{"id":89768,"date":"2026-06-02T08:00:00","date_gmt":"2026-06-02T00:00:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/researchstg\/?p=89768"},"modified":"2026-06-02T09:40:12","modified_gmt":"2026-06-02T01:40:12","slug":"technical-analysis-2-june-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/researchstg\/technical-analysis-2-june-2026\/","title":{"rendered":"Technical Analysis &#8211; 2 June 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<figure class=\"wp-block-image size-full\" id=\"us\"><img fetchpriority=\"high\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-13.png?wsr\" alt=\"\" class=\"wp-image-89791\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-13.png 602w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-13-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"sg\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">Southern Copper\u00a0Corporation\u00a0(SCCO\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\/06\/image-3.png?wsr\" alt=\"\" class=\"wp-image-89776\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-3.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-3-300x179.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-3-768x459.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed\u00a0above\u00a0the 5dEMA.\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\u00a0190,\u00a0Target\u00a0220,\u00a0Stop\u00a0175<\/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\">Freeport-McMoRan, Inc.\u00a0(FCX\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\/06\/image-4.png?wsr\" alt=\"\" class=\"wp-image-89777\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-4.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-4-300x179.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-4-768x459.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares\u00a0closed above the 5dEMA\u00a0with\u00a0rising\u00a0volume.\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\u00a062,\u00a0Target\u00a070,\u00a0Stop\u00a058<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"\/researchstg\/#top\" title=\"\">^ Back To Top<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/03\/word-image-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 id=\"sg\" class=\"wp-block-heading\"><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\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">Singapore Airlines\u00a0Ltd.\u00a0(SIA\u00a0SP)\u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0\"><img loading=\"lazy\" decoding=\"async\" width=\"903\" height=\"540\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image.png?wsr\" alt=\"\" class=\"wp-image-89773\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-300x179.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-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 with\u00a0volume\u00a0spike.\u00a0<\/li>\n\n\n\n<li>RSI\u00a0is\u00a0slightly\u00a0overbought\u00a0but\u00a0MACD\u00a0is\u00a0still constructive.\u00a0<\/li>\n\n\n\n<li><strong>Buy \u2013 Entry\u00a06.70, Target\u00a07.20, Stop\u00a06.45<\/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\">Riverstone Holdings\u00a0Limited\u00a0(RSTON\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\/06\/image-2.png?wsr\" alt=\"\" class=\"wp-image-89775\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-2.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-2-300x179.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-2-768x459.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/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>RSI\u00a0is slightly\u00a0overbought\u00a0but\u00a0MACD\u00a0is still constructive.\u00a0<\/li>\n\n\n\n<li><strong>Buy \u2013 Entry\u00a00.92, Target\u00a01.02, Stop\u00a00.87<\/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 id=\"hk\" class=\"wp-block-heading\"><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\">AAC Technologies Holdings\u00a0Inc.\u00a0(2018\u00a0HK) \u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"903\" height=\"378\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-5.png?wsr\" alt=\"\" class=\"wp-image-89778\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-5.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-5-300x126.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-5-768x321.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed\u00a0above\u00a0the\u00a05dEMA\u00a0with\u00a0elevated\u00a0volume\u00a0for the week.\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\u00a044,\u00a0Target\u00a054,\u00a0Stop\u00a039<\/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\">China Resources Power\u00a0Holdings\u00a0(836\u00a0HK)\u00a0<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"903\" height=\"378\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-6.png?wsr\" alt=\"\" class=\"wp-image-89779\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-6.png 903w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-6-300x126.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/06\/image-6-768x321.png 768w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shares closed\u00a0above\u00a0the 5wEMA.\u00a0<\/li>\n\n\n\n<li>RSI\u00a0is\u00a0slightly\u00a0overbought\u00a0but\u00a0MACD\u00a0is\u00a0still constructive.\u00a0<\/li>\n\n\n\n<li><strong>Long \u2013 Entry\u00a021,\u00a0Target\u00a025, Stop\u00a019<\/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>Best Buy Co., Inc. (BBY)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Revenue:\u00a0<\/strong>$8.94B,\u00a0+1.9% YoY,\u00a0beat\u00a0estimates\u00a0by $110M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$1.28,\u00a0beat\u00a0estimates\u00a0by\u00a0$0.05\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY27<\/strong><strong>\u00a0Guidance:<\/strong>\u00a0Reiterated FY27 revenue guidance of $41.2B to $42.1B and adjusted diluted EPS guidance of $6.30 to $6.60.