$Amazon(AMZN.US)$ Amazon: Long-term bullish. Global regulation is tightening and the competitive environment of the industry is improving, promoting the long-term stable development of the industry. It is expected that various enterprises around the world continue to accelerate to the cloud, AWS growth trend is clear; North American e-commerce penetration is expected to further increase; global advertising market rebound, Amazon is expected to compete for more m...

$Apple(AAPL.US)$ Apple: In the post-epidemic era, the continuation of the telecommuting model is expected to provide a boost to the growth of Apple's various businesses. The global chip shortage will have an impact on the company, and the management said it will try its best to alleviate the problem. In addition to the expected stable revenue growth of the iPhone series, the wearable business may maintain high growth and bring Apple considerable revenue. The release of Apple's ne...

$DiDi Global (Delisted)(DIDI.US)$ Technically, the stock bottomed out, the stock price out of the dark cloud cover pattern, but the volume did not enlarge, MACD indicator indicators downward narrowing, the short term is expected to retracement strength is limited, there is still room for rebound, it is recommended to firmly hold the stock.

$DiDi Global (Delisted)(DIDI.US)$ Drip has become the largest domestic shared mobility network in China. After crossing the earnings inflection point, it is expected to usher in an effective release of earnings by pushing new products and improving efficiency. In the short term, the car service network, two-wheeled vehicles and freight transportation are expected to consolidate Drip's B- and C-side barriers. Long-term, drops laid out the self-driving business of the user network, self-driving technology, car manufacturing, or the existing jamming self-driving robotaxi super trillion track grasp the strongest enterprise.

$DiDi Global (Delisted)(DIDI.US)$ ⛽️

$Twitter (Delisted)(TWTR.US)$ The impact of these results on advertising revenue will be a long-term positive factor. Twitter is also exploring other potential revenue opportunities to supplement its advertising business. Overall, the fundamentals are optimistic, and the impact of the epidemic has almost been eliminated. The stock price is in the bottom area, which is a good buying point.

$Twitter (Delisted)(TWTR.US)$ Twitter's three-quarter revenue increased 37% year over year to US$1.28 billion, in line with market consensus. Total advertising revenue increased 41% year over year, mainly driven by 51% year-over-year growth in the US and strong user engagement during the Olympics. During the three-quarter report period, the company completed the reconstruction of the advertising server and MAP improvement work to support the acceleration of product development, the improvement of stability, and the expansion of the advertising business. Twitter also acquired the CrossInstall team to help speed up direct response programs to improve ad technology and effective advertising.

$SMOORE INTL(06969.HK)$ 6969: The month-on-month decline in performance in the third quarter may be affected by the removal of domestic inventories, and it is expected that there will be a marginal recovery in the future. Major customers are expected to pass through PMTA one after another, and the company's overseas business prospects are good. It is expected that with the gradual digestion of downstream inventories, the company's order size is expected to rise within the next two quarters, driving a marginal recovery in revenue. In the medium to long term, the growth rate of domestic revenue still depends on the improvement of the downstream competition pattern and the implementation of regulatory policies. As the domestic e-cigarette market becomes more mature, we believe that the importance of brand power, product power, and channel management ability in competition will gradually become prominent, and small and medium-sized brands that lack strength will eventually be eliminated from the market. With its own advantages, the company is expected to bind high-quality brands to grow together.