{"id":88696,"date":"2026-05-08T09:13:57","date_gmt":"2026-05-08T01:13:57","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=88696"},"modified":"2026-05-08T09:13:57","modified_gmt":"2026-05-08T01:13:57","slug":"technical-analysis-8-may-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/researchstg\/technical-analysis-8-may-2026\/","title":{"rendered":"Technical Analysis &#8211; 8 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\">NetApp, Inc.\u00a0(NTAP\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-113.png\" alt=\"\" class=\"wp-image-88733\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-113.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-113-300x179.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-113-768x459.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\u00a0rising\u00a0volume.\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\u00a0109,\u00a0Target\u00a0125,\u00a0Stop\u00a0101<\/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\">IonQ,\u00a0Inc.\u00a0(IONQ\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-114.png\" alt=\"\" class=\"wp-image-88734\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-114.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-114-300x179.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-114-768x459.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed\u00a0on\u00a0the 5dEMA\u00a0with\u00a0elevated\u00a0volume.\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\u00a046,\u00a0Target\u00a060,\u00a0Stop\u00a039<\/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\">Trendlines\u00a0Group Ltd.\u00a0(TTGL\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-93.png\" alt=\"\" class=\"wp-image-88699\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-93.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-93-300x179.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-93-768x459.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\u00a00.06,\u00a0Target\u00a00.08,\u00a0Stop\u00a00.05<\/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\">Ley Choon Group Holdings\u00a0Ltd.\u00a0(LEY\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-94.png\" alt=\"\" class=\"wp-image-88700\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-94.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-94-300x179.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-94-768x459.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.\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\u00a00.100,\u00a0Target\u00a00.130,\u00a0Stop\u00a00.085<\/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-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\">China Energy Engineering Corp.\u00a0Ltd.\u00a0(3996\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-95.png\" alt=\"\" class=\"wp-image-88701\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-95.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-95-300x177.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-95-768x454.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\u00a020dEMA with rising volume.\u00a0<\/li>\n\n\n\n<li>RSI is constructive and MACD turned positive.\u00a0<\/li>\n\n\n\n<li><strong>Long\u00a0<\/strong>\u2013\u00a0<strong>Entry\u00a01.32,\u00a0Target\u00a01.42,\u00a0Stop\u00a01.27<\/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\/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\">China State Construction International Holdings Ltd (3311\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-96.png\" alt=\"\" class=\"wp-image-88702\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-96.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-96-300x177.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-96-768x454.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed at a one-month high above the 100dEMA with rising volume.\u00a0\u00a0<\/li>\n\n\n\n<li>Both RSI and MACD\u00a0are constructive.\u00a0<\/li>\n\n\n\n<li><strong>Long \u2013 Entry\u00a09.3,\u00a0Target\u00a010.0, Stop\u00a09.0<\/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>Datadog, Inc. (DDOG)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$1.01B,\u00a0+32.5% YoY,\u00a0beat\u00a0estimates\u00a0by $50.06M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$0.60,\u00a0beat estimates by $0.09\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY<\/strong><strong>26\u00a0Guidance:<\/strong>\u00a0Raised FY26 revenue guidance to $4.30B to $4.34B from $4.06B to $4.10B, and\u00a0raised adjusted EPS guidance to $2.36 to $2.44.