$MEITUAN-W(03690)$It's amazing that Meituan has turned the tide on its own. In contrast, Pinduoduo's management is really shameless and treats all shareholders as enemies. I personally have hardly ever used Pinduoduo. I always use JD.com. I hate the ads everywhere and the cut-price shopping. On the contrary, I always use Meituan for takeout and group buying. I can't live without Meituan.
$Meta Platforms, Inc.(META)$ Just like the Market Makers played with META in upper $380s -$400s before the run to the $500s, they will probably play with META in the $480s-$500s, before the run to the $600-$700sEarnings are still 2 months away, so plenty of time to take advantage of the manipulation dips, before the October earnings.I’m ready for the annual September discount buying.
$BYD COMPANY(01211)$ BYD's biggest enemy right now may be Xiaopeng. Judging from the volume of sales and performance, it is not an exaggeration to call BYD the Mixue Ice City of the automotive industry. It is definitely the boss. Xiaopeng Mona's positioning is lethal. I think Great Wall's new Blue Mountain product strength will definitely be able to compete in the 300,000-level SUV in the second half of the year. Compared with the internal competition of pure electric vehicles, Blue Mountain has also arranged sofa color TVs and refrigerators, waiting for the test of the market.
$Faraday Future Intelligent Electric Inc.(FFIE)$ I’m not sure I’d call this a roller coaster. I’d say this is more similar to a BBC pounding and the bagholders are piper perri I can imagine the stale looking on Cyrus’s hole ridden face as he watches his negative account move to green on a near 100% gain and proceeds to watch it slowly decline still. Smooth. Brain.
$Li Auto(LI)$ With a revenue of 30 billion, all the cars are high-priced at around 300,000 yuan, and the operating profit is only a few hundred million yuan, which is far behind the international giants. This means that the car with a cost of 300,000 yuan is sold for 310,000 yuan. There are also manufacturers such as NIO that sell cars with a cost of 300,000 yuan for 200,000 yuan, while the international giants are trying to sell cars with a cost of 100,000 yuan for 300,000 yuan. Let's see who will have the last laugh.
$BYD COMPANY(01211)$ In the first half of this year, BYD invested 20.2 billion yuan in R&D, a year-on-year increase of 42%, about 6.6 billion yuan higher than the net profit in the same period, and the cumulative R&D investment was nearly 150 billion yuan. So far, we have applied for more than 48,000 patents worldwide, authorized more than 30,000 patents, and have more than 100,000 R&D personnel. In the future, we will continue to increase R&D investment unswervingly to bring more subversive experiences to users!
$XIAOMI-W(01810)$ At the launch of the new M7 Pro yesterday, Huawei's Yu Chengdong said that the cost of the new M7 Pro is very high, and currently selling one car will lose nearly 30,000 yuan.This level of loss per car should be considered good among the new forces in car manufacturing. The data disclosed in Xiaomi's financial report last week showed that the loss per car was about 60,000 yuan, and the overall pricing of Xiaomi SU7 and the new M7 Pro was not much different. The problem that new forces are facing now is that they basically have to lose money for 2-3 years. One is that the cost of electric vehicles is high, and the other is that the scale has not been established. The automobile industry must expand its
$SENSETIME-W(00020)$ SenseTime's interim report, total revenue of 1.7397 billion, up 21.4% year-on-year, reduced losses by about 20%, within expectations;The highlights are the performance of generative artificial intelligence and Jueying: generative artificial intelligence performance increased by 255.7% year-on-year (reaching 1.0512 billion, 1.2 billion for the whole of last year), and its share in the group's revenue increased from about 30% last year to 60.4%; Jueying's performance increased by 100.4% year-on-year (reaching 168.1 million). Traditional artificial intelligence business shrank significantly, down 50.6% year-on-year; sales expenses fell 21.2% year-on-year, administrative expenses fell 7.7%, and R&D
$NVIDIA Corp(NVDA)$ All this talk about “shorts” is overblown. Look at the facts, barely over 1% of the float is shorted. That is nothing. Literally NOTHING!!!Yes, there are puts and call options, algorithms, etc. But this stock is heavily favored by the street, has very positive buy “ratings”, there financial results are off the chart positive, on and on. Yes it is volatile with big swings (day traders love it), but my goodness, just look at the long term trend line!!! If you’re long, this company has a lot of runway for several years. There will be some bumps along the way, but over all, just hold and park your money here. You won’t be disappointed.
$TRIP.COM-S(09961)$ Ctrip's stock price soared, how should we view the sharp increase in Q2 net profit?First of all, from the financial data, Ctrip Group's performance in the second quarter of 2024 was very impressive. Net income achieved a year-on-year growth of 14%, reaching 12.8 billion yuan, and net profit increased to 3.9 billion yuan, a significant increase compared with 648 million yuan in the same period last year. This shows that Ctrip has seized the opportunity in the recovery of the tourism market and effectively improved its business scale and profitability.Secondly, from the perspective of business structure, Ctrip's diversified development strategy has been effectively verified. Hotel reservation business,