带货整活的桥叔

Prize Contest｜Micron's Earnings Report Ignites the Memory Sector, Who Will Soar the Most Next Week?

The memory chip supercycle faces a key validation moment 🔥$Micron Tech(MU.US) Q3 earnings report will be released after the market close tonight, with analysts expecting revenue of $34.38 billion and EPS soaring 932% year-over-year.

Four major memory stocks are poised for action. Bridge Uncle invites you to guess next week's top gainer. Correct guess wins 500 task coins!

🌟 $Micron Tech(MU.US): DRAM leader, HBM capacity fully sold out for the year, gross margin targeting a record high of 81%. Tonight's earnings report is the key sentiment switch for the entire memory sector. Analysts expect EPS to reach $19.72.

Live stream link: https://longbridge.cn/lives/348299?app_id=longbridge&utm_source=longbridge_app_share&share_track_id=3ca118c4-657b-408f-89e2-75f2c160fe23&invite-code=UIAFCBXD&locale=zh-HK

$Sandisk(SNDK.US): Pure-play NAND player, surged over 40x after spin-off IPO. Data center business revenue soared 233% quarter-over-quarter. Q4 revenue guidance is $7.75-$8.25 billion. AI SSD demand is taking off.

$Western Digital(WDC.US): Focused on HDD after spin-off, stock price surged 14% in a single day in June, hitting a record high. AI cold storage demand is the new engine. The company simultaneously announced a 20% dividend increase, providing clear positive capital signals.

$Seagate Tech(STX.US): HDD leader, mass production and shipment of 30TB HAMR high-capacity drives. Morgan Stanley raised the target price to $1,035, predicting the HDD supply-demand gap will persist until 2028.

Prize Contest｜SpaceX Frenzy, First-Month Price Range Guess

$SpaceX(SPCX.US) sparked a historic frenzy in the US stock market in mid-June, with an IPO price of $135, once approaching $226 intraday.

Uncle Qiao has specially launched this month's price change contest, come and participate to get 500 mission coins 💰

🔥 Options Trading Goes Live, Volatility Reshapes Price Expectations — SPCX options trading is now live$ProShares Ultra SpaceX(SPCF.US)$ LEVERAGE SHARES 2X SHORT SPCX DAILY ETF(SSPC.US). The market is still figuring out how to price subsequent volatility. Implied Volatility (IV) surged from 45% to a peak, reflecting the enthusiasm of funds chasing highs, but pressure from profit-taking at high positions is also accumulating. As hedging funds withdraw at month-end, can the high levels be sustained?

✨ Rotation Across the Commercial Aerospace Sector — $Rocket Lab(RKLB.US), $AST SpaceMobile(ASTS.US)$Firefly Aerospace(FLY.US) and other stocks in the same sector followed the upward trend. If the heat in the entire aerospace sector cools, SPCX, as the leader, might bear the brunt of the pressure. However, fundamental catalysts like financing and orders could also drive it up again.

💥 Test of Technical Support Levels — The recent high of $226 has become a strong resistance, while the first-day closing price of $161 is a psychological support. The month-end close will likely find an equilibrium between these two key points.

Where is the divergence between bulls and bears? Optimists believe the new stock frenzy will continue; the cautious point out that the market tends to overvalue. What's your take?

Prize Contest | Which of the Top Five Optical Communication Stocks Will Be the Next Week's Top Gainer, Backed by Jensen Huang at ComputeX?

Jensen Huang publicly backed Marvell at ComputeX, calling it "potentially the next trillion-dollar company" and announced NVIDIA's strategic investment. Marvell has already surged 32% this week, with multiple stocks in the optical communication sector rising, and the sector's upward momentum continues!

Bridge Uncle has selected the top five contenders. Guess next week's top gainer and win 500 Task Coins if you get it right!

$Marvell Tech(MRVL.US): Its NVLink Fusion technology establishes its core position in AI data center interconnect; AI custom chip quarterly reports have set consecutive records, with the CEO saying the data center business "blew up," making it the absolute leading protagonist in this rally.

$Lumentum(LITE.US): A core supplier of optical communication components. High-speed optical transceiver modules and lasers are key components for AI data center optical interconnect. Boosted by Marvell's surge, it followed with a gain of over 13% in the previous trading session. The continuous increase in AI computing density will drive sustained leaps in optical interconnect bandwidth demand.

$Applied Optoelectronics(AAOI.US): Focuses on 100G to 400G+ high-speed optical transceiver modules, covering core AI data center interconnect scenarios. The continuous increase in AI computing density directly drives demand for high-speed optical modules, making it a high-risk, high-reward choice among the top five.

