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08-25 13:42

Xiaomi Unveils 3nm In-House Chips: Can Its Stock Price Rise?

On August 24, Xiaomi officially unveiled three self-developed chips: the Xring O3, Xring O100, and Xring D100. Among them, the Xring O3 features a 10-core all-big-core CPU design, with its multi-core benchmark score surpassing 15,000 for the first time, representing a 60% performance improvement. It also debuts the G2-Ultra NX GPU, delivering an unprecedented generational upgrade with 85% higher performance and 64% lower power consumption. In addition, the Xring O3 is the world’s first mobile processor to support LPDDR6, offering bandwidth of up to 113.8GB/s, 48% higher than the Xring O1. Previously, Xiaomi has relied heavily on Qualcomm and MediaTek for smartphone chips. As its Xring chips continue to evolve, Xiaomi could further strengthen the autonomy of its chip supply chain while gain
Xiaomi Unveils 3nm In-House Chips: Can Its Stock Price Rise?
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16:55

Meituan Earnings Preview: Has the Profit Turning Point Arrived?

After the Hong Kong market closes this Friday, Meituan will release its second-quarter earnings report. Analysts expect Q2 revenue to reach RMB 101.079 billion, up 16.8% year over year, while adjusted EPS is forecast at RMB 0.052, down 97.1% year over year. As for the stock performance, Meituan has been volatile this year. The stock rebounded briefly in late June but has weakened again recently, falling about 23.8% year to date. In terms of revenue structure, Meituan has two major business segments: Core Local Commerce and New Initiatives. Delivery services and merchant services are the main sources of revenue within Core Local Commerce. Analysts expect Core Local Commerce revenue to grow about 4.95% year over year in Q2, while New Initiatives is expected to grow much faster, with revenue
Meituan Earnings Preview: Has the Profit Turning Point Arrived?
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08-24 14:42

Li Auto Earnings Preview: Performance Under Pressure, When Will the Stock Stop Falling?

Li Auto is set to release its second-quarter earnings report after the Hong Kong market closes this Wednesday. Analysts expect Q2 revenue to reach RMB 24.962 billion, down 3.7% year over year, with adjusted EPS estimated at RMB -0.562. In terms of stock performance, Li Auto has been trending downward with volatility this year. After a sharp decline in May, the stock has continued to trade in a volatile range, with shares down about 23% year to date. As for revenue structure, Li Auto has two major business segments: Vehicle Sales and Other Sales & Services, with vehicle sales remaining its primary revenue contributor. However, growth in the vehicle business remains under pressure. Li Auto delivered a cumulative 61,363 vehicles in June and July, down 8.4% year over year. Analysts expect
Li Auto Earnings Preview: Performance Under Pressure, When Will the Stock Stop Falling?
avatarTalia_z
08-17

Baidu Earnings Preview: Can AI Drive a Turnaround in Performance?

Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. $BIDU-SW(09888)$ $Baidu(BIDU)$ $BIDU-SWR(89888)$ Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti
Baidu Earnings Preview: Can AI Drive a Turnaround in Performance?
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08-14

Xiaomi Earnings Preview: Smartphone Business Remains Under Pressure — How Long Will the Stock Slump

Xiaomi is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Xiaomi’s Q2 2026 revenue is expected to reach RMB 108.325 billion, down 1.9% year over year, while adjusted EPS is expected to come in at RMB 0.235. $XIAOMI-W(01810)$ $XIAOMI-WR(81810)$ $Xiaomi Corp.(XIACY)$ Since the end of July, Xiaomi’s share price has generally been trending downward. With the Q2 earnings report approaching, the market will be closely watching the company’s profitability, whether its smartphone business remains under pressure, and whether smart EV shipmen
Xiaomi Earnings Preview: Smartphone Business Remains Under Pressure — How Long Will the Stock Slump
avatarTalia_z
08-20

Pop Mart’s earnings have turned out to be a major disappointment!

Just now, Pop Mart released its 2026 interim results. The numbers show that first-half revenue came in at RMB 17.173 billion, up 23.8% year over year but well below the market expectation of RMB 19.975 billion. Adjusted net income was RMB 5.156 billion, also significantly below the expected RMB 6.665 billion. In the first half of 2026, The Monsters, which includes Labubu, generated RMB 4.45 billion in revenue. Twinkle Twinkle generated RMB 2.65 billion, while Crybaby generated RMB 1.63 billion. By region, Pop Mart’s domestic revenue for the first half of the year was RMB 12.2 billion, revenue from the Asia-Pacific region totaled RMB 2.58 billion, revenue from Americas totaled RMB1.89 billion, and revenue from Europe and other regions totaled RMB 0.51 billion. Overseas revenue fell signific
Pop Mart’s earnings have turned out to be a major disappointment!
avatarTalia_z
08-12

Tencent Music Q2 Earnings Breakdown: Behind Revenue Growth, Core Business Remains Under Pressure

After its earnings report release, Tencent Music Entertainment (TME) shares plunged more than 12%. On the surface, the company’s second-quarter revenue and profit continued to grow. However, a closer look at the financials suggests that the underlying momentum of TME’s core businesses remains underwhelming. $Tencent Music(TME)$ In terms of revenue, TME reported total revenue of RMB 8.933 billion (approximately US$1.32 billion) in the second quarter, up 5.8% year over year. Compared with Q2 2025, revenue increased by RMB 491 million, of which approximately RMB 407 million came from the consolidation of Ximalaya. In other words, excluding the consolidation, total revenue from the company's remaining businesses grew by just RMB 84 mill
Tencent Music Q2 Earnings Breakdown: Behind Revenue Growth, Core Business Remains Under Pressure
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08-18

POP MART Earnings Preview: Growth Slows, When Will the Stock Stop Falling?

POP MART is set to release its 2026 interim results after the Hong Kong market closes on August 20. Analysts expect the company to report RMB 19.975 billion in revenue for the first half of 2026, with adjusted EPS of RMB 5.046. In terms of stock performance, POP MART has been on a broadly downward trend since February, with the stock down approximately 18.6% year to date. The market is increasingly focused on the company’s earnings growth and overseas business performance. As for revenue structure, POP MART generates revenue primarily through three channels: offline channels, online channels, and wholesale & others. Offline channels are the company’s main source of revenue, including retail stores and Roboshops, with retail stores accounting for the largest share. However, retail store
POP MART Earnings Preview: Growth Slows, When Will the Stock Stop Falling?
avatarTalia_z
08-13

CoreWeave Shares Surge 17%: Behind the $100B RPO, Profitability Remains Key

Following the release of its second-quarter earnings, CoreWeave’s shares rose about 17% in premarket trading on Wednesday, as the market reacted positively to the company’s results and growth outlook. $CoreWeave, Inc.(CRWV)$ In terms of financial performance, CoreWeave reported Q2 revenue of $2.575 billion, up approximately 112% year over year and slightly above analysts’ expectations of $2.56 billion. Adjusted net loss per share came in at $1.14, also better than the expected loss of $1.41 per share. Meanwhile, the company raised its full-year revenue outlook to $12.4 billion–$13.2 billion, providing another positive signal for its growth prospects. More importantly, CoreWeave’s future revenue visibility and profitability both sho
CoreWeave Shares Surge 17%: Behind the $100B RPO, Profitability Remains Key
avatarTalia_z
08-18

Alibaba Earnings Preview: Can AI and Cloud Businesses Reverse the Stock’s Downtrend?

After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo
Alibaba Earnings Preview: Can AI and Cloud Businesses Reverse the Stock’s Downtrend?

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