\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 exceeded $1B for the first time, operating cash flow reached $335M, free cash flow reached $289M, and large-customer growth remained healthy, with about 4,550 customers generating more than $100K of ARR, up from about 3,770 a year ago. The result\u00a0indicates\u00a0demand\u00a0remains\u00a0strong across observability, security, and AI-related workloads. The key positive is that the guidance raise was large and appears supported by real demand rather than only cost control. Management highlighted strong cloud security demand and AI-related traction, including sizable new contracts with major AI research divisions. The stock reacted very strongly, rising\u00a0roughly 31%\u00a0to 36%, which reflects a market that was positioned too cautiously into the print. The principal variables to monitor are durability of cloud security growth, continued AI-driven expansion, large-customer additions, and whether consumption trends\u00a0remain\u00a0strong enough to support another leg of estimate revisions.\u00a0<strong>2Q26\u00a0recommended trading range: $150\u00a0to $250.\u00a0Positive\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Datadog,\u00a0Inc.\uff08DDOG<\/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>10.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f32.5%\uff0c\u8d85\u51fa\u9884\u671f5006\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>0.60\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.09\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>\u4e0a\u8c03\u5168\u5e74\u8425\u6536\u81f343.0\u4ebf\u201343.4\u4ebf\u7f8e\u5143\uff08\u539f\u4e3a40.6\u4ebf\u201341.0\u4ebf\u7f8e\u5143\uff09\uff1b\u4e0a\u8c03\u8c03\u6574\u540eEPS\u81f32.36\u20132.44\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\u6781\u4e3a\u5f3a\u52b2\u3002\u8425\u6536\u9996\u6b21\u7a81\u783410\u4ebf\u7f8e\u5143\u5927\u5173\uff0c\u7ecf\u8425\u6d3b\u52a8\u73b0\u91d1\u6d41\u8fbe3.35\u4ebf\u7f8e\u5143\uff0c\u81ea\u7531\u73b0\u91d1\u6d412.89\u4ebf\u7f8e\u5143\uff1b\u9ad8\u4ef7\u503c\u5ba2\u6237\u6301\u7eed\u6269\u5f20\u2014\u2014ARR\u8d8510\u4e07\u7f8e\u5143\u7684\u5ba2\u6237\u8fbe4550\u5bb6\uff08\u53bb\u5e74\u540c\u671f\u7ea63770\u5bb6\uff09\uff0c\u663e\u793a\u5927\u578b\u4f01\u4e1a\u91c7\u7528\u4f9d\u7136\u5065\u5eb7\u3002\u8d22\u62a5\u5370\u8bc1\u516c\u53f8\u5728\u53ef\u89c2\u6d4b\u6027\u3001\u5b89\u5168\u53caAI\u76f8\u5173\u5de5\u4f5c\u8d1f\u8f7d\u4e09\u5927\u9886\u57df\u9700\u6c42\u540c\u6b65\u65fa\u76db\u3002\u6838\u5fc3\u4eae\u70b9\u5728\u4e8e\u5927\u5e45\u4e0a\u8c03\u7684\u5168\u5e74\u6307\u5f15\u7531\u771f\u5b9e\u9700\u6c42\u9a71\u52a8\uff0c\u800c\u975e\u4ec5\u9760\u6210\u672c\u7ba1\u63a7\uff1a\u7ba1\u7406\u5c42\u7279\u522b\u5f3a\u8c03\u4e91\u5b89\u5168\u9700\u6c42\u5f3a\u52b2\uff0c\u5e76\u5df2\u4e0e\u591a\u5bb6\u5934\u90e8AI\u7814\u7a76\u673a\u6784\u7b7e\u7f72\u91cd\u8981\u65b0\u5408\u7ea6\uff0cAI\u76f8\u5173\u4ea7\u54c1\u7275\u5f15\u529b\u663e\u8457\u3002\u5e02\u573a\u53cd\u5e94\u6781\u4e3a\u79ef\u6781\uff0c\u80a1\u4ef7\u76d8\u540e\u5927\u6da831%\u201336%\uff0c\u53cd\u6620\u6b64\u524d\u9884\u671f\u8fc7\u4e8e\u4fdd\u5b88\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u4e91\u5b89\u5168\u4e1a\u52a1\u589e\u957f\u80fd\u5426\u6301\u7eed\uff1b\uff082\uff09AI\u9a71\u52a8\u7684\u5e73\u53f0\u6269\u5c55\u662f\u5426\u6df1\u5316\uff1b\uff083\uff09\u9ad8\u4ef7\u503c\u5ba2\u6237\u51c0\u589e\u8282\u594f\uff1b\uff084\uff09\u5e73\u53f0\u6d88\u8d39\u8d8b\u52bf\u662f\u5426\u8db3\u4ee5\u652f\u6491\u65b0\u4e00\u8f6e\u76c8\u5229\u9884\u6d4b\u4e0a\u8c03\u3002<strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a150\u7f8e\u5143\u81f3250\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>McDonald\u2019s Corporation (MCD)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$6.52B,\u00a0-9.4% YoY,\u00a0beat\u00a0estimates by\u00a0$50M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Non-GAAP EPS<\/strong>:\u00a0$2.83,\u00a0beat\u00a0estimates by\u00a0$0.09.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY26<\/strong><strong>\u00a0Guidance:<\/strong>\u00a0It reaffirmed capex of $3.7B to $3.9B and plans to open about 2,600 restaurants globally in 2026.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a solid quarter. Global comparable sales rose 3.8%, U.S. comparable sales rose 3.9%, and systemwide sales exceeded $34B, supported by value offerings, menu innovation, and stronger customer spending. Net income rose 6% to $1.98B. The main issue is forward consumer risk rather than current execution. Management flagged pressure from higher gas, beef, and energy costs, especially for lower-income consumers and franchisees, while April same-store sales softened against a tougher comparison. That\u00a0likely explains\u00a0why the company held its broader outlook rather than raising it after a beat. The stock reaction was constructive but measured. The principal variables to monitor are whether value-led traffic can hold up into May and June, whether franchise margin pressure worsens if commodity costs stay elevated, and whether newer menu and beverage initiatives can sustain comps without heavier discounting.