{"id":88651,"date":"2026-05-07T09:08:23","date_gmt":"2026-05-07T01:08:23","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=88651"},"modified":"2026-05-07T09:08:23","modified_gmt":"2026-05-07T01:08:23","slug":"technical-analysis-7-may-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/researchstg\/technical-analysis-7-may-2026\/","title":{"rendered":"Technical Analysis &#8211; 7 May 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\/researchstg\/wp-content\/uploads\/2025\/09\/word-image-76998-1.png\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2025\/09\/word-image-76998-1.png 637w, https:\/\/www.kgieworld.sg\/researchstg\/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\">Synaptics\u00a0Incorporated\u00a0(SYNA\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\/researchstg\/wp-content\/uploads\/2026\/05\/image-90.png\" alt=\"\" class=\"wp-image-88678\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-90.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-90-300x179.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-90-768x459.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed above the\u00a05wEMA\u00a0with elevated volume for the month.\u00a0<\/li>\n\n\n\n<li>RSI\u00a0is\u00a0near overbought\u00a0levels\u00a0but\u00a0MACD\u00a0is\u00a0still constructive.\u00a0<\/li>\n\n\n\n<li><strong>Long \u2013 Entry\u00a0100,\u00a0Target\u00a0120,\u00a0Stop\u00a090<\/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\/researchstg\/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\/researchstg\/wp-content\/uploads\/2026\/03\/a-line-in-a-white-background-description-automati-9.png 637w, https:\/\/www.kgieworld.sg\/researchstg\/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\">York Space Systems\u00a0Inc.\u00a0(YSS\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\/researchstg\/wp-content\/uploads\/2026\/05\/image-92.png\" alt=\"\" class=\"wp-image-88681\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-92.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-92-300x179.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-92-768x459.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 volume.\u00a0\u00a0<\/li>\n\n\n\n<li>Both RSI and MACD are constructive.\u00a0<\/li>\n\n\n\n<li><strong>Long \u2013 Entry\u00a034,\u00a0Target\u00a044,\u00a0Stop\u00a029<\/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\/researchstg\/wp-content\/uploads\/2026\/03\/word-image-87084-4-1.png\" alt=\"\" class=\"wp-image-87140\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/03\/word-image-87084-4-1.png 637w, https:\/\/www.kgieworld.sg\/researchstg\/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\/researchstg\/wp-content\/uploads\/2026\/03\/word-image-86958-5.png\" class=\"wp-image-87044\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/03\/word-image-86958-5.png 637w, https:\/\/www.kgieworld.sg\/researchstg\/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\">Sunpower\u00a0Group Ltd\u00a0(SPWG\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\/researchstg\/wp-content\/uploads\/2026\/05\/image-73.png\" alt=\"\" class=\"wp-image-88657\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-73.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-73-300x179.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-73-768x459.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\u00a00.64,\u00a0Stop\u00a00.43<\/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\/researchstg\/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\/researchstg\/wp-content\/uploads\/2026\/03\/a-line-in-a-white-background-description-automati-10.png 637w, https:\/\/www.kgieworld.sg\/researchstg\/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\">NTT DC REIT\u00a0(NTTDCR\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\/researchstg\/wp-content\/uploads\/2026\/05\/image-74.png\" alt=\"\" class=\"wp-image-88658\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-74.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-74-300x179.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-74-768x459.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed above the 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\u00a00.98,\u00a0Target\u00a01.06,\u00a0Stop\u00a00.94<\/strong><\/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\/researchstg\/wp-content\/uploads\/2026\/03\/word-image-87147-4.png\" alt=\"\" class=\"wp-image-87161\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/03\/word-image-87147-4.png 637w, https:\/\/www.kgieworld.sg\/researchstg\/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\/researchstg\/wp-content\/uploads\/2026\/03\/word-image-87147-5.png\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/03\/word-image-87147-5.png 637w, https:\/\/www.kgieworld.sg\/researchstg\/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\">Hong Kong & China Gas Co.\u00a0Ltd.\u00a0(3\u00a0HK)<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"903\" height=\"534\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-75.png\" alt=\"\" class=\"wp-image-88659\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-75.