{"id":88450,"date":"2026-04-30T08:12:45","date_gmt":"2026-04-30T00:12:45","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=88450"},"modified":"2026-04-30T08:12:45","modified_gmt":"2026-04-30T00:12:45","slug":"technical-analysis-30-april-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/technical-analysis-30-april-2026\/","title":{"rendered":"Technical Analysis &#8211; 30 April 2026"},"content":{"rendered":"\n<p class=\"has-cyan-bluish-gray-background-color has-background wp-block-paragraph\" id=\"top\"><strong><a href=\"\/researchstg\/#us\">United States<\/a> | <a href=\"\/researchstg\/#sg\">Singapore<\/a> | <a href=\"\/researchstg\/#hk\">Hong Kong<\/a> | <a href=\"\/researchstg\/#ea\" title=\"\">Earnings<\/a><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-76998-_5ifytjpamge8\"><\/a><figure><img fetchpriority=\"high\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-77026\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/09\/word-image-76998-1.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/09\/word-image-76998-1.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/09\/word-image-76998-1-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\">Plug Power, Inc\u00a0(PLUG\u00a0US)<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"903\" height=\"540\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-473.png\" alt=\"\" class=\"wp-image-88482\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-473.png 903w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-473-300x179.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-473-768x459.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed above the\u00a05dEMA\u00a0with rising volume.\u00a0<\/li>\n\n\n\n<li>Both RSI and MACD are constructive.\u00a0<\/li>\n\n\n\n<li><strong>Long \u2013 Entry\u00a03.2,\u00a0Target\u00a04.0,\u00a0Stop\u00a02.8<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/a-line-in-a-white-background-description-automati-9.png\" alt=\"A line in a white background\n\nDescription automatically generated\" class=\"wp-image-87138\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/a-line-in-a-white-background-description-automati-9.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/a-line-in-a-white-background-description-automati-9-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Qualcomm Incorporated.\u00a0(QCOM\u00a0US)\u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"903\" height=\"540\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-474.png\" alt=\"\" class=\"wp-image-88483\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-474.png 903w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-474-300x179.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-474-768x459.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed\u00a0above\u00a0the 5dEMA\u00a0with rising\u00a0volume.\u00a0\u00a0<\/li>\n\n\n\n<li>RSI\u00a0is slightly\u00a0overbought\u00a0but\u00a0MACD\u00a0is still\u00a0constructive.\u00a0<\/li>\n\n\n\n<li><strong>Long \u2013 Entry\u00a0150,\u00a0Target\u00a0188,\u00a0Stop\u00a0131<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"\/researchstg\/#top\" title=\"\">^ Back To Top<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-87084-4-1.png\" alt=\"\" class=\"wp-image-87140\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-87084-4-1.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-87084-4-1-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-86958-_q3z2pzaup3mw\"><\/a><figure><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-86958-5.png\" class=\"wp-image-87044\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-86958-5.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-86958-5-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\">Keppel Infrastructure\u00a0Trust\u00a0(KIT\u00a0SP)\u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"903\" height=\"540\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-469.png\" alt=\"\" class=\"wp-image-88474\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-469.png 903w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-469-300x179.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-469-768x459.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed\u00a0above the 5dEMA with rising volume.\u00a0<\/li>\n\n\n\n<li>Both RSI and MACD are constructive.\u00a0<\/li>\n\n\n\n<li><strong>Buy\u00a0\u2013 Entry\u00a00.50,\u00a0Target\u00a00.56,\u00a0Stop\u00a00.47<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/a-line-in-a-white-background-description-automati-10.png\" alt=\"A line in a white background\n\nDescription automatically generated\" class=\"wp-image-87159\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/a-line-in-a-white-background-description-automati-10.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/a-line-in-a-white-background-description-automati-10-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Raffles Education Limited\u00a0(RLS\u00a0SP)\u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-470.png\" alt=\"\" class=\"wp-image-88475\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed above the 5dEMA\u00a0with rising volume.\u00a0<\/li>\n\n\n\n<li>Both RSI and MACD are constructive.\u00a0<\/li>\n\n\n\n<li><strong>Buy\u00a0\u2013 Entry\u00a00.14,\u00a0Target\u00a00.18,\u00a0Stop\u00a00.12<\/strong>\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"\/researchstg\/#top\" title=\"\">^ Back To Top<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-87147-4.png\" alt=\"\" class=\"wp-image-87161\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-87147-4.