$XIAOMI-W(01810)$ Nice little gain on Xiaomi! Perfectly timed with the contra688 promo - used the free vouchers to average up, big shoutout for the rewards! Goldman just upgraded them, highlighting the AI narrative. Xiaomi's heavy R&D investment is solid, and I still see it as a high-growth play for the long run. Holding tight!
$XPeng Inc.(XPEV)$ 's global strategy is impressive! It's positioned as a premium brand overseas, with top-tier hardware/software iteration, OTA updates, and powertrain tech. Its global charging network and local R&D create win-wins. With strong AI focus and Alibaba Cloud backing, the future looks bright!
$Alibaba(BABA)$ Following the institutional flow—investing in BABA is a smart move. Its international digital commerce segment is growing fast with better-than-expected GMV, backed by Cainiao's global logistics network. Solid fundamentals make it a reliable long-term hold.
$ProShares UltraPro Short Russell 2000(SRTY)$ trade nailed the small-cap pullback! 3x short leverage worked perfectly, but trimming 50% position given market volatility. Keeping powder dry for Fed policy shifts - discipline beats greed.
$KUAISHOU-W(01024)$ has delivered an exciting 13,740.44 HKD unrealized gain! Rising from my 56.430 entry to the current 63.300, witnessing this short video platform unlock its potential is incredibly rewarding. The digital content sector continues to prove its vitality, and my conviction in new economy investments has once again been validated. The market always favors those who understand industry evolution!
$Salesforce.com(CRM)$ In just half a year, Salesforce，a global CRM giant with 26 years under its belt，added over $120 billion in shareholder value, pushing its market cap to a record-breaking $352 billion. Now that’s what execution looks like from a tech heavyweight.
$Quantumscape Corp.(QS)$ Haha, Goldman Sachs $Goldman Sachs(GS)$ has been bearish on QuantumScape all along, but guess what? They’ve been loading up on it! From 160k shares in February to a massive 3.28 million in May. These institutions are pretty crafty，talking down the stock while quietly buying it up. It’s a bit puzzling, but hey, maybe they see something we don’t! It could be a big opportunity ahead!
$ZTO Express Inc.(ZTO)$ The express delivery sector is really living up to expectations! Kicked off 2025 with solid demand growth and strong regulatory pushback against price wars， the landscape is clearly improving. I loaded up on ZTO Express and it’s paying off big time. After adjustments, net profit hit a whopping 10.15 billion RMB, and with a shift toward higher-quality parcels, they’re scaling with real efficiency. Feeling super confident holding this one，still very bullish ahead!
$Adobe(ADBE)$ Last month, Adobe rolled out a series of generative AI tools to automate tedious design work, with "Firefly Bulk Create" allowing users to edit thousands of images in one click! But is AI a blessing or a threat to Adobe? With tools like Kimi, Doubao, and other AI applications emerging, users can now generate images, videos, and documents instantly—potentially bypassing Adobe’s ecosystem. Adobe had solid growth in the past, but the future remains uncertain. That said, its business model is still strong, and if its AI transition succeeds, the stock might take off!