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-75-300x177.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-75-768x454.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares\u00a0closed at a one-month high above 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>Long\u00a0<\/strong>\u2013\u00a0<strong>Entry\u00a07.32,\u00a0Target\u00a07.76,\u00a0Stop\u00a07.10<\/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\/researchstg\/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\/researchstg\/wp-content\/uploads\/2026\/03\/a-line-in-a-white-background-description-automati-10.png 637w, https:\/\/www.kgieworld.sg\/researchstg\/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\">CLP Holdings Limited.\u00a0(2\u00a0HK)\u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"903\" height=\"534\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-76.png\" alt=\"\" class=\"wp-image-88660\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-76.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-76-300x177.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-76-768x454.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed\u00a0at a two-months high\u00a0above the 5wEMA.\u00a0\u00a0<\/li>\n\n\n\n<li>RSI is constructive, while MACD is about to turn positive.\u00a0<\/li>\n\n\n\n<li><strong>Long \u2013 Entry\u00a075.6,\u00a0Target\u00a081.0, Stop\u00a072.9<\/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\/researchstg\/wp-content\/uploads\/2026\/03\/word-image-86958-14.png\" alt=\"\" class=\"wp-image-87053\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/03\/word-image-86958-14.png 637w, https:\/\/www.kgieworld.sg\/researchstg\/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\/researchstg\/wp-content\/uploads\/2026\/03\/word-image-86958-15.png\" alt=\"\" class=\"wp-image-87054\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/03\/word-image-86958-15.png 601w, https:\/\/www.kgieworld.sg\/researchstg\/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>The Walt Disney Company (DIS)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q26\u00a0Revenue:\u00a0<\/strong>$25.17B,\u00a0+6.7% YoY,\u00a0beat\u00a0estimates\u00a0by $320M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$1.57,\u00a0beat estimates by $0.07\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY<\/strong><strong>26\u00a0Guidance:<\/strong>\u00a0Disney expects adjusted EPS growth of about 12% in FY26 and double-digit adjusted EPS growth again in FY27.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Share Buybacks:<\/strong>\u00a0Disney increased its FY26 buyback target to $8B.\u00a0\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a solid quarter with broad support from streaming and experiences. Entertainment revenue increased 10%, while direct-to-consumer operating income rose 88% to $582M, showing continued improvement in Disney+ and Hulu profitability. Experiences revenue rose 7% to $9.49B and operating income increased 5% to $2.62B, which helped offset softer international\u00a0tourism.The\u00a0main weak spot was Sports. ESPN operating income declined 5% as higher programming costs continued to pressure margins. Domestic Park attendance also slipped, so the quarter was good, but not without friction. The stock reaction was positive, with shares rising\u00a0roughly 7%\u00a0to 8% after the release. The principal variables to monitor are streaming margin durability, domestic parks demand through the summer, the direct-to-consumer ESPN transition, and whether management can sustain the projected double-digit EPS path into FY27.\u00a0<strong>3Q26\u00a0recommended trading range: $100\u00a0to $160.\u00a0Positive\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u534e\u7279\u8fea\u58eb\u5c3c\u516c\u53f8\uff08DIS<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>251.7\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f6.7%\uff0c\u8d85\u51fa\u9884\u671f3.2\u4ebf\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>1.57\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.07\u7f8e\u5143\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>\u9884\u8ba126\u8d22\u5e74\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7ea612%\uff0c27\u8d22\u5e74\u518d\u5ea6\u5b9e\u73b0\u53cc\u4f4d\u6570\u589e\u957f\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u80a1\u7968\u56de\u8d2d\uff1a<\/strong>\u5c0626\u8d22\u5e74\u80a1\u7968\u56de\u8d2d\u76ee\u6807\u4e0a\u8c03\u81f380\u4ebf\u7f8e\u5143\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\u7a33\u5065\uff0c\u6d41\u5a92\u4f53\u4e0e\u4f53\u9a8c\u4e1a\u52a1\u5171\u540c\u63d0\u4f9b\u5e7f\u6cdb\u652f\u6491\u3002\u5a31\u4e50\u677f\u5757\u8425\u6536\u589e\u957f10%\uff1b\u76f4\u63a5\u9762\u5411\u6d88\u8d39\u8005\uff08DTC\uff09\u4e1a\u52a1\u8425\u4e1a\u5229\u6da6\u5927\u589e88%\u81f35.82\u4ebf\u7f8e\u5143\uff0c\u663e\u793aDisney+\u4e0eHulu\u76c8\u5229\u80fd\u529b\u6301\u7eed\u6539\u5584\u3002\u4f53\u9a8c\u4e1a\u52a1\uff08\u4e3b\u9898\u516c\u56ed\u7b49\uff09\u8425\u6536\u589e\u957f7%\u81f394.9\u4ebf\u7f8e\u5143\uff0c\u8425\u4e1a\u5229\u6da6\u589e\u957f5%\u81f326.2\u4ebf\u7