$CHINA SHENHUA(01088.HK) Thanks for Old Duan selling out🌹
一起踏踏实实
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把止损做到血液里，赚多少不知道，亏多少是能控制的，最后从胜利走向胜利，踏踏实实
一起踏踏实实Suggestions for you to follow
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$HUA HONG GRACE(01347.HK) Bought some bear warrants, the bearish outlook is more than just a little.
HUA HONG GRACE
HK01347
一
$Occidental Petroleum(OXY.US) From the perspective of oil's future, the current price is at a low point.
Occidental Petroleum
USOXY
一
$Berkshire Hathaway B(BRK.B.US) The current U.S. stock market is all a false prosperity. The upcoming high oil prices will inevitably bring high inflation, leading to a socio-economic downturn, along with the Federal Reserve's hawkish rhetoric. That will be the real moment of panic. However, the good thing is, these are all artificial measures by the U.S. after manipulating oil prices. The formal interest rate cut cycle will likely begin around September. Before then, Berkshire is the Noah's Ark.
Berkshire Hathaway B
USBRK.B
一
$Berkshire Hathaway B(BRK.B.US) The big rally is about to start, it's just shaking out weak hands.
Berkshire Hathaway B
USBRK.B
一
$Occidental Petroleum(OXY.US) Won't see 76 until May ❤️
Occidental Petroleum
USOXY
一
$CNOOC(00883.HK) takes off tomorrow🤩
CNOOC
HK00883
一
US oil has officially started its big rally! 🎉
一
$ExxonMobil(XOM.US) Cruise ships aren't going to the Persian Gulf, they're all heading to the US now😂
ExxonMobil
USXOM
一
$Occidental Petroleum(OXY.US) $Chevron(CVX.US) $ExxonMobil(XOM.US) So Trump's making such a big fuss is because he's thinking of shifting oil from domestic demand to export 🤣, using Iran to kick the Middle East out. That has many benefits. Everyone, go ask AI.
Occidental Petroleum
USOXY
一
$XIAOMI-W(01810.HK) is very promising, but if it falls below the previous low, pull out first. Wait for the next low point to re-enter, don't get trapped.
XIAOMI-W
HK01810
一
Viewing the Hang Seng Tech Index from a Higher Latitude
There are differences between the Hang Seng Tech Index and U.S. stocks. In the Hang Seng Tech Index's market movements, it's rare to see a broad-based rise across individual stocks. A broad-based rise requires valuations to be sufficiently low; more often, it's individual stocks leading the index higher individually. Analysis of the Hang Seng Tech Index's movements: For example, the broad-based rise in Xiaomi, Alibaba, and Tencent from January to March last year. From April to October, Tencent played a stabilizing role for the Hang Seng Tech Index. In September to October, Alibaba surged due to the AI concept, leading the Hang Seng Tech Index to a significant rise and finally peaking. By October, the Hang Seng Tech Index needed an adjustment due to the substantial gains earlier. During the period from November 21 to January 12 this year...
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$XIAOMI-W(01810.HK) The trend of the Hang Seng Tech Index depends on Alibaba, Meituan, and Xiaomi. The first two have either finished their story or have weak fundamentals. This means if Xiaomi doesn't rise tomorrow, it proves the Hang Seng Tech Index still needs to adjust for a while.
XIAOMI-W
HK01810
一
$XIAOMI-W(01810.HK) Don't chase the high, patience is needed to break through the dense trading zone ahead.
XIAOMI-W
HK01810
一
$JINXUN RESOURCE(03636.HK) Any drop is profit, wait patiently
JINXUN RESOURCE
HK03636
一
I opened Longbridge in the first place just to buy Xiaomi.
This time, I don't want to miss out again. In the past, Xiaomi's valuation was driven by cars, and next is the large model!
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My view hasn't changed. Those in the know already went all-in last week. Potential new narratives that may emerge next include: accelerated overseas expansion of new energy under the US-Iran situation, new developments in AI large models, human-vehicle-home ecosystem interconnection, miclaw, and chips, etc. Looking forward to tonight's launch event!
I think Xiaomi will replace Alibaba in the second half of the game. After all, when it comes to AI models, their capabilities will eventually converge. Models like Qianwen, Yuanbao, and Doubao will likely become similar in performance, as talent poaching can somewhat bridge the gap.
Currently, the focus of AI competition is on large models and computing power, but in the second half, the key will shift to end-user applications. From Doubao phone, we can see ByteDance is eager to integrate models with devices. In contrast, Xiaomi, as the player with the most devices, is in a strong position to win effortlessly.
From a business development perspective, Xiaomi has a closed-loop ecosystem covering people, cars, and smart homes, with growing international capabilities and exponential performance growth. On the other hand, Alibaba is losing ground in e-commerce to PDD and in food delivery to Meituan, relying solely on Alibaba Cloud to sustain performance. This is too fragile, and they still have to subsidize loss-making businesses with profits from this segment, making sustainable development hard to guarantee.
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$MEITUAN(03690.HK) No matter what Alibaba's earnings report is like, it's a big positive for Meituan. Let's wait and see👀
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$MEITUAN(03690.HK) By my reckoning, Meituan is about to stage a strong rebound.
MEITUAN
HK03690
一
$PDD(PDD.US) You guys think PDD is honest and down-to-earth, and Huang Zheng is low-key and has vision. But few people know that he got his first pot of gold from overseas gray industries. He dares not show his face because of the many shady deals. You can look it up yourselves. The company is a good company, but it's a pity the boss has character issues.
PDD
USPDD
一
My view remains unchanged up to now.
I think Xiaomi will replace Alibaba in the second half of the game. After all, when it comes to AI models, their capabilities will eventually converge. Models like Qianwen, Yuanbao, and Doubao will likely become similar in performance, as talent poaching can somewhat bridge the gap.
Currently, the focus of AI competition is on large models and computing power, but in the second half, the key will shift to end-user applications. From Doubao phone, we can see ByteDance is eager to integrate models with devices. In contrast, Xiaomi, as the player with the most devices, is in a strong position to win effortlessly.
From a business development perspective, Xiaomi has a closed-loop ecosystem covering people, cars, and smart homes, with growing international capabilities and exponential performance growth. On the other hand, Alibaba is losing ground in e-commerce to PDD and in food delivery to Meituan, relying solely on Alibaba Cloud to sustain performance. This is too fragile, and they still have to subsidize loss-making businesses with profits from this segment, making sustainable development hard to guarantee.