{"id":89393,"date":"2026-05-28T09:12:46","date_gmt":"2026-05-28T01:12:46","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=89393"},"modified":"2026-05-28T09:12:46","modified_gmt":"2026-05-28T01:12:46","slug":"technical-analysis-28-may-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/researchstg\/technical-analysis-28-may-2026\/","title":{"rendered":"Technical Analysis &#8211; 28 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\">Canadian Solar, Inc.\u00a0(CSIQ\u00a0US)<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-388.png\" alt=\"\" class=\"wp-image-89421\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed\u00a0above\u00a0the 5dEMA\u00a0with\u00a0elevated\u00a0volume\u00a0for the week.\u00a0\u00a0<\/li>\n\n\n\n<li>Both\u00a0RSI\u00a0and MACD are\u00a0constructive.\u00a0<\/li>\n\n\n\n<li><strong>Long \u2013 Entry\u00a019.0,\u00a0Target\u00a028.0,\u00a0Stop\u00a016.0<\/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-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\">Ascent Solar Technologies, Inc.\u00a0(ASTI\u00a0US)\u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-389.png\" alt=\"\" class=\"wp-image-89423\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares\u00a0closed above the 5dEMA\u00a0with elevated volume\u00a0for the week.\u00a0\u00a0<\/li>\n\n\n\n<li>Both\u00a0RSI\u00a0and MACD are constructive.\u00a0<\/li>\n\n\n\n<li><strong>Long \u2013 Entry\u00a06.0,\u00a0Target\u00a08.0,\u00a0Stop\u00a05.0<\/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 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\">SATS\u00a0Ltd.\u00a0(SATS\u00a0SP)\u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-372.png\" alt=\"\" class=\"wp-image-89401\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed above the 5dEMA with\u00a0volume\u00a0spike.\u00a0<\/li>\n\n\n\n<li>RSI\u00a0is constructive\u00a0and MACD\u00a0is about to turn positive.\u00a0<\/li>\n\n\n\n<li><strong>Buy \u2013 Entry\u00a03.4, Target\u00a04.0, Stop\u00a03.1<\/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-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\">Thai Beverage Public Co., Ltd.\u00a0(THBEV\u00a0SP)\u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-373.png\" alt=\"\" class=\"wp-image-89402\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed\u00a0right below\u00a0the 5dEMA\u00a0with elevated volume for the week.\u00a0<\/li>\n\n\n\n<li>Both RSI and MACD are constructive.\u00a0<\/li>\n\n\n\n<li><strong>Buy \u2013 Entry\u00a00.450, Target\u00a00.500, Stop\u00a00.425<\/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\">Bank of East Asia\u00a0Ltd (23\u00a0HK)<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-374.png\" alt=\"\" class=\"wp-image-89403\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed\u00a0on\u00a0the\u00a05dEMA.\u00a0<\/li>\n\n\n\n<li>Both\u00a0RSI and MACD\u00a0are constructive.\u00a0<\/li>\n\n\n\n<li><strong>Long\u00a0<\/strong>\u2013\u00a0<strong>Entry\u00a014,\u00a0Target\u00a016,\u00a0Stop\u00a013<\/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-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\">MMG\u00a0Ltd\u00a0(1208\u00a0HK)\u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/05\/image-375.png\" alt=\"\" class=\"wp-image-89404\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed\u00a0on\u00a0the 5dEMA.\u00a0<\/li>\n\n\n\n<li>Both RSI and MACD are constructive.\u00a0<\/li>\n\n\n\n<li><strong>Long \u2013 Entry\u00a09,\u00a0Target\u00a011, Stop\u00a08<\/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>PDD Holdings Inc. (PDD)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$15.4B,\u00a0+16.8% YoY,\u00a0miss\u00a0estimates\u00a0by $710M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$1.38,\u00a0miss\u00a0estimates\u00a0by\u00a0$1.03\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q26<\/strong><strong>\u00a0Guidance:<\/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 quarter\u00a0relative\u00a0to expectations. Revenue grew 11% YoY, with transaction services revenue up 20% to RMB56.3B, but both revenue and earnings missed consensus by a clear margin. Costs also moved higher, with total cost of revenues up 15% and operating expenses rising to RMB39.8B, reflecting heavier\u00a0fulfillment, infrastructure, and R&D spending. The main issue is that PDD is sacrificing near-term profitability to reposition the business amid tougher competition and regulatory pressure. Management\u2019s language around internal transformation and supply-chain investment\u00a0suggests\u00a0this is not a one-quarter blip. The stock reaction was clearly negative, with an 8% to 11% drop after the release. The principal variables to monitor are whether transaction-services growth can stay strong enough to offset weaker profitability, whether domestic competition from Alibaba and JD intensifies further, and whether the current investment phase produces a cleaner recovery in earnings later in 2026.