Intelligent driving concept stocks refer to those publicly traded companies that possess core technologies or business arrangements in the fields of autonomous driving, intelligent transportation systems, and vehicle connectivity. These companies may be involved in key technology areas such as autonomous driving algorithms, high-precision maps, LiDAR, automotive chips, and intelligent cockpits.
One-week outlook | Will the transmission effect of tariffs be apparent? US CPI and retail data hit; Tencent Ali led the wave of Chinese securities earnings
The Hang Seng Index company will announce the first quarter results of the Hang Seng Index series review on Friday; Trump will visit three Middle Eastern countries; Powell and other Federal Reserve officials will speak, and the Federal Reserve will hold the second Thomas Laubach research conference.
Express News | Trump commented on the China-USA trade negotiations: significant progress has been made!!!
Weekend reading | There is no "largest client" in Apple's eyes.
Under the atmosphere of the tariff war, Apple, the largest and also one of the most profitable companies in the Global Market Cap, continues its path of decoupling.
By comparing Apple, Tesla, and BYD, Morgan Stanley explained the logic behind Xiaomi's valuation potentially doubling within five years.
Morgan Stanley believes that, referencing the historical data of Tesla and BYD, as Xiaomi's electric vehicle sales explode over the next two years (with a CAGR of over 100%), the company's electric vehicle Business P/S is also expected to expand rapidly, reaching 2-3 times by 2026. Furthermore, with the model of "Smart Phone + AIoT + Internet services", Xiaomi is expected to replicate Apple's success, with Morgan Stanley predicting that this Business will reach a PE of 20-25 times by 2025.
Yuyuantan Tian: Why has China agreed to engage with the U.S. at this time? This is based on three considerations.
On the morning of May 7, the Ministry of Foreign Affairs announced that from May 9 to 12, the Chinese side would visit the Swiss Franc, during which talks will be held with the U.S. side.
Jack Ma appeared at the Alibaba Day event, going to the "Lakeside Cottage" to revisit the place of entrepreneurship.
Reports say that Alibaba founder Jack Ma appeared at the Alibaba Day event, wearing the "Fengqingyang" badge, and specifically went to the Lakeside Cabin that represents Alibaba's entrepreneurial spirit.