Earnings reports from Chinese giants raise concerns! Is it a good time to buy on dips？
[Prize] Gathering of Giants! Tencent, Alibaba, and Micron Technology Take the Stage – Quick Earnings Recap for the Week (Mar. 16-20)
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Hello fellow investors~
Over the past week, the market continued to be torn between volatility and data.
The situation in the Middle East has suddenly escalated, with tension rising in the Strait of Hormuz. Oil prices surged accordingly, once again impacting the global asset pricing logic. The US stock market is under pressure, with the three major indices retreating one after another; Hong Kong stocks are also struggling under the triple pressures of tightened overseas liquidity, climbing geopolitical risks, and earnings season scrutiny. Market sentiment is seesawing, with funds wavering between risk aversion and aggressive moves...
However, amid the volatility, some names still stand out based on fundamentals:🥇$Oracle (ORCL.US)$ Strongly rebutted market skepticism over 'tens of billions of dollars in debt hanging overhead.' Both revenue and profits grew by more than 20%, and they signed a $29 billion AI infrastructure mega-deal. The founder exclaimed, 'We are the disruptors of SaaS!' Post-earnings, the stock price soared over 9%, declaring to the market: the AI story is far from over.
🔋$CATL (03750.HK)$ Demonstrated the confidence of 'King Ning' with a weighty annual report, achieving a net profit of 72.2 billion yuan and planning to distribute over 30 billion yuan in dividends.
🚗$NIO Inc (NIO.US)$$NIO-SW (09866.HK)$ also welcomed its own highlight moment. Q4 operating profit turned positive for the first time, with deliveries surging 71.7% and Q1 revenue guidance doubling!
If this week’s earnings are a few lighthouses lighting up the market amidst the smoke of battle, then next week, more giants will sail into the eye of the storm to be tested:
>>🚩Hong Kong stock battleground: Tencent leading, AI sector facing major test
The most anticipated event is undoubtedly Tencent Holdings taking center stage on March 18th (Wednesday).Just this week, Alibaba was crowned by major banks as the 'global AI leader,' replacing Tencent as the industry's top choice—this is nothing short of a pre-game declaration of war!The market holds its breath: In response to Alibaba’s high-profile full-stack AI strategy, how will Tencent use these earnings to counter doubts? Can its gaming business withstand pressure? What signals will management’s outlook provide? $TENCENT (00700.HK)$$Tencent (TCEHY.US)$
On March 19th, before the US stock market opens, all eyes will be on Alibaba!Even with the halo of being an 'AI leader,' concerns remain about the slowdown in its core e-commerce growth and ongoing losses from new businesses.Suspense builds: Will Alibaba Cloud continue to impress with its growth? Will the whopping 380 billion capital expenditure plan be further increased? $Alibaba (BABA.US)$$BABA-W (09988.HK)$On the same day,Insurance giant $AIA (01299.HK)$ is also set to release results, reflecting the state of middle-class consumption and wealth management trends; andChina's leading automotive smart chip company $HORIZONROBOT-W (09660.HK)$ will show the true value of its technological monetization.
By March 20th, the aluminum industry giant $CHINAHONGQIAO (01378.HK)$ 's report card will directly indicate the pulse of macroeconomic structural transformation.![[Gift]This article is suitable for comments & likes.[Heart], join our earnings event and win points! Hello fellow investors~[Worship] Over the past week, the market continued to be torn between volatility and data. The situation in the Middle East has suddenly escalated, with tension rising in the Strait of Hormuz. Oil prices surged accordingly, once again impacting the global asset pricing logic. The US stock market is under pressure, with the three major indices retreating one after another; Hong Kong stocks are also struggling under the triple pressures of tightened overseas liquidity, climbing geopolitical risks, and earnings season scrutiny. Market sentiment is seesawing, with funds wavering between risk aversion and aggressive moves... [Smart] However, amid the volatility, some names still stand out based on fundamentals: 🥇$Oracle (ORCL.US)$ Strongly rebutted market skepticism over 'tens of billions of dollars in debt hanging overhead.' Both revenue and profits grew by more than 20%, and they signed a $29 billion AI infrastructure mega-deal. The founder exclaimed, 'We are the disruptors of SaaS!' Post-earnings, the stock price soared over 9%, declaring to the market: the AI story is far from over. 🔋$CATL (03750.HK)$ Demonstrated the confidence of 'King Ning' with a weighty annual report, achieving a net profit of 72.2 billion yuan and planning to distribute over 30 billion yuan in dividends. 🚗$NIO Inc (NIO.US)$$NIO-SW (09866.HK)$ Also had its shining moment. Q4 operating profit turned positive for the first time, deliveries surged 71.7%, and Q1 revenue guidance doubled! If this week’s earnings...](https://nnqimage.futunn.com/sns_client_feed/999982/20260313/web-1773384604556-Wxkp2wkiM3.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
>>🗽US Stock Market Battle: Storage Giant Takes Center Stage, Consumer Trends Converge
On March 18th after the US stock market closes, $Micron Technology (MU.US)$ will ignite a key battle in the global semiconductor race!