\u00a0<strong>2Q26\u00a0recommended trading range: $75\u00a0to $100. Neutral Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u62fc\u591a\u591a\u63a7\u80a1\u516c\u53f8\uff08PDD<\/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>154\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f16.8%\uff0c\u4f4e\u4e8e\u9884\u671f7.1\u4ebf\u7f8e\u5143\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\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>1.38\u7f8e\u5143\uff0c\u5927\u5e45\u4f4e\u4e8e\u9884\u671f1.03\u7f8e\u5143\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>\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\u8868\u73b0\u660e\u663e\u5f31\u4e8e\u5e02\u573a\u9884\u671f\u3002\u5c3d\u7ba1\u4ea4\u6613\u670d\u52a1\u6536\u5165\u540c\u6bd4\u589e\u957f20%\u81f3563\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u6574\u4f53\u8425\u6536\u540c\u6bd4\u589e\u901f\u7ea611%\uff0c\u4f46\u8425\u6536\u4e0e\u76c8\u5229\u53cc\u53cc\u663e\u8457\u4e0d\u53ca\u5171\u8bc6\u3002\u6210\u672c\u7aef\u538b\u529b\u52a0\u5267\uff1a\u6536\u5165\u6210\u672c\u4e0a\u534715%\uff0c\u8fd0\u8425\u8d39\u7528\u589e\u81f3398\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u53cd\u6620\u516c\u53f8\u5728\u5c65\u7ea6\u3001\u57fa\u7840\u8bbe\u65bd\u53ca\u7814\u53d1\u65b9\u9762\u6b63\u52a0\u5927\u6295\u5165\u3002\u6838\u5fc3\u95ee\u9898\u5728\u4e8e\uff0cPDD\u6b63\u4e3b\u52a8\u727a\u7272\u77ed\u671f\u76c8\u5229\u80fd\u529b\uff0c\u4ee5\u5e94\u5bf9\u65e5\u76ca\u6fc0\u70c8\u7684\u56fd\u5185\u7ade\u4e89\uff08\u6765\u81ea\u963f\u91cc\u3001\u4eac\u4e1c\uff09\u548c\u76d1\u7ba1\u73af\u5883\u538b\u529b\u3002\u7ba1\u7406\u5c42\u5173\u4e8e\u201c\u5185\u90e8\u8f6c\u578b\u201d\u4e0e\u201c\u4f9b\u5e94\u94fe\u6df1\u5ea6\u6295\u8d44\u201d\u7684\u8868\u8ff0\uff0c\u6697\u793a\u5f53\u524d\u5e76\u975e\u4e00\u6b21\u6027\u6ce2\u52a8\uff0c\u800c\u662f\u4e00\u8f6e\u6218\u7565\u518d\u5b9a\u4f4d\u7684\u5f00\u59cb\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u5927\u8dcc8%\u201311%\uff0c\u663e\u793a\u5e02\u573a\u5bf9\u76c8\u5229\u4e0b\u6ed1\u4e0e\u6295\u8d44\u5468\u671f\u5ef6\u957f\u7684\u62c5\u5fe7\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u4ea4\u6613\u670d\u52a1\u9ad8\u589e\u957f\u80fd\u5426\u6301\u7eed\uff0c\u4ee5\u7f13\u51b2\u5229\u6da6\u538b\u529b\uff1b\uff082\uff09\u56fd\u5185\u7535\u5546\u7ade\u4e89\u662f\u5426\u8fdb\u4e00\u6b65\u5347\u7ea7\uff1b\uff083\uff09\u5f53\u524d\u9ad8\u5f3a\u5ea6\u6295\u5165\u80fd\u5426\u57282026\u5e74\u4e0b\u534a\u5e74\u5e26\u6765\u66f4\u6e05\u6670\u7684\u76c8\u5229\u590d\u82cf\u3002<strong>26\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a75\u7f8e\u5143\u81f3100\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Marvell Technology, Inc. (MRVL)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Revenue:\u00a0<\/strong>$2.42B,\u00a0+28.0% YoY, beat estimates by $10M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q27\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$0.80, beat estimates by $0.01\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q27<\/strong><strong>\u00a0Guidance:<\/strong>\u00a0Revenue guided to about $2.70B \u00b15%, above consensus expectations. Adjusted EPS is guided to $0.88 to $0.98. Management also\u00a0indicated\u00a0custom silicon revenue is now expected to exceed $10B by FY2029, up from its prior long-term target.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a strong quarter, led by Data\u00a0Center. Revenue rose 28% YoY to $2.42B, while Data\u00a0Center\u00a0revenue reached $1.83B and continued to\u00a0benefit\u00a0from AI-related custom silicon and interconnect demand. The second-quarter guide was also solid and points to another sequential step-up in revenue. The main positive is the longer-duration AI and custom silicon narrative. Management now expects its custom chip business to exceed $10B by FY2029, and external coverage framed this as driven by\u00a0hyperscaler\u00a0demand for custom compute and networking solutions as AI infrastructure spending expands. That materially strengthens the medium-term growth case beyond the current quarter. The main issue is expectations. The stock had already moved sharply higher into the print, and the immediate reaction was only moderately positive, with\u00a0roughly\u00a01%\u00a0gain in after-hours market. The principal variables to monitor are Data\u00a0Center\u00a0growth durability, custom silicon program ramp, optical and interconnect demand conversion, and whether growth\u00a0remains\u00a0broad enough to sustain the current valuation.