
$XPENG-W(09868.HK)The earnings report was good but not as good as imagined. Maybe expectations were too high... The company is still in an upward trend, and profitability in the third quarter is not a problem. The question is how the capital market, especially U.S. capital, will price it recently—both upside and downside make sense... Xiaomi's earnings report was way above expectations, especially in IoT, but the most important thing is still the automotive sector. Let's see how they address the production capacity issue in the earnings call.😶🌫️
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