AI 'structural inflation' is here! Who will be the biggest winner?
New stocks debut with their first earnings reports! Key performances from Zhipu, Biren Technology, and Mingming Are Very Busy revealed. Weekly performance update (March 30 - April 3).
A quick overview of key company earnings in one chart ~ Feel free to like/comment and share your thoughts.
Hello fellow investors~This week, the market continues to be volatile amidst the back-and-forth tensions between the US and Iran.Trump's '48-hour ultimatum' and the subsequent negotiation 'Rashomon' alternately took center stage. The fluctuating ceasefire expectations drove sharp volatility in US stocks, crude oil, and gold, with oil prices becoming the most sensitive barometer of market sentiment...
Against this macro backdrop, a series of Chinese assets such as Kuaishou, Meituan, PDD Holdings, and Xiaomi have successively released their report cards:$XIAOMI-W (01810.HK)$ 's automotive business has delivered on its profit expectations, $KUAISHOU-W (01024.HK)$ 's Futubull AI achieved a single-month revenue breakthrough of $20 million, $POP MART (09992.HK)$ 's overseas markets have become the second growth driver, $MIXUE GROUP (02097.HK)$ while supporting significant imagination for lower-tier market expansion, $LAOPU GOLD (06181.HK)$ validating another aspect of consumption divergence amidst high gold prices.In the coming week, the earnings calendar still holds notable highlights, but with a more dispersed pace; let’s lock in the core focus areas together.👇👇
The Hong Kong stock market will soon enter the new stock earnings window period next week. A group of star companies that recently went public will collectively release their first earnings reports post-listing.Who can deliver an outperforming result?“The world's first large model stock” $KNOWLEDGE ATLAS (02513.HK)$ , the key highlight is to verify the progress in commercialization and customer base expansion.
Hailed as 'the first GPU stock in Hong Kong' $BIREN TECH (06082.HK)$ , all eyes remain firmly fixed on the progress of its localization breakthroughs and the integration status of downstream customers. How far has the commercialization journey of domestically produced high-end GPUs come? Could this round of earnings bring a new milestone?
‘China's largest snack and beverage retailer’ $BUSYMING (01768.HK)$ , despite a recent pullback in share price, investors are still closely watching the pace of nationwide store expansion and the profitability stability of individual store models.
![A quick overview of key company performances ~ Feel free to like/comment and share your thoughts.[Tongue] [Happy]Hello fellow investors~ This week, the market continues to fluctuate amid ongoing tensions between the US and Iran.Trump's "48-hour ultimatum" and subsequent negotiation "Rashomon" alternated, with ceasefire expectations swinging back and forth driving sharp volatility in the US stock market, crude oil, and gold. Oil prices have especially become the most sensitive barometer of market sentiment... [Hey]Against this macroeconomic backdrop, a series of Chinese assets including Kuaishou, Meituan, PDD Holdings, and Xiaomi have successively released their earnings reports:$XIAOMI-W (01810.HK)$ delivered on its auto business profitability forecast, $KUAISHOU-W (01024.HK)$ saw its KeLing AI monthly revenue exceed $20 million, $POP MART (09992.HK)$ established overseas markets as the second growth driver, $MIXUE GROUP (02097.HK)$ continued to expand the potential of the lower-tier market. $LAOPU GOLD (06181.HK)$ Against the backdrop of high gold prices, this validates another aspect of consumption divergence. In the coming week, the earnings calendar still has highlights, but the pace is more scattered. Let’s lock in the key focus areas together.👇👇 [Peace]The Hong Kong stock market will soon enter the earnings window period for new stocks next week. A group of star companies that recently went public will collectively release their first earnings reports post-listing.Who can deliver an above-expectations performance? The 'world's first large model stock' $KNOWLEDGE ATLAS (02513.HK)$ , at the core...](https://nnqimage.futunn.com/sns_client_feed/999982/20260327/web-1774577261850-6bJ312SCM0.png/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
In addition to these new stocks, other companies also offer plenty of highlights:Starting from Monday (March 30), $BANK OF CHINA (03988.HK)$ takes the stage first,Its report card will be an important window to observe the macro credit environment. $SUNNY OPTICAL (02382.HK)$ which affects the nerves of consumer electronics, the shipment data of mobile phones and automotive cameras,Can this provide more definitive key validation for the recovery of Android smartphones and the increase in smart driving penetration?
In the retail sector, $MNSO (09896.HK)$$MINISO (MNSO.US)$ the earnings will verify the expansion progress of 'interest-driven consumption' in the global market.
Additionally, $GANFENGLITHIUM (01772.HK)$ and $DONGFANG ELEC (01072.HK)$ both making an appearance,will offer the most authoritative reference for the entire industry to assess the turning point in the lithium battery sector's cycle and the real demand trend in the power equipment sector.