\u00a0<strong>2Q27\u00a0recommended trading range: $180\u00a0to $350.\u00a0Positive\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Marvell Technology,\u00a0Inc.\uff08MRVL<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>24.2\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f28.0%\uff0c\u8d85\u51fa\u9884\u671f1000\u4e07\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>0.80\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.01\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15\uff1a<\/strong>\u8425\u6536\u7ea627\u4ebf\u7f8e\u5143\uff08\u00b15%\uff09\uff0c\u9ad8\u4e8e\u5e02\u573a\u5171\u8bc6\uff1b\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u6307\u5f150.88\u20130.98\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u957f\u671f\u5c55\u671b\uff1a<\/strong>\u7ba1\u7406\u5c42\u4e0a\u8c03\u5b9a\u5236\u82af\u7247\uff08customsilicon\uff09\u4e1a\u52a1\u957f\u671f\u76ee\u6807\uff0c\u9884\u8ba1\u52302029\u8d22\u5e74\u6536\u5165\u5c06\u8d85\u8fc7100\u4ebf\u7f8e\u5143\uff08\u6b64\u524d\u76ee\u6807\u8f83\u4f4e\uff09\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\uff0c\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u4e3a\u7edd\u5bf9\u6838\u5fc3\u9a71\u52a8\u529b\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f28%\u81f324.2\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2d\u6570\u636e\u4e2d\u5fc3\u6536\u5165\u8fbe18.3\u4ebf\u7f8e\u5143\uff0c\u6301\u7eed\u53d7\u76ca\u4e8eAI\u76f8\u5173\u7684\u5b9a\u5236\u82af\u7247\u4e0e\u9ad8\u901f\u4e92\u8fde\u89e3\u51b3\u65b9\u6848\u9700\u6c42\u3002Q2\u6307\u5f15\u7a33\u5065\uff0c\u9690\u542b\u73af\u6bd4\u8fdb\u4e00\u6b65\u589e\u957f\uff0c\u663e\u793a\u52a8\u80fd\u5ef6\u7eed\u3002\u6700\u5927\u4eae\u70b9\u5728\u4e8e\u957f\u671f\u53d9\u4e8b\u663e\u8457\u5f3a\u5316\uff1a\u7ba1\u7406\u5c42\u4e0a\u8c03\u5b9a\u5236\u82af\u7247\u4e1a\u52a12029\u5e74\u6536\u5165\u76ee\u6807\u81f3\u8d85100\u4ebf\u7f8e\u5143\uff0c\u5916\u90e8\u89e3\u8bfb\u8ba4\u4e3a\u8fd9\u4e3b\u8981\u7531\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\uff08hyperscalers\uff09\u5bf9AI\u4e13\u7528\u8ba1\u7b97\u4e0e\u7f51\u7edc\u82af\u7247\u7684\u5f3a\u52b2\u9700\u6c42\u63a8\u52a8\uff0c\u5927\u5e45\u63d0\u5347\u4e86\u4e2d\u671f\u589e\u957f\u53ef\u89c1\u5ea6\u3002\u7136\u800c\uff0c\u5e02\u573a\u53cd\u5e94\u76f8\u5bf9\u514b\u5236\u2014\u2014\u76d8\u540e\u4ec5\u4e0a\u6da8\u7ea61%\uff0c\u56e0\u80a1\u4ef7\u5728\u8d22\u62a5\u524d\u5df2\u5927\u5e45\u4e0a\u6da8\uff0c\u6295\u8d44\u8005\u5bf9\u201c\u5b8c\u7f8e\u5151\u73b0\u201d\u8981\u6c42\u63d0\u9ad8\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u6570\u636e\u4e2d\u5fc3\u589e\u957f\u7684\u53ef\u6301\u7eed\u6027\uff1b\uff082\uff09\u5b9a\u5236\u82af\u7247\u9879\u76ee\u91cf\u4ea7\u8282\u594f\uff1b\uff083\uff09\u5149\u6a21\u5757\u4e0e\u4e92\u8fde\u4ea7\u54c1\u9700\u6c42\u8f6c\u5316\u6548\u7387\uff1b\uff084\uff09\u589e\u957f\u662f\u5426\u8db3\u591f\u5e7f\u6cdb\u4ee5\u652f\u6491\u5f53\u524d\u4f30\u503c\u6c34\u5e73\u3002<strong>27\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a180\u7f8e\u5143\u81f3350\u7f8e\u5143\u3002\u79ef\u6781\u524d\u666f\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Salesforce, Inc. (CRM)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Revenue:\u00a0<\/strong>$11.13B,\u00a0+13.2% YoY, beat estimates by $70M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$3.88, beat estimates by $0.75\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q<\/strong><strong>27\u00a0Guidance:<\/strong>\u00a0Revenue guided to $11.27B to $11.35B and adjusted EPS to $3.25 to $3.27.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY27\u00a0Guidance:<\/strong>\u00a0Revenue guidance was nudged up to $45.9B to $46.2B.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dividends\/Share Buybacks:\u00a0<\/strong>Salesforce returned $27.5B to shareholders in the quarter, including $27.1B of share repurchases and $365M of dividends<strong>.\u00a0<\/strong>\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 and EPS both beat, subscription and support revenue rose 14%, and\u00a0Agentforce\u00a0plus Data 360 reached\u00a0nearly $3.4B of annual recurring revenue. The quarter\u00a0indicates\u00a0that Salesforce is still growing well and that its AI products are becoming a meaningful contributor rather than only a narrative layer. The main issue is the forward revenue setup. Second-quarter guidance came in slightly below where the market wanted it, and the stock slipped after hours despite the beat. There is also some pressure on the cash flow outlook following the large debt-funded buyback, which means investors now need clearer proof that AI monetization can sustain growth without weakening financial flexibility. The principal variables to monitor are\u00a0Agentforce\u00a0revenue conversion, subscription growth durability, large-deal momentum, and whether second-half revenue growth reaccelerates enough to offset current concerns about AI disruption across software.