Today $XIAOMI-W(01810.HK) announced its Q3 2025 financial report. Due to the mediocre performance of its traditional business, this report appears relatively flat compared to the previous two "strongest ever" quarterly reports. However, with a 22.3% revenue growth rate, 80.9% net profit growth rate, quarterly revenue of 113.1 billion, and net profit of 11.3 billion, this growth and scale are already at the top level in China. Under the current circumstances, it's almost impossible to find another large company with both revenue and net profit growth exceeding 20%...

Today, $XIAOMI-W(01810.HK) announced its Q1 2025 financial report. Since terms like "the strongest in history" have already been used, this time we can only describe it as "the strongest of the strongest" quarterly report. Of course, Xiaomi is likely to continue breaking its own financial records in the future. Regarding the financial report, due to the national subsidies in Q1 and the overwhelming orders for the SU7, the market had already fully anticipated that Xiaomi's financial data would be excellent, but the results still exceeded expectations. Revenue was 2 billion higher than market expectations, and net profit was 1.5 billion higher than market expectations. However, judging from the financial data...

Today, $XIAOMI-W(01810.HK) released its Q4 2024 financial report. After reviewing the data, it's best described by Lei Jun's Weibo comment as "the strongest performance in history." For the financial report, although market expectations were already high, the data still far exceeded them. Let's take a look at the chart first! Xiaomi's financial reports have been analyzed many times, and the basic view remains unchanged: the certainty of the electric vehicle business is increasing, while the smartphone segment, despite the overall market downturn, has shown some progress for Xiaomi. The IOT segment, particularly large home appliances, has seen significant growth...

In 2025, $XIAOMI-W(01810.HK) wrote an epic comeback story in the capital markets. Its stock price soared from a low of HK$8 in 2022 to a peak of HK$58.7, with its market cap surpassing HK$1.4 trillion, a rise of over 570%, making it the new darling of Hong Kong's tech stocks in the "trillion-dollar club." The Xiaomi that was once snubbed by the capital markets has now become a hot favorite. I've held Xiaomi for 5 years, and now I can finally hold my head high. Recently, many friends have been asking me whether they should still buy Xiaomi...

Previously, $Tesla(TSLA.US) released its Q4 2024 earnings report. Judging solely by the numbers, most of the results fell short of expectations. However, since the delivery figures were already known, the gap wasn't significant. Moreover, Tesla's revenue still primarily relies on car sales, which increasingly has less impact on the valuation of electric vehicles. There's not much to say about Tesla's earnings report—it's not much different from previous quarters. With no new car models released in years, growth in the EV business has essentially stalled. The main potential now lies in new ventures like AI and FSD. Looking at this quarter's report...

今天$XIAOMI-W(01810.HK) 公布了 2024 年 Q3 财报，看了数据后，我们还是用雷军的微博对本次季报的评价 “史上最强的业绩” 来形容。上个季报雷军形容是 “史上最出现的季报”，现在我很关注的是下个季度雷军会怎么去形容。  对于财报来说，继续远超市场预期，总营收，手机，IOT，互联网营收均创历史新高，其次电动车业务营收 95 亿，毛利率高达 17.1%...

After the U.S. market closed yesterday, $Tesla(TSLA.US) released its Q3 2024 earnings report. The profit side exceeded market expectations, while the revenue side actually fell short of expectations. Since the previous delivery figures were already known, the revenue gap wasn't significant. The gross margin on the profit side improved significantly to 19.8%, and net profit also achieved 8% growth. After the earnings release, Tesla's after-hours stock price surged by 12%, which also surprised me. However, judging from the report, while it slightly exceeded expectations, it wasn't that exaggerated—unlike previous earnings reports from Nvidia or Pinduoduo...

After the U.S. stock market closed yesterday, $Tesla(TSLA.US) released its Q2 2024 earnings report. This report is quite interesting when combined with Tesla's stock price trend, completely opposite to the Q1 report. Before the Q1 earnings, when the car sales data came out, the market started to voice various pessimistic views. The sales fell short of expectations, and Tesla's stock price dropped all the way below $150. However, during the earnings call, Elon Musk painted a rosy picture, and everyone forgot about the disappointing sales figures, leading to a rebound in the stock price. This quarter, the story is the exact opposite. In my own small group, I predicted Tesla's stock price movements for both Q1 and Q2...

June and first half year performance report of major EV automakers—Li Auto takes the lead, overall progress not optimistic. In June, automakers announced their June and annual performance reports. Deliveries in June showed significant growth, with many automakers hitting new monthly delivery records. However, half a year has passed, and most automakers are still far from their annual targets. Few have even achieved one-third of their goals, let alone half. Therefore, automakers are under considerable pressure, especially in the current macroeconomic environment...

Last week, $NIO-SW(09866.HK) disclosed its Q1 2024 financial report. Overall, Nio's Q1 revenue was 9.91 billion yuan, down 7.1% year-on-year, with losses reaching 5.185 billion yuan. These figures were within expectations, as Q1 vehicle sales were already known. However, the overall gross margin was only 4.9%, even lower than XPeng's, which was somewhat surprising. Additionally, the Q2 delivery guidance was worse than expected. Although Nio delivered over 20,000 new vehicles in May—a record high for a single month—after adjusting its battery leasing plan, the delivery guidance suggests...