Hong Kong-listed AI 'twin leaders' see active trading! How to position in the AI sector for the Year
[Prize Event] March kicks off with a bang! Broadcom and JD.com lead the charge as earnings season drums roll, preview of the week's performance (Mar. 2 - Mar. 6)
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Hello, fellow investors ~The festive fireworks of the Spring Festival have not yet faded, but the heatwave of earnings has already arrived.
Looking back at last week, $NVIDIA (NVDA.US)$ despite a 73% growth and explosive guidance, the stock price closed lower; $IonQ Inc (IONQ.US)$ fourfold revenue growth ignited quantum enthusiasm, sending the stock price soaring by 20%; $Circle (CRCL.US)$ Earnings exceeded expectations, with the stock surging 35% on the first day post-earnings; $Baidu (BIDU.US)$ The rapid expansion of AI business failed to boost the stock price…Similarly described as 'exceeding expectations,' some stocks soared while others faced headwinds. A new batch of earnings reports is about to debut next week. Will they meet the market's challenges?The whistle for the March arena is about to blow, with Broadcom and JD.com already stepping into the spotlight.
🧩Broadcom: AI is not just about GPUs, is networking on the verge of explosive growth?
If NVIDIA solves the computing power problem, then $Broadcom (AVGO.US)$ as the leader in custom chips, needs to prove that 'connectivity' is the next trillion-dollar track for AI infrastructure. However, Wall Street’s attitude is rather subtle. A Morgan Stanley analyst frankly stated: 'We are optimistic about Broadcom's performance in the AI field, but it's hard for us to drum up much more enthusiasm.'
Can Broadcom take over the baton from NVIDIA and become the new narrative in the 'post-GPU era'?
⛳JD.com: After the food delivery war, how much confidence does the platform have left?
Following closely after Broadcom, $JD.com (JD.US)$$JD-SW (09618.HK)$ Thursday is here. The bustling data from Spring Festival spending has been released, but the key question is whether the health of the platform ecosystem can withstand the test after the intense competition in food delivery. Under pressure from e-commerce rivals, can JD.com hold its ground as a quality-focused e-commerce player? What signals will its performance send for 'Chinese consumption'?
![[Gift]This article is suitable for comments & likes.[Heart], participate in the poll and win points! [Yeah!]Hello, fellow investors ~ The festive fireworks of the Spring Festival have not yet faded, but the heatwave of earnings has already arrived.[Determined] [Thinking Face] Looking back at last week, $NVIDIA (NVDA.US)$ despite a 73% growth and explosive guidance, the stock price closed lower; $IonQ Inc (IONQ.US)$ fourfold revenue growth ignited quantum enthusiasm, sending the stock price soaring by 20%; $Circle (CRCL.US)$ Earnings exceeded expectations, with the stock surging 35% on the first day post-earnings; $Baidu (BIDU.US)$ The rapid expansion of AI business failed to boost the stock price…Similarly described as 'exceeding expectations,' some stocks soared while others faced headwinds. A new batch of earnings reports is about to debut next week. Will they meet the market's challenges?[Shocked] The whistle for the March arena is about to blow, with Broadcom and JD.com already stepping into the spotlight.[Let Me See] 🧩Broadcom: AI is not just about GPUs, is networking on the verge of explosive growth? If NVIDIA solves the computing power problem, then $Broadcom (AVGO.US)$ as the leader in custom chips, needs to prove that 'connectivity' is the next trillion-dollar track for AI infrastructure. However, Wall Street’s attitude is rather subtle. A Morgan Stanley analyst frankly stated: 'We are optimistic about Broadcom's performance in the AI field, but it's hard for us to drum up much more enthusiasm.' Broadcom, can...](https://nnqimage.futunn.com/sns_client_feed/999982/20260227/web-1772150380926-bF78h8V5g4.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
👆👆In addition to the core giants, this week also features a series of other key players taking turns in the spotlight.
New earnings faces $MINIMAX-W (00100.HK)$ will kick off on Monday,As a domestic unicorn in large-scale models, its earnings may not be impressive, but the market expects to hear:How far has China's AI story come?
On Tuesday, the Southeast Asia Tencent, $Sea (SE.US)$ takes the stageThe combination of e-commerce and gaming may face challenges as TikTok Shop intensifies competition. Key variables include Shopee's profitability and Free Fire's user retention.
Thursday will be the test $Bilibili (BILI.US)$$BILIBILI-W (09626.HK)$, with the entire market watching closely for a strong earnings performance.Which segment—advertising, gaming, or value-added services—will recover first? How much spending power do Gen Z consumers still have?
In the quantum computing space, who will step up after IONQ? $Quantum Computing (QUBT.US)$And$Rigetti Computing (RGTI.US)$ Whether last week's 'quantum rally' can continue.
In addition, the leader in optical networking equipment $Ciena (CIEN.US)$ Meanwhile, the optical networking equipment leader $AST SpaceMobile (ASTS.US)$ , the rising star in satellite communications, $Costco (COST.US)$ , and the American consumer bellwether are all poised to make moves.
