@Shyon:Honestly, while today’s focus is on Xiaomi’s earnings, my eyes are actually on $Intel(INTC)$ . With the recent investment from SoftBank, it feels like a strong signal that big players still believe in Intel’s turnaround story, especially in AI chips and foundry services. I think this backing could help Intel accelerate its strategic push in areas where it has lagged behind competitors. That being said, I’m not ignoring Xiaomi either. The company’s performance in smartphones and IoT devices will be a good gauge of how Chinese tech demand is recovering. If their earnings beat expectations, it could spark some short-term momentum, but personally, I see Intel as a more interesting long-term play at this moment. So, I’ll be watching Intel closely to

@Shyon:I find it remarkable that the Shanghai Composite Index has hit a nearly 10-year high. One would expect widespread excitement and shouts of "the bull market is back," but instead, many chat groups are debating whether it is time to cash out now that a new high has been reached. I understand the concern that the bull run might be ending, yet this cautious sentiment intrigues me. I observe that despite the new high, the WeChat Index search trend for "bull market" sentiment is only just starting compared to last year's September 24 levels. This suggests to me that the market might not be as overheated as some fear. I take this as a sign that the current pullback could be temporary, setting the stage for the next rally ahead. Personally, I believe Chinese stocks remain undervalued, especially c