$XIAOMI-W(01810)$ The funds from the sale of Baolong are influenced not only by tariffs but also to a large extent by the restriction on the intelligent driving promotion caused by the Xiaomi car accident. However, will intelligent driving be cancelled? No! Just from the perspective of investment, in the past, the plasticizer incident in white spirits and the melamine incident did not cause the disappearance of these two industries. Instead, the well-performing enterprises in these industries became even better. The recent upward trend after the Spring Festival was mainly due to the purchase of intelligent driving-related funds. In the short term, unless the performance greatly exceeds expectations, it will be difficult

$Tesla Motors(TSLA)$ Tesla's current market capitalization is still worth $920 billion. Looking at the latest quarterly report, the automotive business has no highlights at all. So why does the market still give it this valuation? The reason lies in the imagination of Full Self-Driving (FSD) and robots. Tesla is indeed an unavoidable target in the two future industries of autonomous driving and robotics. Therefore, the market does not simply value Tesla as an ordinary automotive company.

$XIAOMI-W(01810)$ Competition from new entrants is intensifying —— including companies such as Xiaomi Corp. Tesla is expanding from smartphones into car manufacturing, and the Chinese electric vehicle market is already crowded —— which also threatens Tesla's position.

$Tesla Motors(TSLA)$ The Voice of a Filial Daughter "My 91 - year - old mother bought a Model 3 with Full Self - Driving (FSD) in January 2025. It was either get FSD or stop driving. She uses FSD every time she drives. When she's in so much pain that she can't walk across the parking lot to get to her car, she often calls for a ride. What's more, she no longer has to go to the gas station. Even if her car is only plugged into a 110V outlet in the garage, it always has 80% battery in the morning. This car has brought me endless peace of mind and made her more independent."

$XIAOMI-W(01810)$ Without considering other factors and just talking about the appearance of Xiaomi SU7, almost all the women around me say it looks good, and I also think it's really nice. If I were to change the car I drive and there's not much difference in terms of configuration and safety, the Xiaomi SU7 would be my top choice.

$Tesla Motors(TSLA)$ The current situation is that the trading volume of a single Tesla stock in one day is equivalent to the trading volume of the entire A-share market during the sluggish period for most of a half day or during the peak period for two hours. For a stock with such strong trading activity, how bad could it be? What's more, there is a high probability that its stock price will soar after June. Is it better to hold onto the current property ownership certificates that are in a stagnant state, or to change the fate of the family for the next generation? Everything depends on the choice you make today.

$Strategy(MSTR)$ As digital gold, BTC has a certain price ratio relationship with gold. If the currency continues to be issued in excess and there is an overflow of liquidity, then apart from gold, BTC will be the second-largest asset to absorb the excess currency.

$Tesla Motors(TSLA)$ The Trump team argued that they were conducting a compliance test, and surprisingly, some people actually believed it! Now it seems that not a single agreement has been finalized, and no major power is willing to comply. It's like slapping themselves in the face. Now they are kneeling down and begging for mercy, losing face in front of people all over the world. For a president who cares so much about his dignity and reputation, he must be extremely frustrated inside.

$XIAOMI-W(01810)$ Xiaomi can strive to be like Volkswagen, Lenovo, or Toyota, but it will never be able to be like Apple or Microsoft. It can resemble Volkswagen and Lenovo because it can control costs effectively. However, it can't be like Apple or Microsoft because it lacks the ability to innovate to an extreme degree.

$Tesla Motors(TSLA)$ It is rumored that Elon Musk will publicly announce the time of his departure from the efficiency department at Tasila's earnings conference. He used to be passionate about technology, but now it seems that he is more interested in power, money, and having children. He might try to boost the stock price with some high-profile but empty news. It seems that it's almost time again for short sellers to open positions!

$XIAOMI-W(01810)$ The funds from selling Baolong shares, apart from the impact of tariffs, are also significantly influenced by the fact that Xiaomi's car accident has led to restrictions on the promotion of its intelligent driving technology. However, will intelligent driving technology be abolished? No, it won't! Just from an investment perspective, back then, the plasticizer issue in white spirits and the melamine incident didn't make those two industries disappear. Instead, the well-performing enterprises in those sectors have become even better. The rally after the Spring Festival was mainly due to the buying of funds related to intelligent driving. In the short term, unless the company's performance far exceeds exp

$Tesla Motors(TSLA)$ It's possible that the rumors of Musk's regret were due to the complex relationship between him and Trump. After Trump took office, some of his policies, such as the "tariff war", had a negative impact on the economy and the stock market. Tesla, as a global company, was also affected. Musk might have expressed dissatisfaction with some of Trump's policies, which led to speculation that he regretted supporting Trump.However, the fact that they were playing golf together indicates that their relationship might not be as bad as the rumors suggest. Perhaps they still have some common interests or maintain a certain level of personal friendship. In any case, the relationship between Musk and Trump is compl

$XIAOMI-W(01810)$ Yu Chengdong was asked about his opinion on Xiaomi's entry into the automotive industry. His response was: I know that they (referring to Xiaomi) will bring strong traffic capabilities. And since their chairman, CEO, and founder is personally leading the effort in this regard, that traffic-generating ability is extremely powerful! In this aspect, we traditional automakers can't compete with them. We are not on the same level; there is a difference of two or three orders of magnitude.

