$XPeng Inc.(XPEV)$ With the intense domestic competition, going overseas is the best move for Chinese EV makers. Take XPeng for example, with a 300% export growth，it may be from a low base, but the momentum is real. Exports are way more profitable and less cutthroat. Unlike in China where brands like $Xiaomi Corp.(XIACY)$ , HarmonyOS, or Li Auto benefit from cult-like followings, overseas consumers don’t care about nationalism or who Lei Jun is. That’s actually an advantage，success abroad depends purely on product and global execution.
$IONQ Inc.(IONQ)$ Quantum computing is hailed as the "next-generation computing revolution," and IONQ's trapped-ion technology stands out with its high precision and industry-leading qubit stability. Recognized as a leader in the field, IONQ has been integrated into major cloud platforms like $Amazon.com(AMZN)$ AWS and $Microsoft(MSFT)$ Azure, accelerating real-world commercialization. By offering quantum computing power via the cloud, IONQ is expanding its applications into areas such as financial modeling and AI optimization, paving the way for the practical adoption of quantum computing.I am optimistic about the future of this stock and will hold on to it firm
$ZTE(00763)$ 18% up in Hong Kong stocks! ZTE is truly the standout in the Hong Kong market, breaking new highs. The next target is 35! With a stable market cap, solid PE, and growing industry position, it’s definitely a top pick for long-term holding.
$XIABUXIABU(00520)$ Saw the report mentioning a positive signal for XIABUXIABU, so I decided to play around with CBA. Turned out to make a small profit today!
$Tesla Motors(TSLA)$ Well…NVDA did not save the market. The Nasdaq will begin a systematic sell off starting tomorrow. September is historically a weak month, coupled with NVDA weakness and Tesla’s rising list of concerns, I could see this under $175 by the end of Sept and under $140 by Oct.
$Salesforce.com(CRM)$ Single figure growth from here for the next few years.... 40x earnings not sustainable. Belongs in the 20x earnings now along with Google and Meta. Margins can only be squeezed so far!Who ever is buying at these levels will loose their pants tomorrow
$Alphabet(GOOG)$ Its funny that when the "cheese" wants to make the sector stink, they just do it and it can squander on for 3-6 months and we deserve none of that. No way should we be down buck on some nvda news. But whatever, This after market stuff will be brushed aside pretty quick.
$XPeng Inc.(XPEV)$ China EV makers are NOT selling any cars in US and Canada at all. US and Canada government just enjoy themselves with empty hands. Sad to the consumers in US and Canada, they cannot buy cheap but good EV cars. Europe sells a lot of traditional cars in China. If they restrict China EV cars, China will restrict European traditional cars. China EV makers will be happy to enjoy bigger market shares in China.Data shows that one out of every 3 cars sold worldwide is sold in China. The don't need other countries to be successful.
$Palantir Technologies Inc.(PLTR)$ The hype around NVDA is out of control. Even if they had poor earnings, what does that have to do with PLTR? Completely different fields and strategies. It’s like saying that if a handbag store on your street closes because everyone already bought a bag, then the grocery store should close too.
$XIAOMI-W(01810)$ I remind you that su7u will definitely be released simultaneously with the Xiaomi 15 series, and the traffic impact of su7u will promote the 15 series at a level similar to that of mate60. In the next six months, in addition to the rising financial performance, this will be a historic event in the linkage between the car industry and the mobile phone industry.In my opinion, let alone ordinary media and investment analysis, even Xiaomi shareholders have not realized the strategic significance of su7. This is a real breakthrough in China's top performance cars (Zeekr Geely has achieved performance but has not broken the circle). The impact of the next national traffic carnival event may allow us to see a