Broadcom partners with OpenAI! Will self-developed chips ignite the market?
[With Prizes] Broadcom and Nio are about to submit their reports, Figma makes its debut! Weekly performance update (9.1-9.5)
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Hi, mooers, happy Friday~
This week's performance has been turbulent.$PDD Holdings (PDD.US)$、$MEITUAN-W (03690.HK)$、$Alibaba (BABA.US)$/ $BABA-W (09988.HK)$and$NVIDIA (NVDA.US)$This also affects the nerves of the Hong Kong and U.S. stock markets.In the 'trough' of consecutive quarters of slowing growth and declining profits, $PDD Holdings (PDD.US)$It has still delivered a performance that exceeds expectations.After the earnings report, the pre-market stock price surged over 12%, but subsequently fell back after the conference call, ultimately closing with a slight increase of 0.87%, indicating that the market remains cautious.$MEITUAN-W (03690.HK)$Net profit in Q2 fell by 89%, which was below expectations.Concerns over profitability led to a nearly 13% drop in stock prices.Today, involved in the battle over food delivery,$Alibaba (BABA.US)$Another company will also announce its performance; how will it address the investment and return questions?Meanwhile, the AI chip leader$NVIDIA (NVDA.US)$also faces challenges in differentiation:In the second quarter, revenue and profit exceeded expectations, but the data center business slightly underperformed, and the earnings guidance is "lukewarm."Its stock price declined in after-hours trading. ⚡
Today, involved in the battle over food delivery,$Alibaba (BABA.US)$Another company will also announce its performance; how will it address the investment and return questions?Meanwhile, the AI chip leader$NVIDIA (NVDA.US)$also faces challenges in differentiation:In the second quarter, revenue and profit exceeded expectations, but the data center business slightly underperformed, and the earnings guidance is "lukewarm."Its stock price declined in after-hours trading. ⚡Next week, the chip sector will see renewed activity,$Broadcom (AVGO.US)$performance reports are coming!As a chip giant that cannot be overlooked amidst the AI boom, its high-speed network chips, customized ASIC solutions, and integration progress with VMware will serve as key indicators.The market is closely watching whether AI orders will continue to surge and if they can provide guidance that exceeds expectations!
In addition, key players from multiple sectors are emerging:New energy forces:$NIO Inc (NIO.US)$/$NIO-SW (09866.HK)$Will present its second-quarter results, with gross margin and sub-brand progress being critical.
SaaS benchmarks:$Salesforce (CRM.US)$The growth of AI cloud services has become the main highlight,$DocuSign (DOCU.US)$Will the demand for electronic signatures rebound?
Unicorns make their appearance:Design collaboration platforms$Figma Inc (FIG.US)$Can the first post-IPO performance support a high valuation?
Hardware and consumption:$Hewlett Packard Enterprise (HPE.US)$Trends in server demand,$Lululemon Athletica (LULU.US)$The resilience of sports and leisure consumption is drawing significant attention.
With a wealth of insights across multiple sectors, how can one keep pace with the rhythm?Join Performance Sir as we take a look at next week's earnings calendar overview~
![[Gift]This article is suitable for comments & likes.[Heart], participate in our earnings activities, and win points! Hi, mooers, happy Friday~[Joyful] [Keep Fighting]This week's performance has been turbulent.$PDD Holdings (PDD.US)$、$MEITUAN-W (03690.HK)$、$Alibaba (BABA.US)$/ $BABA-W (09988.HK)$and$NVIDIA (NVDA.US)$This also affects the nerves of the Hong Kong and U.S. stock markets. In the 'trough' of consecutive quarters of slowing growth and declining profits, $PDD Holdings (PDD.US)$Still delivered a performance that exceeded expectations.After hours, the stock price initially surged over 12%, but fell back following the conference call, ultimately rising only slightly by 0.87%, indicating that the market remains cautious.$MEITUAN-W (03690.HK)$The net profit for Q2 declined by 89%, falling short of expectations.Concerns over profitability led to a nearly 13% plunge in the stock price.[Thinking Face]Today, involved in the battle over food delivery,$Alibaba (BABA.US)$Another company will also announce its results; how will it address the questions of investment and return?The leading AI chip manufacturer$NVIDIA (NVDA.US)$also finds it difficult to break the segmentation:In the second quarter, revenue and profit exceeded expectations, but the data center business slightly underperformed expectations, with guidance described as 'lukewarm'.Its stock price declined in after-hours trading. ⚡ Next week, the chip sector will see renewed activity,$Broadcom (AVGO.US)$performance reports are coming!As an essential player in the AI boom...](https://nnqimage.futunn.com/sns_client_feed/999982/20250829/web-1756456231688-z26UQxIYov.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Are there any companies you are following? Join mooers in keeping an eye on their performance! Seize the earnings opportunities to boost your investments!If you have a company in mind but don't know where to follow its earnings, Futubull will guide you! Follow@業績會第一現場and get first-hand access to the earnings call live, so you don’t miss any exciting moments.
