A key period of negotiations, will military conflict erupt again between the US and Iran?
[Prize] Earnings Week Amidst the Smoke of Battle! Nio, Li Auto, and Oracle Step into the Spotlight, A Quick Recap of Weekly Performance (Mar. 9-13)
Hello fellow investors~
The past week has not been a peaceful one for the world.While we were still discussing$NVIDIA (NVDA.US)$the market movements after earnings reports, the smoke rising from the Middle East has turned into a storm in the capital markets, hitting our accounts directly.
Escalating conflicts between the US, Israel, and Iran have put the crucial energy passageway, the Strait of Hormuz, at risk, causing international oil prices to surge violently, with Brent crude climbing above $84.This series of shocks once caused market risk aversion to spread like wildfire,$CBOE Volatility S&P 500 Index (.VIX.US)$the panic index soared, and the three major US stock indexes suffered heavy losses, with growth sectors such as chips and AI coming under significant pressure.$S&P 500 Index (.SPX.US)$$Nasdaq Composite Index (.IXIC.US)$$Dow Jones Industrial Average (.DJI.US)$
The wish we made during the Lunar New Year for a “peaceful year shared by all” feels especially precious now...We are hoping more than ever for the end of turmoil and the return of peace. Here, I also want to say to every fellow investor:Wherever you are, may peace be with you, and may your returns hold steady.🕊️
The market has its ups and downs, but the pace of earnings season never stops.This week, two major ASIC giants$Broadcom (AVGO.US)$$Marvell Technology (MRVL.US)$delivered strong results, casting a ray of light amidst the gloom.Broadcom’s AI business revenue doubled to $8.4 billion, far exceeding expectations,CEO Hock Tan not only eased market concerns about the software business but also dropped a 'bombshell':The company expects sales of its AI chips to exceed $100 billion by 2027 and has already secured the supply chain to ensure this goal.
This week, two major ASIC giants$Broadcom (AVGO.US)$$Marvell Technology (MRVL.US)$delivered strong results, casting a ray of light amidst the gloom.Broadcom’s AI business revenue doubled to $8.4 billion, far exceeding expectations,CEO Hock Tan not only eased market concerns about the software business but also dropped a 'bombshell':The company expects sales of its AI chips to exceed $100 billion by 2027 and has already secured the supply chain to ensure this goal.Notably, Every fluctuation in the macro situation is also strengthening the narrative of certain sectors.This geopolitical shock is impacting the global economy through two core channels: oil prices and supply chains. On one hand, surging oil prices could reshape the inflation trajectory, influencing the pace of the Fed’s monetary policy.On the other hand, risks of shipping disruptions and demands for defense security are reshaping the short-term logic of certain industries.👇Shipping:The situation in the Strait of Hormuz is affecting global freight rates,As a key player in global container shipping, U.S. stocks$ZIM Integrated Shipping (ZIM.US)$, Hong Kong stocks $SITC (01308.HK)$are about to release their results!Management's outlook on freight rates will provide clues for assessing the direction of global trade and inflation. Amid escalating tensions in the Middle East, how much earnings elasticity do shipping stocks have?
National Defense:The conflict has driven up demand for national defense and security, particularly benefiting suppliers of cutting-edge technologies, which have become another focal point in the market.Investment bank KeyBanc pointed out that against the backdrop of escalating military conflicts involving the US, Israel, and Iran, suppliers of drones, missiles, and hypersonic weapons are the most direct beneficiaries. Next week,key players in the loitering munitions (suicide drones) sector$AeroVironment (AVAV.US)$will announce their earnings results,with the market focusing on their order growth rates, capacity expansion, and assessment of the outlook for defense budgets.
Meanwhile, with oil prices surging, the narrative of renewable energy substitution may once again be pushed to the forefront.Nio vs Li Auto, whose results will carry more weight?On March 10, Nio will release its Q4 2025 earnings.