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dividends\/Share Buybacks:\u00a0<\/strong>Best Buy\u00a0maintained\u00a0its quarterly dividend and previously\u00a0indicated\u00a0a FY27 buyback plan of about $500M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a good quarter. Comparable sales increased 2.0%, domestic comps rose\u00a01.8% and\u00a0adjusted operating income rate improved to 4.1% from 3.8% a year ago. Strength was broad across gaming, computing, mobile phones, services, Best Buy Ads, and Marketplace, which suggests the business is\u00a0benefiting\u00a0from a healthier mix rather than only one category spike. The main positive is that consumer demand for higher-value electronics appears to be stabilizing, helped by AI-enabled devices and newer categories such as AI glasses, 3D printers, and collectibles. At the same time, management did not raise full-year guidance, which implies it still sees the broader backdrop as mixed and expects growth to moderate from the stronger May pace. The stock reaction was clearly positive, with shares up roughly 10% to 18% after the release. The principal variables to monitor are whether AI PC and smartphone upgrade demand\u00a0remains\u00a0strong, whether advertising and Marketplace continue to support margins, and whether any memory-related\u00a0component\u00a0tightness starts to pressure pricing or demand later in the year.\u00a0<strong>2Q27\u00a0recommended trading range: $65\u00a0to $85. Neutral Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u767e\u601d\u4e70\u516c\u53f8\uff08BBY<\/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>89.4\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f1.9%\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>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u975e\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>1.28\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.05\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>\u91cd\u7533\u5168\u5e74\u8425\u6536412\u4ebf\u2013421\u4ebf\u7f8e\u5143\u3001\u8c03\u6574\u540e\u7a00\u91ca\u6bcf\u80a1\u6536\u76ca6.30\u20136.60\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u80a1\u606f\u4e0e\u56de\u8d2d\uff1a<\/strong>\u7ef4\u6301\u5b63\u5ea6\u80a1\u606f\u4e0d\u53d8\uff1b27\u8d22\u5e74\u8ba1\u5212\u56de\u8d2d\u7ea65\u4ebf\u7f8e\u5143\u80a1\u7968\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\u826f\u597d\u3002\u540c\u5e97\u9500\u552e\u989d\u589e\u957f2.0%\uff08\u7f8e\u56fd\u672c\u571f+1.8%\uff09\uff0c\u8c03\u6574\u540e\u8425\u4e1a\u5229\u6da6\u7387\u4ece\u53bb\u5e74\u540c\u671f\u76843.8%\u63d0\u5347\u81f34.1%\u3002\u589e\u957f\u5e7f\u6cdb\u8986\u76d6\u6e38\u620f\u3001\u8ba1\u7b97\u8bbe\u5907\u3001\u624b\u673a\u3001\u670d\u52a1\u3001Best\u00a0BuyAds\u5e7f\u544a\u5e73\u53f0\u53caMarketplace\u7b2c\u4e09\u65b9\u5e02\u573a\uff0c\u663e\u793a\u516c\u53f8\u6b63\u53d7\u76ca\u4e8e\u66f4\u5065\u5eb7\u7684\u54c1\u7c7b\u7ec4\u5408\uff0c\u800c\u975e\u5355\u4e00\u54c1\u7c7b\u9a71\u52a8\u3002\u6838\u5fc3\u4eae\u70b9\u5728\u4e8e\u9ad8\u4ef7\u503c\u7535\u5b50\u4ea7\u54c1\u9700\u6c42\u663e\u73b0\u4f01\u7a33\u8ff9\u8c61\uff0cAI PC\u3001AI\u773c\u955c\u30013D\u6253\u5370\u673a\u4e43\u81f3\u6536\u85cf\u54c1\u7c7b\u7b49\u65b0\u5174\u4ea7\u54c1\u6b63\u5438\u5f15\u6d88\u8d39\u8005\u56de\u6d41\u3002\u7136\u800c\uff0c\u7ba1\u7406\u5c42\u672a\u4e0a\u8c03\u5168\u5e74\u6307\u5f15\uff0c\u6697\u793a\u5c3d\u7ba15\u6708\u9500\u552e\u5f3a\u52b2\uff0c\u4f46\u5bf9\u5b8f\u89c2\u6d88\u8d39\u73af\u5883\u4ecd\u6301\u8c28\u614e\u6001\u5ea6\uff0c\u9884\u8ba1\u589e\u957f\u5c06\u6709\u6240\u653e\u7f13\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u5927\u6da810%-18%\uff0c\u53cd\u6620\u5e02\u573a\u5bf9\u57fa\u672c\u9762\u6539\u5584\u7684\u8ba4\u53ef\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09AI PC\u4e0e\u667a\u80fd\u624b\u673a\u6362\u673a\u9700\u6c42\u80fd\u5426\u6301\u7eed\uff1b\uff082\uff09\u5e7f\u544a\u4e0eMarketplace\u4e1a\u52a1\u662f\u5426\u7ee7\u7eed\u652f\u6491\u5229\u6da6\u7387\u63d0\u5347\uff1b\uff083\uff09\u82e5\u5185\u5b58\u7b49\u5173\u952e\u7ec4\u4ef6\u4f9b\u5e94\u8d8b\u7d27\uff0c\u662f\u5426\u4f1a\u51b2\u51fb\u5b9a\u4ef7\u80fd\u529b\u6216\u7ec8\u7aef\u9700\u6c42\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>85<\/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>Photronics, Inc. (PLAB)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q26\u00a0Revenue:\u00a0<\/strong>$209.9M,\u00a0-0.5% YoY,\u00a0miss\u00a0estimates by $6.13M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q26\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$0.42,\u00a0miss\u00a0estimates by $0.11\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3Q26<\/strong><strong>\u00a0Guidance:<\/strong>\u00a03Q26 revenue guided to $210M to $218M and\u00a0non GAAP EPS\u00a0to $0.42 to $0.48, both below the prior Street view.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a soft quarter. Revenue declined slightly and came in below consensus, while\u00a0non-GAAP EPS\u00a0also missed. The weakness was concentrated in IC masks, where revenue fell 5% YoY and 11% sequentially to $147.5M, partly offset by stronger FPD revenue, which rose 13% YoY to $62.4M. The more\u00a0important issue\u00a0is the near-term outlook. Management\u2019s 3Q guide points to another subdued quarter, which suggests the softness is not limited to one reporting period. The market reaction was sharply negative,\u00a0falling\u00a0roughly 32%\u00a0to 36% after results. The principal variables to monitor are whether IC demand stabilizes, whether FPD strength can continue to offset part of the semiconductor weakness, and whether margins hold if revenue\u00a0remains\u00a0near the low end of the recent range.\u00a0<strong>3Q26\u00a0recommended trading range: $20\u00a0to $50.\u00a0Negative\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Photronics,\u00a0Inc.\uff08PLAB<\/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>2.099\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d0.5%\uff0c\u4f4e\u4e8e\u9884\u671f613\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>0.42\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f0.11\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>\u8425\u65362.10\u4ebf\u20132.18\u4ebf\u7f8e\u5143\uff0c\u975eGAAP EPS 