--- title: "Instant Noodles' Investment Weekly Journal (Week 11, Year 26)" type: "Topics" locale: "zh-CN" url: "https://longbridge.com/zh-CN/topics/39266195.md" description: "Overall a week of recovery This week's trading record: None Current position distribution table: (HK A) (US stocks) Part1: This Thursday, Guolian Shares surged This is Guolian's daily K-line chart on Thursday. Near the midday break, it suddenly rocketed up close to the daily limit-up, with a slight pullback in the afternoon but overall trading above the moving average. Summarized the possibilities for the surge, will post separately later. Part2: Tesla's third generation is already out, how far away is our trillion-dollar market cap robot company? The pre-production engineering prototype of Tesla's third generation debuted at the Shanghai AWE exhibition on March 12th, showcasing specific functions on-site..." datetime: "2026-03-15T05:44:13.000Z" locales: - [en](https://longbridge.com/en/topics/39266195.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39266195.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39266195.md) author: "[泡面艺术家](https://longbridge.com/zh-CN/profiles/21784253.md)" --- > 支持的语言: [English](https://longbridge.com/en/topics/39266195.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39266195.md) # Instant Noodles' Investment Weekly Journal (Week 11, Year 26) A week of overall recovery This week's trading record: None Current position distribution table: (HK A-shares) (US Stocks) **Part1: This week's surge in Gooland Co., Ltd.** This is the daily K-line chart of Gooland on Thursday, showing a sudden rocket-like surge near the daily limit close to noon, with a slight pullback in the afternoon but overall trading above the moving average line. I've summarized the possible reasons for the surge and will post them separately later. **Part2: Tesla's third generation is out, how far are we from our trillion-dollar market cap robotics company?** The pre-production engineering prototype of Tesla's third generation was unveiled at the Shanghai AWE exhibition on March 12th, showcasing specific functions. After watching the demo video, the effects are still mind-blowing. I believe that in the future, in the humanoid robotics industry chain, whether it's technical capabilities, strategic level, or commercial environment, we won't be weaker than Europe and the US. However, there isn't a single trillion-dollar market cap robotics company domestically yet. Does Zhongjian Technology have the potential to become one? **Part3: Why can't Angel Yeast's capital expenditure be reduced?** Why can't it be reduced? How should I know, ask Lao Xiong! A perfectly good yeast stock has been turned into a chemical stock, it's enough to make you furious. **Part4: Keep and DDC's food business** I hadn't paid much attention to Keep's food business before, but after reading a small-scale exchange minutes, I gained some understanding. Currently, the scale of Keep's food business isn't very high, mainly focusing on fitness foods like protein powder, chicken breast, and protein bars. These are definitely not high-margin items, but the fitness food market should be a high-growth market in recent years. I haven't checked the specific market size, but there's a company on the Beijing Stock Exchange called Kangbite that makes protein powder, and their revenue has roughly tripled in the past five years. Similarly, DDC also has a food business, which is another driver for them besides their BTC treasury business, a point worth elaborating on. They also stated in their annual report: In 2025, the adjusted EBITDA for DDC's core consumer food business is expected to be between $5.5 million and $6 million. **Part5: Yonghe Medical's female incremental market** Different from simple male hair transplantation, the female hair market mainly focuses on hairline adjustment, eyebrow transplantation, and hair care. I also checked some data; the overall female hair market in 2025 is around 60 billion, with an annual