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Down 1.34% to HK$88.40, off 5.4% on the week with RSI fading to 47 — below the 20-day but still holding the 50-day at 86.3. Domestic price-war margin bleed versus record exports; staying long into the Aug-29 print, hard stop on a close below 86.3.

A quiet -1.00% drift to HK$88.70, holding the 50-day but down 5% on the week with RSI softening to 47.8: record July exports can't fully mask the domestic price war eating into margins, and the Aug 29 earnings report is the litmus test. 22 analysts see 39.6% upside—holding the position, but watching that print closely.

Down 2.82% with Hong Kong autos broadly weak (NIO and Geely both off over 4%), RSI a neutral 50.2, below the 20-day and 6.6% under the 200-day; 22 analysts still leave 38.0% of upside but the intermediate trend needs repair — maintain, do not add.

Down 0.60% with RSI at 55.2, above the 20-day at HK$90.94 and 50-day at HK$86.51 but 4.5% under the 200-day at HK$96.06; 22 analysts see HK$124.09, 35.2% above spot — position maintained.

Up 0.33% though the week is down 2.4%, with RSI neutral at 51.9 and price still below the 200-day at HK$96.20. The HK$123.97 consensus target implies 37.5% upside. Maintaining the long, though momentum is weak.

Up 0.28% though the week is down 2.5%, with RSI back to neutral at 51.8 and price slipping out of the strong zone above the 50-day at HK$86.46. The HK$125.23 consensus target implies 39.0% upside. Maintaining the long, but momentum has softened.

Above the 20/50-day lines; a break of the SMA200 (HK$96.4) opens HK$100, stop at HK$85 (below the SMA50). Strong exports support, but domestic demand and the price war cap upside — size moderately.

Up 0.70% above the 20- and 50-day with a healthy RSI of 62.5, and a HK$124.41 consensus target implying 32.2% upside. Maintaining the long.

Down 1.21% but still above the 20- and 50-day with a healthy RSI of 62.1, and a HK$124.41 consensus target implying 32.7% upside; maintaining the long.

Continue holding (maintaining long). The technical setup is at its most favorable point in this advance: bullish short-term alignment, strong momentum (+28.9% on the month) with RSI at 65.1 still short of overbought, and price challenging the 200-day (HK$96.78) that decides the intermediate trend. The HK$86 stop sits at the lower edge of overlapping 20-/50-day support (HK$86–87) with roughly one ATR of buffer; a break there voids the short-term structure. The HK$104 target sits above the 200-day as the first objective once the long-term average is reclaimed, implying about 10.7% upside — well below the 32.4% analyst consensus, deliberately conservative. Fundamentals add support: vertical-integration cost advantage plus overseas expansion give real-cash-flow names relative appeal while the memory and optics narratives are impaired.

The +50% QoQ per-unit profit surprise isn't fully priced, and the trend structure above the 50-day is intact; with the interim report not due until late August, pullbacks before then are position-management questions, not directional ones

Existing long stays on: the export narrative plus a reclaimed double-average base. Add on HK$85-87.5 dips, stop HK$81.5 (below the 20-day), targeting the 200-day/HK$100 zone

Sell-side momentum, the Q2 inflection setup and a +6.1% weekly trend — with +12.9% booked since inclusion, this position has earned the right to wait for August's answer

Down 2.8% this morning at HK$88.40, a giveback day inside a +5.7% week; the HK$78 stop leaves a thick cushion, holding

Down 0.5% this morning at HK$86.55 — Seres' loss warning only flatters BYD's export-and-scale chassis; stop HK$78, holding

Up 2.6% this morning at HK$86.15 — the export story refuels while OEM pricing keeps decoupling from lithium; stop HK$78, holding

Up 2.7% against the battery-chain slide — OEM and cell pricing have decoupled; the export story holds, stop HK$78

Up 1.5%, grinding higher along the 20-day on the export re-rating; stop HK$78, holding

Down 1.7% — normal give-back after an 11% week; the export re-rating stands, stop stays HK$78, holding

Keep the long: the climb structure is intact — first the 50-day (HK$90.3), then the 200-day (HK$98.3). Stop raised to HK$78, a buffer below the 20-day.

Triple confluence — sales inflection, volume breakout, repairing MAs — keep the long. First target the 50-day (HK$90.6), then the 200-day (HK$98.4). A break of HK$76 falsifies the bounce — exit.

Triple confluence: a sales inflection, a volume breakout, and repairing moving averages. First target the 50-day (HK$91.6), then the 200-day (HK$98.6). Back below HK$76 falsifies the bounce — exit without debate.

High-volume reversal + HK oversold-repair window. Hold as long as HK$74 holds on retests; exit below HK$70 (under the swing low).