f8e\u5143\uff0c\u6709\u6548\u62b5\u6d88\u4e86\u56fd\u9645\u65c5\u6e38\u75b2\u8f6f\u7684\u5f71\u54cd\u3002\u4e3b\u8981\u77ed\u677f\u5728\u4e8e\u4f53\u80b2\u4e1a\u52a1\uff1aESPN\u8425\u4e1a\u5229\u6da6\u4e0b\u6ed15%\uff0c\u4e3b\u56e0\u8282\u76ee\u5236\u4f5c\u6210\u672c\u4e0a\u5347\u6301\u7eed\u6324\u538b\u5229\u6da6\u7387\uff1b\u540c\u65f6\uff0c\u7f8e\u56fd\u672c\u571f\u4e50\u56ed\u5ba2\u6d41\u5c0f\u5e45\u56de\u843d\uff0c\u663e\u793a\u6d88\u8d39\u4ecd\u5b58\u9009\u62e9\u6027\u538b\u529b\u3002\u6574\u4f53\u800c\u8a00\uff0c\u5b63\u5ea6\u8868\u73b0\u826f\u597d\u4f46\u5e76\u975e\u6beb\u65e0\u6469\u64e6\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u4e0a\u6da8\u7ea67%\u20138%\uff0c\u53cd\u6620\u5e02\u573a\u5bf9\u76c8\u5229\u8d85\u9884\u671f\u53ca\u8d44\u672c\u8fd4\u8fd8\u52a0\u7801\u7684\u8ba4\u53ef\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u6d41\u5a92\u4f53\u5229\u6da6\u7387\u80fd\u5426\u7ef4\u6301\u6539\u5584\u8d8b\u52bf\uff1b\uff082\uff09\u6691\u671f\u7f8e\u56fd\u672c\u571f\u4e50\u56ed\u9700\u6c42\u5f3a\u5ea6\uff1b\uff083\uff09ESPN\u5411DTC\u6a21\u5f0f\u8f6c\u578b\u7684\u8fdb\u5c55\uff1b\uff084\uff09\u7ba1\u7406\u5c42\u80fd\u5426\u5151\u73b027\u8d22\u5e74\u53cc\u4f4d\u6570EPS\u589e\u957f\u8def\u5f84\u3002<strong>26\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a100\u7f8e\u5143\u81f3160\u7f8e\u5143\u3002\u79ef\u6781\u524d\u666f\u3002<\/strong>\u00a0<br>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Novo Nordisk A\/S (NVO)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>DKK 70.06B,\u00a0-10.3% YoY,\u00a0miss\u00a0estimates by\u00a0DKK 1.50B\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Non-GAAP EPS<\/strong>:\u00a0DKK 6.63,\u00a0miss\u00a0estimates by\u00a0DKK 0.33.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY26<\/strong><strong>\u00a0Guidance:<\/strong>\u00a0Raised FY26 sales growth guidance to 16% to 24% at constant exchange rates from 15% to\u00a023%, and\u00a0raised operating profit growth guidance to 19% to 27% from 16% to 24%.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a strong quarter and an important stabilization print. Profit came in ahead of expectations, driven by\u00a0very strong\u00a0early uptake of oral\u00a0Wegovy\u00a0in the U.S., where prescriptions have exceeded 2 million since launch and the product has become the company\u2019s strongest GLP-1 launch by volume in that market. The guidance raise\u00a0indicates\u00a0management now has greater confidence that volume can offset at least part of the pricing pressure that has weighed on sentiment. The main issue\u00a0remains\u00a0quality of growth rather than demand. Oral\u00a0Wegovy\u00a0volumes are strong, but there is still uncertainty around mix, dosing progression, and pricing, especially as many patients\u00a0remain\u00a0on lower-priced starter doses. Competition has also intensified, with Lilly expanding its oral obesity offering, while U.S. drug pricing policy\u00a0remains\u00a0a live overhang. The stock reaction was constructive, with shares rising about 5.4% on the results, but the broader setup is still in recovery mode after a very weak prior twelve months. The principal variables to monitor are conversion from starter doses to higher-value maintenance doses, international rollout of the pill in 2H26, margin resilience as pricing evolves, and whether the company can rebuild confidence against a more competitive obesity market backdrop.\u00a0<strong>2Q26 recommended trading range: $39\u00a0to $60.\u00a0Positive\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8bfa\u548c\u8bfa\u5fb7\u516c\u53f8\uff08NVO<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>700.6\u4ebf\u4e39\u9ea6\u514b\u6717\uff08DKK\uff09\uff0c\u540c\u6bd4\u4e0b\u964d10.3%\uff0c\u4f4e\u4e8e\u9884\u671f15\u4ebf\u4e39\u9ea6\u514b\u6717\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>6.63\u4e39\u9ea6\u514b\u6717\uff0c\u4f4e\u4e8e\u9884\u671f0.33\u4e39\u9ea6\u514b\u6717\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>\u4e0a\u8c03\u5168\u5e74\u9500\u552e\u589e\u957f\u6307\u5f15\u81f316%\u201324%\uff08\u6309\u56fa\u5b9a\u6c47\u7387\u8ba1\uff0c\u539f\u4e3a15%\u201323%\uff09\uff1b\u4e0a\u8c03\u8425\u4e1a\u5229\u6da6\u589e\u957f\u6307\u5f15\u81f319%\u201327%\uff08\u539f\u4e3a16%\u201324%\uff09\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u672c\u5b63\u5ea6\u662f\u4e00\u4efd\u5f3a\u52b2\u4e14\u5177\u7a33\u5b9a\u610f\u4e49\u7684\u8d22\u62a5\u3002\u5c3d\u7ba1\u9876\u5c42\u6536\u5165\u53d7\u6c47\u7387\u53ca\u5b9a\u4ef7\u538b\u529b\u62d6\u7d2f\u800c\u4e0b\u6ed1\uff0c\u4f46\u76c8\u5229\u8868\u73b0\u8d85\u9884\u671f\uff0c\u6838\u5fc3\u9a71\u52a8\u529b\u6765\u81ea\u53e3\u670d\u7248Wegovy\u5728\u7f8e\u56fd\u5e02\u573a\u7684\u65e9\u671f\u91c7\u7528\u6781\u4e3a\u5f3a\u52b2\u2014\u2014\u81ea\u4e0a\u5e02\u4ee5\u6765\u5904\u65b9\u91cf\u5df2\u8d85200\u4e07\u5f20\uff0c\u6210\u4e3a\u8bfa\u548c\u8bfa\u5fb7\u5728\u7f8eGLP-1\u7c7b\u836f\u7269\u4e2d\u6309\u9500\u91cf\u8ba1\u6700\u6210\u529f\u7684\u4e0a\u5e02\u4ea7\u54c1\u3002\u5168\u5e74\u6307\u5f15\u4e0a\u8c03\u8868\u660e\u7ba1\u7406\u5c42\u5bf9\u4ee5\u9500\u91cf\u589e\u957f\u90e8\u5206\u62b5\u6d88\u5b