\u00a0<strong>2Q27\u00a0recommended trading range: $150\u00a0to $200. Neutral Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Salesforce,\u00a0Inc.\uff08CRM<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>111.3\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f13.2%\uff0c\u8d85\u51fa\u9884\u671f7000\u4e07\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>3.88\u7f8e\u5143\uff0c\u5927\u5e45\u8d85\u51fa\u9884\u671f0.75\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15\uff1a<\/strong>\u8425\u6536112.7\u4ebf\u2013113.5\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca3.25\u20133.27\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>27<\/strong><strong>\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff1a<\/strong>\u5c0f\u5e45\u4e0a\u8c03\u5168\u5e74\u8425\u6536\u81f3459\u4ebf\u2013462\u4ebf\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u80a1\u606f\u4e0e\u8d44\u672c\u8fd4\u8fd8\uff1a<\/strong>\u672c\u5b63\u5ea6\u5411\u80a1\u4e1c\u8fd4\u8fd8275\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2d\u80a1\u7968\u56de\u8d2d271\u4ebf\u7f8e\u5143\uff08\u4e3b\u8981\u901a\u8fc7\u503a\u52a1\u878d\u8d44\uff09\u3001\u80a1\u606f3.65\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\u9876\u5c42\u6570\u636e\u8868\u73b0\u5f3a\u52b2\u3002\u8425\u6536\u4e0e\u76c8\u5229\u53cc\u53cc\u8d85\u9884\u671f\uff0c\u8ba2\u9605\u53ca\u652f\u6301\u6536\u5165\u589e\u957f14%\uff1bAI\u4ea7\u54c1\u7ec4\u5408\uff08Agentforce+DataCloud\uff09\u5df2\u8d21\u732e\u8fd134\u4ebf\u7f8e\u5143\u5e74\u5ea6\u7ecf\u5e38\u6027\u6536\u5165\uff08ARR\uff09\uff0c\u8868\u660e\u5176AI\u6218\u7565\u6b63\u4ece\u201c\u6982\u5ff5\u53d9\u4e8b\u201d\u8f6c\u5411\u5b9e\u8d28\u6027\u53d8\u73b0\u9636\u6bb5\u3002\u7136\u800c\uff0c\u524d\u77bb\u6307\u5f15\u7565\u663e\u4fdd\u5b88\uff1aQ2\u8425\u6536\u6307\u5f15\u7565\u4f4e\u4e8e\u5e02\u573a\u671f\u5f85\uff0c\u5bfc\u81f4\u80a1\u4ef7\u76d8\u540e\u4e0b\u8dcc\uff0c\u5c3d\u7ba1\u5f53\u5b63\u8868\u73b0\u4f18\u5f02\u3002\u6b64\u5916\uff0c\u5927\u89c4\u6a21\u503a\u52a1\u878d\u8d44\u56de\u8d2d\u5f15\u53d1\u5bf9\u73b0\u91d1\u6d41\u4e0e\u8d22\u52a1\u7075\u6d3b\u6027\u7684\u62c5\u5fe7\u6295\u8d44\u8005\u9700\u770b\u5230\u66f4\u660e\u786e\u8bc1\u636e\uff0c\u8bc1\u660eAI\u8d27\u5e01\u5316\u80fd\u5728\u4e0d\u524a\u5f31\u8d44\u4ea7\u8d1f\u503a\u8868\u7a33\u5065\u6027\u7684\u524d\u63d0\u4e0b\u652f\u6491\u6301\u7eed\u589e\u957f\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09Agentforce\u7b49AI\u4ea7\u54c1\u6536\u5165\u8f6c\u5316\u6548\u7387\uff1b\uff082\uff09\u6838\u5fc3\u8ba2\u9605\u4e1a\u52a1\u589e\u957f\u80fd\u5426\u7ef4\u6301\uff1b\uff083\uff09\u5927\u989d\u4ea4\u6613\uff08largedeals\uff09\u7b7e\u7ea6\u52bf\u5934\uff1b\uff084\uff09\u4e0b\u534a\u5e74\u8425\u6536\u589e\u901f\u80fd\u5426\u91cd\u65b0\u52a0\u901f\uff0c\u4ee5\u7f13\u89e3\u5e02\u573a\u5bf9AI\u98a0\u8986\u4f20\u7edf\u8f6f\u4ef6\u6a21\u5f0f\u7684\u5fe7\u8651\u3002<strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>150<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>200<\/strong><strong>\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f<\/strong><strong>\u3002<\/strong>\u00a0<br>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Snowflake Inc. (SNOW)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Revenue:\u00a0<\/strong>$1.39B,\u00a0+33% YoY, beat estimates by $70M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$0.39, beat estimates by $0.07\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q27 Guidance<\/strong>:\u00a0Product revenue is guided to $1.415B to $1.420B, above expectations.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY<\/strong><strong>27\u00a0Guidance:<\/strong>\u00a0Raised FY27 product revenue guidance to $5.84B from $5.66B.