September 26, 2026

Welt

Russlands Kriegswirtschaft 2026: Was hinter BIP, Rüstungsausgaben, Inflation und Öl-Einnahmen steckt

Russlands Wirtschaft ist nicht zusammengebrochen – aber sie hat sich tief verändert. Dieser Deep Dive zeigt, wie Rüstungsausgaben, Öl, Arbeitskräftemangel, Inflation und 14 Prozent Leitzins die Wachstumszahlen 2026 formen.

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Irans Wirtschaft im Krieg 2026: Wie Rial, Öl, Sanktionen und Hormus das Land verändern

Wie funktioniert Irans Wirtschaft mitten im Krieg? Dieser Deep Dive verfolgt Rial, Inflation, Öl, Staatsfinanzen, Schattenflotten, Importengpässe und die Frage, wer die wirtschaftlichen Kosten tatsächlich trägt.

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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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Trip.com Stock Before Q2 Earnings: Down 49%, Hit by a $763 Million Antitrust Penalty — Is TCOM Finally Cheap?

Trip.com stock has fallen almost 49% in a year after a major antitrust penalty. With Q2 earnings due September 15 and international bookings still growing fast, is TCOM now undervalued?

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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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