$Intel(INTC)$ has roared back, erasing all its post-earnings losses in just two days! The strong volume confirms a solid foundation. With AI and foundry tailwinds, another 3-5% surge this week is likely. In this AI mega-trend, $INTC joining the trillion-dollar club isn't a matter of if, but when.
$Alibaba(BABA)$ 's Amap launches "Street View List". Amap introduced a user-behavior-based ranking to build a new offline service credit system, boosting dining and consumption. Worth watching as BABA innovates during its 26th anniversary.
$Baidu(BIDU)$ is starting to flex those AI muscles! ERNIE 4.0 and Apollo looking juicy - this small gain just the appetizer. Holding for the main course when AI hype kicks in!
$Tesla Motors(TSLA)$ 's recent performance is solid. As the EV leader, its position remains strong with steady progress in autonomous driving and energy. Market volatility persists, but long-term innovation and brand power are promising. Holding for the future.
$Alibaba(BABA)$ Cloud has two key advantages: It’s among the top-tier players in large language models, and as the PaaS and SaaS layers grow in importance, this edge will stand out more. It has a strong foothold in China and the broader Asia-Pacific region, which will account for a growing share of the global cloud market. With the global cloud industry expected to grow at ~20% CAGR over the next decade, Alibaba Cloud has massive long-term upside potential.
$SMIC(00981)$ is basically the most advanced foundry on the mainland. With the current lithography bottlenecks, major breakthroughs in cutting-edge processes might be tough, but they’re pushing performance with what they’ve got, through smart design and heterogeneous integration. They’ve thrown in tens of billions in capex in recent years, so production ramp-up is just a matter of time. Over the next 3 years, revenue growth looks solid. Bottom line: SMIC’s real value depends on whether they can break new ground in advanced nodes.
$MINISO Group Holding Limited(MNSO)$ has achieved high-quality growth through its IP strategy and global expansion, with 2024 revenue reaching RMB 17 billion, a 23% YoY increase. Overseas markets contributed nearly 40%, with strong performance in the U.S. and Indonesia. The domestic market remained resilient, while online and O2O businesses saw rapid acceleration. Looking ahead to 2025, MINISO aims to deepen localization, enhance product innovation, and optimize cost structures to navigate macroeconomic challenges. As a rising global IP retail leader, its long-term investment potential is highly compelling!