0.42\u20130.48\u7f8e\u5143\uff0c\u5747\u4f4e\u4e8e\u5e02\u573a\u6b64\u524d\u9884\u671f\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u672c\u5b63\u5ea6\u8868\u73b0\u75b2\u8f6f\u3002\u8425\u6536\u5c0f\u5e45\u4e0b\u6ed1\u4e14\u4e0d\u53ca\u5171\u8bc6\uff0c\u975eGAAP\u76c8\u5229\u4ea6\u672a\u8fbe\u6807\u3002\u75b2\u6001\u4e3b\u8981\u96c6\u4e2d\u4e8e\u96c6\u6210\u7535\u8def\u5149\u7f69\uff08ICmasks\uff09\uff1a\u8be5\u4e1a\u52a1\u6536\u5165\u540c\u6bd4\u4e0b\u6ed15%\u3001\u73af\u6bd4\u4e0b\u964d11%\u81f31.475\u4ebf\u7f8e\u5143\uff1b\u867d\u88ab\u5e73\u677f\u663e\u793a\uff08FPD\uff09\u4e1a\u52a1\u540c\u6bd4\u589e\u957f13%\u81f36240\u4e07\u7f8e\u5143\u90e8\u5206\u62b5\u6d88\uff0c\u4f46\u6574\u4f53\u52a8\u80fd\u4ecd\u663e\u4e0d\u8db3\u3002\u66f4\u4ee4\u4eba\u62c5\u5fe7\u7684\u662f\u524d\u77bb\u6307\u5f15\u6301\u7eed\u504f\u5f31\uff1aQ3\u8425\u6536\u4e0e\u76c8\u5229\u6307\u5f15\u5747\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\uff0c\u6697\u793a\u5f53\u524d\u4f4e\u8ff7\u5e76\u975e\u77ed\u671f\u6270\u52a8\uff0c\u800c\u662f\u9700\u6c42\u7ed3\u6784\u6027\u653e\u7f13\u7684\u5ef6\u7eed\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u66b4\u8dcc32%\u201336%\uff0c\u53cd\u6620\u6295\u8d44\u8005\u5bf9\u534a\u5bfc\u4f53\u5149\u7f69\u5468\u671f\u4e0b\u884c\u53ca\u516c\u53f8\u589e\u957f\u53ef\u89c1\u5ea6\u7f3a\u5931\u7684\u6df1\u5ea6\u5fe7\u8651\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09IC\u5149\u7f69\u9700\u6c42\u80fd\u5426\u4f01\u7a33\u56de\u5347\uff1b\uff082\uff09FPD\u4e1a\u52a1\u80fd\u5426\u6301\u7eed\u5bf9\u51b2\u534a\u5bfc\u4f53\u677f\u5757\u75b2\u8f6f\uff1b\uff083\uff09\u82e5\u8425\u6536\u7ef4\u6301\u5728\u8fd1\u671f\u533a\u95f4\u7684\u4f4e\u4f4d\uff0c\u6bdb\u5229\u7387\u4e0e\u76c8\u5229\u80fd\u5426\u5b88\u4f4f\u5e95\u7ebf\u3002<strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>20<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>50<\/strong><strong>\u7f8e\u5143\u3002\u8d1f\u9762\u524d\u666f<\/strong><strong>\u3002<\/strong>\u00a0<br>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Burlington Stores, Inc. (BURL)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Revenue:\u00a0<\/strong>$2.86B,\u00a0+14.4% YoY, beat estimates by $60M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$2.10, beat estimates by $0.30\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY<\/strong><strong>27\u00a0Guidance:<\/strong>\u00a0Raised FY27 adjusted EPS guidance to $11.45 to $11.80 from $10.95 to $11.45. Full-year sales are now expected to grow 9% to 11%, with comparable sales growth of 2% to 4%.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a strong quarter. Comparable sales rose 6%, well ahead of expectations, and the company described it as the 14th consecutive quarter of double-digit EPS growth. The result suggests Burlington continues to\u00a0benefit\u00a0from healthy off-price traffic and solid execution on assortment, inventory, and merchandising. The key positive is that management passed the first-quarter outperformance through to the full-year outlook rather than treating it as one-time upside. The stock reaction was constructive, with shares moving higher after the release. The main variables to monitor are whether low-income consumer pressure intensifies if fuel and essentials\u00a0remain\u00a0elevated, whether comp growth can stay above the new 2% to 4% full-year range, and whether margin discipline holds as the company continues opening stores.\u00a0<strong>2Q27\u00a0recommended trading range: $280\u00a0to $330. Neutral Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Burlington Stores,\u00a0Inc.\uff08BURL<\/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>28.6\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f14.4%\uff0c\u8d85\u51fa\u9884\u671f6000\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>2.10\u7f8e\u5143\uff0c\u5927\u5e45\u8d85\u51fa\u9884\u671f0.30\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\u8c03\u6574\u540eEPS\u81f311.45\u201311.80\u7f8e\u5143\uff08\u539f\u4e3a10.95\u201311.45\u7f8e\u5143\uff09\uff1b\u5168\u5e74\u9500\u552e\u989d\u9884\u8ba1\u589e\u957f9%\u201311%\uff0c\u540c\u5e97\u9500\u552e\u589e\u957f\u6307\u5f15\u4e3a2%\u20134%\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u672c\u5b63\u5ea6\u8868\u73b0\u5f3a\u52b2\u3002\u540c\u5e97\u9500\u552e\u989d\u589e\u957f6%\uff0c\u8fdc\u8d85\u5e02\u573a\u9884\u671f\uff0c\u4e14\u516c\u53f8\u5df2\u8fde\u7eed14\u4e2a\u5b63\u5ea6\u5b9e\u73b0\u53cc\u4f4d\u6570EPS\u589e\u957f\uff0c\u51f8\u663e\u5176\u5728\u6298\u6263\u96f6\u552e\u9886\u57df\u7684\u5353\u8d8a\u6267\u884c\u529b\u3002\u5f3a\u52b2\u8868\u73b0\u6e90\u4e8e\u5065\u5eb7\u7684\u5ba2\u6d41\u3001\u7cbe\u51c6\u7684\u5546\u54c1\u7ec4\u5408\u3001\u9ad8\u6548\u7684\u5e93\u5b58\u7ba1\u7406\u53ca\u6709\u529b\u7684\u8425\u9500\u7b56\u7565\u3002\u6838\u5fc3\u4eae\u70b9\u5728\u4e8e\uff0c\u7ba1\u7406\u5c42\u5c06\u4e00\u5b63\u5ea6\u7684\u8d85\u9884\u671f\u8868\u73b0\u8f6c\u5316\u4e3a\u5168\u5e74\u6307\u5f15\u4e0a\u8c03\uff0c\u800c\u975e\u89c6\u4e3a\u4e00\u6b21\u6027\u5229\u597d\uff0c\u663e\u793a\u5bf9\u5168\u5e74\u589e\u957f\u8def\u5f84\u7684\u4fe1\u5fc3\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u4e0a\u6da8\uff0c\u5e02\u573a\u53cd\u5e94\u79ef\u6781\u3002\u7136\u800c\uff0c\u524d\u666f\u4ecd\u9762\u4e34\u7ed3\u6784\u6027\u6311\u6218\uff1a\u4f4e\u6536\u5165\u6d88\u8d39\u8005\u6b63\u627f\u53d7\u9ad8\u6cb9\u4ef7\u4e0e\u751f\u6d3b\u5fc5\u9700\u54c1\u4ef7\u683c\u538b\u529b\uff0c\u53ef\u80fd\u5f71\u54cd\u672a\u6765\u652f\u51fa\u610f\u613f\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u82e5\u80fd\u6e90\u4e0e\u5fc5\u9700\u54c1\u6210\u672c\u6301\u7eed\u9ad8\u4f01\uff0c\u4f4e\u6536\u5165\u5ba2\u7fa4\u6d88\u8d39\u662f\u5426\u627f\u538b\uff1b\uff082\uff09\u540c\u5e97\u9500\u552e\u80fd\u5426\u7ef4\u6301\u5728\u9ad8\u4e8e\u5168\u5e74\u6307\u5f15\u4e2d\u503c\uff082%-4%\uff09\u7684\u6c34\u5e73\uff1b\uff083\uff09\u5728\u6301\u7eed\u5f00\u5e97\u6269\u5f20\u80cc\u666f\u4e0b\uff0c\u5229\u6da6\u7387\u7eaa\u5f8b\u80fd\u5426\u4fdd\u6301\u7a33\u5065\u3002<strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>280<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>330<\/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>XPeng Inc. (XPEV)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$1.89B,\u00a0-17.6% YoY,\u00a0in-line with\u00a0estimates\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Non-GAAP\u00a0EPADS<\/strong>:\u00a0-$0.26,\u00a0miss\u00a0estimates by $0.10\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q26\u00a0Guidance<\/strong>:\u00a02Q26 revenue guided to RMB19.60B to RMB20.80B and vehicle deliveries to 100,000 to 106,000.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a mixed quarter. Revenue declined 18% and deliveries fell 33%, which reflects a much softer start to the year for China EV demand. However, gross margin improved to 20.6% and vehicle margin improved to\u00a012.1%,\u00a0indicating\u00a0that cost control and product mix are moving in the right direction even as volume weakened. The more\u00a0important point\u00a0is the forward guide. Management\u2019s 2Q26 delivery outlook implies a sharp rebound from 1Q26 levels, and the company continues to push a broader model rollout, robotaxi production, and autonomous driving investment. That supports the argument that the first-quarter weakness may be more\u00a0cyclical\u00a0and launch-timing related than structural. The main variables to monitor are whether the 2Q26 delivery rebound is achieved, whether margin gains can hold as volumes recover, and whether new models can offset the broader slowdown in China EV demand. The setup is improving on margins and near-term volume guidance, but the 1Q miss and weak industry backdrop keep the stance measured.