$NIO Inc (NIO.US)$Previously forecasted, an expected Q4 adjusted operating profit of 700 million to 1.2 billion yuan, marking its first-ever quarterly profitability. The improvement in profitability stems from three main drivers: sales growth, a higher proportion of high-margin models (ES8), and cost reductions across the entire supply chain. February delivery figures show that the ES8 delivered 11,260 units in a single month, accounting for over 54% of brand sales, with high-margin models remaining the cornerstone. Additionally, the self-developed autonomous driving chip business, Shenji, secured over 2.2 billion yuan in investments, prompting Deutsche Bank to raise its target price to HKD 73.3. This earnings report will have the market closely watching whether the gross margin can continue its improving trend, and how the rollout pace of the Loda and Firefly sub-brands progresses.
On March 12, Li Auto will also present its results
Analysts expect its Q4 earnings per share may decline significantly on a quarter-over-quarter basis.$Li Auto (LI.US)$Facing dual pressures: intensifying competition in the family SUV market, and Huawei's 2026 product cycle potentially pressuring its extended-range product line; with price wars already driving gross margins to low levels, there is a risk of further contraction. The market will focus on the revamped L9 model, plans for all-electric products, trends in gross margin, and strategies to address competition.
In addition,$CATL (03750.HK)$As the global leader in lithium batteries, its performance will also reflect the health of the new energy vehicle supply chain.
![Hello fellow investors~[Worship] The past week has not been a peaceful one for the world.While we were still discussing$NVIDIA (NVDA.US)$the market movements after earnings reports, the smoke rising from the Middle East has turned into a storm in the capital markets, hitting our accounts directly.[Whimper] Escalating conflicts between the US, Israel, and Iran have put the crucial energy passageway, the Strait of Hormuz, at risk, causing international oil prices to surge violently, with Brent crude climbing above $84.This series of shocks once caused market risk aversion to spread like wildfire,$CBOE Volatility S&P 500 Index (.VIX.US)$the panic index soared, and the three major US stock indexes suffered heavy losses, with growth sectors such as chips and AI coming under significant pressure.$S&P 500 Index (.SPX.US)$$Nasdaq Composite Index (.IXIC.US)$$Dow Jones Industrial Average (.DJI.US)$ The wish we made during the Lunar New Year for a “peaceful year shared by all” feels especially precious now...We are hoping more than ever for the end of turmoil and the return of peace. Here, I also want to say to every fellow investor:Wherever you are, may peace be with you, and may your returns hold steady.🕊️ The market has its ups and downs, but the pace of earnings season never stops.[Hey]This week, two major ASIC giants$Broadcom (AVGO.US)$$Marvell Technology (MRVL.US)$delivered strong results, casting a ray of light amidst the gloom.Broadcom’s AI business revenue doubled to $8.4 billion, far exceeding expectations,CEO Hock Tan not only...](https://nnqimage.futunn.com/sns_client_feed/999982/20260306/web-1772765938683-J7c9Fiaf9V.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Oracle and Adobe are about to report earnings; will tech stocks bring any surprises?
>>Despite market concerns over$Oracle (ORCL.US)$the 'Stargate' project financing,a Citi report highlights that its capital expenditure still has upside potential and could exceed $50 billion in the 2026/27 fiscal year. IaaS business growth is expected to meet expectations and accelerate.The market will closely track the growth rate of its cloud business and capital expenditure guidance to assess the sustainability of AI computing demand.
>>Against the backdrop of strong demand for AI servers, as a key supplier of enterprise-level hardware,$Hewlett Packard Enterprise (HPE.US)$its performance is also receiving significant attention.Its performance will be another important validation of real demand on the AI hardware side following$Dell Technologies (DELL.US)$$HP Inc (HPQ.US)$, with the market closely monitoring its order growth and capacity utilization rate.
>>$Adobe (ADBE.US)$They will deliver their crucial report card for the generative AI era's inaugural year.Facing competition from Canva and numerous AI-native tools, the market is focused on the boost provided by its AI features like Firefly to the Creative Cloud business.
$UiPath (PATH.US)$$Netskope (NTSK.US)$$SentinelOne (S.US)$A group of software stocks will also release earnings reports intensively.Against the backdrop of rapid AI technology iteration, can they maintain their growth momentum?
War, inflation, data, strategic games... In the spring of 2026, the market is overwhelmed by an information flood, but earnings season remains the touchstone of value.Can these companies about to announce their results navigate through the smoke and illuminate the market?Come and join@富途業績SirTogether, let's track the latest earnings and follow along.@First Scene of Earnings CallGet direct access to the earnings call scene, seize the earnings opportunity, and boost your investment!