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-87147-4-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-87147-_ox2yqx6nkukc\"><\/a><figure><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-87162\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-87147-5.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-87147-5.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-87147-5-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\">AIA Group Limited (1299\u00a0HK) \u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-471.png\" alt=\"\" class=\"wp-image-88476\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed above the\u00a020dEMA with\u00a0rising\u00a0volume.\u00a0\u00a0<\/li>\n\n\n\n<li>RSI is constructive, while MACD is\u00a0about to turn positive.\u00a0<\/li>\n\n\n\n<li><strong>Long\u00a0<\/strong>\u2013\u00a0<strong>Entry\u00a084,\u00a0Target\u00a090,\u00a0Stop\u00a081<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/a-line-in-a-white-background-description-automati-10.png\" alt=\"A line in a white background\n\nDescription automatically generated\" class=\"wp-image-87159\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/a-line-in-a-white-background-description-automati-10.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/a-line-in-a-white-background-description-automati-10-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Ping An Insurance\u00a0(Group) Company of China, Ltd.\u00a0(2318\u00a0HK)\u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/image-472.png\" alt=\"\" class=\"wp-image-88477\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed at a\u00a0one-month high above the 100dEMA\u00a0with a\u00a0surge in volume.\u00a0<\/li>\n\n\n\n<li>RSI is constructive and MACD turned positive.\u00a0<\/li>\n\n\n\n<li><strong>Long \u2013 Entry\u00a062,\u00a0Target\u00a067, Stop\u00a060<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"\/researchstg\/#top\" title=\"\">^ Back To Top<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-86958-14.png\" alt=\"\" class=\"wp-image-87053\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-86958-14.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-86958-14-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\" id=\"er\"><img loading=\"lazy\" decoding=\"async\" width=\"601\" height=\"108\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-86958-15.png\" alt=\"\" class=\"wp-image-87054\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-86958-15.png 601w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/word-image-86958-15-300x54.png 300w\" sizes=\"(max-width: 601px) 100vw, 601px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SoFi Technologies, Inc. (SOFI)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$1.1B,\u00a0+42.7% YoY,\u00a0beat\u00a0estimates\u00a0by $50M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$0.12,\u00a0in-line with estimates\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY<\/strong><strong>26\u00a0Guidance:<\/strong>\u00a0Reaffirmed FY26 guidance for adjusted net revenue of about $4.655B, adjusted EBITDA of about $1.60B, and diluted EPS of about $0.60.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>The quarter was strong operationally. SoFi delivered record loan originations of $12.2B, membership grew 35% YoY to 14.7M, and adjusted EBITDA margin reached 31%. Net interest income rose 39% to $693M, while fee-based revenue increased 23% to $386.8M,\u00a0indicating\u00a0that growth\u00a0remains\u00a0broad-based across lending, financial services, and the platform model. The issue was guidance quality rather than the quarter itself. Management left full-year guidance unchanged, which disappointed a market that was looking for an upward revision after such a strong print. There was also some concern around the Q2 revenue outlook and weaker-than-expected loan platform revenue and platform volume, which tempered enthusiasm despite strong member and origination growth. The stock reaction was negative, with shares falling sharply after the release as investors focused on unchanged 2026 guidance and softer platform-related details. The principal variables to monitor are loan platform recovery, continued growth in fee-based revenue, credit performance as originations scale, and whether management eventually converts the current operating momentum into a formal guidance raise.\u00a0<strong>2Q26\u00a0recommended trading range: $13\u00a0to $18.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SoFi\u79d1\u6280\u516c\u53f8\u00a0(SOFI<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63\u8425\u6536\uff1a<\/strong>11\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f42.7%\uff0c\u8d85\u51fa\u9884\u671f5000\u4e07\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63Non-GAAP\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>0.12\u7f8e\u5143\uff0c\u7b26\u5408\u9884\u671f\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff1a<\/strong>\u91cd\u7533\u5168\u5e74\u6307\u5f15\uff0c\u9884\u8ba1\u8c03\u6574\u540e\u51c0\u8425\u6536\u7ea6\u4e3a46.55\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540eEBITDA\u7ea6\u4e3a16.0\u4ebf\u7f8e\u5143\uff0c\u644a\u8584\u6bcf\u80a1\u6536\u76ca\u7ea6\u4e3a0.60\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u672c\u5b63\u5ea6\u8fd0\u8425\u8868\u73b0\u5f3a\u52b2\u3002SoFi\u5b9e\u73b0\u521b\u7eaa\u5f55\u7684\u8d37\u6b3e\u53d1\u653e\u989d122\u4ebf\u7f8e\u5143\uff0c\u4f1a\u5458\u6570\u540c\u6bd4\u589e\u957f35%\u81f31470\u4e07\uff0c\u8c03\u6574\u540eEBITDA\u5229\u6da6\u7387\u8fbe31%\u3002\u51c0\u5229\u606f\u6536\u5165\u540c\u6bd4\u589e\u957f39%\u81f36.93\u4ebf\u7f8e\u5143\uff0c\u624b\u7eed\u8d39\u6536\u5165\u540c\u6bd4\u589e\u957f23%\u81f33.868\u4ebf\u7f8e\u5143\uff0c\u663