肥鱼王 @fatfish_king - Twitter Profile

【Fat Fish King Preaching Post】 At a time when the market is plunging, Xiaomi has shown a clear reverse trading pattern for the second time after the sharp drop in storage (AI hardware-related) stocks. Looking at the intraday order book, a considerable portion of institutional funds have already formed this view, and quantitative strategies are continuously reinforcing it. From the bigger narrative perspective, the ongoing development of AI hardware has nearly peaked in its pressure on the profit margins of the consumer electronics industry. After all, the ones that truly need high-end AI hardware are still the large-model-related companies. For now, phones and computers won’t endlessly chase high-end hardware products. The raw materials required for Xiaomi’s products are expected to see significant price drops over the next few years due to capacity expansion, which brings quite considerable upside expectations for the stock price. From the U.S. stock market perspective, Apple has already been rising for a long time while the broader U.S. market has been falling. At present, I’m not making a call that Xiaomi has confirmed a major upward trend, but it has very high trading value.

fatfish_king's tweet photo. 【Fat Fish King Preaching Post】
At a time when the market is plunging, Xiaomi has shown a clear reverse trading pattern for the second time after the sharp drop in storage (AI hardware-related) stocks.
Looking at the intraday order book, a considerable portion of institutional funds have already formed this view, and quantitative strategies are continuously reinforcing it.
From the bigger narrative perspective, the ongoing development of AI hardware has nearly peaked in its pressure on the profit margins of the consumer electronics industry.
After all, the ones that truly need high-end AI hardware are still the large-model-related companies. For now, phones and computers won’t endlessly chase high-end hardware products.
The raw materials required for Xiaomi’s products are expected to see significant price drops over the next few years due to capacity expansion, which brings quite considerable upside expectations for the stock price.
From the U.S. stock market perspective, Apple has already been rising for a long time while the broader U.S. market has been falling.
At present, I’m not making a call that Xiaomi has confirmed a major upward trend, but it has very high trading value.

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肥鱼王

@fatfish_king

about 4 hours ago

【肥鱼王布道帖】市场大跌时刻，小米在存储（ai硬件相关）大跌后第二次展现出明显的反向交易规律从分时挂单来看，相当一部分机构资金已经产生这种认知，并且量化在不断强化从大故事来说，ai硬件的不断发展对消费电子行业利润的压迫已经接近见顶毕竟需要高端ai硬件的还是在大模型相关公司，暂时来说手机电脑不会无限度追赶高端硬件产品小米的产品所需原材料在几年内会由于扩产大幅度降价，这带来相当可观的股价涨幅预期从美股映射来看，苹果已经扛着美股大跌涨了很长时间目前不做小米确认主升的判断，但是有非常大的交易价值