$Corning(GLW.US): The absolute leader in the optical fiber industry, having accumulated a gain of 124% year-to-date. An AI supercomputing cluster with 72 GPUs requires 16 times the amount of optical fiber compared to traditional cloud servers. Jensen Huang's push for a major AI interconnect upgrade will directly drive a new round of global optical fiber procurement leaps.

$AXT(AXTI.US): A core raw material supplier for optical device manufacturers like Lumentum and Applied Optoelectronics. The explosion in optical communication demand directly transmits to the substrate end, making it the most upstream, highly elastic, and hidden beneficiary of this market rally.

Prize Quiz | Intel Soars 579%, PC Veteran Stages AI Comeback, Which of the Four Hasn't Finished Its Run?

The wave of AI Agents is rewriting a hidden narrative—veterans of the PC era, dormant for a decade, have quietly staged the most stunning comeback by leveraging the AI infrastructure supercycle! Intel has surged 579% year-to-date, Nokia hit a 16-year high, Corning doubled...

Guess who will be the top gainer in the first half of June by June 13th. Correct guesses will earn 500 mission coins!

$Intel(INTC.US): Year-to-date gain of 579%, market cap rebounded from under $70 billion to $600 billion. Global server CPU capacity for 2026 is essentially sold out, with prices rising 10%-20%. Intel is the most direct winner of this paradigm shift.

$Corning(GLW.US): Year-to-date gain of 124%, stock price rose from $87 to $196. An AI supercomputing cluster with 72 GPUs requires 16 times the fiber optic cable of a traditional cloud server. Global data center fiber optic deployment has entered its most intensive cycle in history, with the supply-demand gap continuously widening. Corning firmly sits on the passive growth dividend.

$Nokia Oyj(NOK.US): Year-to-date gain of 156%, stock price rose from $6.47 to $16.46, a 16-year high. AI inference clusters are driving demand for ultra-high-bandwidth networks. Nokia's IP routing and optical transport equipment continue to secure orders from major North American cloud providers, completely overturning its "obsolete" label.

$Cisco(CSCO.US): Year-to-date gain of 55%, has secured $5.3 billion in AI networking orders, with the target raised to $9 billion. The largest single-day gain hit a record high since 2011. Demand for Ethernet switches and high-speed interconnect devices for AI clusters continues to explode, allowing it to firmly capture the largest incremental gains with its ecosystem moat.

The year-to-date gains of these four veterans are already astonishing, but the AI infrastructure supercycle has only completed its first half—who will lead the charge again in the next two weeks?

Prize Contest｜Where will WTI crude oil go by the end of the month, with the Strait of Hormuz still closed?

The US-Iran conflict has entered its 11th week, with most of the Strait of Hormuz still blocked. About 10 million barrels of crude oil are stuck in the waterway daily. WTI crude oil is currently quoted at around $106/barrel, fluctuating violently between $100 and $110 this month. Guess the closing price range on May 30th to share 500 mission coins!

Bullish logic: The risk of negotiation breakdown persists. If the Strait of Hormuz remains blocked, global inventories will be depleted by about 8.5 million barrels daily. Domestic US oil prices have risen to $4.48/gallon, and gasoline shortage pressure may push WTI above $115.

Bearish logic: Donald Trump has proposed temporary sanction exemptions in exchange for passage rights. Once implemented, oil prices could plummet by over 10% in a single day. Saudi Arabia and the UAE have opened alternative routes and are ready to supplement the market at any time.

Long positions are betting on the continuation of the Hormuz stalemate and oil prices surging to $115, while short positions are betting on a significant pullback brought by the dawn of negotiations. Which side are you on?

$Pro Ultr Bloomberg Crude Oil(UCO.US)$Pro Ultrshrt Crude Oil(SCO.US)$Us Brent Oil(BNO.US)$United States Oil Fund LP(USO.US)

Prize Contest｜Is SpaceX Going Public? Guess the Top Gainer in the US Space Sector Next Week!

SpaceX has secretly filed S-1, aiming for a June IPO with a valuation target as high as $1.75-2 trillion. The news has ignited excitement in the commercial space sector. Meanwhile, the FCC issued new spectrum rules on April 30, further paving the way for the commercialization of low-earth orbit satellites.

Bridge Uncle is putting up 500 mission coins to invite everyone to guess! Next week, which of the following securities will see the highest percentage gain?

$Rocket Lab(RKLB.US): Q1 2026 revenue of $200 million, a year-on-year increase of 63.5%, with a backlog of up to $2.2 billion, has become the preferred supplier for commercial satellite launches.