e\u793a\u5176\u5728\u8d37\u6b3e\u3001\u91d1\u878d\u670d\u52a1\u53ca\u5e73\u53f0\u4e1a\u52a1\u4e0a\u7684\u589e\u957f\u8f83\u4e3a\u5747\u8861\u3002\u95ee\u9898\u4e0d\u5728\u5b63\u5ea6\u672c\u8eab\uff0c\u800c\u5728\u6307\u5f15\u8d28\u91cf\u3002\u7ba1\u7406\u5c42\u672a\u4e0a\u8c03\u5168\u5e74\u6307\u5f15\uff0c\u4ee4\u5e02\u573a\u5931\u671b\uff0c\u5c24\u5176\u662f\u5728\u5982\u6b64\u5f3a\u52b2\u4e1a\u7ee9\u4e4b\u540e\u5e02\u573a\u539f\u672c\u671f\u5f85\u4e0a\u8c03\u3002\u6b64\u5916\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u5c55\u671b\u53ca\u8d37\u6b3e\u5e73\u53f0\u6536\u5165\u4e0e\u4ea4\u6613\u91cf\u4f4e\u4e8e\u9884\u671f\uff0c\u4e5f\u5728\u4e00\u5b9a\u7a0b\u5ea6\u4e0a\u538b\u5236\u4e86\u5e02\u573a\u60c5\u7eea\u3002\u4e1a\u7ee9\u516c\u5e03\u540e\u80a1\u4ef7\u660e\u663e\u4e0b\u8dcc\uff0c\u53cd\u6620\u6295\u8d44\u8005\u66f4\u5173\u6ce8\u672a\u4e0a\u8c03\u76842026\u5e74\u6307\u5f15\u53ca\u5e73\u53f0\u76f8\u5173\u4e1a\u52a1\u7684\u75b2\u8f6f\u8868\u73b0\u3002\u540e\u7eed\u9700\u91cd\u70b9\u5173\u6ce8\u8d37\u6b3e\u5e73\u53f0\u590d\u82cf\u3001\u624b\u7eed\u8d39\u6536\u5165\u6301\u7eed\u589e\u957f\u3001\u4fe1\u7528\u8d28\u91cf\u8868\u73b0\uff0c\u4ee5\u53ca\u7ba1\u7406\u5c42\u662f\u5426\u80fd\u5c06\u5f53\u524d\u7ecf\u8425\u52a8\u80fd\u8f6c\u5316\u4e3a\u6307\u5f15\u4e0a\u8c03\u3002<strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a13\u7f8e\u5143\u81f318\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f\u3002<\/strong>\u00a0<br>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Microsoft Corporation (MSFT)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3Q26\u00a0Revenue:\u00a0<\/strong>$82.89B,\u00a0+18.3% YoY,\u00a0beat\u00a0estimates by $1.46B\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$4.27,\u00a0beat\u00a0estimates by\u00a0$0.22\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>4Q<\/strong><strong>26 Guidance:<\/strong>\u00a0Microsoft indicated 4Q26 revenue of about $87.25B, slightly below consensus expectations. Management also expects capex to remain above $40B as it continues investing heavily in AI infrastructure.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dividends\/Share Buybacks:\u00a0<\/strong>Microsoft returned $10.2B to shareholders through dividends and share repurchases in 3Q26.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a strong quarter. Azure grew 39% in constant currency, Microsoft Cloud revenue rose 29% to $54.5B, and the company said its AI business reached a $37B annual revenue run rate, up 123% YoY. The quarter supports the view that Microsoft is still one of the clearest large-cap beneficiaries of enterprise AI and cloud spending. The main debate is no longer demand strength. It is whether monetization can keep pace with the scale of investment. Capex was $31.9B in the quarter and management expects spending to remain elevated, while investor focus\u00a0remains\u00a0centered\u00a0on Azure growth durability, Copilot monetization, and whether infrastructure returns stay attractive as AI competition intensifies.\u00a0Paid Copilot users increased 33% to 20M, which is positive, but still leaves room for debate on the pace of broader monetization.\u00a0\u00a0The\u00a0initial\u00a0market reaction was constructive to mixed, with reports of a modest after-hours gain after the release. The principal variables to monitor are Azure growth in the high-30s range, AI infrastructure\u00a0utilization, Copilot adoption, and whether margin pressure\u00a0remains\u00a0contained despite sustained capex intensity.\u00a0<strong>4Q26 recommended trading range: $380\u00a0to $550.\u00a0Positive\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5fae\u8f6f\u516c\u53f8 (MSFT<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e09\u5b63\u8425\u6536\uff1a<\/strong>828.9\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f18.3%\uff0c\u8d85\u51fa\u9884\u671f14.6\u4ebf\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e09\u5b63Non-GAAP\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>4.27\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.22\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u56db\u5b63\u6307\u5f15\uff1a<\/strong>\u9884\u8ba1\u8425\u6536\u7ea6\u4e3a872.5\u4ebf\u7f8e\u5143\uff0c\u7565\u4f4e\u4e8e\u5e02\u573a\u5171\u8bc6\uff1b\u7ba1\u7406\u5c42\u9884\u8ba1\u8d44\u672c\u5f00\u652f\u5c06\u7ef4\u6301\u5728400\u4ebf\u7f8e\u5143\u4ee5\u4e0a\uff0c\u6301\u7eed\u52a0\u5927AI\u57fa\u7840\u8bbe\u65bd\u6295\u5165\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5206\u7ea2\/\u56de\u8d2d\uff1a<\/strong>\u516c\u53f8\u5728\u7b2c\u4e09\u5b63\u5ea6\u901a\u8fc7\u5206\u7ea2\u53ca\u56de\u8d2d\u5411\u80a1\u4e1c\u56de\u9988102\u4ebf\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u672c\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\u3002Azure\u6309\u56fa\u5b9a\u6c47\u7387\u8ba1\u7b97\u589e\u957f39%\uff0c\u5fae\u8f6f\u4e91\u6536\u5165\u540c\u6bd4\u589e\u957f29%\u81f3545\u4ebf\u7f8e\u5143\uff0c\u516c\u53f8\u8868\u793aAI\u4e1a\u52a1\u5e74\u5316\u6536\u5165\u89c4\u6a21\u5df2\u8fbe370\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f123%\u3002\u8be5\u5b63\u5ea6\u8fdb\u4e00\u6b65\u9a8c\u8bc1\u5fae\u8f6f\u4ecd\u662f\u4f01\u4e1aAI\u4e0e\u4e91\u652f\u51fa\u6700\u76f4\u63a5\u7684\u53d7\u76ca\u8005\u4e4b\u4e00\u3002\u5f53\u524d\u5e02\u573a\u5173\u6ce8\u70b9\u5df2\u4ece\u9700\u6c42\u8f6c\u5411\u53d8\u73b0\u80fd\u529b\uff0c\u5373\u6536\u5165\u589e\u957f\u80fd\u5426\u8ddf\u4e0a\u5927\u89c4\u6a21\u6295\u8d44\u3002\u5b63\u5ea6\u8d44\u672c\u5f00\u652f\u8fbe319\u4ebf\u7f8e\u5143\uff0c\u4e14\u672a\u6765\u4ecd\u5c06\u7ef4\u6301\u9ad8\u4f4d\uff0c\u6295\u8d44\u8005\u91cd\u70b9\u5173\u6ce8Azure\u589e\u957f\u6301\u7eed\u6027\u3001