Continue to adjust positions significantly: Increase the position in $Alphabet(GOOGL.US) to an absolute overweight, optimistic about Google Cloud's highest growth rate, bearish on Microsoft Cloud (relatively). In fact, Google Search has already integrated with Gemini to create the most competitive and differentiated product experience (especially for cloud customers, not individual customers).
Return to $Li Auto(LI.US), personally experienced the 8.0 update of vla and the new car system. Despite the unfavorable track and fierce competition, the ROI of intelligent investment is not high at present. However, in the long run, at this price, with the potential release of i6, this price offers a certain level of safety.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