\u00a0<strong>2Q26 recommended trading range: $250\u00a0to $300.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9ea6\u5f53\u52b3\u516c\u53f8\uff08MCD<\/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>65.2\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d9.4%\uff0c\u8d85\u51fa\u9884\u671f5000\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>2.83\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.09\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>\u91cd\u7533\u8d44\u672c\u652f\u51fa37\u4ebf\u201339\u4ebf\u7f8e\u5143\uff1b\u8ba1\u52122026\u5e74\u5168\u7403\u65b0\u5f00\u7ea62600\u5bb6\u9910\u5385\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\u3002\u5168\u7403\u540c\u5e97\u9500\u552e\u989d\u589e\u957f3.8%\uff0c\u7f8e\u56fd\u540c\u5e97\u589e\u957f3.9%\uff0c\u7cfb\u7edf\u603b\u9500\u552e\u989d\u8d85340\u4ebf\u7f8e\u5143\uff0c\u53d7\u76ca\u4e8e\u9ad8\u6027\u4ef7\u6bd4\u5957\u9910\u3001\u83dc\u5355\u521b\u65b0\u53ca\u987e\u5ba2\u6d88\u8d39\u529b\u652f\u6491\uff1b\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f6%\u81f319.8\u4ebf\u7f8e\u5143\u3002\u5f53\u524d\u6311\u6218\u4e0d\u5728\u8fd0\u8425\u6267\u884c\uff0c\u800c\u5728\u524d\u77bb\u6027\u6d88\u8d39\u98ce\u9669\uff1a\u7ba1\u7406\u5c42\u6307\u51fa\uff0c\u6c7d\u6cb9\u3001\u725b\u8089\u53ca\u80fd\u6e90\u6210\u672c\u4e0a\u6da8\u6b63\u5bf9\u4f4e\u6536\u5165\u6d88\u8d39\u8005\u53ca\u52a0\u76df\u5546\u6784\u6210\u538b\u529b\uff1b\u4e144\u6708\u540c\u5e97\u9500\u552e\u589e\u901f\u73af\u6bd4\u653e\u7f13\uff08\u56e0\u53bb\u5e74\u540c\u671f\u57fa\u6570\u8f83\u9ad8\uff09\u3002\u8fd9\u89e3\u91ca\u4e86\u4e3a\u4f55\u516c\u53f8\u5728\u4e1a\u7ee9\u8d85\u9884\u671f\u540e\u4ecd\u4ec5\u91cd\u7533\u800c\u975e\u4e0a\u8c03\u5168\u5e74\u5c55\u671b\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u53cd\u5e94\u79ef\u6781\u4f46\u514b\u5236\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u4ee5\u4ef7\u503c\u9a71\u52a8\u7684\u5ba2\u6d41\u80fd\u5426\u57285\u20136\u6708\u7ef4\u6301\uff1b\uff082\uff09\u82e5\u5927\u5b97\u5546\u54c1\u4ef7\u683c\u6301\u7eed\u9ad8\u4f01\uff0c\u52a0\u76df\u5546\u5229\u6da6\u7387\u538b\u529b\u662f\u5426\u4f1a\u52a0\u5267\uff1b\uff083\uff09\u65b0\u63a8\u51fa\u7684\u83dc\u5355\u4e0e\u996e\u54c1\u80fd\u5426\u5728\u4e0d\u8fc7\u5ea6\u4f9d\u8d56\u6298\u6263\u7684\u524d\u63d0\u4e0b\u6301\u7eed\u652f\u6491\u540c\u5e97\u9500\u552e\u589e\u957f\u3002<strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a250\u7f8e\u5143\u81f3300\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>IREN Limited (IREN)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3Q26\u00a0Revenue:\u00a0<\/strong>$144.8M,\u00a0-21.6% YoY, miss estimates by $74.49M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3Q26\u00a0Net Income<\/strong>:\u00a0-$247.8M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>4Q<\/strong><strong>26 Guidance:<\/strong>\u00a0No explicit guidance provided\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a weak reported quarter on the numbers, with revenue missing badly and losses coming in much deeper than expected. That said, the market looked through the earnings miss because the strategic developments were much more important for the equity story. The Nvidia partnership materially strengthens IREN\u2019s credibility as an AI infrastructure platform, and the\u00a0Ingenostrum\u00a0acquisition adds 490MW of secured grid-connected power, taking total portfolio capacity to 5GW. The key debate is now less about near-term reported earnings and more about execution. Investors appear willing to tolerate weak transitional financials if IREN can convert power access, campus buildout, and Nvidia alignment into contracted AI revenue at scale. The stock reaction reflected that, with shares initially surging despite the earnings miss. The principal variables to monitor are conversion of the Nvidia partnership into revenue-bearing deployments, execution at Sweetwater, funding needs for expansion, and how quickly AI cloud economics begin to outweigh the legacy volatility of the bitcoin-linked business model.\u00a0<strong>4Q26 recommended trading range: $40\u00a0to $80.