Copilot\u5546\u4e1a\u5316\u8fdb\u5c55\u4ee5\u53caAI\u7ade\u4e89\u52a0\u5267\u80cc\u666f\u4e0b\u57fa\u7840\u8bbe\u65bd\u56de\u62a5\u7387\u3002\u4ed8\u8d39Copilot\u7528\u6237\u589e\u957f33%\u81f32000\u4e07\uff0c\u8868\u73b0\u79ef\u6781\u4f46\u4ecd\u5b58\u5728\u8fdb\u4e00\u6b65\u53d8\u73b0\u7a7a\u95f4\u3002\u4e1a\u7ee9\u516c\u5e03\u540e\u5e02\u573a\u53cd\u5e94\u504f\u6b63\u9762\u81f3\u4e2d\u6027\u3002\u540e\u7eed\u9700\u5173\u6ce8Azure\u9ad830%\u589e\u957f\u533a\u95f4\u7684\u6301\u7eed\u6027\u3001AI\u57fa\u7840\u8bbe\u65bd\u5229\u7528\u7387\u3001Copilot\u6e17\u900f\u7387\u4ee5\u53ca\u5229\u6da6\u7387\u5728\u9ad8\u8d44\u672c\u5f00\u652f\u4e0b\u7684\u7a33\u5b9a\u6027\u3002<strong>26\u8d22\u5e74\u7b2c\u56db\u5b63\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a380\u7f8e\u5143\u81f3550\u7f8e\u5143\u3002\u79ef\u6781\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Amazon.com, Inc. (AMZN)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$181.52B,\u00a0+16.6% YoY,\u00a0beat\u00a0estimates\u00a0by $4.35B.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0GAAP\u00a0EPS<\/strong>:\u00a0$2.78,\u00a0beat estimates by\u00a0$1.13\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q<\/strong><strong>26 Guidance:<\/strong>\u00a02Q26 revenue guided to $194.0B to $199.0B and operating income to $20.0B to $24.0B. Revenue guidance was above expectations, while operating income guidance was\u00a0somewhat softer\u00a0relative\u00a0to the Street.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a strong quarter operationally. AWS revenue grew 28% to $37.6B, its fastest growth in several quarters, while advertising revenue rose 24% to $17.2B. North America, International, and AWS all expanded operating income, which\u00a0indicates\u00a0broad-based execution rather than a one-segment beat.\u00a0The main caution is earnings quality and cash conversion. Reported net income benefited materially from a non-operating gain related to Amazon\u2019s Anthropic investment, while capital expenditures reached $44.2B in the quarter and trailing 12-month free cash flow fell sharply to $1.2B as AI infrastructure spending accelerated. That leaves the stock increasingly dependent on the market\u2019s willingness to tolerate heavy capex in exchange for future AWS and AI growth. The stock reaction was mixed because the quarter beat cleanly on revenue and EPS, but investors focused on elevated capex and the softer operating-income guide\u00a0relative\u00a0to expectations. The principal variables to monitor are AWS growth durability, AI monetization versus infrastructure spend, operating-income conversion in 2Q26, and whether retail margin expansion can continue alongside high investment intensity.\u00a0<strong>2Q26 recommended trading range: $230 to $350.\u00a0Positive\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e9a\u9a6c\u900a\u516c\u53f8 (AMZN<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63\u8425\u6536\uff1a<\/strong>1815.2\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f16.6%\uff0c\u8d85\u51fa\u9884\u671f43.5\u4ebf\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63GAAP\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>2.78\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.13\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u6307\u5f15\uff1a<\/strong>\u9884\u8ba1\u8425\u6536\u4e3a1940\u4ebf\u81f31990\u4ebf\u7f8e\u5143\uff0c\u7ecf\u8425\u5229\u6da6\u4e3a200\u4ebf\u81f3240\u4ebf\u7f8e\u5143\uff1b\u8425\u6536\u6307\u5f15\u9ad8\u4e8e\u9884\u671f\uff0c\u4f46\u7ecf\u8425\u5229\u6da6\u6307\u5f15\u7565\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u672c\u5b63\u5ea6\u8fd0\u8425\u8868\u73b0\u5f3a\u52b2\u3002AWS\u6536\u5165\u540c\u6bd4\u589e\u957f28%\u81f3376\u4ebf\u7f8e\u5143\uff0c\u4e3a\u6570\u4e2a\u5b63\u5ea6\u4ee5\u6765\u6700\u5feb\u589e\u901f\uff1b\u5e7f\u544a\u6536\u5165\u540c\u6bd4\u589e\u957f24%\u81f3172\u4ebf\u7f8e\u5143\u3002\u5317\u7f8e\u3001\u56fd\u9645\u53caAWS\u4e1a\u52a1\u5747\u5b9e\u73b0\u7ecf\u8425\u5229\u6da6\u589e\u957f\uff0c\u4f53\u73b0\u51fa\u5168\u9762\u6267\u884c\u529b\u3002\u7136\u800c\uff0c\u5e02\u573a\u5173\u6ce8\u76c8\u5229\u8d28\u91cf\u53ca\u73b0\u91d1\u8f6c\u5316\u3002\u51c0\u5229\u6da6\u53d7\u5230Anthropic\u6295\u8d44\u5e26\u6765\u7684\u975e\u7ecf\u8425\u6027\u6536\u76ca\u663e\u8457\u63d0\u632f\uff0c\u540c\u65f6\u5b63\u5ea6\u8d44\u672c\u5f00\u652f\u9ad8\u8fbe442\u4ebf\u7f8e\u5143\uff0c\u8fc7\u53bb12\u4e2a\u6708\u81ea\u7531\u73b0\u91d1\u6d41\u5927\u5e45\u964d\u81f312\u4ebf\u7f8e\u5143\uff0c\u53cd\u6620AI\u57fa\u7840\u8bbe\u65bd\u6295\u5165\u52a0\u901f\u3002\u5f53\u524d\u4f30\u503c\u8d8a\u6765\u8d8a\u4f9d\u8d56\u5e02\u573a\u5bf9\u9ad8\u8d44\u672c\u5f00\u652f\u6362\u53d6\u672a\u6765AWS\u53caAI\u589e\u957f\u7684\u5bb9\u5fcd\u5ea6\u3002\u4e1a\u7ee9\u516c\u5e03\u540e\u5e02\u573a\u53cd\u5e94\u5206\u5316\uff0c\u5c3d\u7ba1\u6536\u5165\u4e0e\u76c8\u5229\u5168\u9762\u8d85\u9884\u671f\uff0c\u4f46\u6295\u8d44\u8005\u66f4\u5173\u6ce8\u9ad8\u8d44\u672c\u5f00\u652f\u53ca\u76f8\u5bf9\u504f\u5f31\u7684\u5229\u6da6\u6307\u5f15\u3002\u540e\u7eed\u9700\u5173\u6ce8AWS\u589e\u957f\u6301\u7eed\u6027\u3001AI\u53d8\u73b0\u4e0e\u8d44\u672c\u5f00\u652f\u5339\u914d\u7a0b\u5ea6\u3001\u7b2c\u4e8c\u5b63\u5ea6\u5229\u6da6\u8f6c\u5316\u80fd\u529b\uff0c\u4ee5\u53ca\u96f6\u552e\u5229\u6da6\u7387\u5728\u9ad8\u6295\u5165\u4e0b\u7684\u8868\u73b0\u3002<strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a230\u7f8e\u5143\u81f3350\u7f8e\u5143\u3002\u79ef\u6781\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Meta Platforms, Inc. (META)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$56.31B,\u00a0+33.1% YoY,\u00a0beat\u00a0estimates by\u00a0$760M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0GAAP\u00a0EPS<\/strong>:\u00a0$10.44,\u00a0beat estimates by\u00a0$3.78\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q<\/strong><strong>26 Guidance:<\/strong>\u00a02Q26 revenue guided to $58.0B to $61.0B. Meta also raised 2026 capex guidance to $125B to $145B, up from $115B to $135B previously.