\u00a0\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. Product revenue rose 33.9% to $1.33B, the company delivered its largest product-revenue beat in several years, and net revenue retention improved to 126%. Large-customer traction also strengthened materially, with 46 customers generating more than $1M of trailing 12-month product revenue versus 26 a year earlier. The key positive is that enterprise AI demand is now showing up clearly in both growth and guidance. Snowflake raised full-year product revenue guidance and announced a new five-year $6B AWS commitment tied to Graviton and AI infrastructure, reinforcing its positioning as a data layer for enterprise AI workloads. The stock reaction was exceptionally strong, with shares rising\u00a0roughly 35%\u00a0to 40% after the release. The principal variables to monitor are durability of product revenue growth above 30%, continued expansion in large customers, execution against the AWS partnership, and whether AI-driven momentum can sustain further estimate revisions after such a sharp post-results move.\u00a0<strong>2Q27\u00a0recommended trading range: $180\u00a0to $300.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Snowflake\u00a0Inc.\uff08SNOW<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>13.9\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f33%\uff0c\u8d85\u51fa\u9884\u671f7000\u4e07\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>0.39\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>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15\uff1a<\/strong>\u4ea7\u54c1\u6536\u5165\u6307\u5f1514.15\u4ebf\u201314.20\u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e\u5e02\u573a\u9884\u671f\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>27<\/strong><strong>\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff1a<\/strong>\u4e0a\u8c03\u5168\u5e74\u4ea7\u54c1\u6536\u5165\u81f358.4\u4ebf\u7f8e\u5143\uff08\u539f\u4e3a56.6\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\u8868\u73b0\u6781\u4e3a\u5f3a\u52b2\u3002\u4ea7\u54c1\u6536\u5165\u540c\u6bd4\u589e\u957f33.9%\u81f313.3\u4ebf\u7f8e\u5143\uff0c\u521b\u4e0b\u8fd1\u5e74\u6765\u6700\u5927\u5e45\u5ea6\u7684\u4ea7\u54c1\u6536\u5165\u8d85\u9884\u671f\uff1b\u51c0\u6536\u5165\u7559\u5b58\u7387\uff08NRR\uff09\u56de\u5347\u81f3126%\uff1b\u9ad8\u4ef7\u503c\u5ba2\u6237\u663e\u8457\u6269\u5bb9\u2014\u2014\u5e74\u5316\u4ea7\u54c1\u6536\u5165\u8d85100\u4e07\u7f8e\u5143\u7684\u5ba2\u6237\u8fbe46\u5bb6\uff08\u53bb\u5e74\u540c\u671f\u4ec526\u5bb6\uff09\uff0c\u663e\u793a\u4f01\u4e1a\u7aef\u91c7\u7528\u6df1\u5ea6\u52a0\u901f\u3002\u6838\u5fc3\u4eae\u70b9\u5728\u4e8e\u4f01\u4e1aAI\u9700\u6c42\u5df2\u6e05\u6670\u8f6c\u5316\u4e3a\u589e\u957f\u4e0e\u6307\u5f15\u4e0a\u4fee\uff1a\u516c\u53f8\u4e0d\u4ec5\u4e0a\u8c03\u5168\u5e74\u4ea7\u54c1\u6536\u5165\u76ee\u6807\uff0c\u8fd8\u5ba3\u5e03\u4e0eAWS\u8fbe\u6210\u4e00\u9879\u4e94\u5e74\u671f60\u4ebf\u7f8e\u5143\u57fa\u7840\u8bbe\u65bd\u627f\u8bfa\uff0c\u91cd\u70b9\u652f\u6301Graviton\u82af\u7247\u4e0eAI\u5de5\u4f5c\u8d1f\u8f7d\uff0c\u8fdb\u4e00\u6b65\u5de9\u56fa\u5176\u4f5c\u4e3a\u201c\u4f01\u4e1aAI\u6570\u636e\u5c42\u201d\u7684\u6218\u7565\u5b9a\u4f4d\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u98d9\u534735%\u201340%\uff0c\u53cd\u6620\u5e02\u573a\u5bf9Snowflake\u4ece\u201c\u6570\u636e\u4ed3\u5e93\u201d\u5411\u201cAI\u5c31\u7eea\u5e73\u53f0\u201d\u8f6c\u578b\u7684\u8ba4\u53ef\u3002\u7136\u800c\uff0c\u5728\u5982\u6b64\u5927\u5e45\u4e0a\u6da8\u540e\uff0c\u4f30\u503c\u5df2\u90e8\u5206\u900f\u652f\u4e50\u89c2\u9884\u671f\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u4ea7\u54c1\u6536\u5165\u80fd\u5426\u6301\u7eed\u7ef4\u630130%\u4ee5\u4e0a\u589e\u901f\uff1b\uff082\uff09\u5927\u5ba2\u6237\u7fa4\u662f\u5426\u7ee7\u7eed\u5feb\u901f\u6269\u5f20\uff1b\uff083\uff09AWS\u5408\u4f5c\u843d\u5730\u6548\u7387\u4e0e\u6210\u672c\u6548\u76ca\uff1b\uff084\uff09AI\u9a71\u52a8\u7684\u589e\u957f\u52a8\u80fd\u662f\u5426\u8db3\u4ee5\u652f\u6491\u65b0\u4e00\u8f6e\u76c8\u5229\u9884\u6d4b\u4e0a\u8c03\u3002<strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>180<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>300<\/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>Synopsys, Inc. (SNPS)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q26\u00a0Revenue:\u00a0<\/strong>$2.28B,\u00a0+42.5% YoY, beat estimates by $30M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$3.35, beat estimates by $0.19\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 $9.63B to $9.71B and raised FY26 adjusted EPS guidance to $14.72 to $14.80.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a strong beat-and-raise quarter. Revenue and adjusted EPS both came in ahead of expectations, and management lifted full-year guidance on continued demand for chip design and simulation tools tied to AI,\u00a0hyperscaler\u00a0silicon development, and increasing semiconductor complexity. The quarter also suggests that the Ansys combination is strengthening Synopsys\u2019 broader design and\u00a0multiphysics\u00a0proposition. The main issue is expectations and integration rather than current demand. Shares fell modestly after the release despite the beat, which\u00a0indicates\u00a0the market was looking for even more upside or a cleaner incremental acceleration. The principal variables to monitor are AI-driven EDA demand durability, execution on Ansys integration, margin progression as restructuring and merger costs move through results, and whether new pricing models or royalty streams begin to contribute more meaningfully.