蘇聰斯諾

$A GX HSCEICC(03416.HK) Weekly series, second issue. Didn't expect the price to be the same as last week. Next time, I need to post on Monday on time, waiting for it to return to 9.5😶🫥😏😒🙄😬😮‍💨

$A GX HSCEICC(03416.HK) Weekly post

Waiting for it to return to 9.5😶🫥😏😒🙄😬😮‍💨

How should the allocation between defensive high-dividend Hong Kong stocks and US tech stocks be adjusted?

$Apple(AAPL.US) followed suit and performed strongly. Is it benefiting from the AI wave or purely driven by sentiment?

$XIAOMI-W(01810.HK)Xiaomi's Q1 China smartphone shipments declined again. Is it still possible for the stock price to fall below 30 yuan, or has the worst-case scenario already been priced in?

$XIAOMI-W(01810.HK)The wave of AI hardware is so strong. Does Xiaomi have the ability to keep up, or is it just relying on cost-effectiveness to find a market?

$A GX HSCEICC(03416.HK) The cost decreased by 0.14 after dividend distribution, is anyone else in the same situation?

Alphabet (GOOGL) is about to release its Q1 2026 earnings report on April 29th. The market's main focus right now is whether its cloud business and AI investments can truly generate returns. Analysts estimate revenue of approximately $106.89 billion, up 19% year-over-year, with EPS at $2.63, a 6.4% increase. Google Cloud is seen as the primary growth driver, with some even estimating its growth rate could surge above 50%.

As for AI, everyone is watching to see if the $180 billion in capital expenditure Alphabet has poured in can truly solidify the moat of its search business. Looking at historical data, out of the past 12 earnings reports, the stock price rose the next day 7 times, a win rate of about 58%, with an average gain of 1.08%. This is somewhat positive, but not guaranteed.

The stock price movement will also depend on the actual results, management's tone, and the broader market sentiment. In short, while history provides some reference, the stock's reaction this time ultimately hinges on whether Alphabet can exceed expectations, with cloud and AI commercialization being the key factors.

(Word count: approx. 210)

Can crude oil futures stabilize above the triple-digit level?

$Apple(AAPL.US) Can the sales performance of the iPhone 17 and its performance in Greater China support the stock price?

$Amazon(AMZN.US)Amazon cloud business profitability improved, is there still room for further growth?

Elon Musk keeps pulling out big moves, $Tesla(TSLA.US) is it really supported by fundamentals, or driven by sentiment?

$Tesla(TSLA.US)Tesla's AI5 processor performance is catching up with NVIDIA. Will this breakthrough make Tesla more than just a car company, but an AI hardware player?"

$CHINA MOBILE(00941.HK) China Mobile has a high dividend yield and stable cash flow, but its stock price hasn't fluctuated much in recent years. Do you think buying now is a good defensive choice, or should capital flow into growth sectors?

Tesla is not just selling cars anymore; it's pivoting to AI with its AI5 chips and Cybercab. Although R&D is very costly, the amount of FSD data it has is so vast that competitors can't catch up. I'm currently bullish because once Robotaxi takes off, the valuation will be completely different. I recommend buying in batches.

$TRACKER FUND(02800.HK) The Hang Seng Index stabilized at 26,000 today. Does this mean it's starting to shake off the impact of the Middle East conflict, and is there a chance for further upside in the future market?

$Adobe(ADBE.US)For SaaS stocks like Adobe, is the current valuation still considered reasonable? With AI and cloud demand driving it, is it worth getting in?

$XIAOMI-W(01810.HK) Xiaomi's Q1 2026 China smartphone shipments fell year-on-year. Will the stock price face further pressure, and even drop below the 30 yuan level?

$Tesla(TSLA.US)Tesla's stock price has rebounded to the 390 level. Is this the start of a new upward trend, or just a short-term bounce? Is there still a chance for it to fall back again?

$Sandisk(SNDK.US) SanDisk's stock price has risen too high recently. Is this reflecting genuine demand-driven growth, or is it just short-term speculation that may face a correction pressure later?

$XIAOMI-W(01810.HK) Xiaomi's stock price has recently held at the 30 yuan level. Do you think this level is the true bottom, or just a short-term support, and could it still test lower levels?

$TENCENT(00700.HK) Tencent has fallen to the 490 level. Do you think it's a buying opportunity at a low point, or is there still room for further decline?

$TRACKER FUND(02800.HK)At its current price, is the Tracker Fund of Hong Kong a good choice for defensive investing, or is it actually not worth allocating funds to?

$MEITUAN(03690.HK) Meituan surged today, is it still worth chasing now?

$YANKUANG ENERGY(01171.HK)Yankuang Energy has fallen quite a bit, is there still a chance for a rebound?