9a\u4ef7\u538b\u529b\u7684\u4fe1\u5fc3\u589e\u5f3a\u3002\u5f53\u524d\u7126\u70b9\u5df2\u4ece\u201c\u9700\u6c42\u662f\u5426\u5b58\u5728\u201d\u8f6c\u5411\u201c\u589e\u957f\u8d28\u91cf\u201d\uff1a\u53e3\u670dWegovy\u867d\u653e\u91cf\u8fc5\u901f\uff0c\u4f46\u5927\u91cf\u60a3\u8005\u4ecd\u5904\u4e8e\u4f4e\u4ef7\u8d77\u59cb\u5242\u91cf\u9636\u6bb5\uff0c\u5411\u9ad8\u4ef7\u503c\u7ef4\u6301\u5242\u91cf\u7684\u8f6c\u5316\u3001\u6700\u7ec8\u4ea7\u54c1\u7ec4\u5408\u7ed3\u6784\u53ca\u957f\u671f\u5b9a\u4ef7\u80fd\u89c1\u5ea6\u4ecd\u5b58\u4e0d\u786e\u5b9a\u6027\u3002\u540c\u65f6\uff0c\u7ade\u4e89\u52a0\u5267\u2014\u2014\u793c\u6765\uff08Lilly\uff09\u6b63\u6269\u5927\u5176\u53e3\u670d\u51cf\u80a5\u836f\u5e03\u5c40\uff0c\u800c\u7f8e\u56fd\u836f\u54c1\u5b9a\u4ef7\u653f\u7b56\u98ce\u9669\u4ecd\u672a\u89e3\u9664\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u4e0a\u6da8\u7ea65.4%\uff0c\u53cd\u5e94\u79ef\u6781\uff0c\u4f46\u6574\u4f53\u4ecd\u5904\u4e8e\u8fc7\u53bb\u4e00\u5e74\u5927\u5e45\u56de\u8c03\u540e\u7684\u4fe1\u5fc3\u4fee\u590d\u9636\u6bb5\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u60a3\u8005\u4ece\u8d77\u59cb\u5242\u91cf\u5411\u9ad8\u4ef7\u503c\u7ef4\u6301\u5242\u91cf\u7684\u8f6c\u5316\u7387\uff1b\uff082\uff09\u53e3\u670dWegovy\u57282026\u5e74\u4e0b\u534a\u5e74\u7684\u56fd\u9645\u63a8\u5e7f\u8fdb\u5c55\uff1b\uff083\uff09\u5728\u5b9a\u4ef7\u73af\u5883\u6f14\u53d8\u4e0b\u5229\u6da6\u7387\u80fd\u5426\u4fdd\u6301\u97e7\u6027\uff1b\uff084\uff09\u516c\u53f8\u80fd\u5426\u5728\u65e5\u76ca\u6fc0\u70c8\u7684\u5168\u7403\u51cf\u80a5\u836f\u5e02\u573a\u4e2d\u91cd\u5efa\u5dee\u5f02\u5316\u4f18\u52bf\u4e0e\u6295\u8d44\u8005\u4fe1\u5fc3\u3002<strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a39\u7f8e\u5143\u81f360\u7f8e\u5143\u3002\u79ef\u6781\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Uber Technologies, Inc. (UBER)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$13.2B,\u00a0+14.5% YoY, miss estimates by $60M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$0.72,\u00a0beat estimates by\u00a0$0.03\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q<\/strong><strong>26 Guidance:<\/strong>\u00a02Q26 gross bookings guided to $56.25B to $57.75B, with adjusted EPS of $0.78 to $0.82, both above market expectations.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a solid\u00a0quarter\u00a0with a\u00a0strong\u00a0forward guide. Gross bookings rose 25% YoY to $53.7B, trips increased 20% to 3.64B, and monthly active platform consumers rose 17%,\u00a0indicating\u00a0healthy demand across mobility and delivery despite macro and weather-related friction. Adjusted EBITDA rose 33% to $2.5B, which shows continued operating leverage at scale. The main issue was revenue conversion rather than demand. Revenue slightly missed expectations, while GAAP profit was affected by a\u00a0roughly $1.5B headwind from equity investment revaluations. Even so, the market looked through that because the second-quarter outlook was stronger than expected and management\u00a0indicated\u00a0there has been no negative impact so far from robotaxi competition. Shares rose\u00a0roughly 8%\u00a0after the\u00a0release.\u00a0The principal variables to monitor are\u00a0mobility and delivery booking\u00a0growth,\u00a0EBITDA conversion, competitive impact from autonomous vehicles,\u00a0and whether\u00a0the stronger Q2 guide can be sustained into 2H26.\u00a0<strong>2Q26 recommended trading range: $70\u00a0to $130.\u00a0Positive\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f18\u6b65\u79d1\u6280\u516c\u53f8\uff08UBER<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>132\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f14.5%\uff0c\u7565\u4f4e\u4e8e\u9884\u671f6000\u4e07\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>0.72\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.03\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15\uff1a<\/strong>\u603b\u9884\u8ba2\u989d\uff08Gross Bookings\uff09562.5\u4ebf\u2013577.5\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca0.78\u20130.82\u7f8e\u5143\uff0c\u5747\u9ad8\u4e8e\u5e02\u573a\u9884\u671f\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\u7a33\u5065\uff0c\u4e14\u524d\u77bb\u6307\u5f15\u5f3a\u52b2\u3002\u603b\u9884\u8ba2\u989d\u540c\u6bd4\u589e\u957f25%\u81f3537\u4ebf\u7f8e\u5143\uff0c\u51fa\u884c\u6b21\u6570\u589e\u957f20%\u81f336.4\u4ebf\u6b21\uff0c\u6708\u6d3b\u8dc3\u5e73\u53f0\u7528\u6237\u589e\u957f17%\uff0c\u663e\u793a\u5728\u5b8f\u89c2\u538b\u529b\u4e0e\u6076\u52a3\u5929\u6c14\u5e72\u6270\u4e0b\uff0c\u51fa\u884c\u4e0e\u5916\u5356\u9700\u6c42\u4f9d\u7136\u5065\u5eb7\u3002\u8c03\u6574\u540eEBITDA\u5927\u589e33%\u81f325\u4ebf\u7f8e\u5143\uff0c\u5370\u8bc1\u516c\u53f8\u5728\u89c4\u6a21\u5316\u57fa\u7840\u4e0a\u6301\u7eed\u91ca\u653e\u8fd0\u8425\u6760\u6746\u3002\u4e3b\u8981\u95ee\u9898\u4e0d\u5728\u9700\u6c42\u7aef\uff0c\u800c\u5728\u6536\u5165\u8f6c\u5316\u6548\u7387\uff1a\u9876\u5c42\u8425\u6536\u5c0f\u5e45\u4e0d\u53ca\u9884\u671f\uff1bGAAP\u5229\u6da6\u4ea6\u53d7\u7ea615\u4ebf\u7f8e\u5143\u80a1\u6743\u6295\u8d44\u91cd\u4f30\u62d6\u7d2f\u3002\u7136\u800c\uff0c\u5e02\u573a\u9009\u62e9