TMToyota Motor
179.4602.840+1.61%263.34K47.27M180.700176.620180.930178.135234.77B175.02B1.31B975.27M-2.50%-3.03%-3.77%+2.06%-4.08%-22.68%-7.78%2.85%0.03%7.007.311.58%Auto Manufacturers
ILIKFILIKA PLC
0.5700000.005000+0.88%81.68K45.34K0.5700000.5650000.5830000.53190095.36M95.36M167.30M167.30M-10.94%+19.25%+77.02%+100.70%+71.43%+32.87%+133.61%--0.05%LossLoss9.04%--
QSQuantumScape
4.990-0.010-0.20%11.28M56.01M4.9755.0005.0504.8802.56B1.85B512.47M371.08M-9.93%-0.40%-1.58%-6.73%-14.11%-19.39%-3.85%--3.04%LossLoss3.40%Auto Parts
MVSTMicrovast
1.700-0.040-2.30%5.76M9.61M1.7401.7401.7851.600550.62M320.81M323.89M188.71M-23.77%+1.19%-14.14%+134.16%+490.28%+117.20%-17.87%--3.05%LossLoss10.63%Auto Parts
LACLithium Americas
2.760-0.110-3.83%4.20M11.63M2.8402.8702.8602.720602.72M516.43M218.38M187.11M-10.10%-7.07%-10.10%-31.68%+12.65%-37.41%-7.07%--2.25%LossLoss4.88%Other Industrial Metals & Mining
SLDPSolid Power
1.200-0.070-5.51%2.74M3.35M1.2551.2701.2771.190216.47M183.65M180.39M153.04M-18.92%-9.77%-20.00%+3.45%-16.08%-25.93%-36.51%--1.79%LossLoss6.81%Auto Parts
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水月老师 : why will this link to MVST? China have its battery maker why will China give business MVST?
ValueTech Investor OP : From a revenue perspective,China alone accounts for over 50%of the company’s total earnings—a testament to both the size of the Chinese market and its strong policy support for energy storage. However,energy storage is in high demand worldwide, and numerous companies operating at a larger scale are competing intensely in this space. Despite the competition,Microvast (MVST)distinguishes itself throughbreakthroughs in solid-state battery technology, highlighting the company’s capacity for innovation and potential for growth.
For a relativelylow-priced, high-volatility stocklike MVST, I personally suggestlimiting exposure to no more than 1% of your portfolio. While this may sound overly cautious, it’s worth noting that many now-prominent companies—such asNVIDIA and Palantir—started at a similarly modest scale before growing into market leaders.