Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top

avatar
生财有道 Private ID: 103435059
生财有道致力于全方位成长投资。邱天雄老师曾是上市公司主要媒体的CEO领导,拥有超过20年的投资经验。主要投资美国,中国和大马。
Follow
    Why do diet pills have such a powerful impact? As early as November of last year, Teacher Qiu introduced powerful diet pills to his classmates.
    Now that the trend of diet pills has taken the world by storm, huge demand has made investors see investment opportunities. The current frontrunners are also well-known Novo Nordisk and Eli Lilly. The market capitalization of these two companies has also reached new highs over and over again!
    Currently, many pharmaceutical companies also want to join the diet drug race. Among them are US Pfizer, Amgen, Boehringer Ingelheim, and Chinese pharmaceutical companies that have followed suit, but many have not succeeded. The intensity of the competition on the entire weight loss track is self-evident!
    The rise of weight loss requirements will definitely affect some companies, and diet pills will definitely be a trend in the future! Anyone who wants to lose weight while lying down can't they?
    On December 22nd, I came to our live broadcast room. Mr. Qiu will explain to you why diet pills are so powerful!
    Translated
    Discover the new global drug king - diet pills
    Dec 22 06:00
    Replay
    1
    Get Rich 2023 — “Across Malaysia, Ride Through America 2.0” offline sharing session is here
    As 2024 is about to enter May, the global economy and market trends are changing dramatically, so it's time to find out!
    https://forms.gle/5LcNfrir4F5BFHUz6
    https://forms.gle/5LcNfrir4F5BFHUz6
    https://forms.gle/5LcNfrir4F5BFHUz6
    📈 Hot topics for in-depth discussion:
    ✅ The logic behind the fall of US stocks from historic highs
    ✅ The secret to the continued strong performance of Malaysian stocks
    ✅ The impact of changes in monetary policy in 2024, from the expected adjustment of four interest rate cuts to one
    ✅ Continued growth in demand for artificial intelligence
    ✅ Reasons why commodity prices continue to rise
    ✅ Bitcoin's cyclical opportunities and challenges
    In 2024, We Are Rich will host the “Across Malaysia, Ride Through America 2.0” offline sharing session. In this sharing session, we'll explore the 3 different areas of ABC. Let's win together in 2024 💪
    Places are limited, first come, first served!
    Register now: To secure your seat, click the link below to complete your registration!
    https://forms.gle/5LcNfrir4F5BFHUz6
    #纵横大马 #驰骋美国 #宏观国际趋势
    Join us to win in 2024, seize every opportunity, and invest...
    Translated
    Picture
    The strong performance of US technology stocks last night once again boosted the rise in the US stock market, although the stock market briefly declined due to the Treasury's increase in borrowing expectations for the second quarter. Tesla's stock price surged 15%, the biggest one-day increase in three years, while Apple also rose 2.5%. In contrast, Google and Nvidia experienced a period of fluctuation. Google fell by more than 3%, and Nvidia rebounded slightly after falling nearly 3% in the intraday period.
    In the European market, the British stock market hit record highs for three consecutive days. Dutch Philips shares soared 29%, while Deutsche Bank fell nearly 9%. Furthermore, news of Tesla CEO Elon Musk's visit to China attracted market attention, particularly the expectation that fully automated driving technology (FSD) will soon be implemented in China.
    The US Treasury unexpectedly raised borrowing expectations for the second quarter. This move did not take into account the possibility that the Federal Reserve might slow down its contraction. Meanwhile, the market continues to pay attention to the Fed's future interest rate policy. Despite expectations of interest rate cuts, the market generally believes that it will not return to the period of ultra-low interest rates.
    In the currency market, the yen fell sharply in the Asian market. At one point, it fell below 160 yen to 1 US dollar, a new low since 1990, but then surged 3.5% in the intraday period and once recovered to 155 yen. The US dollar index, on the other hand, turned down in the intraday period and was close to a two-week low. The cryptocurrency market is also quite volatile. Bitcoin's price once fell sharply, falling below the $62,000 mark.
    The price of crude oil fell after rising for two consecutive days, and the price of US oil hit a new low in a month...
    Translated
    1
    #周五分享会再来聊AI
    This week is a relatively important week for US stocks
    Both the Federal Reserve and individual companies have important data to be released
    In addition to Non-Agricultural Week, this week is also earnings week
    As the first earnings season progresses to the middle,
    Nearly half of the S&P 500 companies have published financial reports.
