A good market environment is really important. Netizens are saying that World War III has started. I guess there will be even more $XIAOMI-W(01810.HK) after the car goes public.
With AI stocks falling recently, is it time to move some capital back to the Hong Kong stock market?
Now the AI bubble has clearly burst, with high-priced stocks falling outside. Is it time for foreign capital to free up some positions and return to the Hong Kong stock market? After Seres released its earnings forecast yesterday, many people were laughing that Aito loses over twenty thousand yuan for every car sold. But to be honest, Xiaomi's Q2 is probably not much better. The surge in memory prices is too sharp. Whether it's phones or cars, Xiaomi is all about packing in large memory, so profits on both sides are definitely under pressure. Just thinking about the financial report is worrisome. Moreover, Xiaomi lumps AI investment and automotive R&D costs together, making it impossible to separate the accounts. Who knows how much the car business is really losing and how much money is being burned on AI? It's simply impossible to calculate in detail. Compiled the Q2 delivery data for the two companies...

























