Dell (Minutes): The company's value lies in the overall solutions at level L11 and above.$小米集团-W(01810.HK)发小米的帖子很容易招黑粉，我在这个票历史上亏了不少。偶尔记录下自己$美团-W(03690.HK)市场看着阿里的财报外卖线战事不顺，盘面给了美团一个积极的预期。我觉得他Dell DELL: Storage Price Increase Adds to Troubles? AI Guidance Provides SupportDELL Quick Interpretation: This quarter met expectNio (3Q25 Minutes): Expects 20% vehicle gross margin in 2026, achieving full-year Non-GAAP profitabilityAlibaba (Minutes): No AI bubble within three years, Flash Sale UE losses have halved from the peakAI shapes the soul, consumption shapes the roots, has Alibaba finally stood up?Nio: Cost Reduction and Efficiency Improvement Are Effective, But Is It Really a 'Turnaround'?$特斯拉(TSLA.US) $Rocket Lab(RKLB.US) According to r$甲骨文(ORCL.US) meta买tpu，oracle不能买？Alibaba F2Q26 Quick Interpretation: The two most cNio 3Q25 Quick Interpretation: Overall, Nio's thir今天英伟达盘后跳水，完全是因为这篇文章，谷歌TPU要侵蚀英伟达GPU的市场份额https://wwwGoogle's TPU Sales Challenge Nvidia Dominance; Xiaomi Rallies on Lei Jun's Stake Boost. ｜Today's Important News Review$谷歌-A(GOOGL.US)$英伟达(NVDA.US)达子这次财报很重要的一个边际变化是：下游客户$晶泰控股(02228.HK) 今天应该是多头反攻的好机会啊。燃料，情绪，周边环境都有了。看看市场如Bubble Talk Rising, Will AI Continue as Hottest Bet in 2026?$谷歌-A(GOOGL.US)今天还要高开低走吗？Ali Qianwen surpasses ten million downloads; Hang Seng Index adjusts, Leapmotor and Hesai surge｜Today's Important News Recap$晶泰控股(02228.HK)等尾盘，确实是要吃一整天的量。看看会走出什么形态。整体上我依然觉得公司$晶泰控股(02228.HK)11 月 21 日至 23 日，中共中央政治局常委、全国政协主席王沪宁$晶泰控股(02228.HK)今天msci尾盘交割，谁来给货呢？ 成交量继续萎缩。有趣。$谷歌-A(GOOGL.US)Gemini是真好用啊Gemini's liquidity forecast for Monday's MSCI China Index inclusion of XtalTech:$晶泰控股(02228.HK) 根据 MSCI 官方公布的 2025 年 11 月半年度指数审议结果$特斯拉(TSLA.US)欧美左派一致推进的一个乌托邦梦想： 国民基本收入，可能在特斯拉 Optim$谷歌-A(GOOGL.US)这大周末的还让不让人活了，昨天用gemini banana pro 撸$台积电(TSM.US)谷歌很坚挺。市场明显怀疑nvda的独特性了。top模型里面有一半（geminMINISO (Minutes): It is expected that same-store sales in both China and the US will achieve double-digit growth in the fourth quarter.MINISO: Revenue "Money Printing Machine," Spending "Shredder"?The market is in distress; Xiaomi Rises Courageously｜Today's Important News Review无论你选择什么，我都能理解。$晶泰控股(02228.HK) $特斯拉(TSLA.US) $iShar$iShares Bitcoin Trust ETF(IBIT.US)屠杀开始，没错，就是屠杀！MINISO 3Q25 Quick Interpretation: Overall, MINISO'$晶泰控股(02228.HK)好朋友来消息：有点扛不住了。还在水上不少的，只是看着利润回吐，心理剧痛$晶泰控股(02228.HK) 推荐一张好听的唱片如何？这么难的时候，我们除了忍受痛苦外，还能如何？$晶泰控股(02228.HK) 有买盘在进入。这个位置上。感觉不是太差。差不差都是对比出来的。是不是$英伟达(NVDA.US)$谷歌-A(GOOGL.US)开始跳水了。说明大盘风险没有解除。有点颠簸我好玩儿，来点乐子$谷歌-A(GOOGL.US)NetEase (Minutes): Resources Focused on High-Confidence ProductsVipshop (Minutes): Expected 4Q user growth to be better than 3Q$标普生物技术 3 倍做多 - Direxion(LABU.US)你比ai还强，这两周你都不带回调的Vipshop: After finally hitting the bottom and warming up, is there more to look forward to?NetEase: The Last Kneel Before the 'Pig Cycle'?$谷歌-A(GOOGL.US)大神今天继续发功，正式发布了nano.banana 2。试了两个简洁不Vips 3Q25 Quick Interpretation: This quarter's per发点干货。$谷歌-A(GOOGL.US)$台积电(TSM.US)$英伟达(NVDA.US)。用GemNetEase 3Q25 Quick Interpretation: Overall, the th$晶泰控股(02228.HK) $小米集团-W(01810.HK) 想想小米，嗯，我们晶泰好像日子也