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was\u00a0a very strong\u00a0revenue quarter. Revenue rose 33% YoY, operating income rose 30% to $22.9B, and ad monetization remained healthy, with ad impressions up 19% and average price per ad up 12%. User growth was more modest at 4%, but the ad engine is clearly still improving through AI-driven targeting and engagement. The issue is not demand. It is spending intensity. Meta materially raised capex guidance to support AI infrastructure, and that overshadowed the quarter despite the beat. The market reaction was negative, with shares falling more than 6% after hours, which\u00a0indicates\u00a0investors are increasingly sensitive to how much free cash flow is being reinvested versus returned. The principal variables to monitor are whether AI-driven ad gains continue at this pace, whether operating expense growth stays controlled\u00a0relative\u00a0to capex, and whether the elevated investment cycle translates into enough monetization to justify the higher capital intensity.\u00a0<strong>2Q26 recommended trading range: $550\u00a0to $750.\u00a0Positive\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Meta\u5e73\u53f0\u516c\u53f8\u00a0(META<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63\u8425\u6536\uff1a<\/strong>563.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f33.1%\uff0c\u8d85\u51fa\u9884\u671f7.6\u4ebf\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63GAAP\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>10.44\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f3.78\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u6307\u5f15\uff1a<\/strong>\u9884\u8ba1\u8425\u6536\u4e3a580\u4ebf\u81f3610\u4ebf\u7f8e\u5143\uff1b\u540c\u65f6\u5c062026\u5e74\u8d44\u672c\u5f00\u652f\u6307\u5f15\u75311150\u4ebf\u81f31350\u4ebf\u7f8e\u5143\u4e0a\u8c03\u81f31250\u4ebf\u81f31450\u4ebf\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u672c\u5b63\u5ea6\u6536\u5165\u8868\u73b0\u6781\u4e3a\u5f3a\u52b2\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f33%\uff0c\u7ecf\u8425\u5229\u6da6\u540c\u6bd4\u589e\u957f30%\u81f3229\u4ebf\u7f8e\u5143\uff0c\u5e7f\u544a\u53d8\u73b0\u80fd\u529b\u6301\u7eed\u63d0\u5347\uff0c\u5e7f\u544a\u5c55\u793a\u91cf\u589e\u957f19%\uff0c\u5355\u4ef7\u4e0a\u6da812%\u3002\u7528\u6237\u589e\u957f\u8f83\u6e29\u548c\uff08+4%\uff09\uff0c\u4f46AI\u9a71\u52a8\u7684\u5e7f\u544a\u6548\u7387\u660e\u663e\u63d0\u5347\u3002\u5f53\u524d\u95ee\u9898\u4e0d\u5728\u9700\u6c42\uff0c\u800c\u5728\u6295\u5165\u5f3a\u5ea6\u3002\u516c\u53f8\u5927\u5e45\u4e0a\u8c03\u8d44\u672c\u5f00\u652f\u4ee5\u652f\u6301AI\u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\uff0c\u63a9\u76d6\u4e86\u4e1a\u7ee9\u8d85\u9884\u671f\u5e26\u6765\u7684\u6b63\u9762\u5f71\u54cd\u3002\u4e1a\u7ee9\u516c\u5e03\u540e\u80a1\u4ef7\u76d8\u540e\u4e0b\u8dcc\u8d85\u8fc76%\uff0c\u663e\u793a\u5e02\u573a\u5bf9\u81ea\u7531\u73b0\u91d1\u6d41\u518d\u6295\u8d44\u6bd4\u4f8b\u7684\u654f\u611f\u5ea6\u4e0a\u5347\u3002\u540e\u7eed\u9700\u5173\u6ce8AI\u9a71\u52a8\u5e7f\u544a\u589e\u957f\u7684\u6301\u7eed\u6027\u3001\u8d39\u7528\u589e\u957f\u63a7\u5236\u60c5\u51b5\u4ee5\u53ca\u9ad8\u8d44\u672c\u6295\u5165\u662f\u5426\u80fd\u8f6c\u5316\u4e3a\u8db3\u591f\u56de\u62a5\u3002<strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a550\u7f8e\u5143\u81f3750\u7f8e\u5143\u3002\u79ef\u6781\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Alphabet Inc. (GOOG)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$109.9B,\u00a0+21.8% YoY, beat estimates by $2.87B\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0GAAP\u00a0EPS<\/strong>:\u00a0$5.11,\u00a0beat estimates by\u00a0$2.44\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY<\/strong><strong>26 Guidance:<\/strong>\u00a0Management\u00a0indicated\u00a02026 capital expenditures will rise materially to about $185B to $190B, with even higher spending expected in 2027.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dividends:\u00a0<\/strong>Alphabet introduced\u00a0a quarterly cash dividend of $0.25\u00a0per share\u00a0in 2025.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was\u00a0a very strong\u00a0quarter. Search revenue grew 19% to $60.4B, Google Cloud revenue surged 63% to $20.0B, and cloud backlog rose to $460B. That combination\u00a0indicates\u00a0Alphabet is still converting AI investment into real commercial growth across both core ads and cloud. The main debate is capital intensity rather than demand. Management\u2019s capex outlook for 2026 increased sharply, reflecting heavier AI infrastructure investment. That raises the bar for future monetization and leaves the stock more sensitive to whether cloud growth, Gemini adoption, and search monetization can continue scaling fast enough to absorb the much larger spend base. The\u00a0initial\u00a0market reaction was positive, with shares rising more than 5% to 6% after the release. The principal variables to monitor are Google Cloud growth durability, margin resilience as capex rises, Gemini monetization, and whether search\u00a0remains\u00a0resilient as AI-native competition intensifies.\u00a0<strong>2Q26 recommended trading range: $330 to $550.