\u00a0<strong>2Q27\u00a0recommended trading range: $450\u00a0to $600.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u65b0\u601d\u79d1\u6280\uff08SNPS<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>22.8\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f42.5%\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<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>3.35\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.19\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26<\/strong><strong>\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff1a<\/strong>\u4e0a\u8c03\u5168\u5e74\u8425\u6536\u81f396.3\u4ebf\u201397.1\u4ebf\u7f8e\u5143\uff0c\u4e0a\u8c03\u8c03\u6574\u540eEPS\u81f314.72\u201314.80\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\u662f\u4e00\u4efd\u5178\u578b\u7684\u201c\u8d85\u9884\u671f+\u4e0a\u8c03\u6307\u5f15\u201d\u5f3a\u52b2\u8d22\u62a5\u3002\u8425\u6536\u4e0e\u76c8\u5229\u53cc\u53cc\u80dc\u51fa\uff0c\u5168\u5e74\u6307\u5f15\u518d\u5ea6\u63d0\u5347\uff0c\u53cd\u6620AI\u82af\u7247\u8bbe\u8ba1\u3001\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u5b9a\u5236\u7845\u5f00\u53d1\u53ca\u534a\u5bfc\u4f53\u590d\u6742\u5ea6\u4e0a\u5347\u6301\u7eed\u9a71\u52a8\u5bf9EDA\uff08\u7535\u5b50\u8bbe\u8ba1\u81ea\u52a8\u5316\uff09\u4e0e\u4eff\u771f\u5de5\u5177\u7684\u5f3a\u52b2\u9700\u6c42\u3002\u540c\u65f6\uff0cAnsys\u5e76\u8d2d\u6574\u5408\u6b63\u5f3a\u5316Synopsys\u5728\u82af\u7247\u8bbe\u8ba1\u4e0e\u591a\u7269\u7406\u573a\u4eff\u771f\u9886\u57df\u7684\u7efc\u5408\u89e3\u51b3\u65b9\u6848\u80fd\u529b\uff0c\u63d0\u5347\u957f\u671f\u7ade\u4e89\u529b\u3002\u7136\u800c\uff0c\u5e02\u573a\u53cd\u5e94\u7565\u663e\u8c28\u614e\u5c3d\u7ba1\u4e1a\u7ee9\u4f18\u5f02\uff0c\u80a1\u4ef7\u76d8\u540e\u5c0f\u5e45\u4e0b\u8dcc\uff0c\u8868\u660e\u6295\u8d44\u8005\u6216\u671f\u5f85\u66f4\u5927\u5e45\u5ea6\u7684\u4e0a\u4fee\u6216\u66f4\u6e05\u6670\u7684\u52a0\u901f\u4fe1\u53f7\u3002\u5f53\u524d\u7126\u70b9\u5df2\u4ece\u201c\u9700\u6c42\u662f\u5426\u5f3a\u52b2\u201d\u8f6c\u5411\u201c\u6267\u884c\u4e0e\u6574\u5408\u80fd\u5426\u5151\u73b0\u9884\u671f\u201d\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09AI\u9a71\u52a8\u7684EDA\u9700\u6c42\u53ef\u6301\u7eed\u6027\uff1b\uff082\uff09Ansys\u6574\u5408\u8fdb\u5ea6\u4e0e\u534f\u540c\u6548\u5e94\u91ca\u653e\uff1b\uff083\uff09\u91cd\u7ec4\u4e0e\u5e76\u8d2d\u76f8\u5173\u6210\u672c\u6d88\u9000\u540e\u5229\u6da6\u7387\u6f14\u53d8\uff1b\uff084\uff09\u65b0\u5b9a\u4ef7\u6a21\u5f0f\uff08\u5982\u8ba2\u9605\u5236\u3001\u4e91\u6388\u6743\uff09\u53ca\u7248\u7a0e\u6536\u5165\u80fd\u5426\u6210\u4e3a\u66f4\u663e\u8457\u7684\u589e\u957f\u6765\u6e90\u3002<strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>450<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>600<\/strong><strong>\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f<\/strong><strong>\u3002<\/strong>\u00a0<br>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>HP Inc. (HPQ)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q26\u00a0Revenue:\u00a0<\/strong>$14.41B,\u00a0+9.2% YoY, beat estimates by $340M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$0.86, beat estimates by $0.14\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3Q<\/strong><strong>26\u00a0Guidance:<\/strong>\u00a03QFY26 adjusted EPS guided to $0.61 to $0.71. FY26 adjusted EPS guidance was updated to $2.90 to $3.10, with the top end lowered from $3.20 previously.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a better-than-expected quarter, led by Personal Systems. Revenue rose 9% YoY to $14.41B, Personal Systems revenue increased 13% to $10.21B, and AI PCs represented 44% of total shipments, up from more than 35% in the prior quarter. The Windows 11 refresh cycle is clearly helping demand. The main issue is margin pressure rather than demand. Management pointed to a global memory shortage that is raising\u00a0component\u00a0costs, and that is why\u00a0full-year\u00a0adjusted EPS guidance was only tightened to $2.90 to $3.10 rather than lifted cleanly. Management also\u00a0indicated\u00a0margins should bottom in 4QFY26 and improve in FY27, which implies near-term pressure is still present. The immediate stock reaction was muted because the quarter beat, but the outlook still reflects cost pressure and a lower top end of the full-year range. The principal variables to monitor are Personal Systems margin stabilization, memory cost normalization, AI PC mix progression, and whether pricing actions are enough to protect earnings through the second half.