HK & A-Shares Rout; Gold Hammered | Daily News Recap---The 10-year U.S. Treasury yield surged, hitting 4.Actually, I'm waiting for $ Tesla(TSLA.US) to giveThis week, I added some $BRKB long calls.The recen@Zhou Shuren's Trader Mr. Lu, Longbridge CLI has bThe US stock market's seven sisters are all so misXPEV (4Q25 Trans): Iron robot targets >1,000 units/month by end-2026---$ Microsoft(MSFT.US)$ Palantir Tech(PLTR.US) The fXPEV: All Hype, No Profits — Still the 'Tesla of the East'?---$ XTALPI(02228.HK)@Zhou Shuren's TraderIs HKD 9.5 XPeng 4Q25 First Take: Overall, headline results lXiaomi (Spring Launch): SU7 gets a quiet refresh; MiMo free for a limited time to climb the charts
---$ XTALPI(02228.HK) Can we draw a preliminary concl$ Taiwan Semiconductor(TSM.US) With these recent fHorizon Robotics (4Q25 Trans): 2026 auto rev. target +60%---Horizon Robotics’ NVDA-Alt. Bid: Is It at Risk?---BABA (Trans): Flash Sale 2-yr target RMB 1tn; AI + Cloud 5-yr target RMB 700bn---BABA: E-com slips again; AI is the only lifeline---$ Berkshire Hathaway B(BRK.B.US) also supports AbeBABA 3QFY26 First Take: As the most watched playerThe theme of state-owned enterprise (SOE) consolidXiaomi MiMo model scores a hat-trick; COIN targets AI payments with stablecoins | Daily News Recap
---This volatility before the earnings reportJust depMU (Analyst briefing): Capex may decline after FY2027
---MU (Trans): Customer demand commitments unchanged; signs first 5-yr partnership agreement---MU: AI-Driven Memory Boom—Can It Break the Cycle?---MU First Take: Revenue and GPM came in well above HTHT (Trans): Continuing to pursue brand-led, high-quality growth---HTHT: After the reset and rebound, how long can the poster-child status last?---Tencent (Trans): Sees clear opportunity to ramp up AI investment, expects impact on margin and buybacksTCEHY: Time to Ditch the Boomer Vibe, Turn Up the Heat on AI!---H World 4Q25 First Take: Overall, Q4 sustained theGeely Auto (4Q25 Trans): 2026 sales target of 3.45 mn units; aiming to be No.1 in ChinaGeely Closing In: Is BYD's Crown Secure?---Tencent Q4 2025 First Take: results were broadly iMiniMax debuts M2.7, shows a 'self-evolving' model; META trims 'metaverse' again | Daily News RecapNVDA (Analyst Huddle): IT to become token distributors; 50% of CF to shareholder returnsLULU (Trans): Pricing expected to return to positive growth in H2 2026LULU: Dropping slow craft — will a ZARA-style fast push save its 'little black pants'?I used my free time yesterday to finish watching JLULU Q4 FY25 First Take: Overall, performance met ATAT (Trans): 2026 retail revenue expected to grow 25%-30% YoY---TME (Trans): Agile amid intense competition, prioritizing shareholder returns
---ATAT: Retail Boom — Is the 'Haidilao' of Hotels Smiling Again?$ Lemonade(LMND.US) That last trade was pretty comTME: Qishui's Blitz, Are the Good Days Over?---Atour 4Q25 First Take: Overall, a solid quarter. WThis wave of crypto concepts has given us a bit ofTME 4Q25 First Take: Q4 was mixed. The bright spotNVDA GTC in focus; Alibaba 'Token strategy' ramps up | Daily News Recap