To The Moon

$XIAOMI-W(01810)$ Edge - side AI is the biggest theme in technology this year, and Xiaomi is currently the potential global king of edge - side. xiaomi founder Lei Jun might not have expected this when he set the strategy for the "people - car - home" integration. Perhaps it is just destiny.

$Tesla Motors(TSLA)$ Here's some more mental massage for the shareholders who are sticking with Tesla.Billionaire Ron Baron revealed in a television interview yesterday that he personally did not sell a single share of Tesla during this recent plunge. The fund he manages was forced to sell some due to fund - rule restrictions. He also said in the interview: "Tesla is at a historical inflection point. I can't believe how cheap the stock is right now. The short - term decline is unsettling, but success takes time. I focus on the long term and anticipate that Tesla's market value will reach $4 trillion within a decade (a six - fold increase). The profit per vehicle will rise from a one - time sale of $6,000 to an ongoing ann

$XIAOMI-W(01810)$ Xiaomi's preparation in terms of computing power indicates that in the coming year, the related industries, including those related to automobiles, cloud services, and software security, will all experience a qualitative improvement. Xiaomi has signed a huge order worth tens of billions of yuan with a cloud company for a three-year period. The cloud services also require corresponding support. It is very likely that the performance of those small science and technology innovation companies will take their first turn before the release of the semi-annual reports.

$Tesla Motors(TSLA)$ The testing videos of Tesla's FSD by more and more Chinese car owners prove that the basic capabilities of Tesla's FSD are unrivaled. The significance of FSD's entry into China is far from just about how many subscriptions it can sell. Its influence has actually been deeply engraved in the hearts of every practitioner in the new energy vehicle industry chain. Although some may still be tough - talking publicly and need to pay for media coverage, internally they have to make a difficult decision: what to do in the future? Should they continue to rely on high - definition maps and lidar, or should they start over? The fact that the funds in the domestic new energy industry lead the world means for Tesla

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$XIAOMI-W(01810)$ In the current market, the outlook for Xiaomi mainly focuses on the high - end smartphone market and the sales of its electric vehicles. The value of AI seems not to have been fully reflected in its valuation yet. Xiaomi's past investments in the AI field are expected to pay off in 2025 with breakthroughs in language and visual multimodal model capabilities. As the world's third - largest smartphone manufacturer, Xiaomi naturally has the advantage of being an entry point for AI - based devices. In 2025, the main pathways for Xiaomi will be:1. Xiaomi HyperMind: Real - time multimodal inference on the edge, integrating visual, voice, and sensor data streams.2. Super XiaoAI: Cross - device proactive servic

$Tesla Motors(TSLA)$ Dark times, in the industries of new energy vehicles, energy storage, autonomous driving, robotics, and so on, Tesla is the only enterprise in the United States and the entire Western world that can compete with China. Will the United States just let these huge industries be dominated by China? From this perspective, Tesla's current valuation is clearly underestimated. It is like SMIC at a low position. It is not profitable, but it is the hope of the whole village. It will rise sooner or later.

$XIAOMI-W(01810)$ YU-7 might be great. However, it's about how much room does Xiaomi have to grow. @$37 per share, it already accounted for YU-7 delivery. However, if Xiaomi sell more Yu-7 than what market predicted, then is it's a different story. nicely despite gloomy market,glad I stayed long.

$Tesla Motors(TSLA)$ More and more videos of Chinese car owners testing FSD demonstrate that the basic capabilities of Tesla's FSD are unparalleled. The significance of FSD entering the Chinese market goes far beyond the number of subscriptions sold. Its influence has already been deeply etched into the minds of every practitioner in the new energy vehicle industry chain.Although they still sound tough and have to pay for media articles, they actually have to make a difficult decision internally: What to do in the future? Should they continue to rely on high-precision maps and lidar to cheat, or should they start over?Or perhaps they could be more relaxed and acknowledge Tesla's advantages, like Lei Jun, by following and

$XIAOMI-W(01810)$ I think one characteristic of China's AI this time is that capital expenditure is approximately one year slower than that in the US. The speed at which OpenAI reduces costs and increases revenue has fully demonstrated the effectiveness of AI. Moreover, AI industry tools have a characteristic that is different from some previous software, which is charging each time the tool is invoked. The reason why China lags behind is that major companies have insufficient capital expenditure, and we tend to expand on existing things. 2025 is likely to be an exciting year. Xiaomi has already entered the computing power competition, and Doubao has fired the first shot. Personally, I believe that there will be countles