    Up to now, about 77% of companies have announced EPS that are higher than market expectations.
    Among them, better-than-expected earnings reports from Alphabet and Microsoft had a positive impact on market sentiment.
    In contrast, Meta's performance fell short of market expectations.
    It presents a very different picture, but they all continue to invest in AI
    Entering a new week,
    The focus of the market will shift to the heavy financial reports of two of the “Big Seven” companies.
    First, after Tuesday's market, Amazon will announce its results.
    After the market on Thursday, Apple will release its earnings report.
    Considering the decline in shipments in the Chinese smartphone market,
    Analysts have lowered their performance expectations for Apple.
    The market will also pay special attention to Apple's service revenue
    As well as its further plans in the field of artificial intelligence.
    In the semiconductor industry,
    AMD's earnings report is expected to be the focus of the market after the market on Tuesday.
    The continued growth of data centers is expected to be a supporting factor.
    However, the PC side and gaming sector may be affected by cyclical factors.
    On Wednesday, Qualcomm will share its views on AI PCs and AI phones.
    Additionally, server manufacturer SMCI also deserves market attention.
    ======= I am a dividing line =======...
    Translated
    Last week's US personal consumption expenditure (PCE) data was relatively moderate, easing market concerns about aggressive monetary policies, causing the Nasdaq index to achieve its biggest weekly gain in two months, with an overall rise of more than 4%. After the earnings report, Google soared 10%, to a record high and the biggest one-day increase in nearly nine years, while Microsoft also closed up nearly 2%. Although Tesla fell more than 1% during the earnings week, it still accumulated a cumulative increase of more than 14% throughout the week. Meta, on the other hand, dropped nearly 8% in the same week.
    The chip industry also showed vitality. The overall chip stock index rose by more than 2%. Among them, Nvidia surged 15% throughout the week, the biggest weekly increase in 11 months, even though Intel's stock price fell by more than 9% after the earnings report. In Europe, British stocks hit another record high. The pan-European stock index recorded its biggest weekly gain in three months, and the technology sector rose nearly 5% throughout the week.
    In terms of monetary policy, the US core PCE price rose to 2.82% year on year in March, slightly exceeding expectations. This led the market to increase its bet on the Federal Reserve's interest rate cut in September, and the probability increased from 60% to 65%. The year-on-year growth rate of US core PCE data spending in March hit a year-on-year high. Although US bond yields were low on a new day after the data was released, the US dollar index also rebounded at an accelerated pace after hitting a new low for two weeks. Meanwhile, after the Bank of Japan's policy decision, the yen continued to depreciate, falling below the 156, 157, and 158 marks one after another, hitting a new low since 1990.
    In the commodity market, crude oil prices ended the previous two-week decline after rising continuously for more than a week. US gas prices...
    Translated
    Financial Highlights
    • Revenue: Total third-quarter revenue of $3.5 billion, non-GAAP gross margin of 29.3%, and non-GAAP earnings per share of $0.63, exceeding expectations of $0.21.
    • Revenue distribution: Cloud computing market revenue increased 29% year over year, client market revenue increased 20% year over year, and consumer market revenue increased 17% year over year.
    • Operating expenses: Operating expenses increased to $728 million in the quarter, and QoQ increased 4%, but decreased by 4% compared to the same period last year. This indicates that the company may be optimizing costs or improving efficiency in some areas, although overall costs are still increasing.
    • Cloud services revenue: The cloud services sector showed strong growth, reaching $1,553 million in revenue, a 45% increase in QoQ, and a 29% increase in YoY. This significant growth may reflect the company's expansion in the cloud services market and the increase in market demand.
    • Consumer sector: The consumer sector's situation was different, with revenue QoQ falling 13%, but YoY grew 17% to $730 million. The decline in QoQ may be due to seasonal factors or increased competition in the market. However, the annual growth shows that the long-term trend is still positive, showing steady growth in the consumer business.
    Business dynamics and market trends
    • Product and market strategy: Western Digital continues to develop more...
    Translated
    VitroX's net profit continued to decline by 4 quarters, and YOY continued to decline by 5 quarters. Vitrox's revenue and net profit for the quarter reached RM119.6mil and RM17.2mil. The main reason why net profit for the quarter fell by RM15.7 mil (47.8%) compared to the same period last year was due to a decline in demand for Automated Board Inspection (“ABI”). Management revealed that demand for the Machine Vision System (“MVS”) is beginning to recover, and management is also actively doing research and development to develop more new products.