In addition, the leader in optical networking equipment $Ciena (CIEN.US)$ Meanwhile, the optical networking equipment leader $AST SpaceMobile (ASTS.US)$ , the rising star in satellite communications, $Costco (COST.US)$ , and the American consumer bellwether are all poised to make moves.
Are you ready for March's opening act?Come and join@富途業績SirTogether, let's track the latest earnings and follow along.@First Scene of Earnings CallGet direct access to the earnings call scene, seize the earnings opportunity, and boost your investment!
📅 [Earnings Live Preview]
📞Earnings call:
MINIMAX Full-Year 2025 Earnings Live Broadcast
ASTS 2025 Q4 Earnings Live Broadcast
Sea 2025 Q4 Earnings Live Broadcast
Broadcom Fiscal Year 2026 Q1 Earnings Live Broadcast
Bilibili Q4 2025 Earnings Live Broadcast
JD.com Q4 2025 Earnings Live Broadcast
Ciena Q1 2026 Earnings Live Broadcast
Costco's Q2 2026 Earnings Live Broadcast
A lineup of star stocks is set to release their results! How can you not miss the excitement?Click to learn more about corporate earnings announcement schedules:More earnings calendar
Click to learn more about corporate earnings announcement schedules:More earnings calendar[Interactive Giveaway]What do you fellow investors think about how each company releasing earnings next week will perform? Come participate in the forecast and win 66 points~
(Note: You'll receive the reward as long as the selected stock rises on the first day; points will be issued uniformly after this earnings season ends, with the first-day rise time based on Beijing time)
The market’s applause never follows a predictable pattern—this time, who carries your expectations?Feel free to share your thoughts in the comment section!
👏The 'Earnings Express' has been upgraded with three key features to help you get ahead in finding opportunities during earnings season!
![[Gift]This article is suitable for comments & likes.[Heart], participate in the poll and win points! [Yeah!]Hello, fellow investors ~ The festive fireworks of the Spring Festival have not yet faded, but the heatwave of earnings has already arrived.[Determined] [Thinking Face] Looking back at last week, $NVIDIA (NVDA.US)$ despite a 73% growth and explosive guidance, the stock price closed lower; $IonQ Inc (IONQ.US)$ fourfold revenue growth ignited quantum enthusiasm, sending the stock price soaring by 20%; $Circle (CRCL.US)$ Earnings exceeded expectations, with the stock surging 35% on the first day post-earnings; $Baidu (BIDU.US)$ The rapid expansion of AI business failed to boost the stock price…Similarly described as 'exceeding expectations,' some stocks soared while others faced headwinds. A new batch of earnings reports is about to debut next week. Will they meet the market's challenges?[Shocked] The whistle for the March arena is about to blow, with Broadcom and JD.com already stepping into the spotlight.[Let Me See] 🧩Broadcom: AI is not just about GPUs, is networking on the verge of explosive growth? If NVIDIA solves the computing power problem, then $Broadcom (AVGO.US)$ as the leader in custom chips, needs to prove that 'connectivity' is the next trillion-dollar track for AI infrastructure. However, Wall Street’s attitude is rather subtle. A Morgan Stanley analyst frankly stated: 'We are optimistic about Broadcom's performance in the AI field, but it's hard for us to drum up much more enthusiasm.' Broadcom, can...](https://nnqimage.futunn.com/sns_client_feed/999982/20260227/web-1772123971107-glIrEBQqE2.webp/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Futubull AI Instant answers to resolve doubts, smart stock selection to identify potential upward trends, and portfolio analysis to seize opportunities while avoiding risks!![[Gift]This article is suitable for comments & likes.[Heart], participate in the poll and win points! [Yeah!]Hello, fellow investors ~ The festive fireworks of the Spring Festival have not yet faded, but the heatwave of earnings has already arrived.[Determined] [Thinking Face] Looking back at last week, $NVIDIA (NVDA.US)$ despite a 73% growth and explosive guidance, the stock price closed lower; $IonQ Inc (IONQ.US)$ fourfold revenue growth ignited quantum enthusiasm, sending the stock price soaring by 20%; $Circle (CRCL.US)$ Earnings exceeded expectations, with the stock surging 35% on the first day post-earnings; $Baidu (BIDU.US)$ The rapid expansion of AI business failed to boost the stock price…Similarly described as 'exceeding expectations,' some stocks soared while others faced headwinds. A new batch of earnings reports is about to debut next week. Will they meet the market's challenges?[Shocked] The whistle for the March arena is about to blow, with Broadcom and JD.com already stepping into the spotlight.[Let Me See] 🧩Broadcom: AI is not just about GPUs, is networking on the verge of explosive growth? If NVIDIA solves the computing power problem, then $Broadcom (AVGO.US)$ as the leader in custom chips, needs to prove that 'connectivity' is the next trillion-dollar track for AI infrastructure. However, Wall Street’s attitude is rather subtle. A Morgan Stanley analyst frankly stated: 'We are optimistic about Broadcom's performance in the AI field, but it's hard for us to drum up much more enthusiasm.' Broadcom, can...](https://nnqimage.futunn.com/sns_client_feed/999982/20260227/web-1772123971282-he9PwJTfEI.webp/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
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