\u5ffd\u7565\u4e00\u6b21\u6027\u56e0\u7d20\uff0c\u805a\u7126\u4e8e\u8d85\u9884\u671f\u7684Q2\u6307\u5f15\u53ca\u7ba1\u7406\u5c42\u660e\u786e\u8868\u793a\u201c\u81ea\u52a8\u9a7e\u9a76\u51fa\u79df\u8f66\uff08robotaxi\uff09\u201d\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u4e0a\u6da8\u7ea68%\uff0c\u53cd\u6620\u6295\u8d44\u8005\u5bf9\u6838\u5fc3\u4e1a\u52a1\u97e7\u6027\u4e0e\u589e\u957f\u8def\u5f84\u7684\u4fe1\u5fc3\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u51fa\u884c\u4e0e\u5916\u5356\u9884\u8ba2\u589e\u957f\u7684\u6301\u7eed\u6027\uff1b\uff082\uff09EBITDA\u5411\u81ea\u7531\u73b0\u91d1\u6d41\u7684\u8f6c\u5316\u6548\u7387\uff1b\uff083\uff09\u81ea\u52a8\u9a7e\u9a76\u7ade\u4e89\u662f\u5426\u5728\u672a\u6765\u6784\u6210\u5b9e\u8d28\u6027\u5a01\u80c1\uff1b\uff084\uff09Q2\u5f3a\u52b2\u6307\u5f15\u80fd\u5426\u5ef6\u7eed\u81f32026\u5e74\u4e0b\u534a\u5e74\u3002<strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a70\u7f8e\u5143\u81f3130\u7f8e\u5143\u3002\u79ef\u6781\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Coherent Corp. (COHR)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3Q26\u00a0Revenue:\u00a0<\/strong>$1.81B,\u00a0+20.7% YoY, beat estimates by\u00a0$30M.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$1.41,\u00a0beat estimates by\u00a0$0.02\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>4Q<\/strong><strong>26 Guidance:<\/strong>\u00a04Q26\u00a0revenue guided to\u00a0$1.91B to $2.05B and adjusted EPS to $1.52 to $1.72, with\u00a0non\u00a0GAAP\u00a0gross margin expected\u00a0around 41%.\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. Revenue growth accelerated, non-GAAP gross margin improved to 39.6%, and earnings growth outpaced revenue growth,\u00a0indicating\u00a0better mix and operating leverage. Management also highlighted strong\u00a0datacenter\u00a0and communications demand, which\u00a0remains\u00a0the key driver of the current upcycle. The main issue was expectations rather than execution. Despite the beat and solid 4Q26 guide, the stock fell about 6.5% after hours, which suggests the market had already priced in a strong AI-driven quarter. The principal variables to monitor are whether\u00a0datacenter\u00a0demand continues to accelerate, whether gross margin can reach and sustain the guided 41% level, and whether guidance upside becomes large enough to support another rerating.\u00a0<strong>4Q26 recommended trading range: $280 to $380.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Coherent\u00a0Corp.\uff08COHR<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>18.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f20.7%\uff0c\u8d85\u51fa\u9884\u671f3000\u4e07\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>1.41\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.02\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u6307\u5f15\uff1a<\/strong>\u8425\u653619.1\u4ebf\u201320.5\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca1.52\u20131.72\u7f8e\u5143\uff1b\u975eGAAP\u6bdb\u5229\u7387\u9884\u8ba1\u7ea641%\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\u3002\u8425\u6536\u589e\u901f\u52a0\u5feb\uff0c\u975eGAAP\u6bdb\u5229\u7387\u63d0\u5347\u81f339.6%\uff0c\u76c8\u5229\u589e\u901f\u8d85\u8fc7\u8425\u6536\u589e\u901f\uff0c\u53cd\u6620\u4ea7\u54c1\u7ec4\u5408\u4f18\u5316\u4e0e\u8fd0\u8425\u6760\u6746\u6539\u5584\u3002\u7ba1\u7406\u5c42\u5f3a\u8c03\u6570\u636e\u4e2d\u5fc3\u4e0e\u901a\u4fe1\u9886\u57df\u9700\u6c42\u6301\u7eed\u65fa\u76db\uff0c\u4ecd\u662f\u5f53\u524d\u4e0a\u884c\u5468\u671f\u7684\u6838\u5fc3\u9a71\u52a8\u529b\u3002\u7136\u800c\uff0c\u5e02\u573a\u53cd\u5e94\u504f\u8d1f\u9762\u2014\u2014\u5c3d\u7ba1\u4e1a\u7ee9\u8d85\u9884\u671f\u4e14Q4\u6307\u5f15\u7a33\u5065\uff0c\u80a1\u4ef7\u76d8\u540e\u4ecd\u4e0b\u8dcc\u7ea66.5%\uff0c\u8868\u660e\u6295\u8d44\u8005\u6b64\u524d\u5df2\u5145\u5206\u5b9a\u4ef7\u201cAI\u9a71\u52a8\u7684\u5f3a\u52b2\u8868\u73b0\u201d\uff0c\u5bf9\u60ca\u559c\u9608\u503c\u63d0\u9ad8\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u6570\u636e\u4e2d\u5fc3\u9700\u6c42\u80fd\u5426\u7ee7\u7eed\u52a0\u901f\uff1b\uff082\uff09\u6bdb\u5229\u7387\u80fd\u5426\u8fbe\u5230\u5e76\u7ef4\u6301\u5728\u6307\u5f15\u768441%\u6c34\u5e73\uff1b\uff083\uff09\u672a\u6765\u6307\u5f15\u4e0a\u8c03\u5e45\u5ea6\u662f\u5426\u8db3\u4ee5\u652f\u6491\u65b0\u4e00\u8f6e\u4f30\u503c\u91cd\u4f30\u3002<strong>26\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a280\u7f8e\u5143\u81f3380\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Arm\u00a0Holdings\u00a0plc\u00a0(ARM)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>4Q26\u00a0Revenue:\u00a0<\/strong>$1.49B,\u00a0+20.2% YoY,\u00a0beat\u00a0estimates by $20M.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>4Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$0.60,\u00a0beat estimates by\u00a0$0.02\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q<\/strong><strong>27\u00a0Guidance:<\/strong>\u00a01Q27\u00a0revenue guided to $1.21B\u00a0to $1.31B\u00a0and adjusted EPS to $0.36\u00a0to $0.44. Management also highlighted more than $2B\u00a0of\u00a0projected demand for its new AGI data-center\u00a0CPU across FY27 to FY28, while\u00a0maintaining\u00a0longer-term data-center\u00a0chip ambitions.