V-shaped Rebound? Is It Time to Invest in Xiaomi After Its Continuous Share Repurchases?
[With Prizes] NVIDIA, Xiaomi Group, and PDD Holdings Release Earnings Reports! Weekly Performance Recap (November 17-21)
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Fellow investors, as we enter mid-to-late November, global capital markets are now ushering in the 'grand finale' of the Q3 earnings season!In the coming week, leading Chinese internet giants$XIAOMI-W (01810.HK)$、$PDD Holdings (PDD.US)$、$KUAISHOU-W (01024.HK)$、 $NetEase (NTES.US)$/$NTES-S (09999.HK)$、$Baidu (BIDU.US)$/$BIDU-SW (09888.HK)$Companies are about to release their earnings reports in quick succession.Goldman Sachs predicts that China's internet giants may present a 'mixed' performance for the third quarter: on one hand, AI investments are driving up capital expenditures and accelerating revenue growth in cloud businesses; on the other hand, aggressive investments in instant retail, overseas operations, and new traffic entry points are temporarily weighing on overall profitability.Can these giants' 'high-stakes gamble on the future' truly win the market's patience?
Can these giants' 'high-stakes gamble on the future' truly win the market's patience?As the core engine of the current AI wave,$NVIDIA (NVDA.US)$will make a significant appearance this week!Leveraging its dominant position in the GPU sector and the large model training market, NVIDIA’s stock price has repeatedly hit new highs over the past year. Notably,$Microsoft (MSFT.US)$$Amazon (AMZN.US)$$Meta Platforms (META.US)$$Alphabet-A (GOOGL.US)$major tech giants have continued to ramp up investments in AI infrastructure during the third quarter, providing a strong boost to NVIDIA's order flow.The market generally expects robust growth in both revenue and profits, but investors are more focused on whether there is any marginal slowdown in AI capital expenditure, the mass production progress of the Blackwell chip, and whether the guidance for fiscal 2026 remains optimistic.
Meanwhile, China’s new energy vehicle sector will make a collective debut:$XPeng (XPEV.US)$/$XPENG-W (09868.HK)$、$LEAPMOTOR (09863.HK)$、$GEELY AUTO (00175.HK)$$ZEEKR(Delisted) (ZK.US)$Who will deliver an unexpected surprise?With the explosive growth in AI computing power demand, data centers and cloud service providers are presented with a historic opportunity.$GDS Holdings (GDS.US)$/$GDS-SW (09698.HK)$、$Kingsoft Cloud (KC.US)$/$KINGSOFT CLOUD (03896.HK)$、$KINGSOFT (03888.HK)$、$21Vianet (VNET.US)$Companies are about to face earnings scrutiny. Additionally, Walmart, a key indicator of U.S. consumer retail trends,$Walmart (WMT.US)$and$Lowe's Companies (LOW.US)$, the leading OTA platform Trip.Com,$Trip.com (TCOM.US)$/ $TRIP.COM-S (09961.HK)$, and prominent crypto trading platforms$Bullish (BLSH.US)$will also provide diverse market narratives!
At this pivotal juncture of the fourth quarter, the market is urgently seeking new directional anchors. Can NVIDIA still carry the banner of "AI-driven optimism" and propel the semiconductor sector to new heights? Will Chinese stocks manage to reverse their undervalued status collectively by leveraging new narratives in AI, e-commerce, and global expansion?How will their earnings performance influence market direction? Fellow investors are welcome to share your insights in the comments section.
