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Meta: Can AI Drive Growth Amid Profit Pressures?
Alibaba: Attractive Valuation Amid Growth and Policy Shifts
NIO: Navigating Through the EV Storm
PDD's Growth Dilemma: Challenge or Breakthrough?
SMCI Stock Drops: Time to Invest?
Nvidia Stock Rollercoaster: What's Ahead?
Meta's Q3 overall performance and guidance exceeded market expectations. However, active user growth fell short of expectations, while AI business losses and investments were excessive.
Attractive Valuation Emerges Amid Growth Moderation and Policy Catalyst Expectations
NIO Inc.: Dual-Brand Strategy Unlocks New Growth Curve, Chinese Economic Policies Boost Industry Recovery
Although PDD's earnings report fell short of expectations, the overall deviation was not significant, with profit growth even exceeding expectations.
Q2 revenue was $5.31 billion, up 143.6% year-over-year, slightly above market expectations.
Sahm Research Center: We have previously covered and researched NVIDIA. Following the release of their latest Q2 financial report, we have updated our views and investment outlook.