\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 on the headline numbers. Revenue reached a record $1.49B, licensing revenue rose 29%, and demand for Arm\u2019s new AI-oriented data-center\u00a0CPU appears to be building faster than initially expected. Data-center\u00a0royalty revenue also more than doubled YoY, which supports the broader thesis that Arm is gaining a larger share of AI infrastructure economics beyond smartphones. The main issue is near-term conversion rather than demand. Management kept the\u00a0initial\u00a0revenue trajectory for the new chip\u00a0largely unchanged\u00a0because supply constraints across memory, wafers, packaging, and testing are limiting how quickly that demand can be fulfilled. The stock reaction turned negative after\u00a0an initial\u00a0rally, with shares falling about 5% to 7% after hours, which\u00a0indicates\u00a0the market wanted a clearer near-term upside bridge. The principal variables to monitor are supply-chain normalization for the new AGI CPU, durability of data-center\u00a0royalty growth, licensing momentum outside mobile, and whether Arm can scale this new chip effort without materially pressuring returns.\u00a0<strong>1Q27\u00a0recommended trading range: $190\u00a0to $280.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Arm\u00a0Holdings\u00a0plc\uff08ARM<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>14.9\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f20.2%\uff0c\u8d85\u51fa\u9884\u671f2000\u4e07\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>0.60\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.02\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>27\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6307\u5f15\uff1a<\/strong>\u8425\u653612.1\u4ebf\u201313.1\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca0.36\u20130.44\u7f8e\u5143\uff1b\u7ba1\u7406\u5c42\u6307\u51fa\uff0c\u5176\u65b0\u4e00\u4ee3AGI\u6570\u636e\u4e2d\u5fc3CPU\u572827\u201328\u8d22\u5e74\u9884\u8ba1\u5e26\u6765\u8d8520\u4ebf\u7f8e\u5143\u9700\u6c42\uff0c\u5e76\u91cd\u7533\u957f\u671f\u6570\u636e\u4e2d\u5fc3\u82af\u7247\u96c4\u5fc3\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u672c\u5b63\u5ea6\u9876\u5c42\u6570\u636e\u8868\u73b0\u5f3a\u52b2\u3002\u8425\u6536\u521b\u7eaa\u5f55\u8fbe14.9\u4ebf\u7f8e\u5143\uff0c\u6388\u6743\u6536\u5165\u589e\u957f29%\uff0c\u65b0\u4e00\u4ee3AI\u5bfc\u5411\u7684\u6570\u636e\u4e2d\u5fc3CPU\u9700\u6c42\u589e\u901f\u5feb\u4e8e\u6700\u521d\u9884\u671f\uff1b\u6570\u636e\u4e2d\u5fc3\u7248\u7a0e\u6536\u5165\u540c\u6bd4\u7ffb\u500d\u4ee5\u4e0a\uff0c\u5370\u8bc1Arm\u6b63\u4ece\u667a\u80fd\u624b\u673a\u4e4b\u5916\u7684AI\u57fa\u7840\u8bbe\u65bd\u751f\u6001\u4e2d\u83b7\u53d6\u66f4\u5927\u7ecf\u6d4e\u4efd\u989d\u3002\u7136\u800c\uff0c\u8fd1\u7aef\u53d8\u73b0\u53d7\u9650\u4e8e\u4f9b\u5e94\u94fe\u74f6\u9888\uff1a\u5c3d\u7ba1\u9700\u6c42\u65fa\u76db\uff0c\u7ba1\u7406\u5c42\u7ef4\u6301\u65b0\u82af\u7247\u521d\u671f\u6536\u5165\u8def\u5f84\u4e0d\u53d8\uff0c\u56e0\u5185\u5b58\u3001\u6676\u5706\u3001\u5c01\u88c5\u4e0e\u6d4b\u8bd5\u73af\u8282\u7684\u4f9b\u5e94\u7ea6\u675f\u9650\u5236\u4e86\u4ea4\u4ed8\u901f\u5ea6\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u5148\u6da8\u540e\u8dcc\uff0c\u76d8\u540e\u4e0b\u8dcc5%\u20137%\uff0c\u53cd\u6620\u5e02\u573a\u671f\u5f85\u66f4\u6e05\u6670\u7684\u77ed\u671f\u4e0a\u884c\u8def\u5f84\uff0c\u800c\u975e\u4ec5\u957f\u671f\u6f5c\u529b\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09AGI CPU\u76f8\u5173\u4f9b\u5e94\u94fe\u80fd\u5426\u5982\u671f\u7f13\u89e3\uff1b\uff082\uff09\u6570\u636e\u4e2d\u5fc3\u7248\u7a0e\u589e\u957f\u662f\u5426\u53ef\u6301\u7eed\uff1b\uff083\uff09\u975e\u79fb\u52a8\u9886\u57df\u7684\u6388\u6743\u52bf\u5934\u80fd\u5426\u5ef6\u7eed\uff1b\uff084\uff09\u5728\u5927\u89c4\u6a21\u6269\u5c55\u65b0\u82af\u7247\u4e1a\u52a1\u7684\u540c\u65f6\uff0c\u80fd\u5426\u907f\u514d\u5bf9\u8d44\u672c\u56de\u62a5\u7387\u9020\u6210\u663e\u8457\u538b\u529b\u3002<strong>27\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a190\u7f8e\u5143\u81f3280\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>AppLovin\u00a0Corporation (APP)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$1.84B,\u00a0+58.6% YoY,\u00a0beat\u00a0estimates by $60M.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0GAAP\u00a0EPS<\/strong>:\u00a0$3.56,\u00a0beat estimates by\u00a0$0.10\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q<\/strong><strong>26 Guidance:<\/strong>\u00a02Q26\u00a0revenue guided to $1.915B\u00a0to $1.945B\u00a0and adjusted\u00a0EBITDA\u00a0to $1.62B\u00a0to $1.65B, both ahead of\u00a0prior\u00a0market expectations.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Share Buybacks:\u00a0<\/strong>AppLovin\u00a0repurchased 2.2M shares for about $1.0B in 1Q26 and ended the quarter with 336M shares outstanding.