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>IREN\u00a0Limited\uff08IREN<\/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>1.448\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d21.6%\uff0c\u5927\u5e45\u4f4e\u4e8e\u9884\u671f7449\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\u51c0\u4e8f\u635f\uff1a<\/strong>2.478\u4ebf\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>\u672a\u63d0\u4f9b\u660e\u786e\u8d22\u52a1\u6307\u5f15\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u672c\u5b63\u5ea6\u8d22\u62a5\u6570\u5b57\u8868\u73b0\u75b2\u5f31\uff0c\u8425\u6536\u663e\u8457\u4e0d\u53ca\u9884\u671f\uff0c\u4e8f\u635f\u8fdc\u8d85\u5e02\u573a\u9884\u6d4b\u3002\u7136\u800c\uff0c\u5e02\u573a\u9009\u62e9\u5ffd\u7565\u77ed\u671f\u8d22\u52a1\u7f3a\u53e3\uff0c\u805a\u7126\u66f4\u5177\u6218\u7565\u610f\u4e49\u7684\u8fdb\u5c55\uff1a\u4e0e\u82f1\u4f1f\u8fbe\uff08Nvidia\uff09\u7684\u5408\u4f5c\u5927\u5e45\u63d0\u5347\u4e86IREN\u4f5c\u4e3aAI\u57fa\u7840\u8bbe\u65bd\u5e73\u53f0\u7684\u53ef\u4fe1\u5ea6\uff1b\u6536\u8d2dIngenostrum\u65b0\u589e490\u5146\u74e6\u5df2\u5e76\u7f51\u7535\u529b\u5bb9\u91cf\uff0c\u4f7f\u516c\u53f8\u603b\u9879\u76ee\u7ec4\u5408\u8fbe5\u5409\u74e6\u3002\u5f53\u524d\u6295\u8d44\u903b\u8f91\u5df2\u4ece\u201c\u8fd1\u671f\u76c8\u5229\u8868\u73b0\u201d\u8f6c\u5411\u201c\u6267\u884c\u5151\u73b0\u80fd\u529b\u201d\u2014\u2014\u6295\u8d44\u8005\u613f\u610f\u5bb9\u5fcd\u8f6c\u578b\u671f\u7684\u8d22\u52a1\u5f31\u52bf\uff0c\u524d\u63d0\u662fIREN\u80fd\u5c06\u7535\u7f51\u63a5\u5165\u6743\u3001\u6570\u636e\u4e2d\u5fc3\u56ed\u533a\u5efa\u8bbe\u53ca\u82f1\u4f1f\u8fbe\u751f\u6001\u534f\u540c\u8f6c\u5316\u4e3a\u89c4\u6a21\u5316\u3001\u6709\u5408\u7ea6\u4fdd\u969c\u7684AI\u76f8\u5173\u6536\u5165\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u4e00\u5ea6\u98d9\u5347\uff0c\u6b63\u53cd\u6620\u8fd9\u4e00\u53d9\u4e8b\u4e3b\u5bfc\u5e02\u573a\u60c5\u7eea\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u82f1\u4f1f\u8fbe\u5408\u4f5c\u80fd\u5426\u5feb\u901f\u843d\u5730\u4e3a\u521b\u6536\u9879\u76ee\uff1b\uff082\uff09Sweetwater\u56ed\u533a\u5efa\u8bbe\u4e0e\u5ba2\u6237\u5bfc\u5165\u8fdb\u5ea6\uff1b\uff083\uff09\u6269\u5f20\u6240\u9700\u8d44\u91d1\u7684\u878d\u8d44\u80fd\u529b\u4e0e\u6210\u672c\uff1b\uff084\uff09AI\u4e91\u8ba1\u7b97\u7ecf\u6d4e\u6027\u4f55\u65f6\u5168\u9762\u8d85\u8d8a\u539f\u6709\u6bd4\u7279\u5e01\u6316\u77ff\u4e1a\u52a1\u5e26\u6765\u7684\u6ce2\u52a8\u6027\u3002<strong>26\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a40\u7f8e\u5143\u81f380\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CoreWeave, Inc. (CRWV)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$2.08B,\u00a0+127% YoY, beat estimates by\u00a0$110M.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0GAAP\u00a0EPS<\/strong>:\u00a0-$1.40,\u00a0miss\u00a0estimates by\u00a0$0.20\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 $2.45B to $2.60B. FY26 revenue guidance was reaffirmed at $12B to $13B.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY26 Guidance:<\/strong>\u00a0FY26 capex guidance was raised to $31B to $35B from $30B to $35B.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a strong\u00a0top-line\u00a0quarter, but the market focused on cost intensity and guidance quality.\u00a0Revenue\u00a0more than doubled, backlog reached $99.4B, and the company added more than 400 megawatts of contracted power in the quarter to exceed 3.5 gigawatts total. That confirms demand\u00a0remains\u00a0very strong\u00a0across AI infrastructure. The main issue is profitability and capital intensity. Operating expenses\u00a0roughly doubled\u00a0to $2.22B, capex was $6.8B in the quarter, and full-year capex guidance moved higher as\u00a0component\u00a0and supply-chain costs increased. Q2 revenue guidance also came in below market\u00a0expectations, which\u00a0likely explains\u00a0why\u00a0the stock fell\u00a0more than 9% after hours\u00a0despite the revenue beat.\u00a0The principal variables to monitor are\u00a0backlog conversion, capex discipline, funding costs, and whether operating leverage improves as the revenue base scales. The demand setup\u00a0remains\u00a0very strong, but near-term earnings quality is still not clean enough for a more constructive stance.\u00a0<strong>2Q26\u00a0recommended trading range: $90\u00a0to $130.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CoreWeave,\u00a0Inc.\uff08CRWV<\/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>20.8\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f127%\uff0c\u8d85\u51fa\u9884\u671f1.1\u4ebf\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\u4e8f\u635f\uff1a<\/strong>1.40\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f0.20\u7f8e\u5143\uff08\u4e8f\u635f\u6269\u5927\uff09\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\u653624.5\u4ebf\u201326.0\u4ebf\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>\u91cd\u7533\u5168\u5e74\u8425\u6536120\u4ebf\u2013130\u4ebf\u7f8e\u5143\uff1b\u4e0a\u8c03\u8d44\u672c\u652f\u51fa\u81f3310\u4ebf\u2013350\u4ebf\u7f8e\u5143\uff08\u539f\u4e3a300\u4ebf\u2013350\u4ebf\u7f8e\u5143\uff09\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\u6536\u5165\u8868\u73b0\u5f3a\u52b2\uff0