Vera Rubin
2026.04.07 22:33

$KUAISHOU-W(01024.HK) can't go up. Even if it does go up, it's just dancing on the edge of a knife. Don't look at the technical bottom; look at the company's development prospects. Pulling up the monthly chart, it's already hopeless. Kuaishou's DAU can't beat Douyin, overseas is monopolized by TikTok, e-commerce can't beat Douyin, PDD, Alibaba, or JD.com, and instant retail is even more of a mess. Not to mention Meituan, the veteran, is still ahead. The AI growth curve is fiercely competitive both domestically and internationally, with money being thrown around. Local endorsements can't beat Xiyu and Zhipu, and the efficiency of big companies can't beat Doubao and Qianwen. Except for Kling AI, but let me ask, can the high iteration progress of seed text-to-video still determine a winner? The entire company's business prospects are full of obstacles, how can it rise? Of course, the company is so large that there is still profit potential, but in the current macro environment, selecting good stocks suitable for the environment is better than blindly clinging to technicals and waiting to bottom-fish. Everyone, just treat it as entertainment; even if it rises, I'm bearish.

中期小涨,长期看跌

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