$MEITUAN-W(03690)$ Meituan's Q2 financial report completes the biggest puzzle piece of the shift in the focus of consumption.The shift in the focus of consumption is a foregone conclusion. On the one hand, the real estate industry is cold and the marriage rate is falling, and on the other hand, the tourism industry is hot and the game Black Myth is booming. Eating, drinking and having fun seem to have become the focus of people's consumption now.The release of Meituan's Q2 financial report officially completes the biggest puzzle piece of the shift in the focus of consumption. The financial report shows that in Q2, 6.2 billion orders were delivered on time, and the in-store, hotel and tourism businesses maintained strong
$Meta Platforms, Inc.(META)$ We still have 2 months until META reports earnings, so a pull back is expected, while the market makers continue to shake out the weak holders.Then back up to new highs before/after earnings, as usual.yep and sell off back to 500 or under. traders have learned to buy it 1.month before and sell 3 days after like clockwork because it gives up the gain every single time and then the day trade until next er, selling at every spike up or new high just infested with day traders and short-term hedge finds.
$BYD COMPANY(01211)$ Is BYD affected? The reason why new energy vehicles are still OK is mainly because the prices of lithium carbonate and batteries have plummeted in the past two years, the cost of raw materials has dropped, and the automobile has switched from fuel vehicles to new energy vehicles. Do you think fuel vehicle companies are OK? Life is not easy. Dongfeng Motor is very bleak, and joint venture brands are all very bleak. The total sales volume of automobiles still exists, but fuel vehicles are going down, and the penetration rate of new energy vehicles has increased. When the price of lithium carbonate rises sharply that day, new energy vehicles will not have an easy life. The decline of raw materials in t
$Faraday Future Intelligent Electric Inc.(FFIE)$ If they are bankrupt, they must stop trading, so they have sales , and preorders, leases, and new model coming , and new cost changes and more profit, and use of plants they own.Good luck to all but I am holding shorts. It could have one more run.. we will see. Once it starts closing under 6.90 it is all over with. Who knows maybe I am wrong. Time will tell.
$Li Auto(LI)$ Gross profit can be stabilized, which can be regarded as resisting the failure of Mega. However, there is still a lot of uncertainty about pure electric vehicles in the future. Pure electric vehicles above 30w are really difficult to sell. But in the 20w~30w range, there are Xiaomi and Ledao, and the competition is very fierce. It is still not easy to build an observation warehouse, about 15 yuan?
$BYD COMPANY(01211)$ The interim report is very strong. Against the backdrop of a continuing price war this year, the gross profit margin can be further improved in the second quarter. The advantages of economies of scale have been reflected, and the performance in Q2 exceeded the 8.6 billion predicted by institutions. Auto stocks fell sharply today, and there was a chance of recovery tomorrow. Coupled with this excellent interim report, there is a high probability of a rebound tomorrow.
$EAST BUY(01797)$ There are more than 100,000 online accounts for the large accounts alone, and there are also self-operated product accounts and fresh food accounts, which are in full swing. On the other hand, Yuhui has more than 10,000 online accounts. Although the sales are not bad, the popularity is not good. What they sell are all mobile phones, which are not helping farmers? How can you help farmers and talk about agricultural products every day? This time, the Ningxia beach sheep was very successful, an absolute hit product, Oriental Selection, and became famous in one battle. Is it the selection of good products that is really good, or is it the product that is really good. Only then can it last for a long time
$BYD COMPANY(01211)$ BYD can choose EV motor direct drive.There are indeed some potential problems with extended-range electric vehicles when the battery is low. First, if the charging speed of the range extender (engine) cannot meet the power demand of the motor, the performance of the vehicle may be affected, with reduced power and increased noise. This is because the main function of the engine of the extended-range electric vehicle is to generate electricity. When the battery is low, the range extender needs to run at a higher speed to provide enough power, which may lead to increased fuel consumption.Will there also be delay problems? I hope friends who have used extended-range vehicles can tell me
$XPeng Inc.(XPEV)$ He bought just 1 million ADR (American Depositary Shares) worth 7 million dollars nit 14 millio, 2 million HK shares. He got 1800 million dollars when he sold shares 2 years ago. About 15 months ago he sold more shares worth 120 million dollars. You are right,now he buys back less than 1/2 percent of the shares he sold and it’s all over the news. Sales are pathetic so they have to do something to get new buyers.
$NIO Inc.(NIO)$ Record deliveries in May, June, and Q2 as a whole. More than 20K deliveries 4 straight months. Interest rates about to decline precipitously over the next year. And still you say there's no demand? You lose all credibility when you say stuff like that and make it easy to disregard the rest of your claims.