cAI\u57fa\u7840\u8bbe\u65bd\u9700\u6c42\u6301\u7eed\u9ad8\u70ed\uff1a\u8425\u6536\u540c\u6bd4\u7ffb\u500d\u4ee5\u4e0a\uff0c\u79ef\u538b\u8ba2\u5355\u8fbe994\u4ebf\u7f8e\u5143\uff0c\u5355\u5b63\u65b0\u589e\u7b7e\u7ea6\u7535\u529b\u8d85400\u5146\u74e6\uff0c\u603b\u5bb9\u91cf\u7a81\u78343.5\u5409\u74e6\u3002\u7136\u800c\uff0c\u5e02\u573a\u7126\u70b9\u4e0d\u5728\u589e\u957f\uff0c\u800c\u5728\u76c8\u5229\u8d28\u91cf\u4e0e\u8d44\u672c\u5f3a\u5ea6\uff1a\u8fd0\u8425\u652f\u51fa\u540c\u6bd4\u7ffb\u500d\u81f322.2\u4ebf\u7f8e\u5143\uff0c\u5355\u5b63\u8d44\u672c\u5f00\u652f\u9ad8\u8fbe68\u4ebf\u7f8e\u5143\uff1b\u5168\u5e74CapEx\u6307\u5f15\u4e0a\u8c03\uff0c\u53cd\u6620\u7ec4\u4ef6\u4e0e\u4f9b\u5e94\u94fe\u6210\u672c\u4e0a\u5347\u3002\u66f4\u5173\u952e\u7684\u662f\uff0cQ2\u8425\u6536\u6307\u5f15\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\uff0c\u5c3d\u7ba1\u5f53\u5b63\u6536\u5165\u8d85\u9884\u671f\uff0c\u4ecd\u5f15\u53d1\u5bf9\u77ed\u671f\u5151\u73b0\u8282\u594f\u7684\u62c5\u5fe7\uff0c\u5bfc\u81f4\u80a1\u4ef7\u76d8\u540e\u5927\u8dcc\u903e9%\u3002\u5f53\u524d\u683c\u5c40\u5448\u73b0\u201c\u9ad8\u9700\u6c42\u3001\u9ad8\u6295\u5165\u3001\u4f4e\u5229\u6da6\u201d\u7279\u5f81\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09994\u4ebf\u7f8e\u5143 backlog \u80fd\u5426\u9ad8\u6548\u8f6c\u5316\u4e3a\u6536\u5165\uff1b\uff082\uff09\u8d44\u672c\u5f00\u652f\u7eaa\u5f8b\u80fd\u5426\u5728\u6269\u5f20\u4e2d\u7ef4\u6301\uff1b\uff083\uff09\u878d\u8d44\u6210\u672c\u4e0e\u503a\u52a1\u7ed3\u6784\u53ef\u6301\u7eed\u6027\uff1b\uff084\uff09\u968f\u7740\u6536\u5165\u57fa\u6570\u6269\u5927\uff0c\u8fd0\u8425\u6760\u6746\u662f\u5426\u5b9e\u8d28\u6027\u6539\u5584\u3002\u5c3d\u7ba1\u9700\u6c42\u524d\u666f\u6781\u5f3a\uff0c\u4f46\u8fd1\u7aef\u76c8\u5229\u8def\u5f84\u5c1a\u4e0d\u6e05\u6670\uff0c\u4e0d\u8db3\u4ee5\u652f\u6491\u66f4\u79ef\u6781\u7acb\u573a\u3002<strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a90\u7f8e\u5143\u81f3130\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Applied Optoelectronics, Inc. (AAOI)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$151.1M,\u00a0+51.3% YoY,\u00a0miss\u00a0estimates by $3.71M.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0-$0.07,\u00a0miss\u00a0estimates by\u00a0$0.02\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q<\/strong><strong>26\u00a0Guidance:<\/strong>\u00a02Q26\u00a0revenue guided to $170M\u00a0to $190M\u00a0and\u00a0non GAAP\u00a0EPS\u00a0to $0.11\u00a0to $0.21.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>The quarter was operationally strong even though the bottom line missed slightly. Revenue reached a fourth straight quarterly record at $151.1M, up 13% sequentially and 51% YoY, with data\u00a0center\u00a0revenue rising 154% YoY to $81.4M.\u00a0Non-GAAP\u00a0gross margin was 29.2%, within management\u2019s guided range, which suggests execution\u00a0remains\u00a0solid as higher-speed\u00a0datacenter\u00a0products ramp. The main issue is that profitability is not yet fully inflecting. The EPS miss and post-earnings stock weakness\u00a0indicate\u00a0the market wanted cleaner earnings conversion, not just strong top-line growth. At the same time, the 2Q26 guide implies another meaningful step up in revenue and a return to profitability, which supports the view that demand\u00a0remains\u00a0strong across AI-related optical spending. The principal variables to monitor are 200G\/400G and 800G mix progression, margin expansion as volume scales, and whether the guided 2Q return to profit is sustained into 2H26.\u00a0<strong>1Q27\u00a0recommended trading range: $100\u00a0to $200.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Applied Optoelectronics,\u00a0Inc.\uff08AAOI<\/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>1.511\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f51.3%\uff0c\u7565\u4f4e\u4e8e\u9884\u671f371\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\u4e8f\u635f\uff1a<\/strong>0.07\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f0.02\u7f8e\u5143\uff08\u4e8f\u635f\u7565\u8d85\u9884\u671f\uff09\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\u65361.7\u4ebf\u20131.9\u4ebf\u7f8e\u5143\uff0c\u975eGAAP\u6bcf\u80a1\u6536\u76ca0.11\u20130.21\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\u8fd0\u8425\u8868\u73b0\u5f3a\u52b2\uff0c\u5c3d\u7ba1\u76c8\u5229\u5c0f\u5e45\u4e0d\u53ca\u9884\u671f\u3002\u8425\u6536\u8fde\u7eed\u7b2c\u56db\u4e2a\u5b63\u5ea6\u521b\u5386\u53f2\u65b0\u9ad8\uff0c\u8fbe1.511\u4ebf\u7f8e\u5143\uff08\u73af\u6bd4+13%\uff0c\u540c\u6bd4+51%\uff09\uff0c\u5176\u4e2d\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u6536\u5165\u540c\u6bd4\u6fc0\u589e154%\u81f38140\u4e07\u7f8e\u5143\uff0c\u53cd\u6620AI\u9a71\u52a8\u7684\u9ad8\u901f\u5149\u6a21\u5757\