\u00a0Positive\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Alphabet\u516c\u53f8\u00a0(GOOG<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63\u8425\u6536\uff1a<\/strong>1099\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f21.8%\uff0c\u8d85\u51fa\u9884\u671f28.7\u4ebf\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63GAAP\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>5.11\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2.44\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff1a<\/strong>\u7ba1\u7406\u5c42\u8868\u793a2026\u5e74\u8d44\u672c\u5f00\u652f\u5c06\u5927\u5e45\u63d0\u5347\u81f3\u7ea61850\u4ebf\u81f31900\u4ebf\u7f8e\u5143\uff0c2027\u5e74\u9884\u8ba1\u8fdb\u4e00\u6b65\u589e\u52a0\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5206\u7ea2\uff1a<\/strong>Alphabet\u81ea2025\u5e74\u8d77\u63a8\u51fa\u5b63\u5ea6\u73b0\u91d1\u5206\u7ea2\uff0c\u6bcf\u80a10.25\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u672c\u5b63\u5ea6\u8868\u73b0\u975e\u5e38\u5f3a\u52b2\u3002\u641c\u7d22\u4e1a\u52a1\u6536\u5165\u540c\u6bd4\u589e\u957f19%\u81f3604\u4ebf\u7f8e\u5143\uff0cGoogle Cloud\u6536\u5165\u540c\u6bd4\u5927\u589e63%\u81f3200\u4ebf\u7f8e\u5143\uff0c\u4e91\u4e1a\u52a1\u79ef\u538b\u8ba2\u5355\u8fbe4600\u4ebf\u7f8e\u5143\uff0c\u663e\u793aAI\u6295\u5165\u6b63\u6301\u7eed\u8f6c\u5316\u4e3a\u5546\u4e1a\u589e\u957f\u3002\u5e02\u573a\u4e89\u8bba\u7126\u70b9\u540c\u6837\u96c6\u4e2d\u5728\u8d44\u672c\u5f00\u652f\u800c\u975e\u9700\u6c42\u3002\u516c\u53f8\u5927\u5e45\u63d0\u5347\u8d44\u672c\u5f00\u652f\u6307\u5f15\uff0c\u53cd\u6620AI\u57fa\u7840\u8bbe\u65bd\u6295\u5165\u52a0\u901f\uff0c\u63d0\u9ad8\u4e86\u672a\u6765\u53d8\u73b0\u7684\u8981\u6c42\uff0c\u4e5f\u4f7f\u80a1\u4ef7\u66f4\u4f9d\u8d56\u4e91\u4e1a\u52a1\u589e\u957f\u3001Gemini\u5e94\u7528\u53ca\u641c\u7d22\u53d8\u73b0\u80fd\u529b\u80fd\u5426\u6301\u7eed\u6269\u5f20\u3002\u4e1a\u7ee9\u516c\u5e03\u540e\u80a1\u4ef7\u4e0a\u6da85%\u81f36%\u3002\u540e\u7eed\u9700\u5173\u6ce8\u4e91\u4e1a\u52a1\u589e\u957f\u6301\u7eed\u6027\u3001\u5229\u6da6\u7387\u5728\u9ad8\u8d44\u672c\u5f00\u652f\u4e0b\u7684\u97e7\u6027\u3001Gemini\u53d8\u73b0\u8fdb\u5c55\u4ee5\u53caAI\u7ade\u4e89\u52a0\u5267\u4e0b\u641c\u7d22\u4e1a\u52a1\u7684\u7a33\u5b9a\u6027\u3002<strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a330\u7f8e\u5143\u81f3550\u7f8e\u5143\u3002\u79ef\u6781\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Ford Motor Company (F)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$39.82B,\u00a0+6.4% YoY,\u00a0beat\u00a0estimates by $990M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$0.66,\u00a0beat\u00a0estimates by\u00a0$0.47\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY<\/strong><strong>26 Guidance:<\/strong>\u00a0Raised FY26 adjusted EBIT guidance to $8.5B to $10.5B from $8.0B to $10.0B. Adjusted free cash flow guidance of $5.0B to $6.0B was\u00a0maintained.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dividends:<\/strong>\u00a0Ford declared a regular second-quarter dividend of $0.15 per share.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>The quarter was better than expected, but a meaningful part of the upside came from a one-time $1.3B tariff-related benefit. Even so, the underlying business still appears improved, with strong truck mix, better quality costs, and earnings that would have exceeded expectations even excluding that one-off item. The main issue is that cost pressure\u00a0remains\u00a0real. Ford still expects about $1.0B of net tariff costs in 2026 and\u00a0roughly $2.0B of commodity headwinds,\u00a0largely tied\u00a0to\u00a0aluminum. Model e also\u00a0remains\u00a0loss-making, even though the EV loss trajectory is improving. That leaves the stock dependent on continued strength in Ford Blue and Ford Pro rather than a broad-based recovery across the company. The stock reaction was muted to slightly negative after the release, which is consistent with a market focusing more on cost headwinds than on the earnings beat. The principal variables to monitor are F-Series production recovery, commodity cost pressure, progress on reducing EV losses, and whether the raised EBIT guidance can hold without further one-time help.\u00a0<strong>2Q26 recommended trading range: $11\u00a0to $14. Neutral Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u798f\u7279\u6c7d\u8f66\u516c\u53f8 (F<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63\u8425\u6536\uff1a<\/strong>398.2\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f6.4%\uff0c\u8d85\u51fa\u9884\u671f9.9\u4ebf\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63Non-GAAP\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>0.66\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.47\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff1a<\/strong>\u5c06\u8c03\u6574\u540eEBIT\u6307\u5f15\u753180\u4ebf\u81f3100\u4ebf\u7f8e\u5143\u4e0a\u8c03\u81f385\u4ebf\u81f3105\u4ebf\u7f8e\u5143\uff1b\u8c03\u6574\u540e\u81ea\u7531\u73b0\u91d1\u6d41\u7ef4\u6301\u572850\u4ebf\u81f360\u4ebf\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5206\u7ea2\uff1a<\/strong>\u516c\u53f8\u5ba3\u5e03\u7b2c\u4e8c\u5b63\u5ea6\u6bcf\u80a10.15\u7f8e\u5143\u7684\u5e38\u89c4\u80a1\u606f\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u672c\u5b63\u5ea6\u8868\u73b0\u4f18\u4e8e\u9884\u671f\uff0c\u4f46\u90e8\u5206\u8d85\u9884\u671f\u6765\u81ea\u4e00\u6b21\u6027\u7ea613\u4ebf\u7f8e\u5143\u7684\u5173\u7a0e\u76f8\u5173\u6536\u76ca\u3002\u5373\u4fbf\u5254\u9664\u8be5\u56e0\u7d20\uff0c\u6838\u5fc3\u4e1a\u52a1\u4ecd\u6709\u6240\u6539\u5584\uff0c\u5361\u8f66\u4ea7\u54c1\u7ec4\u5408\u5f3a\u52b2\u3001\u8d28\u91cf\u6210\u672c\u6539\u5584\uff0c\u76c8\u5229\u672c\u8eab\u4e5f\u5177\u5907\u8d85\u9884\u671f\u80fd\u529b\u3002\u4f46\u6210\u672c\u538b\u529b\u4f9d\u7136\u5b58\u5728\uff0c\u516c\u53f8\u9884\u8ba12026\u5e74\u4ecd\u9762\u4e34\u7ea610\u4ebf\u7f8e\u5143\u51c0\u5173\u7a0e\u6210\u672c\u53ca\u7ea620\u4ebf\u7f8e\u5143\u7684\u5927\u5b97\u5546\u54c1\u538b\u529b\uff08\u4e3b\u8981\u6765\u81ea\u94dd\uff09\u3002\u7535\u52a8\u8f66\u4e1a\u52a1Model