Bearish
Unbelievable story in China stock market: Bo Jia 5 (400046)The edge
Missed three rounds of profit promises with zero compensation.
Today's Reddit Alpha
The 3 highest-signal calls distilled from the last 24 hours of community discussion.
r/chinastocksBullish
Michael Burry adds to his positions in AlibabaThe edge
Most advanced AI strategy in China.
r/babaNeutral
I almost built a whole product line around a factory that wasn’t a factory. Here’s my verification routine nowThe edge
The author shares a routine to verify if Alibaba suppliers are actual manufacturers or trading companies to avoid supply chain risks.
r/alibabaChina ADRs · HK stocks · daily sentiment
Which Chinese assets Reddit is buzzing about
From r/HKstocks, r/ChinaStocks and more: China ADRs (BABA/NIO/PDD…) + HK names (Tencent 0700…), with A-shares folded in where present.
Market mood
中性+0.12
Tickers
1
Posts
1,091
Mentions
718
Leaderboard
Momentum spikes
Bull / bear leaders
Most bullish
Most bearish
Not enough data
Top narratives
国际物流与贸易社区交流
Posts2 posts
Sentiment0.00
Heat
50
Mentioned tickers
—
High-quality DD posts
60
NIO Vehicle Deliveries Jump 62% in May as All Three EV Brands Gain Traction, Tops 37K Monthly Deliveries, Surpasses 1.14M Vehicles Delivered Overall
r/nioNIO reported a 62.3% YoY increase in May 2026 deliveries, reaching 37,705 vehicles across its NIO, ONVO, and FIREFLY brands.
1
Zhipu is up 10x since its January IPO and just took Kingsoft's seat in the Hang Seng Tech Index
Zhipu and MiniMax's Hang Seng inclusion highlights a mispricing: HK wrappers miss the A-share AI compute layer.
89
NIO ES9 SALES RECORD FOR ULTRALUXURY EV SUV
NIO ES9 sets ultra-luxury EV SUV sales records, generating est. $166M profit in <10 days, cementing its China luxury leadership.
47
Two Sigma Investments Cuts Rivian, Takes Nio Holdings to New Record in Q1
Two Sigma cut its Rivian stake for the second straight quarter while boosting Nio holdings to a record high in Q1 2026.
45
Why is everyone blinded: monster June and Q2 coming
Author predicts record-breaking June and Q2 deliveries for NIO, driven by new models and cost savings from in-house chips.
35
Divergence of NIO Market Cap and Performance
NIO's strong financials, record EV sales, and massive cash reserves contrast with its undervalued stock price, debunking bearish claims.