\u00a0<strong>2Q26\u00a0recommended trading range: $14\u00a0to $18.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5c0f\u9e4f\u6c7d\u8f66\uff08XPEV<\/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>18.9\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d17.6%\uff0c\u7b26\u5408\u5e02\u573a\u9884\u671f\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\u7f8e\u56fd\u5b58\u6258\u80a1\u4e8f\u635f\uff08<\/strong><strong>EPADS\uff09\uff1a<\/strong>0.26\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f0.10\u7f8e\u5143\uff08\u4e8f\u635f\u8d85\u9884\u671f\uff09\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>\u8425\u6536196\u4ebf\u2013208\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u4ea4\u4ed8\u91cf10\u4e07\u201310.6\u4e07\u8f86\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\u6df7\u5408\u3002\u53d7\u4e2d\u56fd\u7535\u52a8\u8f66\u5e02\u573a\u9700\u6c42\u75b2\u8f6f\u5f71\u54cd\uff0c\u8425\u6536\u540c\u6bd4\u4e0b\u6ed118%\uff0c\u4ea4\u4ed8\u91cf\u5927\u8dcc33%\uff0c\u53cd\u6620\u5e74\u521d\u884c\u4e1a\u6574\u4f53\u627f\u538b\u3002\u7136\u800c\uff0c\u76c8\u5229\u80fd\u529b\u663e\u8457\u6539\u5584\uff1a\u6574\u4f53\u6bdb\u5229\u7387\u63d0\u5347\u81f320.6%\uff0c\u8f66\u8f86\u6bdb\u5229\u7387\u8fbe12.1%\uff0c\u663e\u793a\u516c\u53f8\u5728\u4ea7\u54c1\u7ed3\u6784\u4f18\u5316\u4e0e\u6210\u672c\u63a7\u5236\u65b9\u9762\u53d6\u5f97\u5b9e\u8d28\u8fdb\u5c55\u3002\u66f4\u91cd\u8981\u7684\u662f\u524d\u77bb\u6307\u5f15\u91ca\u653e\u79ef\u6781\u4fe1\u53f7\uff1aQ2\u4ea4\u4ed8\u91cf\u6307\u5f15\u9690\u542b\u73af\u6bd4\u5927\u5e45\u53cd\u5f39\uff08\u8f83Q1\u589e\u957f\u7ea680%+\uff09\uff0c\u53e0\u52a0\u65b0\u8f66\u578b\u5bc6\u96c6\u63a8\u51fa\u3001Robotaxi\u91cf\u4ea7\u63a8\u8fdb\u53ca\u9ad8\u9636\u667a\u9a7e\u6301\u7eed\u6295\u5165\uff0c\u8868\u660e\u4e00\u5b63\u5ea6\u75b2\u8f6f\u66f4\u53ef\u80fd\u6e90\u4e8e\u4ea7\u54c1\u5468\u671f\u9519\u914d\u4e0e\u77ed\u671f\u9700\u6c42\u6ce2\u52a8\uff0c\u800c\u975e\u7ed3\u6784\u6027\u8870\u9000\u3002\u5c3d\u7ba1\u5982\u6b64\uff0cQ1\u76c8\u5229\u672a\u8fbe\u6807\u53ca\u884c\u4e1a\u73af\u5883\u4ecd\u5f31\uff0c\u9650\u5236\u4e86\u4e50\u89c2\u60c5\u7eea\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09Q2\u4ea4\u4ed8\u76ee\u6807\u80fd\u5426\u5982\u671f\u8fbe\u6210\uff1b\uff082\uff09\u9500\u91cf\u56de\u5347\u8fc7\u7a0b\u4e2d\u6bdb\u5229\u7387\u80fd\u5426\u7ef4\u6301\uff1b\uff083\uff09\u65b0\u8f66\u578b\uff08\u5982MONA\u7cfb\u5217\u3001P7+\u7b49\uff09\u80fd\u5426\u6709\u6548\u5bf9\u51b2\u6574\u4f53EV\u5e02\u573a\u653e\u7f13\u3002\u5f53\u524d\u683c\u5c40\u5728\u8fb9\u9645\u6539\u5584\uff0c\u4f46\u9700\u9a8c\u8bc1\u5151\u73b0\u3002<strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>14<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>18<\/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>Kohl\u2019s Corporation (KSS)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$3.17B,\u00a0-1.9% YoY, beat estimates by $140M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0GAAP\u00a0EPS<\/strong>:\u00a0-$0.13, beat 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>\u00a0Reaffirmed FY26 outlook for net sales to range from flat to down 2% and adjusted EPS of $1.00 to $1.60.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dividends:\u00a0<\/strong>Kohl\u2019s\u00a0declared a quarterly dividend on May 20, 2026.\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-feared quarter. Net sales declined 1.7% and comparable sales fell 1.1%, but both metrics came in ahead of expectations, while the EPS loss was narrower than expected. Management described this as its best comparable-sales performance in more than four years, which suggests early signs of stabilization under the current turnaround\u00a0plan. The main issue is that the business is still not back to clean growth. Sephora and footwear underperformed, lower- and middle-income shoppers\u00a0remain\u00a0under pressure, and management chose to reaffirm rather than raise full-year guidance. The stock reaction was still clearly positive, with shares up roughly 15% to 17% after the release, which\u00a0indicates\u00a0expectations had become very depressed going into the print. The principal variables to monitor are whether comparable-sales improvement continues into 2Q26, whether women\u2019s, kids\u2019, accessories, and home momentum can offset softer beauty and footwear trends, and whether the company can convert better merchandising into sustained margin improvement.\u00a0<strong>2Q26\u00a0recommended trading range: $12\u00a0to $18.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u79d1\u5c14\u58eb\u767e\u8d27\u516c\u53f8\uff08KSS<\/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>31.7\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u964d1.9%\uff0c\u8d85\u51fa\u9884\u671f1.4\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\u4e00\u5b63\u5ea6\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u4e8f\u635f\uff1a<\/strong>0.13\u7f8e\u5143\uff0c\u4f18\u4e8e\u9884\u671f0.09\u7f8e\u5143\uff08\u4e8f\u635f\u6536\u7a84\uff09\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>\u91cd\u7533\u5168\u5e74\u51c0\u9500\u552e\u989d\u6301\u5e73\u81f3\u4e0b\u964d2%\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca1.00\u20131.60\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u80a1\u606f\uff1a<\/strong>\u516c\u53f8\u4e8e2026\u5e745\u670820\u65e5\u5ba3\u5e03\u5b63\u5ea6\u80a1\u606f\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\u597d\u4e8e\u5e02\u573a\u60b2\u89c2\u9884\u671f\u3002\u51c0\u9500\u552e\u989d\u4e0b\u6ed11.7%\uff0c\u540c\u5e97\u9500\u552e\u4e0b\u964d1.1%\uff0c\u4f46\u4e24\u9879\u6307\u6807\u5747\u4f18\u4e8e\u9884\u671f\uff1b\u4e8f\u635f\u5e45\u5ea6\u663e\u8457\u6536\u7a84\u3002\u7ba1\u7406\u5c42\u79f0\u8fd9\u662f\u903e\u56db\u5e74\u6765\u6700\u4f73\u7684\u540c\u5e97\u9500\u552e\u8868\u73b0\uff0c\u6697\u793a\u5176\u8f6c\u578b\u6218\u7565\u521d\u73b0\u4f01\u7a33\u8ff9\u8c61\u3002\u7136\u800c\uff0c\u4e1a\u52a1\u5c1a\u672a\u56de\u5f52\u5065\u5eb7\u589e\u957f\u8f68\u9053\uff1aSephora\u7f8e\u5986\u4e13\u533a\u4e0e\u978b\u5c65\u54c1\u7c7b\u8868\u73b0\u75b2\u8f6f\uff0c\u4e2d\u4f4e\u6536\