e\u4ecd\u5904\u4e8e\u4e8f\u635f\u72b6\u6001\uff0c\u5c3d\u7ba1\u4e8f\u635f\u6709\u6240\u6536\u7a84\u3002\u56e0\u6b64\uff0c\u80a1\u4ef7\u4ecd\u4f9d\u8d56Ford Blue\u53caFord Pro\u4e1a\u52a1\u7684\u8868\u73b0\uff0c\u800c\u975e\u5168\u9762\u590d\u82cf\u3002\u4e1a\u7ee9\u516c\u5e03\u540e\u80a1\u4ef7\u53cd\u5e94\u504f\u4e2d\u6027\u81f3\u7565\u8d1f\u9762\uff0c\u53cd\u6620\u5e02\u573a\u66f4\u5173\u6ce8\u6210\u672c\u538b\u529b\u800c\u975e\u76c8\u5229\u8d85\u9884\u671f\u3002\u540e\u7eed\u9700\u5173\u6ce8F\u7cfb\u5217\u4ea7\u91cf\u6062\u590d\u3001\u5927\u5b97\u5546\u54c1\u6210\u672c\u3001EV\u4e8f\u635f\u6539\u5584\u8fdb\u5ea6\uff0c\u4ee5\u53ca\u4e0a\u8c03\u540e\u7684EBIT\u6307\u5f15\u80fd\u5426\u5728\u7f3a\u4e4f\u4e00\u6b21\u6027\u6536\u76ca\u4e0b\u6301\u7eed\u5151\u73b0\u3002<strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a11\u7f8e\u5143\u81f314\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Qualcomm Inc\u00a0(QCOM)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q26\u00a0Revenue:\u00a0<\/strong>$10.59B,\u00a0-3.6% YoY,\u00a0in-line with\u00a0estimates\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$2.65,\u00a0beat estimates by\u00a0$0.09\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3Q<\/strong><strong>26 Guidance:<\/strong>\u00a0Expect revenue in the range of $9.2B-$10.0B vs $10.27B consensus, chip revenue\u00a0of $7.9B-$8.5B, below estimates of $8.93B\u00a0and\u00a0non-GAAP EPS of $2.10-$2.30 vs $2.45\u00a0consensus.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>Qualcomm issued weaker-than-expected fiscal third-quarter guidance, forecasting revenue of US$9.2bn\u00a0to US$10.0bn\u00a0and adjusted EPS of US$2.10 to US$2.30, both below consensus, as smartphone demand\u00a0remains\u00a0pressured by memory-chip cost inflation and cautious consumer electronics spending. However, management\u00a0mentioned that\u00a0the smartphone market may be bottoming, with\u00a0its\u00a0CEO expressing confidence in a recovery after the third quarter, supported by visibility from Qualcomm\u2019s licensing business. Beyond handsets, the company is pushing into data\u00a0center\u00a0chips, including CPUs, AI inference\u00a0accelerators\u00a0and custom ASICs, helped by its\u00a0AlphaWave\u00a0acquisition.\u00a0Looking ahead, Qualcomm\u2019s near-term outlook\u00a0remains\u00a0tied to the timing of a smartphone recovery, but its longer-term upside will depend on whether it can successfully diversify into data\u00a0centers\u00a0and offset potential share loss from Apple and Samsung\u2019s in-house chip strategies.\u00a0<strong>3Q26 recommended trading range: $160\u00a0to $200.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9ad8\u901a\u516c\u53f8 (QCOM<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u8425\u6536\uff1a<\/strong>105.9\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d3.6%\uff0c\u7b26\u5408\u9884\u671f\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63Non-GAAP\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>2.65\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.09\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e09\u5b63\u6307\u5f15\uff1a<\/strong>\u9884\u8ba1\u8425\u6536\u572892\u4ebf\u81f3100\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u4f4e\u4e8e\u5e02\u573a\u5171\u8bc6\u7684102.7\u4ebf\u7f8e\u5143\uff1b\u82af\u7247\u4e1a\u52a1\u8425\u6536\u9884\u8ba1\u4e3a79\u4ebf\u81f385\u4ebf\u7f8e\u5143\uff0c\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\u768489.3\u4ebf\u7f8e\u5143\uff1bNon-GAAP\u6bcf\u80a1\u6536\u76ca\u9884\u8ba1\u4e3a2.10\u81f32.30\u7f8e\u5143\uff0c\u4f4e\u4e8e\u5e02\u573a\u5171\u8bc6\u76842.45\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u9ad8\u901a\u53d1\u5e03\u7684\u7b2c\u4e09\u8d22\u5b63\u6307\u5f15\u5f31\u4e8e\u5e02\u573a\u9884\u671f\uff0c\u9884\u8ba1\u8425\u6536\u4e3a92\u4ebf\u81f3100\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4e3a2.10\u81f32.30\u7f8e\u5143\uff0c\u5747\u4f4e\u4e8e\u5e02\u573a\u5171\u8bc6\uff0c\u4e3b\u8981\u7531\u4e8e\u5185\u5b58\u82af\u7247\u6210\u672c\u4e0a\u5347\u53ca\u6d88\u8d39\u7535\u5b50\u9700\u6c42\u8c28\u614e\uff0c\u5bfc\u81f4\u667a\u80fd\u624b\u673a\u9700\u6c42\u6301\u7eed\u627f\u538b\u3002\u4e0d\u8fc7\uff0c\u7ba1\u7406\u5c42\u6307\u51fa\u667a\u80fd\u624b\u673a\u5e02\u573a\u53ef\u80fd\u5df2\u63a5\u8fd1\u5e95\u90e8\uff0c\u9996\u5e2d\u6267\u884c\u5b98\u5bf9\u7b2c\u4e09\u5b63\u5ea6\u4e4b\u540e\u7684\u590d\u82cf\u6301\u4e50\u89c2\u6001\u5ea6\uff0c\u5e76\u8868\u793a\u5176\u6388\u6743\u4e1a\u52a1\u63d0\u4f9b\u4e86\u8f83\u597d\u7684\u9700\u6c42\u80fd\u89c1\u5ea6\u3002\u9664\u624b\u673a\u4e1a\u52a1\u5916\uff0c\u516c\u53f8\u6b63\u52a0\u901f\u5e03\u5c40\u6570\u636e\u4e2d\u5fc3\u82af\u7247\uff0c\u5305\u62ecCPU\u3001AI\u63a8\u7406\u52a0\u901f\u5668\u53ca\u5b9a\u5236ASIC\uff0c\u5e76\u53d7\u76ca\u4e8e\u5bf9AlphaWave\u7684\u6536\u8d2d\u3002\u5c55\u671b\u672a\u6765\uff0c\u9ad8\u901a\u77ed\u671f\u8868\u73b0\u4ecd\u53d6\u51b3\u4e8e\u667a\u80fd\u624b\u673a\u5e02\u573a\u590d\u82cf\u7684\u8282\u594f\uff0c\u800c\u4e2d\u957f\u671f\u4e0a\u884c\u7a7a\u95f4\u5219\u53d6\u51b3\u4e8e\u5176\u80fd\u5426\u6210\u529f\u62d3\u5c55\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\uff0c\u5e76\u62b5\u6d88\u6765\u81ea\u82f9\u679c\u53ca\u4e09\u661f\u81ea\u7814\u82af\u7247\u7b56\u7565\u5e26\u6765\u7684\u5e02\u573a\u4efd\u989d\u538b\u529b\u3002<strong>26\u8d22\u5e74\u7b2c\u4e09\u5b63\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a160\u7f8e\u5143\u81f3200\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>KLA Corp\u00a0(KLAC)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3Q26\u00a0Revenue:\u00a0<\/strong>$3.42B,\u00a0+11.8% YoY, beat estimates by $40M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$9.40,\u00a0beat estimates by\u00a0$0.23\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>4Q<\/strong><strong>26 Guidance:<\/strong>\u00a0Expect\u00a0revenue of $3.58B, plus or minus $200M, compared with analysts\u2019 average estimate of $3.54B and\u00a0an adjusted profit of $9.87 per share for the period, plus or minus $1.00\u00a0vs analyst estimates of\u00a0$9.80 per share.