$XPeng Inc.(XPEV)$ $NIO Inc.(NIO)$ $Li Auto(LI)$ $Semiconductor Bull 3X Shares(SOXL)$ The current problems are actually very similar to Xiaomi, and neither of them has a real positioning anchor. The concept conveyed by Xiaopeng through official channels and KOL has always been intelligent driving and maneuverability, but as I said when I analyzed SU7 before, these two attributes represent the demands of the mainstream market, and are more like a pan-product concept. You need to
Citigroup expects Xiaom$XIAOMI-W(01810)$ Group-W.HK SU7 to deliver 5,000 to 6,000 units in April, and about 55,000 to 70,000 units for the whole year. Currently, the delivery time of Xiaomi SU7 is as long as 6 months. If the production capacity cannot keep up with the demand, Xiaomi may encounter growth problems similar to that of Xiaopeng G6 last year. The bank estimates that Xiaomi will lose an average of 6,800 yuan for each SU7 sold in 2024, and the entire car manufacturing business will lose a total of 4.1 billion yuan. There is no scale effect in the early stage of car manufacturing, and it is normal to lose money. It is just a little cash flow. With sufficient order demand, Xiaomi's back-end car manufac
The Hong Kong stock market$HSI(HSI)$ gives people a feeling that there is gold everywhere. Cyclical stocks: Needless to say, the super cycle of a commodity is coming. Gold stocks, represented by China Gold International and Zijin Mining, took the lead in showing, and then led Lingbao Gold Gold Lingbao Gold.HK, China Hanwang, Minmetals Resources, and China Nonferrous Mines to start a lifting model; at the same time, the aluminum stock China Hongqiao was in the second stage of aluminum stocks. It has also begun to be noticed by the market, and it is doubled in one breath. Although it is not as good as the increase of Lingbao Gold, it is better than the low valuation. Most of these will continue to perf
$TENCENT(00700)$ Tencent's repurchase is already twice as much as the major shareholder's reduction, so in theory, Tencent's repurchase can completely offset the impact of the major shareholder's reduction. It's just that during the period when Tencent cannot repurchase, the major shareholder can reduce its holdings. During this period, if there is no capital inflow from the market, Tencent's stock price is likely to be hit down again. After all, when Tencent repurchased 1 billion every day, it is estimated that it did not rise significantly. Personally, I think 300 has become Tencent's new support level. Last year, the repurchase was almost the same as the reduction, and the stock price was probably hit to a low o
I agree$XIAOMI-W(01810)$ XIAOMI-W(01810.HK)$ Whether automobiles can bring room for continued stock price increases in the medium to long term still depends on product power, brand power, and channel power. As a product with both brand + manufacturing, automatic control and self-research of core technology, rather than simple industrial chain integration, is the key to long-term competitiveness. What's more, there isn't much time left for the NEV knockout competition. The only thing Xiaomi can do now is increase the level of self-research and expand production capacity as soon as possible. With the support of a strong brand and safe cash flow, it's not impossible whether Xiaomi can rebuild a Xiaomi and become
My answer: Singapore: Marina Bay Sands Australia: Sydney Opera House China: Temple of Heaven New Zealand: Sky Tower Hong Kong: Victoria Peak America: Apple Park
$Alibaba(BABA)$ $Alibaba(09988)$ Announced that the loss narrowed by 5.5% to HK$763 million last year, with a loss per share of HK$1.74. Excluding the impact of special items of non-operating nature, the adjusted loss narrowed by 10.6% to HK$607 million, and the EBITDA loss narrowed to HK$140 million during the period. No final dividend was paid. TVB The stock price fell 2.3% today, closing at HK$3.42. During the period, revenue fell 7% year-on-year to HK$3.323 billion. Among them, the Hong Kong TVB division recorded revenue of HK$1.4 billion, an increase of 8% year-on-year, while revenue from advertisers increased by 9%. Mainland
$TVB(00511)$ Announced that the loss narrowed by 5.5% to HK$763 million last year, with a loss per share of HK$1.74. Excluding the impact of special items of non-operating nature, the adjusted loss narrowed by 10.6% to HK$607 million, and the EBITDA loss narrowed to HK$140 million during the period. No final dividend was paid. TVB The stock price fell 2.3% today, closing at HK$3.42. During the period, revenue fell 7% year-on-year to HK$3.323 billion. Among them, the Hong Kong TVB division recorded revenue of HK$1.4 billion, an increase of 8% year-on-year, while revenue from advertisers increased by 9%. Mainland business revenue increased by 4% to 729 million yuan, benefiting from the growth of revenue from co-produ
The solid-state battery industry chain mainly includes 10 major industries: 1. Solid electrolyte material industry It involves the research and development, preparation and production of solid electrolyte materials, such as solid ceramic materials, polymer materials, etc. 2. Battery positive and negative material industry Including the research and development, production and supply of positive materials and negative materials to meet the needs of solid-state batteries. 3. Battery diaphragm manufacturing industry Responsible for the production of the diaphragm required for solid-state batteries to ensure the isolation between positive and negative electrodes and the conductivity of electrolytes. 4. Battery packaging and assembly industry The positive and negative materials, electrolytes an
On March 21, 24,$PDD Holdings Inc(PDD)$ Pinduoduo finally released its 23-year Q4 financial report, with a revenue of 88.88 billion yuan, a profit of 23 billion yuan, and a net profit margin of more than 26%. Looking back on the whole of 2023, the overall revenue was 247.6 billion, the net profit was 60 billion, and the annual net profit margin exceeded 24%. Although the stock price trend is a little strange after the release of the financial report, in the case of$JD.com(JD)$ TEMU's overall expansion and losses, it can get such a high net profit. The main website is for Pinduoduo, just like Google search for Alphabet, has undoubtedly