$AUX ELECTRIC(02580)$ Wuhu plant operational, Ningbo base under construction. Capacity expansion will speed up global order response. Aux Electric has solid fundamentals and reasonable valuation—suitable for long-term holders.
$SMIC(00981)$ The chip sector is under pressure from SMIC, but integrating subsidiaries during the bull market will boost capacity and enhance EPS and book value per share—clearly a long-term positive.
$XIAOMI-W(01810)$ 's deliveries were strong last week, with the "93" milestone hit. Next week looks even brighter! Lei Jun's tough call shows leadership courage. The strict, equal management system sets a firm example—great for long-term team discipline.
$MEITU(01357)$ has transitioned from a simple photo app to an AI-driven company with a solid subscription model and clear enterprise strategy. While short-term stock fluctuations occur due to competition, the core business remains strong with long-term growth intact.
$Alibaba(BABA)$ In H1 2025, China's AI cloud market hit 22.3B RMB, with Alibaba Cloud leading at 35.8% share — bigger than No.2 to 4 combined! Powered by its full-stack AI strategy, it keeps dominating. $BABA nearing 150, go Alibaba!
$BitMine Immersion Technologies Inc.(BMNR)$ 's trading has been dead calm lately, feels like the calm before the storm. Better to stay patient, keep cash ready, and wait for a clearer direction.
$CoreWeave, Inc.(CRWV)$ just needs a catalyst to pop! Remember that 40% surge in August? Hold tight at the bottom, don't sell calls, set your profit target, and wait patiently. It could skyrocket overnight!
$SoundHound AI Inc(SOUN)$ This main force is aggressive—pre-market already testing the $15.5 resistance! Since buying SOUN, every morning brings a pleasant surprise. It’s safe to say: SOUN is back!
$Wolfspeed Inc.(WOLF)$ shed 70% of its debt with court-approved restructuring, solidifying its leading position. The wait pays off — feels good to hold. Buying WOLF requires patience.
$XIAOMI-W(01810)$ remains a popular growth stock with solid fundamentals. Despite scattered ownership causing some volatility, holding long-term is key to maximizing returns. Stay patient!
$BIDU-SW(09888)$ 's stock has surged recently, driven by strong AI strategy execution, robust growth in its cloud and autonomous driving business, and rising expectations around a potential Apple partnership.
$PDD Holdings Inc(PDD)$ Moving past the Q1 slump, PDD’s e-commerce core is bouncing back strong with TEMU expanding globally. Domestically, it’s strengthening supply chains and supporting sellers; overseas, it’s investing steadily in innovation and efficiency. Long-term potential looks promising—who will have the last laugh? Stay tuned!
$NVIDIA(NVDA)$ On Sept 9 ET, NVIDIA unveiled its next-gen Rubin CPX chip system, optimized for AI video generation & software development! Designed as modular cards (available late 2026), it boosts large-context processing and can integrate into existing servers or run standalone in data centers. Another AI power move.