The Chinese government has been actively introducing measures to support and boost the economy, yet analysts are quick to dismiss these efforts as “insufficient” or “lacking details.” This narrative feels unbalanced, especially when similar criticisms are rarely applied to U.S. policies. For example, Trump has often made big claims on economic matters that never get implemented, yet these promises don't receive the same level of scrutiny. It's easy to bash China's policies, or point fingers at perceived transparency issues, but the numbers tell a different story. Many Chinese companies are fundamentally strong: they're well-capitalized, exhibit solid revenue growth, and operate on robust, sustainable business models. Some of these companies are even profit-making—something that can't

The analysis on Xpeng seems too focused on margins, which might not be the best benchmark at this stage of its growth. The priority should be on delivery volumes, as every car not sold strengthens competitors instead. High delivery numbers also enhance brand visibility and consumer awareness, crucial in competitive markets like Southeast Asia and Europe.   Xpeng is strategically positioned in these regions, targeting emerging and EV-friendly markets. Focusing on deliveries will build scale and consumer trust, paving the way for improved margins later. Margins are a lagging indicator in this context; volume is the key driver for long-term success.

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Tbh I'd love to see a good battle between roaring kitty led army vs the funds, who think they're smarter than the retail monies. Will it be a brutal reality check or a new future where funds are really overrated.