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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。
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    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
    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...
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    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...
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    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. $VITROX(0097.MY)$
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    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...
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    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
    The US stock market experienced volatile trading this week. Among them, the S&P 500 index and Nasdaq index surged for three consecutive days, while the Dow Jones Industrial Average stopped for four consecutive days. Boeing's stock price rose and then fell after announcing the earnings report, and eventually closed down nearly 3% due to Moody's downgrade. Meanwhile, Tesla rose sharply by 12% after the earnings report was announced, the biggest increase in two years.
    Meta's stock price plummeted 18% after the after-market earnings report was announced due to rapid revenue growth in the first quarter but poor future prospects and the expected sharp increase in AI spending. This also dragged down the NASDAQ 100 index by more than 1% in after-market trading. Google, on the other hand, continued its upward trend, rising to a record high for the third day in a row. In contrast, Nvidia dropped 3.3% after rising 2% at the beginning of the session and dived nearly 6% from the daily high.
    In other sectors, US orders for core durable goods rose 0.2% month-on-month in March, indicating that commercial equipment orders only increased slightly, indicating that companies were cautious about demand prospects and curtailed investment. In the US Treasury bond market, demand for 5-year US bonds is poor, while 10-year US bond yields rose for the first time this week. On the money market side, the yen fell below 155 US dollars, hitting a new low since 1990 for three consecutive days, while the US dollar index rebounded after hitting a new low of nearly two weeks.
    Crude oil prices turned upward in the short term after the US Energy Information Administration (EIA) released crude oil inventory data. Gold, on the other hand, fell for three consecutive days, and futures closed at a new low of nearly three weeks. In the metals market, London copper stopped falling two times in a row,...
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    1
    The US stock market showed a strong rebound trend this week. Among them, the S&P 500 Index and the Nasdaq Index both achieved gains of more than 1% for two consecutive days, and the Dow Jones Index also rose for four consecutive days, reaching the highest point in two weeks. The performance of technology stocks was particularly impressive. In particular, Nvidia had a cumulative increase of nearly 4% within two days, making it the leading gainer among the “Seven Sisters” of technology. After falling for seven consecutive days, Tesla experienced a sharp rise of 11% after the after-hours earnings report was released.
    In terms of US economic data, the poor performance of the PMI data led to a record low in US bond yields, and the US dollar index hit a new low of more than a week. Meanwhile, the yen quickly rebounded after hitting a new low since 1990. Crude oil prices achieved a V-shaped reversal within a day, and gold and silver prices also rebounded sharply from intraday lows. Furthermore, the price of rentin plummeted by more than 7%, while the price of copper continued to fall from a two-year high.
    Against the backdrop of a sharp drop in revenue in the first quarter, Tesla still expects to launch humanoid robots next year, and plans to release more details about its cheap models on August 8. These are all the focus of market attention, and Tesla surged 11% after the market focused. Meanwhile, Apple plans to release the new iPad at a special event on May 7, despite a 19% drop in iPhone sales in the Chinese market.
    In the European market, the pan-European stock index also recorded an increase of more than 1%, the biggest one-day increase in three months, and the British stock market continued to hit record highs. Software giant SAP's stock price surged more than 5% after announcing its earnings report.
    In the city of China...
    Translated
    The US CPI data for March was unexpectedly high, which lowered investors' expectations for the Federal Reserve to cut interest rates in the short term. The March PCE price index, which is due to be released this Friday, is expected to remain high, which is expected to remain high, which reinforces the market's expectation that interest rate cuts will need to be patient. According to general market forecasts, the PCE index may rise slightly to 2.6% year on year in March due to rising energy costs.
    In terms of economic growth, the market expects the annualized annualized value of the US GDP in the first quarter to increase by only 2% compared to the initial quarterly value, which is a sharp slowdown compared to 3.4% in the previous quarter. This shows that under the influence of continued high interest rates, the US economy is beginning to show signs of deceleration. Despite this, the US economy showed some resilience throughout the last year, mainly due to increased consumer spending and local government spending.
    Judging from the policy outlook, Federal Reserve officials may need to re-evaluate strategies to combat inflation, because current data shows that progress in fighting inflation has stalled. This could mean that the Federal Reserve will need to keep interest rates high for longer than expected.
    This week is also an important earnings week. Many corporate giants will announce their quarterly results, and the market will pay close attention to these reports to assess the health of the economy and all walks of life. These data and reports will have an important impact on market sentiment and policy expectations.
    $SAP SE(SAP.US)$ $Cadence Bancorp(CADE.US)$ $Seagate Technology(STX.US)$ $Tesla(TSLA.US)$ $Spotify Technology(SPOT.US)$ $Texas Instruments(TXN.US)$ $Meta Platforms(META.US)$ $ServiceNow(NOW.US)$ $Boeing(BA.US)$ $Microsoft(MSFT.US)$ $Alphabet-A(GOOGL.US)$ $Western Digital(WDC.US)$ $Exxon Mobil(XOM.US)$
    ...
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    This Week's Highlights