u9700\u6c42\u6301\u7eed\u7206\u53d1\u3002\u975eGAAP\u6bdb\u5229\u7387\u4e3a29.2%\uff0c\u5904\u4e8e\u7ba1\u7406\u5c42\u6307\u5f15\u533a\u95f4\u5185\uff0c\u663e\u793a\u5728200G\/400G\u53ca800G\u4ea7\u54c1\u52a0\u901f\u4e0a\u91cf\u8fc7\u7a0b\u4e2d\uff0c\u6267\u884c\u4f9d\u7136\u7a33\u5065\u3002\u7136\u800c\uff0c\u76c8\u5229\u80fd\u529b\u5c1a\u672a\u5b9e\u73b0\u660e\u786e\u62d0\u70b9\uff1aEPS\u5fae\u5e45\u5931\u5b88\u53e0\u52a0\u76d8\u540e\u80a1\u4ef7\u8d70\u5f31\uff0c\u8868\u660e\u5e02\u573a\u671f\u5f85\u66f4\u6e05\u6670\u7684\u76c8\u5229\u8f6c\u5316\uff0c\u800c\u975e\u4ec5\u9876\u5c42\u589e\u957f\u3002\u503c\u5f97\u7559\u610f\u7684\u662f\uff0cQ2\u6307\u5f15\u9690\u542b\u8425\u6536\u518d\u4e0a\u53f0\u9636\u5e76\u91cd\u8fd4\u76c8\u5229\uff0c\u652f\u6301\u201cAI\u76f8\u5173\u5149\u5b66\u652f\u51fa\u9700\u6c42\u5f3a\u52b2\u201d\u7684\u6838\u5fc3\u903b\u8f91\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09200G\/400G\u4e0e800G\u4ea7\u54c1\u7ec4\u5408\u5347\u7ea7\u8282\u594f\uff1b\uff082\uff09\u51fa\u8d27\u91cf\u6269\u5927\u80fd\u5426\u5e26\u52a8\u6bdb\u5229\u7387\u8fdb\u4e00\u6b65\u6269\u5f20\uff1b\uff083\uff09Q2\u5b9e\u73b0\u7684\u76c8\u5229\u662f\u5426\u80fd\u57282026\u5e74\u4e0b\u534a\u5e74\u6301\u7eed\u5de9\u56fa\u3002<strong>27\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a100\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>Coinbase Global Inc.\u00a0(COIN)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$1.41B,\u00a0-30.5% YoY,\u00a0miss\u00a0estimates by $70M.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0GAAP\u00a0EPS<\/strong>:\u00a0-$1.49,\u00a0miss\u00a0estimates by\u00a0$1.36\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q<\/strong><strong>26 Guidance:<\/strong>\u00a0Expect\u00a0S&S revenue\u00a0of\u00a0$565-645M\u00a0and transaction revenue\u00a0of\u00a0~$215 million QTD.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>Coinbase reported a weak quarter, recording a second consecutive loss as softer crypto prices, lower risk\u00a0appetite\u00a0and Middle East-driven market volatility reduced trading activity. Total revenue fell to US$1.43bn\u00a0from US$2.03bn\u00a0a year earlier, while transaction revenue dropped around 40% to US$756mn\u00a0and subscription and services revenue declined 13.5% to US$583.5mn. The company posted a net loss of US$394.1mn, or US$1.49 per share, versus a profit of US$65.6mn\u00a0a year earlier, missing expectations for a profit. Management noted that total crypto market capitalization and trading volume both fell more than 20%\u00a0QoQ,\u00a0while Coinbase also cut around 700 jobs, or 14% of its workforce, to reduce costs and reposition for the next cycle. Looking ahead, Coinbase\u00a0remains\u00a0highly dependent on crypto market activity, but potential regulatory clarity from the Clarity Act and a leaner cost base could support a recovery if trading volumes rebound; however, until crypto sentiment improves, earnings are likely to remain volatile.\u00a0<strong>2Q26 recommended trading range: $160\u00a0to $200.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Coinbase Global\u00a0\u516c\u53f8\u00a0(COIN<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>14.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4-30.5%\uff0c\u6bd4\u9884\u671f\u5c117,000\u4e07\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6<\/strong><strong>GAAP<\/strong><strong>\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>-1.49\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f1.36\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15\uff1a<\/strong>\u9884\u8ba1\u8ba2\u9605\u4e0e\u670d\u52a1\uff08S&S\uff09\u8425\u6536\u4e3a5.65\u4ebf\u81f36.45\u4ebf\u7f8e\u5143\uff1b\u5b63\u5ea6\u4ea4\u6613\u6536\u5165\u7ea62.15\u4ebf\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>Coinbase\u62a5\u544a\u4e86\u8f83\u5f31\u7684\u4e00\u4e2a\u5b63\u5ea6\uff0c\u8fde\u7eed\u7b2c\u4e8c\u4e2a\u5b63\u5ea6\u51fa\u73b0\u4e8f\u635f\uff1b\u539f\u56e0\u662f\u52a0\u5bc6\u8d27\u5e01\u4ef7\u683c\u8d70\u5f31\u3001\u98ce\u9669\u504f\u597d\u964d\u4f4e\uff0c\u4ee5\u53ca\u7531\u4e2d\u4e1c\u56e0\u7d20\u5f15\u53d1\u7684\u5e02\u573a\u6ce2\u52a8\uff0c\u4ee4\u4ea4\u6613\u6d3b\u52a8\u51cf\u5c11\u3002\u603b\u8425\u6536\u4ece\u4e00\u5e74\u524d\u768420.3\u4ebf\u7f8e\u5143\u964d\u81f314.3\u4ebf\u7f8e\u5143\uff1b\u4ea4\u6613\u6536\u5165\u7ea6\u4e0b\u964d40%\u81f37.56\u4ebf\u7f8e\u5143\uff1b\u8ba2\u9605\u4e0e\u670d\u52a1\u6536\u5165\u4e0b\u6ed113.5%\u81f35.835\u4ebf\u7f8e\u5143\u3002\u516c\u53f8\u5f55\u5f97\u51c0\u4e8f\u635f3.941\u4ebf\u7f8e\u5143\uff0c\u5373\u6bcf\u80a1\u4e8f\u635f1.49\u7f8e\u5143\uff1b\u800c\u4e0a\u4e00\u5e74\u540c\u671f\u4e3a\u76c8\u52296550\u4e07\u7f8e\u5143\uff0c\u672a\u80fd\u8fbe\u5230\u201c\u76c8\u5229\u9884\u671f\u201d