[Prize] Earnings season draws to a close! Broadcom, Zhipu, Nio, and Dell take the stage—A quick look at weekly performance (Aug 31–Sep 4)

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Hi, fellow investors~ This week's focus is mainly on smart vehicles, AI computing power & high-speed interconnects, AI models & cloud data, cybersecurity, as well as medical devices, commercial aerospace, and sports consumption.

Smart vehicle industry chain: From chips to complete vehicles, commercial viability remains to be tested

$HORIZONROBOT-W (09660.HK)$ Will release earnings on August 31 (Beijing Time). As a representative of domestic smart driving chips, market attention is focused on the design wins and mass production penetration of its Journey series chips among automaker clients, and whether high-end intelligent driving solutions can move from pilot projects to scaled implementation. Compared to pure revenue scale, customer structure and positioning within the industry chain are more worth noting.

$BLACK SESAME (02533.HK)$ Will release earnings on August 31 (Beijing Time), also focusing on automotive-grade high-performance chips. Key highlights include the adoption rate of designed chips in vehicles, progress in OEM collaboration projects, and the full delivery capability from chips to software solutions.

$NIO Inc (NIO.US)$ Will release earnings on September 1 (Beijing Time). Market attention is centered on optimization of delivery structure, trends in vehicle gross margin, ramp-up of new brand models, and the support of battery swapping and service ecosystems for long-term profitability paths. For Nio, beyond scale, operational efficiency and gross margin recovery are core issues.

AI Computing Power and High-Speed Interconnects: Broadcom Leads, Validating the Boom in AI Infrastructure

$Broadcom (AVGO.US)$ The company is scheduled to release its financial report in the early hours of September 2 (Beijing Time). Market attention has moved beyond just 'how large is the AI revenue' to further focus on whether customer expansion for custom ASICs among top cloud providers can continue, whether the industry position of AI network switching chips and optical interconnects can be further strengthened, and the synergies between software infrastructure business and AI computing power. It can be said that Broadcom's financial report is not only its own scorecard but also a mirror reflecting the intensity of capital expenditure in AI data centers.

$Credo Technology (CRDO.US)$ The company is scheduled to release its financial report in the early hours of September 1 (Beijing Time). As a key target in the direction of AI high-speed interconnects, the highlights lie in the adoption speed of active cables and high-speed SerDes-related products in AI clusters, as well as the trend of customers switching from traditional solutions to low-power, high-bandwidth interconnect solutions.

$Ciena (CIEN.US)$ The company is scheduled to release its financial report in the early hours of September 3 (Beijing Time). As a major player in optical transmission and data center interconnects, the market will focus on the drive from AI traffic growth for backbone and metropolitan bandwidth demand, as well as signals of industry prosperity conveyed by order visibility and changes in backlog orders.

$Dell Technologies (DELL.US)$ The company is scheduled to release its financial report on September 1 (Beijing Time). Highlights focus on AI servers and storage infrastructure, with emphasis on the fulfillment of enterprise-level AI orders, the recovery of traditional IT demand, and whether supply chain capabilities can support the delivery pace of AI servers.

$Hewlett Packard Enterprise (HPE.US)$ The company is scheduled to release its financial report in the early hours of September 2 (Beijing Time). As a participant in the storage-related sector, the market will observe the correlation between its business and AI infrastructure demand.

AI Models, Cloud Data, and Cybersecurity: Zhipu AI Leads, Watching Whether AI Commercialization Can Succeed

$Z.AI (02513.HK)$ Will release earnings report on August 31 (Beijing Time). Market focus centers on whether the enterprise API business can sustain high-speed growth, cost and supply bottlenecks amid intensive computing power demand, progress in adapting domestic computing resources, and the impact of subsequent capital moves. For the market, the core highlight for Zhipu at this stage is no longer "whether the model can be built," but "whether commercialization can truly succeed."

Cloud data sector,$MongoDB (MDB.US)$Will release earnings report in the early hours of September 1 (Beijing Time). Key highlights include customer expansion for Atlas Cloud Database and changes in database demand driven by AI application development. The market will watch the pace of its transition from traditional databases to cloud-native, AI-ready data layers.

$Snowflake (SNOW.US)$ As a representative cloud data platform, will release earnings report in the early hours of September 2 (Beijing Time). Focus areas include AI/ML data governance, unified data platform strategy, and performance of large-client demand amidst recovering enterprise budgets.

Cybersecurity sector,$Palo Alto Networks (PANW.US)$Will release earnings report in the early hours of September 1 (Beijing Time). Key focus areas include platform integration, implementation of AI security products, and the quality of subscription revenue. The resilience of the cybersecurity sector still depends on its priority within enterprise IT budgets.

Medical devices, commercial aerospace, and consumer goods: A short-term observation window

$Medtronic (MDT.US)$ Will release earnings report in the early hours of September 1 (Beijing Time). Highlights focus on the stability of core businesses such as cardiac rhythm management and the pace of global medical device demand.

$Planet Labs PBC (PL.US)$Will release earnings report in the early hours of September 3 (Beijing Time). Representing commercial aerospace and satellite data, market attention is on satellite imagery subscription revenue, the structure of government and corporate clients, and the implementation of data services in scenarios such as agriculture, energy, and emergency response.

$Lululemon Athletica (LULU.US)$ Will release earnings report in the early hours of September 3 (Beijing Time). As a representative of consumer and sportswear, the earnings focus is on product innovation, inventory health, performance in the China region, and gross margin resilience.

This week's earnings lineup spans multiple sectors, including smart vehicles, AI computing power, AI models, cloud data, cybersecurity, healthcare, commercial aerospace, and consumer goods. Can AI demand continue to spread to midstream segments such as high-speed interconnects, optical transmission, and intelligent driving? Will the commercialization of intelligent driving chips materialize as scheduled? Can the AI narratives surrounding large language models and cloud data platforms see substantial implementation? Feel free to discuss in the comments which companies and sectors you are most focused on as we await the earnings results.

[Earnings Live Coverage预告]:

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Can Zhipu's enterprise API and agent commercialization continue to outperform expectations? Can Nio's vehicle gross margin and operational efficiency recovery sustain momentum? Can Dell Technologies' AI server business maintain demand resilience? Can Broadcom's custom ASICs and AI networking demand continue to support market confidence? Which stock do you think will exceed expectations? Share your thoughts in the comments!

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