---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39356069.md"
description: "My view hasn't changed. Those in the know already went all-in last week. Potential new narratives that may emerge next include: accelerated overseas expansion of new energy under the US-Iran situation, new developments in AI large models, human-vehicle-home ecosystem interconnection, miclaw, and chips, etc. Looking forward to tonight's launch event!"
datetime: "2026-03-19T02:19:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39356069.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39356069.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39356069.md)
author: "[一起踏踏实实](https://longbridge.com/en/profiles/13340712.md)"
---

# My view hasn't changed. Those in the know already …


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## Comments (6)

- **我爱理财 · 2026-03-19T09:46:31.000Z**: A hype company
- **madwel · 2026-03-19T02:24:49.000Z**: I saw someone replied to you before, and the comments were actually quite fair. Xiaomi is downstream in the token ecosystem, Alibaba is upstream, and their work scopes are different. If you want Xiaomi to do everything, it's just a case of the ideal being plump but the reality being skinny. Tencent'
  - **一起踏踏实实** (2026-03-19T02:46:43.000Z): You can take a look at Kingsoft Cloud
  - **madwel** (2026-03-19T02:57:17.000Z): Given Kingsoft Cloud's current market cap and size, it's fine to make some money by speculating on it.
- **Deam · 2026-03-19T02:24:35.000Z**: Indeed forward-looking.
  - **一起踏踏实实** (2026-03-19T02:46:25.000Z): 🤝