\u3002\u7ba1\u7406\u5c42\u6307\u51fa\uff0c\u603b\u52a0\u5bc6\u8d27\u5e01\u5e02\u503c\u4e0e\u4ea4\u6613\u91cf\u90fd\u5728\u73af\u6bd4\u57fa\u7840\u4e0a\u4e0b\u964d\u8d85\u8fc720%\uff1b\u540c\u65f6Coinbase\u524a\u51cf\u7ea6700\u4e2a\u5c97\u4f4d\uff08\u76f8\u5f53\u4e8e\u5458\u5de5\u4eba\u657014%\uff09\u4ee5\u964d\u4f4e\u6210\u672c\uff0c\u5e76\u4e3a\u4e0b\u4e00\u8f6e\u5468\u671f\u505a\u8c03\u6574\u3002\u5c55\u671b\u672a\u6765\uff0cCoinbase\u4ecd\u9ad8\u5ea6\u4f9d\u8d56\u52a0\u5bc6\u5e02\u573a\u6d3b\u8dc3\u5ea6\uff1b\u82e5\u300aClarity\u00a0Act\u300b\uff08\u6e05\u6670\u6cd5\u6848\uff09\u5e26\u6765\u6f5c\u5728\u7684\u76d1\u7ba1\u660e\u6670\uff0c\u5e76\u4e14\u516c\u53f8\u6210\u672c\u7ed3\u6784\u66f4\u8f7b\uff0c\u4ea4\u6613\u91cf\u53cd\u5f39\u53ef\u80fd\u652f\u6301\u590d\u82cf\u3002\u4f46\u5728\u52a0\u5bc6\u60c5\u7eea\u672a\u6539\u5584\u524d\uff0c\u76c8\u5229\u5927\u6982\u7387\u4ecd\u5c06\u4fdd\u6301\u6ce2\u52a8\u3002<strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>160<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>200<\/strong><strong>\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f<\/strong><strong>\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Rocket Lab Corp.\u00a0(RKLB)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$200.3M,\u00a0+63.4% YoY, beat estimates by $10.89M.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0GAAP\u00a0EPS<\/strong>:\u00a0-$0.07,\u00a0beat estimates by\u00a0$0.01\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q26 Guidance:\u00a0<\/strong>Expect\u00a0revenue between $225M\u00a0and $240M,\u00a0Interest Income, net $12.5M\u00a0and\u00a0adjusted EBITDA loss of between $20M\u00a0and $26M.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>Rocket Lab delivered a record first quarter, with revenue rising 63.5%\u00a0YoY\u00a0to US$200.3mn, GAAP gross margin reaching 38.2%, and backlog increasing 20.2%\u00a0QoQ\u00a0to US$2.2bn, supported by strong demand across launch services and space systems. The company signed a record number of launch contracts, including 31 new Electron and HASTE contracts, five dedicated Neutron launches, and later its largest launch contract to date covering five Neutron and three Electron missions. Strategic momentum also strengthened through the\u00a0Mynaric\u00a0acquisition, the planned Motiv acquisition, and\u00a0selection\u00a0to support the Space Based Interceptor program under Golden Dome with Raytheon. For the second quarter, Rocket Lab guided revenue of US$225mn\u00a0to US$240mn\u00a0and non-GAAP gross margin of 38% to 40%, though it still expects an adjusted EBITDA loss of US$20mn\u00a0to US$26mn. Looking ahead, Rocket Lab appears well positioned as demand for launch capacity, hypersonic testing, satellite components, and national security space systems accelerates, but its valuation increasingly depends on successful Neutron execution, continued backlog conversion, and proving that scale can eventually translate into sustained\u00a0profitability.\u00a0<strong>2Q26 recommended trading range: $75\u00a0to $90. Neutral Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Rocket Lab\u00a0\u516c\u53f8\u00a0(RKLB<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>2.003\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f63.4%\uff0c\u8d85\u51fa\u9884\u671f1,089\u4e07\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6<\/strong><strong>GAAP<\/strong><strong>\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>-0.07\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.01\u7f8e\u5143\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15\uff1a<\/strong>\u9884\u8ba1\u8425\u6536\u57282.25\u4ebf\u81f32.40\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff1b\u51c0\u5229\u606f\u6536\u5165\u7ea61,250\u4e07\u7f8e\u5143\uff1b\u8c03\u6574\u540eEBITDA\u4e8f\u635f\u57282,000\u4e07\u81f32,600\u4e07\u7f8e\u5143\u4e4b\u95f4\u3002\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>Rocket\u00a0Lab\u5b9e\u73b0\u4e86\u521b\u7eaa\u5f55\u7684\u7b2c\u4e00\u5b63\u5ea6\uff1a\u8425\u6536\u540c\u6bd4\u589e\u957f63.5%\u81f32.003\u4ebf\u7f8e\u5143\uff1bGAAP\u6bdb\u5229\u7387\u8fbe\u523038.2%\uff1b\u540c\u65f6\u8ba2\u5355\u79ef\u538b\u73af\u6bd4\u589e\u957f20.2%\u81f322\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u53d7\u76ca\u4e8e\u53d1\u5c04\u670d\u52a1\u4e0e\u822a\u5929\u7cfb\u7edf\u7684\u5f3a\u52b2\u9700\u6c42\u3002\u516c\u53f8\u7b7e\u4e0b\u521b\u7eaa\u5f55\u6570\u91cf\u7684\u53d1\u5c04\u5408\u540c\uff0c\u5305\u62ec31\u4efd\u65b0\u7684Electron\u4e0eHASTE\u5408\u540c\u30015\u6b21\u4e13\u5c5eNeutron\u53d1\u5c04\uff0c\u4ee5\u53ca\u6b64\u540e\u8fd8\u7b7e\u4e0b\u5176\u8fc4\u4eca\u6700\u5927\u7684\u4e00\u7b14\u53d1\u5c04\u5408\u540c\uff0c\u8986\u76d65\u6b21Neutron\u548c3\u6b21Electron\u4efb\u52a1\u3002\u901a\u8fc7Mynaric\u6536\u8d2d\u3001Motiv\u6536\u8d2d\u7684\u8ba1\u5212\u63a8\u8fdb\uff0c\u4ee5\u53ca\u83b7\u5f97Raytheon\u652f\u6301\u7684Golden\u00a0Dome\u4e0b\u201cSpace\u00a0Based