u5165\u6d88\u8d39\u8005\u4ecd\u53d7\u901a\u80c0\u538b\u529b\u5f71\u54cd\uff0c\u4e14\u516c\u53f8\u9009\u62e9\u7ef4\u6301\u800c\u975e\u4e0a\u8c03\u5168\u5e74\u6307\u5f15\uff0c\u53cd\u6620\u5bf9\u5b8f\u89c2\u73af\u5883\u4ecd\u6301\u8c28\u614e\u6001\u5ea6\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u5927\u6da815%\u201317%\uff0c\u8868\u660e\u6b64\u524d\u5e02\u573a\u9884\u671f\u5df2\u6781\u5ea6\u4f4e\u8ff7\uff0c\u4efb\u4f55\u8fb9\u9645\u6539\u5584\u5747\u88ab\u79ef\u6781\u5b9a\u4ef7\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u540c\u5e97\u9500\u552e\u80fd\u5426\u5728\u7b2c\u4e8c\u5b63\u5ea6\u5ef6\u7eed\u6539\u5584\u8d8b\u52bf\uff1b\uff082\uff09\u5973\u88c5\u3001\u7ae5\u88c5\u3001\u914d\u9970\u53ca\u5bb6\u5c45\u54c1\u7c7b\u7684\u52a8\u80fd\u662f\u5426\u8db3\u4ee5\u62b5\u6d88\u7f8e\u5986\u4e0e\u978b\u5c65\u7684\u5f31\u52bf\uff1b\uff083\uff09\u5546\u54c1\u7ec4\u5408\u4f18\u5316\u80fd\u5426\u8f6c\u5316\u4e3a\u53ef\u6301\u7eed\u7684\u5229\u6da6\u7387\u63d0\u5347\u3002<strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>12<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>18<\/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>Futu Holdings Limited (FUTU)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0Revenue:\u00a0<\/strong>$746.9M,\u00a0+24.7% YoY\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q26\u00a0GAAP\u00a0EPADS<\/strong>:\u00a0$0.77\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY<\/strong><strong>26\u00a0Guidance:<\/strong>\u00a0No explicit guidance from management.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a mixed quarter. Growth in the operating franchise remained strong, with funded accounts up 34.3% YoY to 3.59M, total client assets up 47.2% YoY to HK$1.22T, and 225,000 net new funded accounts added in the quarter. That\u00a0indicates\u00a0user acquisition and asset gathering remain healthy. The main issue is\u00a0profit\u00a0quality and regulatory overhang. Despite strong revenue growth, net income fell sharply year over year, and the more important investor debate has shifted to mainland China regulatory risk after Chinese authorities said Futu would be penalised for cross-border securities activity without an onshore licence. The stock had already reacted sharply to that development before earnings. The principal variables to monitor are whether client asset growth and funded account additions\u00a0remain\u00a0strong enough to offset margin pressure, how the mainland regulatory situation is resolved, and whether international expansion can reduce dependence on mainland-related earnings exposure. For now, the operating trends are solid, but the external risk backdrop keeps the stance measured.\u00a0<strong>2Q26\u00a0recommended trading range: $85\u00a0to $130.\u00a0Neutral\u00a0Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5bcc\u9014\u63a7\u80a1\u6709\u9650\u516c\u53f8\uff08FUTU<\/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>7.469\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f24.7%\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\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u7f8e\u56fd\u5b58\u6258\u80a1\u6536\u76ca\uff08<\/strong><strong>EPADS\uff09\uff1a<\/strong>0.77\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>\u7ba1\u7406\u5c42\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\u6df7\u5408\u3002\u6838\u5fc3\u8fd0\u8425\u6307\u6807\u5f3a\u52b2\uff1a\u5df2\u5165\u91d1\u8d26\u6237\u540c\u6bd4\u589e\u957f34.3%\u81f3359\u4e07\uff0c\u5ba2\u6237\u603b\u8d44\u4ea7\u540c\u6bd4\u5927\u589e47.2%\u81f31.22\u4e07\u4ebf\u6e2f\u5143\uff0c\u5355\u5b63\u65b0\u589e22.5\u4e07\u4e2a\u5df2\u5165\u91d1\u8d26\u6237\uff0c\u663e\u793a\u7528\u6237\u83b7\u53d6\u4e0e\u8d44\u4ea7\u6c89\u6dc0\u80fd\u529b\u4f9d\u7136\u5065\u5eb7\u3002\u7136\u800c\uff0c\u76c8\u5229\u8d28\u91cf\u4e0e\u76d1\u7ba1\u98ce\u9669\u6784\u6210\u4e3b\u8981\u62d6\u7d2f\uff1a\u5c3d\u7ba1\u6536\u5165\u9ad8\u589e\u957f\uff0c\u51c0\u5229\u6da6\u5374\u540c\u6bd4\u5927\u5e45\u4e0b\u6ed1\uff1b\u66f4\u5173\u952e\u7684\u662f\uff0c\u4e2d\u56fd\u76d1\u7ba1\u90e8\u95e8\u660e\u786e\u6307\u51fa\u5bcc\u9014\u56e0\u5728\u672a\u53d6\u5f97\u5883\u5185\u724c\u7167\u7684\u60c5\u51b5\u4e0b\u5f00\u5c55\u8de8\u5883\u8bc1\u5238\u4e1a\u52a1\u5c06\u88ab\u5904\u7f5a\uff0c\u5f15\u53d1\u5e02\u573a\u5bf9\u5176\u5185\u5730\u76f8\u5173\u4e1a\u52a1\u53ef\u6301\u7eed\u6027\u7684\u62c5\u5fe7\u3002\u8be5\u76d1\u7ba1\u6d88\u606f\u5df2\u5728\u8d22\u62a5\u524d\u5f15\u53d1\u80a1\u4ef7\u663e\u8457\u56de\u8c03\u3002\u5f53\u524d\u6295\u8d44\u903b\u8f91\u5448\u73b0\u201c\u5f3a\u8fd0\u8425\u3001\u5f31\u73af\u5883\u201d\u7279\u5f81\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u5ba2\u6237\u8d44\u4ea7\u4e0e\u8d26\u6237\u589e\u957f\u80fd\u5426\u6301\u7eed\u5bf9\u51b2\u5229\u6da6\u7387\u538b\u529b\uff1b\uff082\uff09\u5185\u5730\u76d1\u7ba1\u95ee\u9898\u7684\u6700\u7ec8\u89e3\u51b3\u65b9\u6848\u53ca\u5408\u89c4\u8def\u5f84\uff1b\uff083\uff09\u56fd\u9645\u6269\u5f20\uff08\u5982\u65b0\u52a0\u5761\u3001\u7f8e\u56fd\u3001\u6fb3\u6d32\u7b49\u5e02\u573a\uff09\u80fd\u5426\u6709\u6548\u964d\u4f4e\u5bf9\u5185\u5730\u6536\u5165\u7684\u4f9d\u8d56\u3002\u76ee\u524d\u57fa\u672c\u9762\u7a33\u5065\uff0c\u4f46\u5916\u90e8\u4e0d\u786e\u5b9a\u6027\u9650\u5236\u4e0a\u884c\u7a7a\u95f4\u3002<strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>85<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>130<\/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>Dell Technologies Inc. (DELL)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Revenue:\u00a0<\/strong>$43.84B,\u00a0+87.5% YoY, beat estimates by\u00a0$8.46B\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$4.86, beat estimates by $1.96\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 $165B to $169B from $138B to $142B, and\u00a0raised FY27 adjusted EPS guidance to about $17.90 at the midpoint from $12.90 previously.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was an exceptionally strong quarter. Infrastructure Solutions Group revenue surged to $29B, up 181% YoY, driven by AI-optimized server demand and continued strength in traditional servers and networking. AI server orders\u00a0reportedly rose\u00a0757% to $16.1B, which\u00a0indicates\u00a0that the company is benefiting directly from the current data-center\u00a0buildout rather than only from a general enterprise refresh cycle. The key positive is the scale of the guidance revision. Management materially lifted both revenue and EPS outlooks\u00a0and\u00a0raised its FY27 AI server revenue expectation to\u00a0roughly $60B from about $50B previously. The immediate stock reaction was\u00a0very strong, with reports\u00a0indicating\u00a0after-hours gains ranging from\u00a0roughly 17%\u00a0to\u00a0nearly 40%, which reflects how far the result exceeded expectations. The principal variables to monitor are AI server order conversion into revenue, sustainability of traditional server demand, gross margin resilience amid memory cost pressure, and whether the current backlog can continue supporting estimates into FY28.