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>KLA delivered a solid third quarter, with revenue of US$3.42bn\u00a0and adjusted EPS of US$9.40, both ahead of expectations, supported by strong demand for process-control tools used in advanced semiconductor manufacturing. Management guided fourth-quarter revenue to around US$3.58bn\u00a0and adjusted EPS of about US$9.87, slightly above consensus, but shares fell as investors had expected a larger beat after the stock\u2019s strong rally. Looking ahead, KLA\u00a0remains\u00a0well positioned as AI chip complexity increases demand for defect inspection, yield management and process-control equipment, though near-term upside may be limited by high valuation expectations and potential margin pressure from memory-related demand mix.\u00a0<strong>4Q26 recommended trading range: $1550\u00a0to $1850.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>KLA\u516c\u53f8\u00a0(KLAC<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e09\u5b63\u8425\u6536\uff1a<\/strong>34.2\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f11.8%\uff0c\u8d85\u51fa\u9884\u671f4000\u4e07\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e09\u5b63Non-GAAP\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>9.40\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.23\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u56db\u5b63\u6307\u5f15\uff1a<\/strong>\u9884\u8ba1\u8425\u6536\u4e3a35.8\u4ebf\u7f8e\u5143\uff0c\u4e0a\u4e0b\u6d6e\u52a82\u4ebf\u7f8e\u5143\uff0c\u76f8\u6bd4\u5206\u6790\u5e08\u5e73\u5747\u9884\u671f\u768435.4\u4ebf\u7f8e\u5143\uff1b\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u9884\u8ba1\u4e3a9.87\u7f8e\u5143\uff0c\u4e0a\u4e0b\u6d6e\u52a81.00\u7f8e\u5143\uff0c\u7565\u9ad8\u4e8e\u5e02\u573a\u9884\u671f\u76849.80\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>KLA\u4ea4\u51fa\u7a33\u5065\u7684\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\uff0c\u8425\u653634.2\u4ebf\u7f8e\u5143\u3001\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca9.40\u7f8e\u5143\uff0c\u5747\u8d85\u51fa\u5e02\u573a\u9884\u671f\uff0c\u4e3b\u8981\u53d7\u5148\u8fdb\u534a\u5bfc\u4f53\u5236\u9020\u4e2d\u5bf9\u5de5\u827a\u63a7\u5236\u8bbe\u5907\u9700\u6c42\u5f3a\u52b2\u7684\u63a8\u52a8\u3002\u516c\u53f8\u6307\u5f15\u7b2c\u56db\u5b63\u5ea6\u8425\u6536\u7ea6\u4e3a35.8\u4ebf\u7f8e\u5143\u3001\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u7ea6\u4e3a9.87\u7f8e\u5143\uff0c\u7565\u9ad8\u4e8e\u5e02\u573a\u5171\u8bc6\uff0c\u4f46\u7531\u4e8e\u6b64\u524d\u80a1\u4ef7\u5df2\u5927\u5e45\u4e0a\u6da8\uff0c\u6295\u8d44\u8005\u9884\u671f\u66f4\u9ad8\u5e45\u5ea6\u7684\u8d85\u9884\u671f\u8868\u73b0\uff0c\u5bfc\u81f4\u80a1\u4ef7\u56de\u843d\u3002\u5c55\u671b\u672a\u6765\uff0c\u968f\u7740AI\u82af\u7247\u590d\u6742\u5ea6\u63d0\u5347\uff0c\u5bf9\u7f3a\u9677\u68c0\u6d4b\u3001\u826f\u7387\u7ba1\u7406\u53ca\u5de5\u827a\u63a7\u5236\u8bbe\u5907\u7684\u9700\u6c42\u6301\u7eed\u589e\u957f\uff0cKLA\u5177\u5907\u826f\u597d\u884c\u4e1a\u5730\u4f4d\uff1b\u4f46\u77ed\u671f\u4e0a\u884c\u7a7a\u95f4\u53ef\u80fd\u53d7\u5236\u4e8e\u4f30\u503c\u504f\u9ad8\u53ca\u5b58\u50a8\u76f8\u5173\u9700\u6c42\u7ed3\u6784\u5e26\u6765\u7684\u6f5c\u5728\u5229\u6da6\u7387\u538b\u529b\u3002<strong>26\u8d22\u5e74\u7b2c\u56db\u5b63\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a1550\u7f8e\u5143\u81f31850\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<div 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(SOFI)\u00a0 SoFi\u79d1\u6280\u516c\u53f8\u00a0(SOFI)\u00a0 Microsoft Corporation (MSFT)\u00a0 \u5fae\u8f6f\u516c\u53f8 (MSFT)\u00a0 Amazon.com, Inc. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[30],"tags":[],"class_list":["post-88450","post","type-post","status-publish","format-standard","hentry","category-technical-analysis"],"aioseo_notices":[],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"admin","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/admin\/"},"uagb_comment_info":0,"uagb_excerpt":"United States | Singapore | Hong Kong | Earnings Plug Power, Inc\u00a0(PLUG\u00a0US) Qualcomm Incorporated.\u00a0(QCOM\u00a0US)\u00a0 ^ Back To Top Keppel Infrastructure\u00a0Trust\u00a0(KIT\u00a0SP)\u00a0 Raffles Education Limited\u00a0(RLS\u00a0SP)\u00a0 ^ Back To Top AIA Group Limited (1299\u00a0HK) \u00a0 Ping An Insurance\u00a0(Group) Company of China, Ltd.\u00a0(2318\u00a0HK)\u00a0 ^ Back To Top SoFi Technologies, Inc. (SOFI)\u00a0 SoFi\u79d1\u6280\u516c\u53f8\u00a0(SOFI)\u00a0 Microsoft Corporation (MSFT)\u00a0 \u5fae\u8f6f\u516c\u53f8 (MSFT)\u00a0 Amazon.com, Inc.&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/88450","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=88450"}],"version-history":[{"count":0,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/88450\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=88450"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=88450"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=88450"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}