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![[Gift]This article is suitable for comments & likes.[Heart], participate in our earnings activities, and win points! Hi, mooers, happy Friday~[Joyful] [Keep Fighting]This week's performance has been turbulent.$PDD Holdings (PDD.US)$、$MEITUAN-W (03690.HK)$、$Alibaba (BABA.US)$/ $BABA-W (09988.HK)$and$NVIDIA (NVDA.US)$This also affects the nerves of the Hong Kong and U.S. stock markets. In the 'trough' of consecutive quarters of slowing growth and declining profits, $PDD Holdings (PDD.US)$Still delivered a performance that exceeded expectations.After hours, the stock price initially surged over 12%, but fell back following the conference call, ultimately rising only slightly by 0.87%, indicating that the market remains cautious.$MEITUAN-W (03690.HK)$The net profit for Q2 declined by 89%, falling short of expectations.Concerns over profitability led to a nearly 13% plunge in the stock price.[Thinking Face]Today, involved in the battle over food delivery,$Alibaba (BABA.US)$Another company will also announce its results; how will it address the questions of investment and return?The leading AI chip manufacturer$NVIDIA (NVDA.US)$also finds it difficult to break the segmentation:In the second quarter, revenue and profit exceeded expectations, but the data center business slightly underperformed expectations, with guidance described as 'lukewarm'.Its stock price declined in after-hours trading. ⚡ Next week, the chip sector will see renewed activity,$Broadcom (AVGO.US)$performance reports are coming!As an essential player in the AI boom...](https://nnqimage.futunn.com/sns_client_feed/999982/20250828/web-1756375506380-OM6pFUvOoA.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
![[Gift]This article is suitable for comments & likes.[Heart], participate in our earnings activities, and win points! Hi, mooers, happy Friday~[Joyful] [Keep Fighting]This week's performance has been turbulent.$PDD Holdings (PDD.US)$、$MEITUAN-W (03690.HK)$、$Alibaba (BABA.US)$/ $BABA-W (09988.HK)$and$NVIDIA (NVDA.US)$This also affects the nerves of the Hong Kong and U.S. stock markets. In the 'trough' of consecutive quarters of slowing growth and declining profits, $PDD Holdings (PDD.US)$Still delivered a performance that exceeded expectations.After hours, the stock price initially surged over 12%, but fell back following the conference call, ultimately rising only slightly by 0.87%, indicating that the market remains cautious.$MEITUAN-W (03690.HK)$The net profit for Q2 declined by 89%, falling short of expectations.Concerns over profitability led to a nearly 13% plunge in the stock price.[Thinking Face]Today, involved in the battle over food delivery,$Alibaba (BABA.US)$Another company will also announce its results; how will it address the questions of investment and return?The leading AI chip manufacturer$NVIDIA (NVDA.US)$also finds it difficult to break the segmentation:In the second quarter, revenue and profit exceeded expectations, but the data center business slightly underperformed expectations, with guidance described as 'lukewarm'.Its stock price declined in after-hours trading. ⚡ Next week, the chip sector will see renewed activity,$Broadcom (AVGO.US)$performance reports are coming!As an essential player in the AI boom...](https://nnqimage.futunn.com/sns_client_feed/999982/20250828/web-1756375512166-KxaXJ8KP3F.jpeg/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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