    Vitrox also currently enjoys Pioneer status, so it will pay less than the normal 24% of taxes. Know 2025. Management remains optimistic about the upcoming needs of the global semiconductor industry. They are also optimistic about the future growing demand for artificial intelligence (AI), telecommunications, and automotive industries.
    The performance this time is relatively poor; PE has reached 64. $VITROX(0097.MY)$
    Translated
    PANTECH's recent net profit increased 21.9% year over year to RM28.74 million, and announced that it will distribute a dividend of 1.5 cents per share. Pantech's trading business performed strongly during the quarter, while losses in investment and management business were also reduced. The increase in quarterly results was mainly due to strong demand in the local oil and gas sector and optimization of the product structure. Together, these factors contributed to profitable growth in the trading business. However, the manufacturing business was affected by falling steel demand and falling ASP.
    Looking forward to the future, Pengda Group is optimistic about the prospects in the oil and gas sector. It is expected that stronger oil prices will further boost investment in the maintenance and upgrading of oil and gas facilities. Steel has also been on the rise recently. I believe his steel ASP will increase next quarter. Stronger oil prices will further push gasoline companies to build facilities and benefit Pantch.
    Furthermore, Pengda Group is considering listing its subsidiaries Pengda Stainless Steel and Alloy Industry Private Limited and Pengda Steel Industry Private Limited on the Malaysian Stock Exchange through special purpose tools. The company's board of directors pointed out that the listing plan is still in the early stages and requires extensive preparation work, so there are currently no specific listing details to be provided.
    Currently, Pantech's PE is only 8.42; DY is also at 5.77%.
    $PANTECH(5125.MY)$
    Translated
    The performance of US stocks fluctuated during the turbulent earnings season. After experiencing early trading declines, the S&P 500 and NASDAQ indices successfully narrowed most of their declines at the close, while the Dow Jones Industrial Average fell for the second day in a row. Technology heavyweight stocks IBM and $Caterpillar(CAT.US)$ After the release of the financial report, it fell sharply, by more than 8% and 7%, respectively. At the same time, Facebook's parent company Meta Platforms also fell sharply by 10% due to poor financial reports, the biggest decline in two years. In stark contrast to this, Tesla's stock price rose 5%, while chip stocks as a whole rebounded strongly, driven by Nvidia. Nvidia closed up nearly 4% after falling nearly 2% at the beginning of the market.
    According to US economic data, the GDP growth rate in the first quarter was only 1.6%, the lowest level in nearly two years, and the core PCE price index showed an accelerating trend, which further weakened the market's expectations that the Federal Reserve might cut interest rates in the near future. Meanwhile, the US Securities and Exchange Commission (SEC) is expected to refuse to approve a spot Ethereum ETF next month, and this news has also had a certain impact on market sentiment.
    Under the influence of the earnings season, the stock prices of Google and Microsoft rose sharply in after-hours trading, while Intel fell. After the US macroeconomic data was released, the US dollar index and US Treasury yields both rose, while the yen continued to depreciate. The price of crude oil rebounded after falling for a while, and the price of gold also rebounded after experiencing an initial decline. In the basic metals market, Renxi and Lun...
    Translated
    Financial Highlights
    • Revenue: Total revenue for the first quarter was $36.5 billion, up 27% year over year.
    • Profit: Net income of $12.4 billion and earnings per share of $4.71.
    • Capital expenditure: Including major payments for leases, capital expenditure was $6.7 billion, mainly for investments in servers, data centers, and network infrastructure.
    • Free cash flow: Free cash flow was $12.5 billion.
    Business dynamics and market trends
    • User growth: Approximately 3.2 billion people use at least one Meta platform app every day.
    • Ad Revenue: Ad revenue was US$35.6 billion, up 27% year over year.
    • Other revenue from home apps: Business messaging revenue from the WhatsApp business platform drove an 85% increase in other revenue for home apps.
    Invest and innovate
    • AI and metaverse: Meta continues to focus on investing in AI and metaverse technology, with particular emphasis on the progress of Meta AI, an artificial intelligence assistant that can be used on various applications and devices.
    • Advertising and content recommendation systems: By further developing advanced recommendation systems, Meta aims to increase user engagement and advertising efficiency on the platform.
    Vision and Strategy
    • Financial Forecast: Total revenue for the second quarter is expected to be between $36.5 billion and $39 billion.
    • Long-term investments: Meta plans to... over the next few years
    Translated