\u00a0<strong>2Q27 recommended trading range: $390\u00a0to $500. Neutral Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6234\u5c14\u79d1\u6280\u516c\u53f8\uff08DELL<\/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>438.4\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u5927\u589e87.5%\uff0c\u5927\u5e45\u8d85\u51fa\u9884\u671f84.6\u4ebf\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>4.86\u7f8e\u5143\uff0c\u663e\u8457\u8d85\u51fa\u9884\u671f1.96\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>\u5927\u5e45\u4e0a\u8c03\u5168\u5e74\u8425\u6536\u81f31650\u4ebf\u20131690\u4ebf\u7f8e\u5143\uff08\u539f\u4e3a1380\u4ebf\u20131420\u4ebf\u7f8e\u5143\uff09\uff1b\u4e0a\u8c03\u8c03\u6574\u540eEPS\u4e2d\u503c\u81f3\u7ea617.90\u7f8e\u5143\uff08\u6b64\u524d\u4e3a12.90\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\uff0c\u8fdc\u8d85\u5e02\u573a\u9884\u671f\u3002\u57fa\u7840\u8bbe\u65bd\u89e3\u51b3\u65b9\u6848\u96c6\u56e2\uff08ISG\uff09\u8425\u6536\u98d9\u5347\u81f3290\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f181%\uff0c\u4e3b\u8981\u53d7\u76ca\u4e8eAI\u4f18\u5316\u670d\u52a1\u5668\u9700\u6c42\u7206\u53d1\uff0c\u540c\u65f6\u4f20\u7edf\u670d\u52a1\u5668\u4e0e\u7f51\u7edc\u8bbe\u5907\u4ea6\u4fdd\u6301\u7a33\u5065\u3002\u636e\u7ba1\u7406\u5c42\u62ab\u9732\uff0cAI\u670d\u52a1\u5668\u8ba2\u5355\u540c\u6bd4\u66b4\u589e757%\u81f3161\u4ebf\u7f8e\u5143\uff0c\u660e\u786e\u663e\u793a\u6234\u5c14\u6b63\u6df1\u5ea6\u53c2\u4e0e\u5f53\u524d\u7531AI\u9a71\u52a8\u7684\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u6d6a\u6f6e\uff0c\u800c\u975e\u4ec5\u4f9d\u8d56\u666e\u901a\u4f01\u4e1aIT\u66f4\u65b0\u5468\u671f\u3002\u6838\u5fc3\u4eae\u70b9\u5728\u4e8e\u6307\u5f15\u4e0a\u8c03\u5e45\u5ea6\u7a7a\u524d\uff1a\u5168\u5e74AI\u670d\u52a1\u5668\u6536\u5165\u9884\u671f\u4ece\u7ea6500\u4ebf\u7f8e\u5143\u4e0a\u8c03\u81f3\u7ea6600\u4ebf\u7f8e\u5143\uff0c\u53cd\u6620\u9700\u6c42\u80fd\u89c1\u5ea6\u6781\u9ad8\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u76d8\u540e\u5927\u6da817%\u201340%\uff0c\u5145\u5206\u4f53\u73b0\u5e02\u573a\u5bf9\u8fd9\u4e00\u201c\u8d85\u9884\u671f+\u5927\u5e45\u4e0a\u4fee\u201d\u7ec4\u5408\u7684\u5f3a\u70c8\u8ba4\u53ef\u3002\u7136\u800c\uff0c\u5728\u5982\u6b64\u5f3a\u52b2\u7684\u77ed\u671f\u8868\u73b0\u540e\uff0c\u4f30\u503c\u5df2\u90e8\u5206\u900f\u652f\u4e50\u89c2\u60c5\u7eea\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09AI\u670d\u52a1\u5668\u8ba2\u5355\u5411\u786e\u8ba4\u6536\u5165\u7684\u8f6c\u5316\u6548\u7387\uff1b\uff082\uff09\u4f20\u7edf\u670d\u52a1\u5668\u9700\u6c42\u80fd\u5426\u7ef4\u6301\u97e7\u6027\uff1b\uff083\uff09\u5728\u5185\u5b58\u6210\u672c\u9ad8\u4f01\u80cc\u666f\u4e0b\uff0c\u6bdb\u5229\u7387\u662f\u5426\u5177\u5907\u6297\u538b\u80fd\u529b\uff1b\uff084\uff09\u5f53\u524d\u79ef\u538b\u8ba2\u5355\u80fd\u5426\u652f\u649128\u8d22\u5e74\u53ca\u4ee5\u540e\u7684\u589e\u957f\u9884\u671f\u3002<strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>390<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>500<\/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>MongoDB, Inc. (MDB)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Revenue:\u00a0<\/strong>$687.62M,\u00a0+25.2% YoY, beat estimates by $23.83M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$1.32, beat estimates by $0.14\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q<\/strong><strong>27\u00a0Guidance:<\/strong>\u00a02Q27 revenue guided to $729M to $734M and adjusted EPS to $1.58 to $1.61, both above market expectations.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was\u00a0a very strong\u00a0quarter. Revenue grew 25% YoY, Atlas\u00a0remained\u00a0the core driver with 29% growth, and management pointed to stronger execution and expanding AI-related opportunities. The quarter also marks a clear improvement from the weaker sentiment seen after the prior report, with the stock jumping more than 17% to 21% after hours. The key positive is that both the current quarter and the forward guide came in above expectations. That suggests growth is reaccelerating rather than merely stabilizing, and that Atlas demand\u00a0remains\u00a0healthy enough to support stronger near-term operating leverage. The main variables to monitor are Atlas growth durability, AI-related workload monetization, large-customer expansion, and whether the stronger Q2 outlook can carry into the second half after such a sharp stock reaction.\u00a0<strong>2Q27 recommended trading range: $300\u00a0to $400. Neutral Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>MongoDB,\u00a0Inc.\uff08MDB<\/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>6.8762\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f25.2%\uff0c\u8d85\u51fa\u9884\u671f2383\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>1.32\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>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6307\u5f15\uff1a<\/strong>\u8425\u65367.29\u4ebf\u20137.34\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca1.58\u20131.61\u7f8e\u5143\uff0c\u5747\u9ad8\u4e8e\u5e02\u573a\u9884\u671f\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u77ed\u8bc4\uff1a<\/strong>\u672c\u5b63\u5ea6\u8868\u73b0\u6781\u4e3a\u5f3a\u52b2\uff0c\u6807\u5fd7\u7740\u589e\u957f\u52a8\u80fd\u663e\u8457\u56de\u5347\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f25%\uff0c\u6838\u5fc3\u4ea7\u54c1Atlas\u6570\u636e\u5e93\u670d\u52a1\u589e\u957f29%\uff0c\u7ee7\u7eed\u4f5c\u4e3a\u4e3b\u8981\u9a71\u52a8\u529b\uff1b\u7ba1\u7406\u5c42\u5f3a\u8c03\u6267\u884c\u529b\u6539\u5584\u53caAI\u76f8\u5173\u5de5\u4f5c\u8d1f\u8f7d\u673a\u4f1a\u6269\u5927\u3002\u4e0e\u4e0a\u4e00\u5b63\u5ea6\u5e02\u573a\u60c5\u7eea\u4f4e\u8ff7\u5f62\u6210\u9c9c\u660e\u5bf9\u6bd4\uff0c\u672c\u6b21\u8d22\u62a5\u540e\u80a1\u4ef7\u76d8\u540e\u5927\u6da817%\u201321%\uff0c\u53cd\u6620\u6295\u8d44\u8005\u4fe1\u5fc3\u660e\u663e\u4fee\u590d\u3002\u5173\u952e\u4eae\u70b9\u5728\u4e8e\u5f53\u5b63\u4e1a\u7ee9\u4e0