Intense tug-of-war between bulls and bears! NVIDIA experiences significant volatility after earnings
[Prize] Alibaba and Meituan Collaborate with New EV Forces to Release Earnings Reports! Weekly Performance Update (November 24 - November 28)
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Dear fellow investors, happy Friday!
This week’s market has been highly volatile.After Wednesday's US stock market close, $NVIDIA (NVDA.US)$ The company delivered impressive results surpassing expectations — with revenue increasing by 62% year-on-year, once again comfortably exceeding Wall Street's already optimistic forecasts; the CEO also directly countered the AI bubble debate, stating, "What we are seeing is entirely different from the notion of a bubble."Coupled with favorable non-farm payroll data, US stocks opened sharply higher on Thursday. $S&P 500 Index (.SPX.US)$ Within an hour of the market opening, it surged by 1.9%. However, the optimistic sentiment was short-lived as the market situation abruptly changed, causing the index to quickly reverse course and ultimately close down 1.5%, marking the sharpest intraday reversal since April.
Echoing the 'Goldilocks narrative' surrounding the U.S. economy,a U.S. retail giant $Walmart (WMT.US)$ disclosed exceptionally strong earnings on the same day. Not only did its performance shine, but it also raised its full-year guidance for two consecutive quarters, eventually closing up 6.46% against the market trend.In the Hong Kong stock market, Friday saw a continuation of the U.S. market's downturn, $Hang Seng Index (800000.HK)$ dropping 600 points to break below the 100-day moving average, with cumulative losses exceeding 5% this week; $Hang Seng TECH Index (800700.HK)$ and $Hang Seng China Enterprises Index (800100.HK)$ the weekly declines were over 7% and 5%, respectively.
As the final week of November approaches, the earnings reports of Chinese concept stocks will present the main highlights: two major internet giants $BABA-W (09988.HK)$ and $MEITUAN-W (03690.HK)$ are set to release their latest financial results in the same week. Alibaba’s AI strategy and e-commerce growth potential have drawn significant market attention, with its new 'near-field and far-field synergy' e-commerce model expected to bring incremental revenue; Meituan is focusing on optimizing profitability amidst intense competitive pressures.Will the performance of these two industry leaders win applause from the capital markets? Can they further boost market confidence in Chinese stocks listed abroad?
Within the 'Nio, Xpeng, Li Auto' camp, $Li Auto (LI.US)$ and$NIO Inc (NIO.US)$ the latest financial results will be unveiled successively next week.。This week $XPeng (XPEV.US)$ The first disclosed results were quite disappointing to the market. Although quarterly revenue exceeded 20 billion yuan, it still fell short of market expectations.Will Nio and Li Auto deliver surprising results this time?
In addition, the autonomous driving unicorn $PONY-W (02026.HK)$will disclose its financial report for the first time as a Hong Kong-listed company. The commercial progress of its Robotaxi service is expected to provide a new valuation benchmark for the entire intelligent driving sector.
In addition, the autonomous driving unicorn $PONY-W (02026.HK)$will disclose its financial report for the first time as a Hong Kong-listed company. The commercial progress of its Robotaxi service is expected to provide a new valuation benchmark for the entire intelligent driving sector.
As NVIDIA's GPU dominance collides with the Federal Reserve’s hawkish stance, the valuation framework of technology stocks is undergoing profound reshaping.Can Alibaba and Meituan prove the hedging value of Chinese stocks with their earnings? Which of the three EV makers will be the first to break out of the price war quagmire? The market will provide more answers next week. 👇
![[Gift]This article is suitable for comments and likes. Participate in the earnings discussion to win reward points! Dear fellow investors, happy Friday! This week’s market has been highly volatile.After Wednesday's US stock market close, $NVIDIA (NVDA.US)$ Delivering impressive results that exceeded expectations — revenue surged 62% year-on-year, easily surpassing Wall Street's already optimistic forecasts; the CEO also directly countered AI bubble concerns, stating, "What we are seeing is entirely different from the notion of a bubble."Coupled with favorable non-farm payroll data, US stocks opened sharply higher on Thursday. $S&P 500 Index (.SPX.US)$ Within an hour of the market opening, it surged by 1.9%. However, the optimistic sentiment was short-lived as the market situation abruptly changed, causing the index to quickly reverse course and ultimately close down 1.5%, marking the sharpest intraday reversal since April.[Sob] [Hey] Echoing the 'Goldilocks narrative' surrounding the U.S. economy,a U.S. retail giant $Walmart (WMT.US)$ disclosed exceptionally strong earnings on the same day. Not only did its performance shine, but it also raised its full-year guidance for two consecutive quarters, eventually closing up 6.46% against the market trend. In the Hong Kong stock market, Friday saw a continuation of the U.S. market's downturn, $Hang Seng Index (800000.HK)$ dropping 600 points to break below the 100-day moving average, with cumulative losses exceeding 5% this week; $Hang Seng TECH Index (800700.HK)$ and $Hang Seng China Enterprises Index (800100.HK)$ the weekly declines were over 7% and 5%, respectively. [Comfort]...](https://nnqimage.futunn.com/sns_client_feed/999982/20251121/web-1763715960701-vcnxv6a8Wv.png?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Are any of the above companies on your watchlist? Come and share with your fellow investors @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:
📺 Exclusive presentation by Futubull AI:Alibaba and Meituan's earnings conference calls will be simultaneously live-streamed with real-time interpretation in the NiuNiu Circle. Fellow investors are welcome to make reservations and tune in!
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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Next week, as a series of earnings reports and data are released, the market may gradually move toward a new equilibrium amid volatility. Meanwhile, assets with solid fundamentals and clear growth trajectories could present more promising investment opportunities, injecting renewed vitality and confidence into the year-end market.
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![[Gift]This article is suitable for comments and likes. Participate in the earnings discussion to win reward points! Dear fellow investors, happy Friday! This week’s market has been highly volatile.After Wednesday's US stock market close, $NVIDIA (NVDA.US)$ Delivering impressive results that exceeded expectations — revenue surged 62% year-on-year, easily surpassing Wall Street's already optimistic forecasts; the CEO also directly countered AI bubble concerns, stating, "What we are seeing is entirely different from the notion of a bubble."Coupled with favorable non-farm payroll data, US stocks opened sharply higher on Thursday. $S&P 500 Index (.SPX.US)$ Within an hour of the market opening, it surged by 1.9%. However, the optimistic sentiment was short-lived as the market situation abruptly changed, causing the index to quickly reverse course and ultimately close down 1.5%, marking the sharpest intraday reversal since April.[Sob] [Hey] Echoing the 'Goldilocks narrative' surrounding the U.S. economy,a U.S. retail giant $Walmart (WMT.US)$ disclosed exceptionally strong earnings on the same day. Not only did its performance shine, but it also raised its full-year guidance for two consecutive quarters, eventually closing up 6.46% against the market trend. In the Hong Kong stock market, Friday saw a continuation of the U.S. market's downturn, $Hang Seng Index (800000.HK)$ dropping 600 points to break below the 100-day moving average, with cumulative losses exceeding 5% this week; $Hang Seng TECH Index (800700.HK)$ and $Hang Seng China Enterprises Index (800100.HK)$ the weekly declines were over 7% and 5%, respectively. [Comfort]...](https://nnqimage.futunn.com/sns_client_feed/999982/20251121/web-1763716437970-HSnhaYsBry.webp?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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