\u00a0<strong>3Q26\u00a0recommended trading range: $22\u00a0to $30.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u65b0\u601d\u79d1\u6280\uff08SNPS<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>144.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f9.2%\uff0c\u8d85\u51fa\u9884\u671f3.4\u4ebf\u7f8e\u5143\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\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>0.86\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.14\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u6307\u5f15\uff1a<\/strong>\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca0.61\u20130.71\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26<\/strong><strong>\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff1a<\/strong>\u66f4\u65b0\u5168\u5e74\u8c03\u6574\u540eEPS\u81f32.90-3.10\u7f8e\u5143\uff08\u6b64\u524d\u4e0a\u9650\u4e3a3.20\u7f8e\u5143\uff0c\u73b0\u4e0b\u8c03\u5e76\u6536\u7a84\u533a\u95f4\uff09\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u672c\u5b63\u5ea6\u8868\u73b0\u4f18\u4e8e\u9884\u671f\uff0c\u4e2a\u4eba\u7cfb\u7edf\u4e1a\u52a1\uff08PersonalSystems\uff09\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f9%\u81f3144.1\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2d\u4e2a\u4eba\u7cfb\u7edf\u6536\u5165\u589e\u957f13%\u81f3102.1\u4ebf\u7f8e\u5143\uff1bAIPC\u5360\u603b\u51fa\u8d27\u91cf\u768444%\uff08\u4e0a\u5b63\u5ea6\u8d8535%\uff09\uff0c\u663e\u793aWindows11\u6362\u673a\u5468\u671f\u6b63\u6709\u6548\u63d0\u632f\u9700\u6c42\u3002\u7136\u800c\uff0c\u6838\u5fc3\u6311\u6218\u5728\u4e8e\u6210\u672c\u4e0e\u5229\u6da6\u7387\u538b\u529b\uff0c\u800c\u975e\u9700\u6c42\u4e0d\u8db3\u3002\u7ba1\u7406\u5c42\u6307\u51fa\uff0c\u5168\u7403\u5185\u5b58\u77ed\u7f3a\u63a8\u9ad8\u7ec4\u4ef6\u6210\u672c\uff0c\u5bfc\u81f4\u5168\u5e74EPS\u6307\u5f15\u4ec5\u6536\u7a84\u800c\u672a\u4e0a\u8c03\uff0c\u4e14\u4e0a\u9650\u4ece3.20\u7f8e\u5143\u4e0b\u8c03\u81f33.10\u7f8e\u5143\u3002\u516c\u53f8\u9884\u8ba1\u6bdb\u5229\u7387\u5c06\u572826\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u89e6\u5e95\uff0c\u5e76\u4e8e27\u8d22\u5e74\u6539\u5584\uff0c\u6697\u793a\u8fd1\u7aef\u76c8\u5229\u4ecd\u627f\u538b\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u53cd\u5e94\u5e73\u6de1\u5c3d\u7ba1\u5f53\u5b63\u8d85\u9884\u671f\uff0c\u4f46\u524d\u77bb\u6307\u5f15\u53cd\u6620\u6301\u7eed\u7684\u6210\u672c\u9006\u98ce\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u4e2a\u4eba\u7cfb\u7edf\u4e1a\u52a1\u5229\u6da6\u7387\u80fd\u5426\u4f01\u7a33\uff1b\uff082\uff09\u5185\u5b58\u7b49\u5173\u952e\u7ec4\u4ef6\u4ef7\u683c\u662f\u5426\u56de\u5f52\u6b63\u5e38\uff1b\uff083\uff09AI PC\u4ea7\u54c1\u7ec4\u5408\u5360\u6bd4\u80fd\u5426\u7ee7\u7eed\u63d0\u5347\uff1b\uff084\uff09\u63d0\u4ef7\u7b49\u5b9a\u4ef7\u7b56\u7565\u662f\u5426\u8db3\u4ee5\u5728\u4e0b\u534a\u5e74\u4fdd\u62a4\u76c8\u5229\u6c34\u5e73<strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>22<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>30<\/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>Everpure, Inc. (P)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Revenue:\u00a0<\/strong>$1.05B,\u00a0+34.9% YoY, beat estimates by $50M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$0.47, beat estimates by $0.07\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY<\/strong><strong>27\u00a0Guidance:<\/strong>\u00a0Raised FY27 revenue guidance to $4.575B to $4.650B from $4.550B to $4.625B, and\u00a0raised operating profit guidance to $555M to $585M from $520M to $570M.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a strong quarter. Total revenue grew 35% YoY, subscription services revenue rose 19% to $410.8M, remaining performance obligations reached $2.8B, and free cash flow was $111.8M. The quarter suggests enterprise storage demand\u00a0remains\u00a0healthy while the higher-growth software and subscription mix continues to expand. The key positive is margin and guidance progression. Non-GAAP gross margin was 70.2%, operating income was $107.5M, and management raised both revenue and operating profit guidance for FY27. The market reaction was constructive, with the stock moving higher after the release, which is consistent with a clean beat-and-raise quarter. The principal variables to monitor are product revenue durability after this\u00a0very strong\u00a0quarter, subscription growth reacceleration, operating margin expansion through the rest of FY27, and whether backlog converts into sustained top-line growth rather than a one-quarter spike.