Newxx

This earnings week is full of highlights! Microsoft Azure's expected 38% growth rate and Google Cloud's 47.8% operating revenue are extremely high benchmarks. Once they fall short of expectations, the risk of AI repricing is indeed significant. Personally, I'm more focused on the progress of Meta's self-developed chip MTIA, as it concerns whether they can break free from over-reliance on NVIDIA. Additionally, DBS Bank, as the "anchor" of the Singapore stock market, the growth of its fee income during the interest rate downtrend cycle will be key for defensive allocation. Thanks for sharing such a detailed schedule and data comparison!