Big banks performed well in 2021, and the US banking index$KBW Regional Banking Index(KRX)$ rose 33% for a whole year, outperforming S&P (27%). All five major banks have announced their fourth-quarter financial reports. In view of the general decline in trading income and the market concerns that large banks may weaken their profits next year due to cost problems, banks all fell sharply in recent days. Q4 Earnings season started under the background of high inflation and interest rate hikes, and the market focus more on earnings instead of valuation.Banks wil go upward differentially due to business structure and cost control. Under the environment

$Palantir Technologies Inc.(PLTR)$, the most mysterious and favored data company in Silicon Valley, backed by government agencies and kept making various big orders, maintained a good growth in 2021. However, its stock price went down all the way, and plunged by 10% again after Q4 financial report yesterday. On that day,Ark Investment Fund sold nearly 5 million shares of Palantir and cashed out about 58 million US dollars, and Arkk's position dropped to 2.06%. Actually, Palantir Q4 results isactually oK, its revenue is in line with expectations, and its revenue from commercial customers is growing at a faster rate, with commercial revenue accounting for more than 40%. However, the lower-than-expected profit still stung the market

​$Intel(INTC)$ announced the highest quarterly revenue and the highest annual revenue in history, and the revenue and adjusted earnings per share in the fourth quarter exceeded expectations. However, due to the fact that the net profit guidelines in the first quarter of fiscal year 2021 missed expectations and faced the challenge of tight global supply chain for a long time, Intel fell by more than 2% before the market. Since the beginning of the year, the chip industry followed the Nasdaq,$iShares PHLX Semiconductor ETF(SOXX)$It fell by 13% in a single month, but Intel was very resilient in January. In the article 

The game between China and Vietnam revealed the current situation of Chinese football in the past 20 years once again: paralyzed youth training, weak youth foundation, less than 10,000 registered athletes in China, and only a handful of football fields around us. After the game, a passage by Liu Jianhong, a well-known football commentator, was circulated, insinuating that not only football lost, but also the stock index. Looking back at the past five years (2017-2021), it is rare that an index could outperform the US index, and Vietnam Ho Chi Minh Index is one of them. During this period, the S&P 500 index of US stocks rose by 112%, the VNINDEX index of Vietnam rose by 129%, and the Shanghai Composite Index rose by only 17.2% in five years. Vietnam is one of th

"Tesla Killer"$Rivian Automotive, Inc.(RIVN)$ announced Q4 and full-year results. Due to the tight supply chain, the production capacity was cut in half this year, from 50,000 vehicles to 25,000 vehicles. At the same time, the loss in the fourth quarter exceeded expectations, and the stock price plummeted by 13% after market. 2021Q4 highlight: Q4 net loss was 2.46 billion dollars, compared with a net loss of 353 million dollars in the same period last year; Adjusted loss per share was $2.43. Q4's revenue was 5,400 US dollars, lower than the expected value of 60 million US dollars, and 909 electric vehicles were delivered throughout the year; The pre-order for Q4 electric trucks and SUVs is 83,000. ​ The produ

On February 7th, Amazon announced the acquisition of 16% shares of Velodyne, a lidar company, to increase its autonomous driving business. Velodyne：the leader of LiDAR Velodyne is a global leader in the field of lidar. Most autonomous driving companies, including Google Waymo, Baidu and Didi, have used Velodyne's lidar. At the same time, many vehicle companies have chosen Velodyne's products when developing autonomous vehicles. A Few of Partners In addition, Velodyne products are also used in many other fields, including self-driving cars, ADAS, unmanned aerial vehicles, mapping, industrial automation, smart cities and robotics. In July 2020, Velodyne announced its merger with Graf Industrial through reverse acquisition, and listed on NASDAQ in the form of SPAC. However,many

Under the background of continuous recovery of travel and tourism, Uber & Lyft, two travel giants, have successively announced Q4 financial reports.Relying on scale effect, $优步(UBER)$ achieved sustained revenue growth, active consumers and profits, and rose by more than 5% before the market.$Lyft, Inc.(LYFT)$ is inferior to Uber, the monthly active passengers decreased month-on-month, but the annual adjusted profit was positive for the first time. Both are emerging from the haze during the epidemic. ​$Uber(UBER)$​ Uber has experienced the impact of epidemic and regulatory storm in the past two years.

At the beginning of the year 2022, the world's most influential annual exhibition—American International Consumer Electronics Exhibition (CES) will be held on January 5th to 8th. This annual feast brings the best consumer electronics manufacturers and chip manufacturers together, whose "black technology" and products are very attractive to consumers. After being forced to move online due to the epidemic last year, CES2022 will return to Las Vegas and be held in the form of "online + partial offline". Of course, the impact of the epidemic is still lingering. This exhibition will be closed one day in advance, and the number of visitors has not recovered to the pre-epidemic level, and Nearly 50 industry leaders, such as Microsoft,&nb

​$XIAOMI-W(01810)$  announced the 2021Q4 and the whole year results on Tuesday. The company's revenue and net profit exceeded market expectations, showing full resilience under the headwind of tight supply chain and weak demand. While the fundamentals improved, Xiaomi announced a new round of HK $10 billion repurchase plan, following Ali's $25 billion. Can the 10 billion repurchase for two consecutive years save Xiaomi's share price? Key points of performance are as follows: Q4 revenue was 85.575 billion yuan, a year-on-year increase of 21.4%, exceeding expectations; Q4 adjusted net profit was 4.473 billion yuan, a year-on-year increase of 39.6%, exceeding market expectations; In 2021, smartphone revenue was

Since hitting a high of $370 in October last year, $Sea Ltd(SE)$ has dropped by 60%, and the market value has returned to the level at the beginning of the epidemic in 2020. When the "tide" faded, Sea returned to normal growth from high growth in the past two years. What valuable information did this Q4 financial report reveal? 2021Q4 Highlight GAAP's total revenue was USD 3.2 billion, up 105.7% year-on-year. Gross profit was US $1.3 billion, up 145.6% year-on-year. The adjusted EBITDA was-$492.1 million, compared with $48.7 million in the fourth quarter of 2020. Banned in india, and globalization is blocked In the fourth quarter, Sea's revenue growth rate was 105%, falling back to the low point of the year; In the past

Previously, the Q4 delivery data of $理想汽车(LI)$ was good, but under the multiple pressures，such as lack of chips, rising raw material prices and tight supply chain, the Q4 result is still valuable. Throughout 2021, the delivery volume of Li has increased month by month, and the revenue scale has expanded rapidly. With the advantage of cost structure, the Li has achieved a profit level superior to its peers. At the same time, we also see that after 1-2 years of capacity climbing, sales channel expansion and consumer choice, the Li One, which was criticized at the beginning and is most likely to fall behind, is becoming the mainstream of the market. Quarterly ASP, delivery volume rose, and revenue accelerated In the fou