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...
Entering 2025, three years into the OpenAI-led AI cycle, the industry remains in a full-on AI investment phase. Based on our recent work, Dolphin Research sees 2026 hinging on compute cost-down and on...
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With the successful launch of Tesla's Robotaxi, which related players are worth paying attention to?
$Tesla(TSLA.US) rose more than 10% during the session. UBS believes Robotaxi will bring Tesla over $200 billion in annual revenue by 2040. Which players in the autonomous driving industry chain are wo...
Does BYD, which seems already very expensive, still have the potential for further price increases?
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$XTALPI(02228.HK) is somewhat similar to the trend of $ROBOSENSE(02498.HK) in early December; after the first wave of rally, it consolidated and rested, and now it's in the second wave of rally. Buy t...