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A lineup of star stocks is set to release their results! How can you not miss the excitement?Click to learn more about corporate earnings announcement schedules:More earnings calendar
Click to learn more about corporate earnings announcement schedules:More earnings calendar[Interactive Giveaway]What do you fellow investors think about how each company releasing earnings next week will perform? Come participate in the forecast and win 66 points~
Dear fellow investors, feel free to discuss in the comments section:
With escalating tensions in the Middle East, which company do you think will be most affected in terms of next week's earnings performance?
Between Nio and Li Auto, whose earnings performance do you favor this time?
The 'Earnings Express' has been upgraded with three key features to help you get ahead in finding opportunities during earnings season!
![Hello fellow investors~[Worship] The past week has not been a peaceful one for the world.While we were still discussing$NVIDIA (NVDA.US)$the market movements after earnings reports, the smoke rising from the Middle East has turned into a storm in the capital markets, hitting our accounts directly.[Whimper] Escalating conflicts between the US, Israel, and Iran have put the crucial energy passageway, the Strait of Hormuz, at risk, causing international oil prices to surge violently, with Brent crude climbing above $84.This series of shocks once caused market risk aversion to spread like wildfire,$CBOE Volatility S&P 500 Index (.VIX.US)$the panic index soared, and the three major US stock indexes suffered heavy losses, with growth sectors such as chips and AI coming under significant pressure.$S&P 500 Index (.SPX.US)$$Nasdaq Composite Index (.IXIC.US)$$Dow Jones Industrial Average (.DJI.US)$ The wish we made during the Lunar New Year for a “peaceful year shared by all” feels especially precious now...We are hoping more than ever for the end of turmoil and the return of peace. Here, I also want to say to every fellow investor:Wherever you are, may peace be with you, and may your returns hold steady.🕊️ The market has its ups and downs, but the pace of earnings season never stops.[Hey]This week, two major ASIC giants$Broadcom (AVGO.US)$$Marvell Technology (MRVL.US)$delivered strong results, casting a ray of light amidst the gloom.Broadcom’s AI business revenue doubled to $8.4 billion, far exceeding expectations,CEO Hock Tan not only...](https://nnqimage.futunn.com/sns_client_feed/999982/20260306/web-1772766442464-xf8IoZpyKB.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Futubull AI Instant answers to resolve doubts, smart stock selection to identify potential upward trends, and portfolio analysis to seize opportunities while avoiding risks!![Hello fellow investors~[Worship] The past week has not been a peaceful one for the world.While we were still discussing$NVIDIA (NVDA.US)$the market movements after earnings reports, the smoke rising from the Middle East has turned into a storm in the capital markets, hitting our accounts directly.[Whimper] Escalating conflicts between the US, Israel, and Iran have put the crucial energy passageway, the Strait of Hormuz, at risk, causing international oil prices to surge violently, with Brent crude climbing above $84.This series of shocks once caused market risk aversion to spread like wildfire,$CBOE Volatility S&P 500 Index (.VIX.US)$the panic index soared, and the three major US stock indexes suffered heavy losses, with growth sectors such as chips and AI coming under significant pressure.$S&P 500 Index (.SPX.US)$$Nasdaq Composite Index (.IXIC.US)$$Dow Jones Industrial Average (.DJI.US)$ The wish we made during the Lunar New Year for a “peaceful year shared by all” feels especially precious now...We are hoping more than ever for the end of turmoil and the return of peace. Here, I also want to say to every fellow investor:Wherever you are, may peace be with you, and may your returns hold steady.🕊️ The market has its ups and downs, but the pace of earnings season never stops.[Hey]This week, two major ASIC giants$Broadcom (AVGO.US)$$Marvell Technology (MRVL.US)$delivered strong results, casting a ray of light amidst the gloom.Broadcom’s AI business revenue doubled to $8.4 billion, far exceeding expectations,CEO Hock Tan not only...](https://nnqimage.futunn.com/sns_client_feed/999982/20260306/web-1772766436621-mwrJKnuPTl.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
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