e\u524d\u77bb\u6307\u5f15\u53cc\u53cc\u8d85\u9884\u671f\uff0c\u8868\u660e\u516c\u53f8\u4e0d\u4ec5\u4f01\u7a33\uff0c\u66f4\u8fdb\u5165\u518d\u52a0\u901f\u9636\u6bb5\uff0c\u4e14Atlas\u9700\u6c42\u8db3\u4ee5\u652f\u6491\u66f4\u5f3a\u7684\u77ed\u671f\u8fd0\u8425\u6760\u6746\u3002\u7136\u800c\uff0c\u5728\u80a1\u4ef7\u5927\u5e45\u4e0a\u6da8\u540e\uff0c\u5e02\u573a\u5c06\u5173\u6ce8\u53ef\u6301\u7eed\u6027\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09Atlas\u9ad8\u589e\u957f\u80fd\u5426\u6301\u7eed\uff1b\uff082\uff09AI\u76f8\u5173\u6570\u636e\u5e93\u5de5\u4f5c\u8d1f\u8f7d\u7684\u53d8\u73b0\u6548\u7387\uff1b\uff083\uff09\u5927\u578b\u5ba2\u6237\uff08\u5c24\u5176\u662f\u4f01\u4e1a\u7ea7\uff09\u7684\u62d3\u5c55\u8fdb\u5ea6\uff1b\uff084\uff09Q2\u5f3a\u52b2\u52bf\u5934\u80fd\u5426\u5ef6\u7eed\u81f3\u4e0b\u534a\u5e74\uff0c\u4ee5\u8bc1\u660e\u5f53\u524d\u4f30\u503c\u5177\u5907\u57fa\u672c\u9762\u652f\u6491\u3002<strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>300<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>400<\/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>Costco Wholesale Corporation (COST)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3Q26\u00a0Revenue:\u00a0<\/strong>$70.53B,\u00a0+11.56% YoY, beat estimates by $890M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3Q26\u00a0GAAP\u00a0EPS<\/strong>:\u00a0$4.93, beat estimates by $0.01\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY26<\/strong><strong>\u00a0Guidance:<\/strong>\u00a0Management commentary emphasized continued traffic, gas volume strength, digital momentum, and price leadership rather than a new quantified outlook.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dividends:\u00a0<\/strong>Costco raised its quarterly dividend to $1.47 per share.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a strong operating quarter. Revenue rose 12% to $70.53B, net income increased 15% to $2.19B, and U.S. comparable sales rose 9.4%, helped by strong traffic and unusually high gasoline volume as consumers traded toward lower-priced fuel. Membership fee income also increased to about $1.37B, while digitally enabled comparable sales remained\u00a0very strong. The main issue is that expectations were already elevated. EPS came in a touch light versus consensus, and margin pressure\u00a0appears to be\u00a0building in a few areas, including beef transportation, plastic and textile inputs, and memory-related costs in appliances. Even so, the market reaction was\u00a0relatively stable\u00a0to mildly positive after the release, which suggests investors focused more on traffic, comp strength, and membership resilience than on the small EPS miss. The principal variables to monitor are U.S. traffic durability, membership fee growth, digital comp momentum, and whether cost pressure begins to weigh more noticeably on margin.\u00a0<strong>4Q26\u00a0recommended trading range: $950\u00a0to $1050. Neutral Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u597d\u5e02\u591a\u516c\u53f8\uff08COST<\/strong><strong>)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8425\u6536\uff1a<\/strong>705.3\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f11.56%\uff0c\u8d85\u51fa\u9884\u671f8.9\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\u4e09\u5b63\u5ea6\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\u6bcf\u80a1\u6536\u76ca\uff1a<\/strong>4.93\u7f8e\u5143\uff0c\u7565\u8d85\u9884\u671f0.01\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>\u7ba1\u7406\u5c42\u672a\u63d0\u4f9b\u91cf\u5316\u66f4\u65b0\uff0c\u4f46\u5f3a\u8c03\u5ba2\u6d41\u7a33\u5065\u3001\u6c7d\u6cb9\u9500\u91cf\u5f3a\u52b2\u3001\u7535\u5546\u6301\u7eed\u589e\u957f\u53ca\u4ef7\u683c\u9886\u5bfc\u529b\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u80a1\u606f\uff1a<\/strong>\u5b63\u5ea6\u80a1\u606f\u4e0a\u8c03\u81f3\u6bcf\u80a11.47\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\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f12%\u81f3705.3\u4ebf\u7f8e\u5143\uff0c\u51c0\u5229\u6da6\u589e\u957f15%\u81f321.9\u4ebf\u7f8e\u5143\uff1b\u7f8e\u56fd\u540c\u5e97\u9500\u552e\u989d\u5927\u589e9.4%\uff0c\u53d7\u76ca\u4e8e\u9ad8\u5ba2\u6d41\u53ca\u6d88\u8d39\u8005\u8f6c\u5411\u4f4e\u4ef7\u6c7d\u6cb9\u5e26\u6765\u7684\u5f02\u5e38\u9ad8\u6cb9\u54c1\u9500\u91cf\u3002\u4f1a\u5458\u8d39\u6536\u5165\u589e\u81f3\u7ea613.7\u4ebf\u7f8e\u5143\uff0c\u6570\u5b57\u5316\u8d4b\u80fd\u7684\u540c\u5e97\u9500\u552e\u4ea6\u4fdd\u6301\u5f3a\u52b2\uff0c\u663e\u793a\u6838\u5fc3\u4f1a\u5458\u6a21\u5f0f\u97e7\u6027\u5341\u8db3\u3002\u7136\u800c\uff0c\u5e02\u573a\u9884\u671f\u672c\u5df2\u9ad8\u4f01\uff1aEPS\u4ec5\u5c0f\u5e45\u8d85\u9884\u671f\uff0c\u4e14\u591a\u4e2a\u6210\u672c\u9886\u57df\u663e\u73b0\u538b\u529b\u2014\u2014\u5305\u62ec\u725b\u8089\u8fd0\u8f93\u3001\u5851\u6599\u4e0e\u7eba\u7ec7\u539f\u6750\u6599\uff0c\u4ee5\u53ca\u5bb6\u7535\u4e2d\u4e0e\u5185\u5b58\u76f8\u5173\u7684\u96f6\u90e8\u4ef6\u6210\u672c\u4e0a\u5347\uff0c\u53ef\u80fd\u5bf9\u6bdb\u5229\u7387\u6784\u6210\u62d6\u7d2f\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u8d22\u62a5\u540e\u80a1\u4ef7\u53cd\u5e94\u7a33\u5b9a\u504f\u79ef\u6781\uff0c\u8868\u660e\u6295\u8d44\u8005\u66f4\u5173\u6ce8\u5ba2\u6d41\u3001\u540c\u5e97\u589e\u957f\u4e0e\u4f1a\u5458\u7c98\u6027\u7b49\u957f\u671f\u5065\u5eb7\u6307\u6807\uff0c\u800c\u975e\u5fae\u5c0f\u7684\u76c8\u5229\u504f\u5dee\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09\u7f8e\u56fd\u5ba2\u6d41\u80fd\u5426\u5728\u9ad8\u57fa\u6570\u4e0b\u6301\u7eed\uff1b\uff082\uff09\u4f1a\u5458\u8d39\u6536\u5165\u589e\u957f\u8282\u594f\uff1b\uff083\uff09\u7535\u5546\u4e1a\u52a1\u540c\u5e97\u589e\u901f\u662f\u5426\u7ef4\u6301\u9ad8\u4f4d\uff1b\uff084\uff09\u6210\u672c\u538b\u529b\u662f\u5426\u4f1a\u8fdb\u4e00\u6b65\u4fb5\u8680\u5229\u6da6\u7387\u3002<strong>26<\/strong><strong>\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>950<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>1050<\/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>Okta, Inc. (OKTA)<\/strong>\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Revenue:\u00a0<\/strong>$765M,\u00a0+11.2% YoY, beat estimates by $13.21M\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1Q27\u00a0Non-GAAP\u00a0EPS<\/strong>:\u00a0$0.91, beat estimates by $0.06\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2Q27<\/strong><strong>\u00a0Guidance:<\/strong>\u00a02Q27 revenue guided to $790M to $794M.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FY27 Guidance:<\/strong>\u00a0FY27 revenue guidance was raised to $3.19B to $3.21B.