![[Gift]This article is suitable for comments and likes. Participate in the earnings discussion to win reward points! [Clap]Fellow investors, as we enter the second half of November, the global capital market officially ushers in the 'highlight' phase of the Q3 earnings season! In the coming week, leading Chinese internet giants$XIAOMI-W (01810.HK)$、$PDD Holdings (PDD.US)$、$KUAISHOU-W (01024.HK)$、 $NetEase (NTES.US)$/$NTES-S (09999.HK)$、$Baidu (BIDU.US)$/$BIDU-SW (09888.HK)$Earnings reports will be released in quick succession.Goldman Sachs expects that China's internet giants may post mixed third-quarter results: on one hand, AI investments have driven up capital expenditures and accelerated cloud revenue growth; on the other hand, aggressive spending on instant retail, overseas operations, and new traffic entry points has weighed on overall profitability in the short term.[Thinking Face]Can the giants' 'high-stakes gamble on the future' truly win the market’s patience? As the core engine of this wave of AI innovation,$NVIDIA (NVDA.US)$will make a significant appearance this week!With its dominant position in the GPU sector and the large-scale model training market, NVIDIA's stock price has repeatedly hit new highs over the past year. Notably,$Microsoft (MSFT.US)$$Amazon (AMZN.US)$$Meta Platforms (META.US)$$Alphabet-A (GOOGL.US)$tech giants continued their momentum into the third quarter...](https://nnqimage.futunn.com/sns_client_feed/999982/20251114/web-1763112404087-StG1tbtsoi.png/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Are any of the above companies on your radar? Hurry and join @富途業績SirLet’s track the latest earnings together and focus on@First Scene of Earnings Callsfor an up-close view of the earnings calls. Seize the opportunity to enhance your investment strategy!
📅 [Earnings Live Broadcast Notice]
📞Earnings Call:
XPeng Motors Q3 2025 Earnings Live Broadcast
Trip.Com 2025 Q3 Earnings Live Broadcast
PDD Holdings Q3 2025 Earnings Call
Baidu Q3 2025 Earnings Live Broadcast
Futu Holdings Ltd 2025 Q3 Earnings Call
Kingsoft Cloud 2025 Q3 Earnings Live Broadcast
Bullish 2025 Q3 Earnings Live Broadcast
NetEase Q3 2025 Earnings Live Broadcast
Walmart's Q3 2026 Earnings Live Broadcast
📺 Exclusive presentation by Futubull AI:Xiaomi Group and NVIDIA's earnings conference calls will be simultaneously live-streamed with interpretation on the Futu platform. Fellow investors are welcome to reserve their spots to watch!
A lineup of high-profile stocks is set to release their earnings reports! How can you ensure not to miss out on the excitement?Click to learn more about corporate earnings announcement schedules:More earnings calendars
Click to learn more about corporate earnings announcement schedules:More earnings calendars[Interactive Giveaway]What do you fellow investors think about the performance of various companies releasing earnings next week? Join the forecast and win 66 points~
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Earnings will significantly influence market trends, and your forecast may become a key market indicator! Fellow investors are welcome to participate inComment SectionJoin the interactive discussion and share your insights and forecasts!👏The newly upgraded 'Earnings Express' helps you stay ahead with three key features during earnings season!
![[Gift]This article is suitable for comments and likes. Participate in the earnings discussion to win reward points! [Clap]Fellow investors, as we enter the second half of November, the global capital market officially ushers in the 'highlight' phase of the Q3 earnings season! In the coming week, leading Chinese internet giants$XIAOMI-W (01810.HK)$、$PDD Holdings (PDD.US)$、$KUAISHOU-W (01024.HK)$、 $NetEase (NTES.US)$/$NTES-S (09999.HK)$、$Baidu (BIDU.US)$/$BIDU-SW (09888.HK)$Earnings reports will be released in quick succession.Goldman Sachs expects that China's internet giants may post mixed third-quarter results: on one hand, AI investments have driven up capital expenditures and accelerated cloud revenue growth; on the other hand, aggressive spending on instant retail, overseas operations, and new traffic entry points has weighed on overall profitability in the short term.[Thinking Face]Can the giants' 'high-stakes gamble on the future' truly win the market’s patience? As the core engine of this wave of AI innovation,$NVIDIA (NVDA.US)$will make a significant appearance this week!With its dominant position in the GPU sector and the large-scale model training market, NVIDIA's stock price has repeatedly hit new highs over the past year. Notably,$Microsoft (MSFT.US)$$Amazon (AMZN.US)$$Meta Platforms (META.US)$$Alphabet-A (GOOGL.US)$tech giants continued their momentum into the third quarter...](https://nnqimage.futunn.com/sns_client_feed/999982/20251114/web-1763112453332-G5YHWvotCz.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
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