MIXUE GROUP

SpaceX is the largest IPO in history. But it is not the largest in terms of order book SpaceX has accumulated usd100 bil but compared to some of the recent Chinese IPO, it is still small. China chipmaker MetaX Integrated Circuits Shanghai Co's IPO in 2025 drew in usd444 bil! Mixue, the popular tea and ice cream serving chain debuted in Hong Kong with usd230 bil. Chinese investors can't be underestimated for their ability to move the market.

The Hong Kong stock market is now a tale of two extremes. Mixue Group is exploding directly, this wave of beverages really gives a bull market feeling. However, cyclical stocks like oil services, such as BQE Petroleum Services, fell nearly 10% in a single day, not even enough time to cut losses.

Those two in new energy and biotech (Goldwind Science & Technology, Giant Biogene), seem to have no presence, just floating along passively.

RoboSense pulled up a bit, the smart vehicle track still has some popularity.

Now, we can only watch and choose, continue to endure...

Seriously, Singtel stop making my life hard. I need the connectivity. Can't believe they are so terrible. I am cancelling my plan with them and will short it!

I believe Alibaba is going to surprise the market with a major new chip product. 💪🏽

It is also surprising that no one is talking about yesterday’s gold movement. Gold has never, in history, dropped 10% and then rebounded 10% in a day. The decline itself was the first of its kind in 40 years.

Singtel -5.4% on outage is a buying opportunity if you believe network reliability is fixable. Core business unchanged

$AUNTEA JENNY(02589.HK) has mediocre fundamentals and valuation, but the following analysis makes sense: small issuance ratio, barely meeting the Shanghai-Hong Kong Stock Connect threshold, high single-share price, and the milk tea sector in the secondary market is full of bull stocks $MIXUE GROUP(02097.HK)$GUMING(01364.HK)

$MIXUE GROUP(02097.HK)So annoying! Not watching anymore 🙈

$Luckin Coffee(LKNCY.US) surged violently tonight, lifting the valuation to create more room for $MIXUE GROUP(02097.HK)