Regarding US stocks，Taking the stage after Monday's market close is $Virgin Galactic (SPCE.US)$, whose earnings will provide the latest updates on the commercialization progress of space tourism and commercial aerospace. Will SpaceX's IPO dynamics act as a catalyst for its stock performance?Before Tuesday’s US stock market open, food giant $McCormick & Co (MKC.US)$ and leading new tea beverage brand $Chagee Holdings (CHA.US)$ will make an appearance, with the latter being a representative of Chinese consumer brands expanding overseas. It will serve as an important benchmark for observing domestic consumption power and overseas profitability.Later that day, sportswear giant $Nike (NKE.US)$ will take the stage. Can its inventory levels, sales performance in Greater China, and strategic guidance from the new management team bring unexpected positive surprises to the market?
Additionally, $Americas Gold And Silver (USAS.US)$$Keel Infrastructure (KEEL.US)$ and other companies related to resources and cryptocurrencies, their performance is also closely tied to fluctuations in commodity prices and the digital asset market.
📅 [Earnings Live Preview]
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 Session]
The various companies releasing earnings next week have already drawn significant attention. Fellow investors, what do you think about these companies' performances? Join us to make your predictions!As the earnings season draws to a close amid a complex and volatile macro environment, who can deliver better-than-expected results? Stay tuned,@富途業績Sir, pay attention@First Scene of Earnings CallGet direct access to the earnings call scene, seize the earnings opportunity, and boost your investment!
Fellow investors, whose performance are you most looking forward to? Feel free to discuss in the comments section~
The 'Earnings Express' has been upgraded with three key features to help you get ahead in finding opportunities during earnings season!![A quick overview of key company performances ~ Feel free to like/comment and share your thoughts.[Tongue] [Happy]Hello fellow investors~ This week, the market continues to fluctuate amid ongoing tensions between the US and Iran.Trump's "48-hour ultimatum" and subsequent negotiation "Rashomon" alternated, with ceasefire expectations swinging back and forth driving sharp volatility in the US stock market, crude oil, and gold. Oil prices have especially become the most sensitive barometer of market sentiment... [Hey]Against this macroeconomic backdrop, a series of Chinese assets including Kuaishou, Meituan, PDD Holdings, and Xiaomi have successively released their earnings reports:$XIAOMI-W (01810.HK)$ delivered on its auto business profitability forecast, $KUAISHOU-W (01024.HK)$ saw its KeLing AI monthly revenue exceed $20 million, $POP MART (09992.HK)$ established overseas markets as the second growth driver, $MIXUE GROUP (02097.HK)$ continued to expand the potential of the lower-tier market. $LAOPU GOLD (06181.HK)$ Against the backdrop of high gold prices, this validates another aspect of consumption divergence. In the coming week, the earnings calendar still has highlights, but the pace is more scattered. Let’s lock in the key focus areas together.👇👇 [Peace]The Hong Kong stock market will soon enter the earnings window period for new stocks next week. A group of star companies that recently went public will collectively release their first earnings reports post-listing.Who can deliver an above-expectations performance? The 'world's first large model stock' $KNOWLEDGE ATLAS (02513.HK)$ , at the core...](https://nnqimage.futunn.com/sns_client_feed/999982/20260326/web-1774518044613-udOwjOFPel.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!![A quick overview of key company performances ~ Feel free to like/comment and share your thoughts.[Tongue] [Happy]Hello fellow investors~ This week, the market continues to fluctuate amid ongoing tensions between the US and Iran.Trump's "48-hour ultimatum" and subsequent negotiation "Rashomon" alternated, with ceasefire expectations swinging back and forth driving sharp volatility in the US stock market, crude oil, and gold. Oil prices have especially become the most sensitive barometer of market sentiment... [Hey]Against this macroeconomic backdrop, a series of Chinese assets including Kuaishou, Meituan, PDD Holdings, and Xiaomi have successively released their earnings reports:$XIAOMI-W (01810.HK)$ delivered on its auto business profitability forecast, $KUAISHOU-W (01024.HK)$ saw its KeLing AI monthly revenue exceed $20 million, $POP MART (09992.HK)$ established overseas markets as the second growth driver, $MIXUE GROUP (02097.HK)$ continued to expand the potential of the lower-tier market. $LAOPU GOLD (06181.HK)$ Against the backdrop of high gold prices, this validates another aspect of consumption divergence. In the coming week, the earnings calendar still has highlights, but the pace is more scattered. Let’s lock in the key focus areas together.👇👇 [Peace]The Hong Kong stock market will soon enter the earnings window period for new stocks next week. A group of star companies that recently went public will collectively release their first earnings reports post-listing.Who can deliver an above-expectations performance? The 'world's first large model stock' $KNOWLEDGE ATLAS (02513.HK)$ , at the core...](https://nnqimage.futunn.com/sns_client_feed/999982/20260326/web-1774515529193-fKgOEVF0nd.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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