growth of about 10 billion. I won't go into detailed calculations, but as long as Yonghe can capture just a tiny bit more market share, it would be a huge boost to the company's profits. **Part6: Overseas mining companies are undergoing a frenzied transformation** Many overseas mining companies are now transforming into computing power centers. What is the biggest advantage of Cangu and Canaan? It's not being a light-asset platform, nor is it low financing costs. The biggest advantage is: their core teams are composed of Chinese people! **Part7: Uxin, step by step** Borrowing a phrase I saw, this company really does things step by step. From Xi'an, Hefei to Wuhan, Zhengzhou, Jinan, Guangzhou, and then the landing of new projects in the Yangtze River Delta, no hype, no rashness, steadily expanding nationwide. How big is the used car market? If Uxin really becomes a nationwide big-box store, standardized, what would its annual revenue and profit be? It could really be another cash cow. **Part8: Tuya and Baidu, tinkering with 'little lobsters'** Tuya and Baidu have both been working on 'little lobsters' recently, but their 'little lobsters' are not the same thing. Baidu's OpenClaw focuses on cloud deployment, one-click installation, emphasizing office automation and digital tasks, essentially a digital assistant for individuals and professionals, which can be understood as a general-purpose 'little lobster'. Tuya's DuckyClaw is a hardware-native AI Agent framework, born for Tuya users, designed to let AI autonomously control smart terminal devices. Actually, from this point, you can see the uniqueness of Tuya as a company. Its work on 'little lobsters' fully aligns with its core AIoT business; it didn't blindly follow the trend. Technologically, it's still based on hardware-native and edge-cloud integration, applying its strengths to its most proficient area: controlling the physical world. Its path is much clearer compared to other internet companies. $DDC Enterprise(DDC.US) $Tuya(TUYA.US) $KEEP(03650.HK) ### 相关股票 - [TOPSUN (002779.CN)](https://longbridge.com/zh-CN/quote/002779.CN.md) - [Core Scientific, Inc. (CORZ.US)](https://longbridge.com/zh-CN/quote/CORZ.US.md) - [Mara (MARA.US)](https://longbridge.com/zh-CN/quote/MARA.US.md) - [Hut 8 Mining (HUT.US)](https://longbridge.com/zh-CN/quote/HUT.US.md) - [Tesla (TSLA.US)](https://longbridge.com/zh-CN/quote/TSLA.US.md) - [Cango (CANG.US)](https://longbridge.com/zh-CN/quote/CANG.US.md) - [KEEP (03650.HK)](https://longbridge.com/zh-CN/quote/03650.HK.md) - [DDC Enterprise (DDC.US)](https://longbridge.com/zh-CN/quote/DDC.US.md) - [IREN (IREN.US)](https://longbridge.com/zh-CN/quote/IREN.US.md) - [Terawulf (WULF.US)](https://longbridge.com/zh-CN/quote/WULF.US.md) - [GraniteShares 2x Short TSLA Daily ETF (TSDD.US)](https://longbridge.com/zh-CN/quote/TSDD.US.md) - [Direxion Daily TSLA Bull 2X Shares (TSLL.US)](https://longbridge.com/zh-CN/quote/TSLL.US.md) - [AXS TSLA Bear Daily ETF (TSLQ.US)](https://longbridge.com/zh-CN/quote/TSLQ.US.md) - [XI2CSOPTSLA-U (09366.HK)](https://longbridge.com/zh-CN/quote/09366.HK.md) - [XL2CSOPTSLA (07766.HK)](https://longbridge.com/zh-CN/quote/07766.HK.md) - [XI2CSOPTSLA (07366.HK)](https://longbridge.com/zh-CN/quote/07366.HK.md) - [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/zh-CN/quote/TSLR.US.md) - [Uxin (UXIN.US)](https://longbridge.com/zh-CN/quote/UXIN.US.md) - [Tuya (TUYA.US)](https://longbridge.com/zh-CN/quote/TUYA.US.md) - [TUYA-W (02391.HK)](https://longbridge.com/zh-CN/quote/02391.HK.md) - [Core Scientifc - CW27 (CORZW.US)](https://longbridge.com/zh-CN/quote/CORZW.US.md) - [Core Scientifc - CW29 (CORZZ.US)](https://longbridge.com/zh-CN/quote/CORZZ.US.md) - [Beijing United Information Technology (603613.CN)](https://longbridge.com/zh-CN/quote/603613.CN.md) - [ANGEL YEAST (600298.CN)](https://longbridge.com/zh-CN/quote/600298.CN.md) - [YONGHE MEDICAL (02279.HK)](https://longbridge.com/zh-CN/quote/02279.HK.md) - [BIDU-SW (09888.HK)](https://longbridge.com/zh-CN/quote/09888.HK.md)