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Share Buybacks:\u00a0<\/strong>Okta repurchased $248M of shares in the quarter under its $1B buyback plan.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Comment:\u00a0<\/strong>This was a solid quarter. Total revenue rose 11% to $765M, subscription revenue also grew 11% to $750M, and\u00a0cRPO\u00a0increased 12% to $2.499B, which supports the view that core identity demand\u00a0remains\u00a0stable and the backlog is still expanding. The key positive is that the forward outlook improved modestly while execution remained disciplined. Full-year revenue guidance moved higher, Q2 guidance was in line to slightly better than expected, and management highlighted growing relevance in securing AI agents and non-human identities. The stock reaction was constructive, with shares rising after the release. The principal variables to monitor are\u00a0cRPO\u00a0growth, conversion of AI-related identity demand into larger bookings, margin durability, and whether revenue growth can reaccelerate from the low-double-digit range.\u00a0<strong>2Q27\u00a0recommended trading range: $85\u00a0to $135. Neutral Outlook.<\/strong>\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Okta,\u00a0Inc.\uff08OKTA<\/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>7.65\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f11.2%\uff0c\u8d85\u51fa\u9884\u671f1321\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>0.91\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.06\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\u65367.90\u4ebf\u20137.94\u4ebf\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\u81f331.9\u4ebf\u201332.1\u4ebf\u7f8e\u5143\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u80a1\u7968\u56de\u8d2d\uff1a<\/strong>\u672c\u5b63\u5ea6\u572810\u4ebf\u7f8e\u5143\u56de\u8d2d\u8ba1\u5212\u4e0b\u56de\u8d2d2.48\u4ebf\u7f8e\u5143\u80a1\u7968\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\u603b\u8425\u6536\u4e0e\u8ba2\u9605\u6536\u5165\u5747\u540c\u6bd4\u589e\u957f11%\uff0c\u5206\u522b\u8fbe7.65\u4ebf\u548c7.50\u4ebf\u7f8e\u5143\uff1b\u7ecf\u5e38\u6027\u5269\u4f59\u5c65\u7ea6\u4e49\u52a1\uff08cRPO\uff09\uff0c\u663e\u793a\u4f01\u4e1a\u5bf9\u8eab\u4efd\u5b89\u5168\u89e3\u51b3\u65b9\u6848\u7684\u6838\u5fc3\u9700\u6c42\u4f9d\u7136\u7a33\u56fa\uff0c\u79ef\u538b\u8ba2\u5355\u6301\u7eed\u6269\u5f20\u3002\u6838\u5fc3\u4eae\u70b9\u5728\u4e8e\u524d\u77bb\u6307\u5f15\u6e29\u548c\u6539\u5584\u4e14\u6267\u884c\u7eaa\u5f8b\u826f\u597d\uff1a\u5168\u5e74\u8425\u6536\u6307\u5f15\u4e0a\u8c03\uff0cQ2\u6307\u5f15\u7b26\u5408\u6216\u7565\u4f18\u4e8e\u9884\u671f\uff1b\u7ba1\u7406\u5c42\u7279\u522b\u5f3a\u8c03Okta\u5728\u4fdd\u62a4AI\u4ee3\u7406\uff08AI agents\uff09\u7b49\u65b0\u5174\u573a\u666f\u4e2d\u7684\u6218\u7565\u76f8\u5173\u6027\u6b63\u5feb\u901f\u63d0\u5347\u3002\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u4e0a\u6da8\uff0c\u5e02\u573a\u53cd\u5e94\u79ef\u6781\u3002\u7136\u800c\uff0c\u589e\u957f\u4ecd\u5904\u4e8e\u4f4e\u53cc\u4f4d\u6570\u533a\u95f4\uff0c\u5c1a\u672a\u663e\u73b0\u660e\u663e\u52a0\u901f\u3002\u540e\u7eed\u5173\u952e\u53d8\u91cf\u5305\u62ec\uff1a\uff081\uff09cRPO\u80fd\u5426\u7ef4\u6301\u4e24\u4f4d\u6570\u589e\u957f\uff1b\uff082\uff09AI\u9a71\u52a8\u7684\u8eab\u4efd\u7ba1\u7406\u9700\u6c42\u80fd\u5426\u8f6c\u5316\u4e3a\u66f4\u5927\u89c4\u6a21\u8ba2\u5355\uff1b\uff083\uff09\u5728\u6301\u7eed\u6295\u5165\u7814\u53d1\u4e0e\u9500\u552e\u80cc\u666f\u4e0b\uff0c\u5229\u6da6\u7387\u662f\u5426\u5177\u5907\u97e7\u6027\uff1b\uff084\uff09\u516c\u53f8\u80fd\u5426\u7a81\u7834\u5f53\u524d\u589e\u957f\u533a\u95f4\uff0c\u5b9e\u73b0\u66f4\u5f3a\u52b2\u7684\u8425\u6536\u518d\u52a0\u901f\u3002<strong>27<\/strong><strong>\u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5efa\u8bae\u4ea4\u6613\u533a\u95f4\uff1a<\/strong><strong>85<\/strong><strong>\u7f8e\u5143\u81f3<\/strong><strong>135<\/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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,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\/research\/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 Southern Copper\u00a0Corporation\u00a0(SCCO\u00a0US) Freeport-McMoRan, Inc.\u00a0(FCX\u00a0US)\u00a0 ^ Back To Top Singapore Airlines\u00a0Ltd.\u00a0(SIA\u00a0SP)\u00a0 Riverstone Holdings\u00a0Limited\u00a0(RSTON\u00a0SP)\u00a0 ^ Back To Top AAC Technologies Holdings\u00a0Inc.\u00a0(2018\u00a0HK) \u00a0 China Resources Power\u00a0Holdings\u00a0(836\u00a0HK)\u00a0 ^ Back To Top Best Buy Co., Inc. (BBY)\u00a0 \u767e\u601d\u4e70\u516c\u53f8\uff08BBY)\u00a0 Photronics, Inc. (PLAB)\u00a0 Photronics,\u00a0Inc.\uff08PLAB)\u00a0 Burlington Stores, Inc. (BURL)\u00a0 Burlington Stores,\u00a0Inc.\uff08BURL)\u00a0 XPeng Inc. (XPEV)\u00a0 [&hellip;]<\/p>\n","protected":false},"author":17,"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-89768","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":"Enya Tan","author_link":"https:\/\/www.kgieworld.sg\/researchstg\/author\/enya-tankgi-com\/"},"uagb_comment_info":0,"uagb_excerpt":"United States | Singapore | Hong Kong | Earnings Southern Copper\u00a0Corporation\u00a0(SCCO\u00a0US) Freeport-McMoRan, Inc.\u00a0(FCX\u00a0US)\u00a0 ^ Back To Top Singapore Airlines\u00a0Ltd.\u00a0(SIA\u00a0SP)\u00a0 Riverstone Holdings\u00a0Limited\u00a0(RSTON\u00a0SP)\u00a0 ^ Back To Top AAC Technologies Holdings\u00a0Inc.\u00a0(2018\u00a0HK) \u00a0 China Resources Power\u00a0Holdings\u00a0(836\u00a0HK)\u00a0 ^ Back To Top Best Buy Co., Inc. (BBY)\u00a0 \u767e\u601d\u4e70\u516c\u53f8\uff08BBY)\u00a0 Photronics, Inc. (PLAB)\u00a0 Photronics,\u00a0Inc.\uff08PLAB)\u00a0 Burlington Stores, Inc. (BURL)\u00a0 Burlington Stores,\u00a0Inc.\uff08BURL)\u00a0 XPeng Inc. (XPEV)\u00a0&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/posts\/89768","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\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/comments?post=89768"}],"version-history":[{"count":3,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/posts\/89768\/revisions"}],"predecessor-version":[{"id":89795,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/posts\/89768\/revisions\/89795"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/media?parent=89768"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/categories?post=89768"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/tags?post=89768"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}