To The Moon

$ZTE(00763)$ bringing in Lao Luo to push their consumer business is kinda wild, right? I’m curious to see how much the new leadership can breathe life into all these existing assets. If it works well, could they start pushing phones too? But the real question is, will he be selling ZTE phones, or will he just be telling the Smartisan story again? Personally, I’m definitely interested to see how he plays this.

$Morgan Stanley(MS)$ has once again named $Tesla Motors(TSLA)$ as its top pick in U.S. automakers, clearly recognizing the immense potential the company holds. Elon Musk’s bold prediction of Tesla’s market cap reaching 30 trillion or even 40 trillion is nothing short of thrilling. Trusting Musk’s vision, he’s not just a tech innovator but a market leader. The future of Tesla is bound to showcase unprecedented growth and momentum.

$POP MART(09992)$ The shift from cultural export to cultural absorption is paving the way for Pop Mart to become a “global Pop Mart.” CEO Wang Ning’s insight resonates with my own judgment from years ago! Domestically, I’ve always compared Pop Mart with $Kweichow Moutai Co.,Ltd.(600519)$. Both appear to sell physical products but truly cater to spiritual needs. Coupled with their collectible nature, the similarities are remarkable. The future is bright—let’s go, Pop Mart!