\u00a0<strong>2Q27 recommended trading range: $65 to $100. Neutral Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Everpure,\u00a0Inc.\uff08P<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>10.5\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f34.9%\uff0c\u8d85\u51fa\u9884\u671f5000\u4e07\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>0.47\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>27<\/strong><strong>\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff1a<\/strong>\u4e0a\u8c03\u5168\u5e74\u8425\u6536\u81f345.75\u4ebf\u201346.50\u4ebf\u7f8e\u5143\uff08\u539f\u4e3a45.50\u4ebf\u201346.25\u4ebf\u7f8e\u5143\uff09\uff1b\u4e0a\u8c03\u8425\u4e1a\u5229\u6da6\u6307\u5f15\u81f35.55\u4ebf\u20135.85\u4ebf\u7f8e\u5143\uff08\u539f\u4e3a5.20\u4ebf\u20135.70\u4ebf\u7f8e\u5143\uff09\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4<\/strong>\uff1a\u672c\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\u3002\u603b\u8425\u6536\u540c\u6bd4\u589e\u957f35%\uff0c\u5176\u4e2d\u8ba2\u9605\u670d\u52a1\u6536\u5165\u589e\u957f19%\u81f34.108\u4ebf\u7f8e\u5143\uff1b\u672a\u5c65\u884c\u5c65\u7ea6\u4e49\u52a1\uff08Remaining Performance Obligations, RPO\uff09\u8fbe28\u4ebf\u7f8e\u5143\uff0c\u81ea\u7531\u73b0\u91d1\u6d411.118\u4ebf\u7f8e\u5143\uff0c\u663e\u793a\u4f01\u4e1a\u5b58\u50a8\u9700\u6c42\u7a33\u5065\uff0c\u4e14\u9ad8\u589e\u957f\u7684\u8f6f\u4ef6\u4e0e\u8ba2\u9605\u4e1a\u52a1\u5360\u6bd4\u6301\u7eed\u63d0\u5347\u3002\u6838\u5fc3\u4eae\u70b9\u5728\u4e8e\u76c8\u5229\u80fd\u529b\u4e0e\u524d\u77bb\u6307\u5f15\u540c\u6b65\u6539\u5584\uff1a\u975eGAAP\u6bdb\u5229\u7387\u8fbe70.2%\uff0c\u8425\u4e1a\u5229\u6da61.075\u4ebf\u7f8e\u5143\uff0c\u7ba1\u7406\u5c42\u540c\u6b65\u4e0a\u8c03\u5168\u5e74\u8425\u6536\u4e0e\u8425\u4e1a\u5229\u6da6\u6307\u5f15\uff0c\u5370\u8bc1\u5546\u4e1a\u6a21\u5f0f\u6b63\u5065\u5eb7\u6269\u5f20\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u4e0a\u6da8\uff0c\u7b26\u5408\u201c\u8d85\u9884\u671f+\u4e0a\u8c03\u6307\u5f15\u201d\u7684\u79ef\u6781\u903b\u8f91\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u5728\u7ecf\u5386\u5982\u6b64\u5f3a\u52b2\u7684\u4e00\u5b63\u5ea6\u540e\uff0c\u4ea7\u54c1\u6536\u5165\u80fd\u5426\u7ef4\u6301\u52a8\u80fd\uff1b\uff082\uff09\u8ba2\u9605\u4e1a\u52a1\u589e\u901f\u662f\u5426\u8fdb\u4e00\u6b65\u56de\u5347\uff1b\uff083\uff0927\u8d22\u5e74\u5269\u4f59\u5b63\u5ea6\u8fd0\u8425\u5229\u6da6\u7387\u80fd\u5426\u7ee7\u7eed\u6269\u5f20\uff1b\uff084\uff09\u5f53\u524d\u79ef\u538b\u8ba2\u5355\uff08RPO\uff09\u80fd\u5426\u8f6c\u5316\u4e3a\u53ef\u6301\u7eed\u7684\u9876\u5c42\u589e\u957f\uff0c\u800c\u975e\u5355\u5b63\u8109\u51b2\u5f0f\u8868\u73b0\u3002<strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>65<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>100<\/strong><strong>\u7f8e\u5143\u3002\u4e2d\u6027\u524d\u666f<\/strong><strong>\u3002<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<div 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target=\"_self\" role=\"button\"><div class=\"uagb-button__link\">Contact us to find out more<\/div><\/a><\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-4467fd1f\"><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-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 Canadian Solar, Inc.\u00a0(CSIQ\u00a0US) Ascent Solar Technologies, Inc.\u00a0(ASTI\u00a0US)\u00a0 ^ Back To Top SATS\u00a0Ltd.\u00a0(SATS\u00a0SP)\u00a0 Thai Beverage Public Co., Ltd.\u00a0(THBEV\u00a0SP)\u00a0 ^ Back To Top Bank of East Asia\u00a0Ltd (23\u00a0HK) MMG\u00a0Ltd\u00a0(1208\u00a0HK)\u00a0 ^ Back To Top PDD Holdings Inc. (PDD)\u00a0 \u62fc\u591a\u591a\u63a7\u80a1\u516c\u53f8\uff08PDD)\u00a0 Marvell Technology, Inc. (MRVL)\u00a0 Marvell Technology,\u00a0Inc.\uff08MRVL)\u00a0 Salesforce, Inc. (CRM)\u00a0 Salesforce,\u00a0Inc.\uff08CRM)\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-89393","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 Canadian Solar, Inc.\u00a0(CSIQ\u00a0US) Ascent Solar Technologies, Inc.\u00a0(ASTI\u00a0US)\u00a0 ^ Back To Top SATS\u00a0Ltd.\u00a0(SATS\u00a0SP)\u00a0 Thai Beverage Public Co., Ltd.\u00a0(THBEV\u00a0SP)\u00a0 ^ Back To Top Bank of East Asia\u00a0Ltd (23\u00a0HK) MMG\u00a0Ltd\u00a0(1208\u00a0HK)\u00a0 ^ Back To Top PDD Holdings Inc. (PDD)\u00a0 \u62fc\u591a\u591a\u63a7\u80a1\u516c\u53f8\uff08PDD)\u00a0 Marvell Technology, Inc. (MRVL)\u00a0 Marvell Technology,\u00a0Inc.\uff08MRVL)\u00a0 Salesforce, Inc. 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