Interceptor\uff08\u5929\u57fa\u62e6\u622a\u5668\uff09\u201d\u9879\u76ee\u7684\u76f8\u5173\u9009\u62e9\uff0c\u516c\u53f8\u6218\u7565\u52a8\u80fd\u4e5f\u8fdb\u4e00\u6b65\u589e\u5f3a\u3002\u5bf9\u4e8e\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u516c\u53f8\u6307\u5f15\u8425\u65362.25\u4ebf\u81f32.40\u4ebf\u7f8e\u5143\u3001\u975eGAAP\u6bdb\u5229\u738738%\u81f340%\uff0c\u4f46\u4ecd\u9884\u8ba1\u8c03\u6574\u540eEBITDA\u4e8f\u635f2,000\u4e07\u81f32,600\u4e07\u7f8e\u5143\u3002\u5c55\u671b\u672a\u6765\uff0c\u968f\u7740\u53d1\u5c04\u4ea7\u80fd\u9700\u6c42\u3001\u9ad8\u8d85\u97f3\u901f\u6d4b\u8bd5\u3001\u536b\u661f\u7ec4\u4ef6\u4ee5\u53ca\u56fd\u9632\u5b89\u5168\u76f8\u5173\u822a\u5929\u7cfb\u7edf\u52a0\u901f\u589e\u957f\uff0cRocket Lab\u770b\u8d77\u6765\u5904\u4e8e\u8f83\u597d\u4f4d\u7f6e\uff1b\u4e0d\u8fc7\u5176\u4f30\u503c\u8d8a\u6765\u8d8a\u53d6\u51b3\u4e8eNeutron\u6267\u884c\u662f\u5426\u6210\u529f\u3001\u8ba2\u5355\u79ef\u538b\u80fd\u5426\u6301\u7eed\u8f6c\u5316\uff0c\u4ee5\u53ca\u80fd\u5426\u8bc1\u660e\u89c4\u6a21\u6700\u7ec8\u80fd\u591f\u5e26\u6765\u6301\u7eed\u76c8\u5229\u3002<strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>75<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>90<\/strong><strong>\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f<\/strong><strong>\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-ed4e1152\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-075e5b76\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div 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class=\"wp-block-uagb-separator uagb-block-fdd2c8c4\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-56747-_fginbsn8cd1z\"><\/a><\/h3>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-27ad8851\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-image uagb-block-62b24b08 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-none\"><figure class=\"wp-block-uagb-image__figure\"><a class=\"\" href=\"https:\/\/www.whatsapp.com\/channel\/0029VayhkxMChq6JN6qO8x0B\" target=\"\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2025\/06\/1-1.png\" alt=\"\" class=\"uag-image-69995\" width=\"760\" height=\"208\" title=\"1\" loading=\"lazy\" role=\"img\"\/><\/a><\/figure><\/div>\n\n\n\n<div class=\"wp-block-uagb-image uagb-block-82e9f322 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-none\"><figure class=\"wp-block-uagb-image__figure\"><a class=\"\" href=\"https:\/\/t.me\/kgisg\" target=\"\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2025\/06\/2.png\" alt=\"\" class=\"uag-image-69996\" width=\"760\" height=\"208\" title=\"2\" loading=\"lazy\" role=\"img\"\/><\/a><\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"<p>United States | Singapore | Hong Kong | Earnings NetApp, Inc.\u00a0(NTAP\u00a0US) IonQ,\u00a0Inc.\u00a0(IONQ\u00a0US)\u00a0 ^ Back To Top Trendlines\u00a0Group Ltd.\u00a0(TTGL\u00a0SP)\u00a0 Ley Choon Group Holdings\u00a0Ltd.\u00a0(LEY\u00a0SP)\u00a0 ^ Back To Top China Energy Engineering Corp.\u00a0Ltd.\u00a0(3996\u00a0HK) \u00a0 China State Construction International Holdings Ltd (3311\u00a0HK)\u00a0 ^ Back To Top Datadog, Inc. (DDOG)\u00a0 Datadog,\u00a0Inc.\uff08DDOG)\u00a0 McDonald\u2019s Corporation (MCD)\u00a0 \u9ea6\u5f53\u52b3\u516c\u53f8\uff08MCD)\u00a0 IREN Limited (IREN)\u00a0 IREN\u00a0Limited\uff08IREN)\u00a0 CoreWeave, [&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-88696","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 NetApp, Inc.\u00a0(NTAP\u00a0US) IonQ,\u00a0Inc.\u00a0(IONQ\u00a0US)\u00a0 ^ Back To Top Trendlines\u00a0Group Ltd.\u00a0(TTGL\u00a0SP)\u00a0 Ley Choon Group Holdings\u00a0Ltd.\u00a0(LEY\u00a0SP)\u00a0 ^ Back To Top China Energy Engineering Corp.\u00a0Ltd.\u00a0(3996\u00a0HK) \u00a0 China State Construction International Holdings Ltd (3311\u00a0HK)\u00a0 ^ Back To Top Datadog, Inc. (DDOG)\u00a0 Datadog,\u00a0Inc.\uff08DDOG)\u00a0 McDonald\u2019s Corporation (MCD)\u00a0 \u9ea6\u5f53\u52b3\u516c\u53f8\uff08MCD)\u00a0 IREN Limited (IREN)\u00a0 IREN\u00a0Limited\uff08IREN)\u00a0 CoreWeave,&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/posts\/88696","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=88696"}],"version-history":[{"count":0,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/posts\/88696\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/media?parent=88696"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/categories?post=88696"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/tags?post=88696"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}