$Wave Cyber (688718.SH)$a company listed on the Shanghai Stock Exchange. Wave Cyber Technology Co., Ltd. is a Chinese company involved in cybersecurity, offering a range of solutions and products primarily focused on network security, data protection, and digital infrastructure security. To understand the “moat” for Wave Cyber, we would look for factors like: 1. Technological Edge: If Wave Cyber has proprietary technologies, advanced AI, or specialized softwa...
$Aurora Mobile (JG.US)$ Chinese A-share listed companies are experiencing significant global expansion, with nearly 70% having international presence by 2023. Global revenue reached CNY 4.05 trillion in H1 2024, projected to exceed CNY 8.5 trillion for the full year, representing 12.2% of total revenue. The top industries leading global expansion are Mechanical Equipment, Electronics, and Basic Chemicals, accounting for over 70% of companies with international operations. Notable performers i...
$QuantumScape (QS.US)$While BYD has not announced concrete plans for solid-state batteries, it is investing in battery R&D and may eventually pivot towards solid-state technology if it proves viable. However, for now, BYD remains focused on improving the safety and performance of its LFP technology for its electric vehicles. Interest from Other Automakers in Solid-State Batteries: While Tesla and BYD are cautious about solid-state technology, many other automakers have shown significant interes...
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While, If Nokia and Motorala believe they had the fashion technical, then they would like to stay as it and not interested to spend more monry to improve themselves. So Apple took their marketing. same thing now like BYD, Tesla VS QS. it is so hard for successed companies to cut the cash flow chain to improve a new technology. But always have smart people willing to change the world.
One hurdle for Chinese NEV exporters like$BYD COMPANY (01211.HK)$$GEELY AUTO (00175.HK)$is addressing the concern of service and part availability for units purchased today. A Toyota bought 20 years ago can still be used today and kept in good working condition. Can the same be said for Chinese NEVs? Only time will tell. Also, markets that do not have domestic manufacturing of NEVs will likely price Chinese NEVs high vs. m...
李白的李
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It has been proven that mainland electric cars will not be recalled, scrapped within 6 years, but because they are cheap enough, you can change cars frequently.
To understand the “moat” for Wave Cyber, we would look for factors like:
1. Technological Edge: If Wave Cyber has proprietary technologies, advanced AI, or specialized softwa...
$XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $LI AUTO-W (02015.HK)$ $Li Auto (LI.US)$ $Tesla (TSLA.US)$ $BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$
Chinese A-share listed companies are experiencing significant global expansion, with nearly 70% having international presence by 2023. Global revenue reached CNY 4.05 trillion in H1 2024, projected to exceed CNY 8.5 trillion for the full year, representing 12.2% of total revenue. The top industries leading global expansion are Mechanical Equipment, Electronics, and Basic Chemicals, accounting for over 70% of companies with international operations. Notable performers i...
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $Tesla (TSLA.US)$
EXPECTS OCTOBER RETAIL SALES OF PASSENGER VEHICLES AT AROUND 2.2 MLN, UP 8.2% Y/Y
$Tesla (TSLA.US)$ PROJECTS CAPITAL EXPENDITURE TO SURPASS $11 BILLION IN 2024, $8 TO $10 BILLION FOR 2025 AND 2026.
$BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
Interest from Other Automakers in Solid-State Batteries: While Tesla and BYD are cautious about solid-state technology, many other automakers have shown significant interes...
$YIELDMAX TSLA OPTION INCOME STRATEGY ETF (TSLY.US)$ $ARK Innovation ETF (ARKK.US)$ $Tradr 2X Short Innovation Daily ETF (SARK.US)$
$ARK Innovation ETF (ARKK.US)$ $Tradr 2X Short Innovation Daily ETF (SARK.US)$ $Tradr 2X Short TSLA Daily ETF (TSLQ.US)$ $YIELDMAX TSLA OPTION INCOME STRATEGY ETF (TSLY.US)$
But it also partly indicates the impact of a slowing economy on fuel consumption.
$China Petroleum & Chemical Corporation (600028.SH)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $NIO-SW (09866.HK)$ $XPENG-W (09868.HK)$ $Tesla (TSLA.US)$
Also, markets that do not have domestic manufacturing of NEVs will likely price Chinese NEVs high vs. m...
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