After storage peers like Sandisk and Seagate Technology successively delivered 'better-than-expected' results, Micron Technology, as the final key player, will provide what kind of answer? Market expectations have already been set very high, butWhat the market is waiting for is not only a strong earnings report, but also a positive response from management: how long will this AI-driven 'storage supercycle' last?
In addition, the trendsetter in athleisure $Lululemon Athletica (LULU.US)$ will take the stage after Tuesday's market close,to test the real state of North American consumer spending;Advanced nuclear company $Oklo Inc (OKLO.US)$ will become the litmus test for the 'nuclear + AI' narrative;'Global trade barometer' $FedEx (FDX.US)$ will provide the latest clues on freight rates and demand;while China's cultural and entertainment representative $Tencent Music (TME.US)$$TME-SW (01698.HK)$ , will unveil the mystery behind the trend of paid online music.At the forefront of commercial space exploration,the star company that landed on the moon $Intuitive Machines (LUNR.US)$will deliver what kind of results?The market is closely watching every step regarding order growth and technology monetization.
Finally, the new EV maker $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ will reveal its hand.In 2026, with price wars still intense, whether its gross margin can hold up and delivery volume break through will directly determine the next direction of the stock price.
The macro environment is tumultuous, with sentiment swinging back and forth between greed and fear. In such moments, fundamentals that provide peace of mind are all the more precious.Next week, Tencent, Alibaba, Micron Technology, XPeng Motors... these names will directly confront market skepticism and expectations with their earnings performance.Can they cast a steadfast anchor amidst all the market noise?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:
📺 Exclusive presentation by the Investing Circle:Tencent and Alibaba's earnings calls will be simultaneously live-streamed with interpretation in the Futubull community. Fellow investors are welcome to reserve and watch!
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~
Next week, multiple giants will take the stage. Whose earnings report are you betting on?Fellow investors, feel free to discuss in the comment section~Tencent vs Alibaba, who is the real 'leader'? Will Micron Technology be the grand finale or a letdown?
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], join our earnings event and win points! Hello fellow investors~[Worship] Over the past week, the market continued to be torn between volatility and data. The situation in the Middle East has suddenly escalated, with tension rising in the Strait of Hormuz. Oil prices surged accordingly, once again impacting the global asset pricing logic. The US stock market is under pressure, with the three major indices retreating one after another; Hong Kong stocks are also struggling under the triple pressures of tightened overseas liquidity, climbing geopolitical risks, and earnings season scrutiny. Market sentiment is seesawing, with funds wavering between risk aversion and aggressive moves... [Smart] However, amid the volatility, some names still stand out based on fundamentals: 🥇$Oracle (ORCL.US)$ Strongly rebutted market skepticism over 'tens of billions of dollars in debt hanging overhead.' Both revenue and profits grew by more than 20%, and they signed a $29 billion AI infrastructure mega-deal. The founder exclaimed, 'We are the disruptors of SaaS!' Post-earnings, the stock price soared over 9%, declaring to the market: the AI story is far from over. 🔋$CATL (03750.HK)$ Demonstrated the confidence of 'King Ning' with a weighty annual report, achieving a net profit of 72.2 billion yuan and planning to distribute over 30 billion yuan in dividends. 🚗$NIO Inc (NIO.US)$$NIO-SW (09866.HK)$ Also had its shining moment. Q4 operating profit turned positive for the first time, deliveries surged 71.7%, and Q1 revenue guidance doubled! If this week’s earnings...](https://nnqimage.futunn.com/sns_client_feed/999982/20260313/web-1773385750024-ku7J4xNPW5.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], join our earnings event and win points! Hello fellow investors~[Worship] Over the past week, the market continued to be torn between volatility and data. The situation in the Middle East has suddenly escalated, with tension rising in the Strait of Hormuz. Oil prices surged accordingly, once again impacting the global asset pricing logic. The US stock market is under pressure, with the three major indices retreating one after another; Hong Kong stocks are also struggling under the triple pressures of tightened overseas liquidity, climbing geopolitical risks, and earnings season scrutiny. Market sentiment is seesawing, with funds wavering between risk aversion and aggressive moves... [Smart] However, amid the volatility, some names still stand out based on fundamentals: 🥇$Oracle (ORCL.US)$ Strongly rebutted market skepticism over 'tens of billions of dollars in debt hanging overhead.' Both revenue and profits grew by more than 20%, and they signed a $29 billion AI infrastructure mega-deal. The founder exclaimed, 'We are the disruptors of SaaS!' Post-earnings, the stock price soared over 9%, declaring to the market: the AI story is far from over. 🔋$CATL (03750.HK)$ Demonstrated the confidence of 'King Ning' with a weighty annual report, achieving a net profit of 72.2 billion yuan and planning to distribute over 30 billion yuan in dividends. 🚗$NIO Inc (NIO.US)$$NIO-SW (09866.HK)$ Also had its shining moment. Q4 operating profit turned positive for the first time, deliveries surged 71.7%, and Q1 revenue guidance doubled! If this week’s earnings...](https://nnqimage.futunn.com/sns_client_feed/999982/20260313/web-1773385755064-aLZhXtW00E.webp/big?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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