\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. Revenue rose 59% YoY to $1.84B, adjusted EBITDA increased 66% to $1.56B, and adjusted EBITDA margin reached 85%,\u00a0indicating\u00a0unusually strong operating leverage. Net cash from operations and free cash flow were each about $1.3B, which further supports the quality of the print. The main positive is that growth\u00a0remains\u00a0broad enough to support another step-up in guidance. Management guided 2Q26 revenue to\u00a0roughly $1.93B at the midpoint, above prior expectations, which suggests momentum in the ad platform\u00a0remains\u00a0intact. The main issue is expectations and overhangs rather than current execution. The stock has been volatile, and the market\u00a0remains\u00a0sensitive to regulatory and short-seller-related concerns even after a strong report. Shares initially rose about 7% to 10% after the release before giving back much of that move. The principal variables to monitor are whether revenue growth can remain near current levels, whether EBITDA margin stays at an unusually\u00a0high level\u00a0as the business scales further, and whether external overhangs begin to matter less than execution.\u00a0<strong>2Q26 recommended trading range: $400\u00a0to $500. Neutral Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>AppLovin\u00a0Corporation\uff08APP<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>18.4\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f58.6%\uff0c\u8d85\u51fa\u9884\u671f6000\u4e07\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>3.56\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.10\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15\uff1a<\/strong>\u8425\u653619.15\u4ebf\u201319.45\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540eEBITDA 16.2\u4ebf\u201316.5\u4ebf\u7f8e\u5143\uff0c\u5747\u9ad8\u4e8e\u5e02\u573a\u6b64\u524d\u9884\u671f\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u80a1\u7968\u56de\u8d2d\uff1a<\/strong>\u7b2c\u4e00\u5b63\u5ea6\u56de\u8d2d220\u4e07\u80a1\u80a1\u7968\uff0c\u8017\u8d44\u7ea610\u4ebf\u7f8e\u5143\uff0c\u5b63\u672b\u6d41\u901a\u80a1\u6570\u964d\u81f33.36\u4ebf\u80a1\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\u6781\u4e3a\u5f3a\u52b2\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f59%\u81f318.4\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540eEBITDA\u5927\u589e66%\u81f315.6\u4ebf\u7f8e\u5143\uff0cEBITDA\u5229\u6da6\u7387\u9ad8\u8fbe85%\uff0c\u663e\u793a\u5f02\u5e38\u51fa\u8272\u7684\u8fd0\u8425\u6760\u6746\u3002\u7ecf\u8425\u6d3b\u52a8\u73b0\u91d1\u6d41\u4e0e\u81ea\u7531\u73b0\u91d1\u6d41\u5747\u8fbe\u7ea613\u4ebf\u7f8e\u5143\uff0c\u8fdb\u4e00\u6b65\u5370\u8bc1\u76c8\u5229\u8d28\u91cf\u3002\u6838\u5fc3\u4eae\u70b9\u5728\u4e8e\u589e\u957f\u5e7f\u5ea6\u8db3\u4ee5\u652f\u6491\u6307\u5f15\u518d\u5ea6\u4e0a\u8c03\uff1aQ2\u8425\u6536\u4e2d\u503c\u6307\u5f15\u7ea619.3\u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e\u5e02\u573a\u9884\u671f\uff0c\u8868\u660e\u5176\u5e7f\u544a\u5e73\u53f0\u52a8\u80fd\u4f9d\u7136\u7a33\u5065\u3002\u7136\u800c\uff0c\u5f53\u524d\u4e3b\u8981\u6311\u6218\u4e0d\u5728\u6267\u884c\uff0c\u800c\u5728\u5e02\u573a\u60c5\u7eea\u4e0e\u5916\u90e8\u6270\u52a8\uff1a\u5c3d\u7ba1\u4ea4\u51fa\u9ad8\u8d28\u91cf\u8d22\u62a5\uff0c\u80a1\u4ef7\u5728\u76d8\u540e\u5148\u6da87%\u201310%\u540e\u5927\u5e45\u56de\u5410\uff0c\u53cd\u6620\u6295\u8d44\u8005\u5bf9\u76d1\u7ba1\u98ce\u9669\u53ca\u505a\u7a7a\u8005\u76f8\u5173\u7591\u8651\u4ecd\u9ad8\u5ea6\u654f\u611f\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u8425\u6536\u589e\u901f\u80fd\u5426\u7ef4\u6301\u5728\u5f53\u524d\u9ad8\u4f4d\uff1b\uff082\uff09\u968f\u7740\u4e1a\u52a1\u89c4\u6a21\u6269\u5927\uff0cEBITDA\u5229\u6da6\u7387\u662f\u5426\u53ef\u6301\u7eed\u4e8e\u5f02\u5e38\u9ad8\u6c34\u5e73\uff1b\uff083\uff09\u5916\u90e8\u8d1f\u9762\u56e0\u7d20\uff08\u5982\u76d1\u7ba1\u3001\u8206\u8bba\uff09\u662f\u5426\u4f1a\u9010\u6e10\u8ba9\u4f4d\u4e8e\u57fa\u672c\u9762\u6267\u884c\u529b\u3002<strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a400\u7f8e\u5143\u81f3500\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Albemarle Corp.\u00a0(ALB)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$1.43B,\u00a0+32.4% YoY, beat estimates by $110M.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$2.95,\u00a0beat estimates by\u00a0$1.64\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY26 Guidance:\u00a0<\/strong>Raised its specialties net sales outlook\u00a0for the full-year to between\u00a0$1.3B\u00a0to $1.5B\u00a0and specialties adjusted EBITDA to be $225-275M.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dividend distribution:<\/strong>\u00a0Declared $0.405\/share quarterly dividend, in line with\u00a0previous, payable on 1 July for shareholders of record 12 June.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>Albemarle reported a strong first quarter, with adjusted earnings of US$2.95 per share, well ahead of expectations of US$1.09, as higher lithium prices and volumes drove a sharp improvement in profitability. Net profit rose to US$319.1mn, compared with US$49.3mn\u00a0a year earlier, while lithium division sales increased 70% to US$891.2mn, supported by a 51% increase in lithium prices and 14% higher volumes. The rebound reflects improving lithium market fundamentals, with stronger demand from electric vehicles and energy storage coinciding with tighter supply from disruptions in China and Zimbabwe. Looking ahead, Albemarle appears well positioned to benefit if lithium prices remain firm, but management\u2019s decision to keep capital spending disciplined at US$550mn\u00a0to US$600mn\u00a0and avoid restarting idled capacity too quickly suggests the company is prioritizing cash generation and margin recovery over aggressive volume growth.