September 26, 2026

Growth Aktien

HOCHTIEF-Aktie 2026: Rechenzentren, Rekord-Auftragsbestand und die Frage, ob die Neubewertung schon zu weit geht

HOCHTIEF wächst 2026 deutlich schneller als ein klassischer Baukonzern. Rekord-Auftragsbestand, Rechenzentren, Turner und höhere Gewinnprognosen treiben die Aktie – aber auch die Bewertung.

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BioNTech-Aktie 2026: 16,6 Milliarden Euro Cash, starke Krebsdaten und die Wette auf den Onkologie-Durchbruch

BioNTech wird 2026 nicht mehr primär als Impfstoffaktie bewertet. 16,6 Mrd. € Cash, neue Lungenkrebsdaten, Pumitamig und Gotistobart machen die Aktie zu einer komplexen Onkologie-Wette.

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Kuaishou Stock at HK$31: Kling AI Revenue Triples While Profit Falls 30% — Is the Market Missing the AI Video Business?

Kuaishou Q2 revenue rose only 1.4%, but Kling AI revenue surpassed RMB850 million and grew more than 200%. We analyze whether Kuaishou stock is being valued too cheaply near HK$31.

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Bilibili Stock 2026: Profits Rise as Gaming and Advertising Scale

Bilibili Q2 revenue rose 8%, advertising jumped 28% and net profit climbed 55%. We analyze whether BILI’s shift from user growth to operating leverage can sustain a rerating.

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Aktienanalysen Global Deep Dives Growth Aktien Welt

Meituan Stock at HK$75: Revenue Jumps 14% as the Food-Delivery War Cools

Meituan Q2 revenue rose 14.4%, core local commerce returned to profit and new-business losses narrowed. Is China’s local-commerce leader too cheap near HK$75?

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SMIC Stock 2026: Revenue Jumps 36% as AI Demand Tightens Capacity — Is China’s Chip Champion Worth 63x Earnings?

SMIC Q2 revenue rose 36% to $3.01B, gross margin improved to 25.3% and utilization reached 93.7%. But at roughly 63x earnings, is China’s top foundry already too expensive?

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Li Auto Stock at $11.65: Vehicle Margin Collapses to 9.4% — Is China’s Former EV Profit Machine Broken?

Li Auto shares have fallen near $11.65 as Q2 vehicle margin dropped to 9.4% and revenue fell 15%. But the company still holds nearly $13B in liquidity and guides for.

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XPeng Stock Down 48% in 2026: 20.7% Gross Margin, Robotaxis and a $6.3 Billion Robotics Wild Card

XPeng stock is down nearly 48% YTD even as Q2 gross margin reached 20.7%, overseas sales expanded and its robotics unit raised capital at a $6.3B valuation. Is XPEV mispriced?

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PDD Stock at $78: $67 Billion Cash, 8% Revenue Growth and the Temu Risk Wall Street Can’t Price

PDD Holdings trades near $78 with $67.3 billion in cash and short-term investments, 8% Q2 revenue growth and a €200 million EU fine hanging over Temu. Is PDD stock too.

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Tencent Stock at HK$426: Gaming Growth, AI Monetization and Why China’s Internet Giant Looks Cheap Again

Tencent’s Q2 revenue rose 11%, domestic gaming jumped 17%, marketing services grew 22% and AI demand accelerated cloud growth. Is Tencent stock cheap near HK$426?

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