$Tesla Motors(TSLA)$ Tesla (TSLA) has released new photos of Optimus. According to Tesla's recent updates, Optimus's movements are getting closer to those of a human being, including straightening its knees, having a smooth heel-to-toe gait, and natural hand movements. Just like the evolution pattern of Tesla's Full Self-Driving (FSD), these evolutions of Optimus are also accomplished through simulation training.

$XIAOMI-W(01810)$ Xiaomi has extremely strong supply chain management capabilities. Xiaomi can always produce products with high cost-effectiveness at a very low cost, which caters well to the needs of its fans who want to show off with the least amount of money spent. Xiaomi can be like Volkswagen, Lenovo, or Toyota, but it can never be like Apple or Microsoft. It can be like Volkswagen and Lenovo because it can control costs effectively. However, it can't be like Apple or Microsoft because it lacks the ability to innovate to a great extent.

$Tesla Motors(TSLA)$ People are grouped by their kind, and both Elon Musk and Donald Trump are extremely greedy for money. Otherwise, Musk wouldn't have set up a stock incentive plan worth $40 billion for himself. The small shareholders were so angry that they even sued him and won the lawsuit! However, due to his extreme love for money, Musk, despite feeling embarrassed, still forcefully pushed through and implemented the plan in the end. After all, the US dollars in his own pocket are more important than anything else! Since Musk loves money, when Tesla's stock price drops, he is highly likely to imply various positive news about Tesla through the media. At this time, it is a good opportunity for those friends who want

$XIAOMI-W(01810)$ Lei Jun's ability to make a breakthrough in the two huge consumer markets of mobile phones and cars is absolutely inseparable from his marketing strategies. At the very beginning, he successfully imitated Steve Jobs by wearing jeans and T-shirts, and he was given the nickname Later, he catered to the "diaosi" culture and loudly declared that those who win over the "diaosi" (a term originally referring to ordinary people with limited economic resources, often used in a self-deprecating way in Chinese internet culture) will rule the market. Through the strategy of creating artificial scarcity, he attracted a large number of users. All of the above are the means of Lei Jun's success. Here, we have to admir

$Tesla Motors(TSLA)$ Elon Musk said, "Soon, there will be, for the first time, a universal, purely artificial intelligence-based full self-driving solution that only requires cameras and Tesla AI chips with Tesla's AI software ($Tesla (TSLA)$)." His words have the following meanings: 1. What will be launched next is the unregulated version of Full Self-Driving (FSD). The video released by Tesla officially yesterday, showing a car rolling off the production line at the Texas Gigafactory and driving itself to the logistics center, is of the unregulated version of FSD. 2. The correct path to autonomous driving is through cameras and AI chips, and there is no need for LiDAR. 3. Tesla

$XIAOMI-W(01810)$ What is Xiaomi's core competitiveness? To put it simply, there are two aspects: First, Lei Jun has extremely strong marketing capabilities. Lei Jun's ability to carve out a niche in the two huge consumer markets of mobile phones and cars is absolutely inseparable from his marketing methods. At the beginning, he successfully imitated Steve Jobs, wearing jeans and a T-shirt. Later, he catered to the "loser" culture and loudly declared that those who win over the "losers" will win the world. Through the strategy of creating artificial scarcity, he attracted a large number of users. All of the above are the means of Lei Jun's success. Here, we have to admire Lei Jun's marketing capabilities. There should be

$Tesla Motors(TSLA)$ Tesla plans to produce 5,000 Optimus robots this year and has already ordered 10,000 to 12,000 sets of components. The first mass-produced version has been manufactured on the new production line at Tesla's Fremont factory in Silicon Valley. The goal for next year is to produce 50,000 units, so as to reduce costs through large-scale production. Musk predicts that if the production volume exceeds one million units in 2027, the unit price is expected to drop to $20,000. In that case, the commercialization of the robots will be rapidly implemented, and then the market will witness explosive growth. Optimus is already equipped with Tesla's FSD (Full Self-Driving) algorithm and has memory capabilities, ena