To The Moon

$XIAOMI-W(01810)$ To talk about making money, Xiaomi might not be the first that comes to mind. But when it comes to Lei Jun, I have full respect. For a long-term outlook, I believe the stock price will hit 60 within a year because, looking ahead, the strategy of "surrounding cities from the countryside" will never fail! Let’s go! Trust in Lei Jun!

$KraneShares CSI China Internet ETF(KWEB)$ $NIO Inc.(NIO)$ $PDD Holdings Inc(PDD)$ $JD.com(JD)$ $Baidu(BIDU)$ $Alibaba(BABA)$ 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.

$Alibaba(BABA)$ $拼多多 (PDD.US)$ 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.

$NetEase(NTES)$ 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

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

$PDD Holdings Inc(PDD)$ 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.

$英伟达 (NVDA.US)$ $甲骨文 (ORCL.US)$ $博通 (AVGO.US)$ $GE Vernova (GEV.US)$