$XPENG-W(09868.HK) After reading the all-staff letter on the 26th, I continued to think about the post-mortem analysis. Sold the Hong Kong stock shares and plan to switch to US stock long calls for 2027.

Wait for the February sales figures to be announced on March 1st, it's estimated to be a big hit, there's a chance to position long calls again.

The pure electric X9 will be released on March 2nd, which won't help total sales much. Adding to that. I guess the vla2.0 next week will also be given to pioneer media for testing first. It won't be equipped at launch. Official rollout by mid-to-late March?

Events to watch: March: vla2.0, information on the facelifted 26mona 03 (to boost sales), earnings preview.