO Inc.(NIO)$$Li Auto(LI)$$XPENG-W(09868)$$XIAOMI-W(01810)$ For the new forces in car manufacturing who are still at the table, they still need to be more cautious and take fewer chances. Through these lessons learned, it is even more important to understand that today is a competition of comprehensive strength, such as the balance between technology and market, diversified product layout, refined management and cost control, and so on. Next year, the competition in the new energy vehicle industry will become more intense, and t
$比亚迪股份(01211)$ Preparing for a historic super bull market, we must hold on. If the domestic government announces debt relief for every household, such as 100000 to 500000 yuan, it will cause a huge outbreak and the stock market will turn around!
$MEITUAN-W(03690)$$Alibaba(BABA)$$TENCENT(00700)$$SMIC(00981)$ The conference is coming soon! Improve the success rate of bottom fishing and top flight!With the Internet as the representative, the performance growth and valuation have outstanding cost performance advantages. For example, $Tencent Holdings (00700. HK) $$Meituan-W (03690. HK) $$Alibaba - W (09988. HK) $Internet giants have strong user base and market competitiveness in their respective fields. In addition to Internet giants, they can also focus on high-quality t
$Alibaba(BABA)$ Alibaba spent approximately $39.988 million on December 3rd to repurchase 3.7224 million shares.At this position, the winning rate is relatively high. Unless it falls below the new low of 82.7, hold on for now
$MEITUAN-W(03690)$ Bank of Communications International: Maintain Meituan-W (03690) 'Buy' rating target price of HKD 226If only we could reach this target price
$XIAOMI-W(01810)$ According to the latest technical analysis, Xiaomi's stock has a 50% probability of an upside move. The relative strength index (RSI) is at 61.1, with three bullish indicators and five bearish indicators. Xiaomi's short-term support level is at 26.8, while the resistance level is at 29.2. If it breaks above 29.2, further upside potential could open up, with the next target being 29.9. However, if it falls below 26.8, the next support level would be 26.Some investors believe Xiaomi is in a "news vacuum" ahead of the launch of its SUV next year, suggesting the stock may consolidate further in the short term. Others argue that Xiaomi's trend shows a triple top formation, which could indicat
$Alibaba(BABA)$$PDD Holdings Inc(PDD)$ Pinduoduo (PDD) and Alibaba each have their unique strengths and weaknesses, and investors should not view them as mutually exclusive choices. Pinduoduo's key advantage lies in its efficient organizational structure and fast decision-making capabilities. For example, its swift launch of "Duoduo Maicai" positioned it as the strongest competitor to Meituan in a short period. On the other hand, Alibaba leverages its robust asset base and higher brand recognition to maintain its market leadership.Although Pinduoduo's short-term profitability is impacted by subsidy policies and high costs, its "westward expansion"
$MNSO(09896)$ A successful business model always integrates B2B and B2C elements. Examples like Sam's Club in the past and Miniso today demonstrate the importance of combining these aspects effectively. Ye Guofu has been working to differentiate Miniso through strategies like transitioning from interest-driven consumption to a product brand and acquiring Yonghui Superstores. According to Ye, Miniso represents "optional" goods, while Yonghui symbolizes "essential" goods. Despite their differences, both follow a consistent logic: collaborating with manufacturers for unique, co-designed products. This approach aligns with the strategies of companies like Sam's Club and Fat Donglai. Retailers lacking differen
$MEITUAN(MPNGY)$$MEITUAN-W(03690)$ Just a few days ago, Jia Guolong, the founder of Xibei, mentioned in a media interview: "The restaurant industry isn't profitable, but platforms are making enormous profits. Their mid-year financial reports are impressive."
$Pony AI Inc(PONY)$ As one of the leading players in China's smart driving industry, Pony.ai is dedicated to developing autonomous driving "virtual drivers," with primary applications in Robotaxi and Robotruck services. In the Robotaxi sector, Pony.ai officially launched its Robotaxi service in 2018 and has since obtained all categories of Robotaxi regulatory licenses in Beijing, Shanghai, Guangzhou, and Shenzhen, the four major first-tier cities in China.
$PDD Holdings Inc(PDD)$ If it drops significantly, I’ll add a bit; if it rises, I’ll just observe. As a buyer, the hope is to secure more discounts and distort the valuation to an exaggerated level, though that’s probably difficult. The management team is competent, the company’s competitive advantages are clear, and its market share is likely to grow further in the future. The main risks come from uncertainties outside its operational scope. There’s a lot that can be corrected, so it’s a wait-and-see approach that requires time. Most likely, this will need to be a long-term position, so there’s no need to worry about short-term fluctuations or fear of missing out. Every quarter or half-year, when certaint