Leapmotor: Has it become the accelerated "leading little ideal"?It's time for great power competition again: Are cyclical and tech stocks on the rise?三季度业绩来看，$零跑汽车(09863.HK) 交出了一份不错的答卷，收入和毛利率端双双超市场预期，Today's Important News Review | Dolphin Investment Research拉子疯涨，达子有点弱，懂王概念股这周要熄火了吧$Rocket Lab USA(RKLB.US)夜盘小火箭也起飞了。优秀！$恒生指数(00HSI.HK)还是在等小作文。真难，我个人倾向于还有后续政策在短时间内会出来，市场留消费回落了，半导体立马拉起。基本应验了我在上周短评（https://longportapp.com/$农夫山泉(09633.HK)好吧。我上周五说对了 6%的冲击波。哈哈哈。只能，再等等了哈。好尴尬，$农夫山泉(09633.HK)走势不好。谈谈技术面：技术形态分析：股价从47.92的高点经历了一波大$农夫山泉(09633.HK)看上去盘前市场没有这么悲观嘛。这一下买不到便宜筹码了。咋办呢？$特斯拉(TSLA.US)纽约再遇 2 辆 CT，广告宣传利器Unity: Customer Relationships, Product Quality, and Execution (3Q24 Earnings Call)Soul-searching question, has Unity's "bottom" been reached?$特斯拉(TSLA.US)还有看盘的兄弟们不，等突破 330？$特斯拉(TSLA.US)“无人扶我青云志，我自踏雪至山巅” 恭喜 elon，恭喜特斯拉兄弟们，冲！$特斯拉(TSLA.US)恭喜兄弟们，突破 300，多少🥹时光Block: Square is mired in difficulties, Cash App struggles to stand alone达子和拉子，大家更看好哪个$CleanSpark(CLSK.US)以下是我的几种猜测，安可能性👇🏽的顺序：1. 与 GRIID$英伟达(NVDA.US)今晚应该继续新高台积电10月销售额同比增29.2％，为2月以来最低增速，A$农夫山泉(09633.HK) 下周一要应对冲击了。做好 6%以上的回调吧。😜 加仓不？ 😜綜合市場分析，中央10萬億實施的2個細節：4萬億作內房收儲之用（即白名單計劃、去庫存、購買閑置土地等SMIC: The potential risk for next year is "increased volume without increased price" (24Q3 conference call)Today's Important News Review | Dolphin Investment ResearchDespite supply shortages, still maintain the goal of turning positive gross margin in the fourth quarter (Rivian 3Q24 earnings call summary)Tesla's killer is instead killed, and Volkswagen can't save the shattered Rivian?$农夫山泉(09633.HK)下午的走势，索然无味啊。就在等北京小作文落地了。钱是必须要给出来的。怎ARM: Market share in cloud services and automotive will continue to grow (FY25Q2 conference call)ARM: AI faith, can it support a hundredfold valuation?到底是6万亿，还是10万亿？市场目前只有等待，明确消息之前，大家都是猜测，这里转载小作文：$恆生指數Airbnb Q3 2024 Conference Call Summary: How Much Contribution Can New Businesses Bring?Slowing growth & narrowing profits, Airbnb is still going through a tough time$特斯拉(TSLA.US)$特朗普媒体科技集团(DJT.US) 在 Trump 大楼直播大选当晚没有SMIC: Can it support the hopes of the entire village?整体来看，$Rivian(RIVN.US)三季度交出了一份不及预期的业绩，收入端和毛利率端都低于市场$Unity Software(U.US) first take: 三季度业绩整体还算超预期，其中在$爱彼迎(ABNB.US)3Q24 first take: 从预期差的角度，Airbnb本季财报的表$特斯拉(TSLA.US)现在还在看盘的朋友们都是哪个时区的？$特斯拉(TSLA.US)基本低于 220，每天都在买入特斯拉。260 以上持股待涨了$特斯拉(TSLA.US) 新总统的力量，300 即将突破$中芯国际(00981.HK)这个业绩和港A股的价差，让人无言以对啊。挣扎很久了，目前采取的策略是逐$中芯国际(00981.HK)First take：公司收入端符合预期，毛利率再超市场预期。从量价结$优步(UBER.US)额，盘前是咱们拉起来了的吗？咱们慢慢来如何？😄Today's Important News Review | Dolphin Investment Research$优步(UBER.US)美股后续我计划先持续建仓uber。 uber优先，在美国的同事反馈，这个ubQualcomm: Has entered the $700 PC market (FY24Q4 interpretation meeting minutes)$美团-W(03690.HK) 某个角度看，美团也是消费股啊 @海豚投研算是社服类吗？川大回归，国内的政策选择，退路基本打没了，剩下的就是华山天险一条路——再通胀，这里包含了资产的再通胀AI PCs are now showing "signs," is Qualcomm's second spring coming soon?