\u00a0<strong>2Q26 recommended trading range: $190\u00a0to $220. Neutral Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Albemarle\u00a0\u516c\u53f8\u00a0(ALB<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>14.3\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f32.4%\uff0c\u8d85\u51fa\u9884\u671f1.10\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\u5b63\u5ea6Non-GAAP\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>2.95\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.64\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26\u8d22\u5e74\u6307\u5f15\uff1a<\/strong>\u4e0a\u8c03\u5168\u5e74\u201c\u7279\u79cd\u4e1a\u52a1\u201d\u51c0\u9500\u552e\u989d\u5c55\u671b\u81f313\u4ebf\u81f315\u4ebf\u7f8e\u5143\u533a\u95f4\uff0c\u5e76\u5c06\u7279\u79cd\u4e1a\u52a1\u8c03\u6574\u540eEBITDA\u6307\u5f15\u5b9a\u4e3a2.25\u4ebf\u81f32.75\u4ebf\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5206\u7ea2\u5b89\u6392\uff1a<\/strong>\u5ba3\u5e03\u6bcf\u80a10.405\u7f8e\u5143\u7684\u5b63\u5ea6\u80a1\u606f\uff0c\u91d1\u989d\u4e0e\u6b64\u524d\u4e00\u81f4\uff1b\u80a1\u606f\u652f\u4ed8\u65e5\u4e3a7\u67081\u65e5\uff0c\u80a1\u6743\u767b\u8bb0\u65e5\u4e3a6\u670812\u65e5\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>Albemarle\u516c\u5e03\u4e86\u5f3a\u52b2\u7684\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\uff1a\u8c03\u6574\u540e\u76c8\u5229\u8fbe\u5230\u6bcf\u80a12.95\u7f8e\u5143\uff0c\u663e\u8457\u9ad8\u4e8e\u9884\u671f\u76841.09\u7f8e\u5143\uff0c\u4e3b\u8981\u5f97\u76ca\u4e8e\u9502\u4ef7\u4e0e\u9500\u91cf\u5e26\u6765\u7684\u76c8\u5229\u80fd\u529b\u5feb\u901f\u6539\u5584\u3002\u51c0\u5229\u6da6\u589e\u957f\u81f33.191\u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e\u4e00\u5e74\u524d\u76844900\u4e07\u7f8e\u5143\uff1b\u9502\u4e1a\u52a1\u5206\u90e8\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f70%\u81f38.912\u4ebf\u7f8e\u5143\uff0c\u53d7\u76ca\u4e8e\u9502\u4ef7\u4e0a\u6da851%\uff0c\u4ee5\u53ca\u9500\u91cf\u63d0\u534714%\u3002\u8fd9\u8f6e\u53cd\u5f39\u53cd\u6620\u9502\u5e02\u573a\u57fa\u672c\u9762\u5728\u6539\u5584\uff1a\u6765\u81ea\u7535\u52a8\u6c7d\u8f66\u548c\u50a8\u80fd\u9886\u57df\u7684\u9700\u6c42\u589e\u5f3a\uff0c\u540c\u65f6\u7531\u4e8e\u4e2d\u56fd\u548c\u6d25\u5df4\u5e03\u97e6\u51fa\u73b0\u4e2d\u65ad\uff0c\u4f9b\u7ed9\u66f4\u8d8b\u7d27\u5f20\u3002\u5c55\u671b\u672a\u6765\uff0c\u5982\u679c\u9502\u4ef7\u7ee7\u7eed\u575a\u633a\uff0cAlbemarle\u4f3c\u4e4e\u5177\u5907\u826f\u597d\u83b7\u76ca\u4f4d\u7f6e\uff1b\u4f46\u7ba1\u7406\u5c42\u51b3\u5b9a\u5c06\u8d44\u672c\u5f00\u652f\u4fdd\u6301\u57285.5\u4ebf\u81f36.0\u4ebf\u7f8e\u5143\u7684\u7eaa\u5f8b\u8303\u56f4\u5185\uff0c\u5e76\u907f\u514d\u8fc7\u5feb\u91cd\u542f\u95f2\u7f6e\u4ea7\u80fd\uff0c\u8fd9\u8868\u660e\u516c\u53f8\u66f4\u91cd\u89c6\u73b0\u91d1\u521b\u9020\u548c\u5229\u6da6\u7387\u4fee\u590d\uff0c\u800c\u4e0d\u662f\u6fc0\u8fdb\u7684\u4ea7\u91cf\u6269\u5f20\u3002<strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a190\u7f8e\u5143\u81f3220\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<div 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\u8bfa\u548c\u8bfa\u5fb7\u516c\u53f8\uff08NVO)\u00a0 Uber Technologies, Inc. (UBER)\u00a0 \u4f18\u6b65\u79d1\u6280\u516c\u53f8\uff08UBER)\u00a0 [&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":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[30],"tags":[],"class_list":["post-88651","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\/researchstg\/author\/admin\/"},"uagb_comment_info":0,"uagb_excerpt":"United States | Singapore | Hong Kong | Earnings Synaptics\u00a0Incorporated\u00a0(SYNA\u00a0US) York Space Systems\u00a0Inc.\u00a0(YSS\u00a0US)\u00a0 ^ Back To Top Sunpower\u00a0Group Ltd\u00a0(SPWG\u00a0SP)\u00a0 NTT DC REIT\u00a0(NTTDCR\u00a0SP)\u00a0 ^ Back To Top Hong Kong & China Gas Co.\u00a0Ltd.\u00a0(3\u00a0HK) CLP Holdings Limited.\u00a0(2\u00a0HK)\u00a0 ^ Back To Top The Walt Disney Company (DIS)\u00a0 \u534e\u7279\u8fea\u58eb\u5c3c\u516c\u53f8\uff08DIS)\u00a0 Novo Nordisk A\/S (NVO)\u00a0 \u8bfa\u548c\u8bfa\u5fb7\u516c\u53f8\uff08NVO)\u00a0 Uber Technologies, Inc. (UBER)\u00a0 \u4f18\u6b65\u79d1\u6280\u516c\u53f8\uff08UBER)\u00a0&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/posts\/88651","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/comments?post=88651"}],"version-history":[{"count":0,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/posts\/88651\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/media?parent=88651"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/categories?post=88651"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/tags?post=88651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}