$AST SpaceMobile(ASTS.US): Received FCC approval to deploy a 248-satellite constellation, holds over $3.5 billion in cash, and has secured partnerships with major global operators like AT&T and Verizon.

$Intuitive Machines(LUNR.US): Full-year 2026 revenue guidance of $900 million to $1 billion, with NASA's lunar contract secured. If SpaceX's valuation reassessment triggers a repricing of the entire commercial space sector, LUNR, as a core lunar economy play, is poised to follow suit.

$Firefly Aerospace(FLY.US): Benefited from the FCC's new policy to go public, has a small float and the highest elasticity. Often records the highest gains in sentiment-driven sector rallies, but volatility in both directions is equally severe, making it the biggest variable this round.

$Destiny Tech100(DXYZ.US): A NYSE-listed closed-end fund with a SpaceX holding of about 16.2%, the highest concentration proxy for direct participation in SpaceX's pre-IPO appreciation.

$Tema Space Innovators ETF(NASA.US): A thematic ETF covering the entire space sector including rockets, satellites, and aerospace equipment, with holdings including core components like RKLB, ASTS, and LUNR.

$Fundrise Innovation Fund LLC(VCX.US): A private tech fund that just listed on the NYSE in March 2026, holding top unlisted assets like SpaceX (~5%), OpenAI, and Anduril. Current price is about $276, trading at a ~4x premium to NAV.

From May 18th to May 22nd, which of the seven space stocks will gain the most? Bridge Uncle is waiting for your guesses!

New Exchange Items｜You Decide the Next Batch of Code Mugs

Since the Code Mugs were launched, we've been receiving messages from Longbridge community members: "When will the mug for XX stock be available?" — Longbridge Uncle has heard you!

This time, Longbridge Uncle has selected 10 candidate stocks from the recent hot picks. You all get to vote to decide the production list for the next batch of Code Mugs. The top 3 stocks by votes will be arranged for production and launch!

Remember to follow Longbridge Uncle to be the first to know about more benefits and events～

$Meta Platforms(META.US)$Microsoft(MSFT.US)$Amazon(AMZN.US)$Palantir Tech(PLTR.US)$Intel(INTC.US)$Roundhill Memory ETF(DRAM.US)$Sandisk(SNDK.US)$Micron Tech(MU.US)$Rocket Lab(RKLB.US)$Qualcomm(QCOM.US)

Prize Contest｜AI Chip Dark Horse Cerebras Goes Public, Guess the Price Range for Its First Month!

A dark horse has emerged in the AI chip race!

$Cerebras(CBRS.US) landed on NASDAQ today (May 14th), with a final pricing of $185 and oversubscribed by over 20 times.

Leveraging its wafer-scale chip architecture to challenge NVIDIA, it reported $510 million in revenue for 2025 with a net profit margin as high as 47%, and also holds a massive 750MW computing power order with OpenAI. Come and guess the price range for May 31st to share 500 task coins!

🛰️ Supply & Demand: 20x oversubscription means a large amount of shares failed to be allocated, making it highly susceptible to emotional surges in the early listing stage; however, the float is relatively small, potentially leading to severe two-way volatility before the lock-up period for major shareholders ends.

💡 Valuation: The current valuation is approximately $40 billion, translating to about 78x PS based on 2025 revenue, far exceeding NVIDIA's level at its IPO. Strong AI computing demand supports the high premium, but with increasing warnings about an AI bubble recently, there is disagreement on whether the high valuation can be sustained. Bridge Uncle is waiting for your guesses!

Prize Contest | May Sector Battle Royale: AI Computing Power, New Energy, Healthcare, Consumer ETFs, Who Will Be the Monthly Top Gainer?

Tariff shocks and the Fed's wait-and-see approach are intertwined, creating a volatile start for U.S. stocks in May, but sector divergence is accelerating. AI computing power sees buy-the-dip demand, the defensive nature of healthcare stands out, while new energy and consumer sectors each face policy headwinds.

Four major sectors are competing on the same stage. Which one can achieve the highest gain in May? Guess the top-performing sector and win 500 task coins!

AI Computing Power Sector: Representative leader $NVIDIA(NVDA.US). The NVLink Fusion architecture opens a path for third-party chip integration. Wall Street's consensus revenue expectation for FY2026 is around $195 billion. The investment thesis for computing infrastructure continues to strengthen, making it the sector with the most solid institutional consensus and strongest buy-the-dip willingness among the four.

New Energy Sector: Representative leader $First Solar(FSLR.US). Its domestic manufacturing attributes make it relatively resilient to tariff impacts, but trade friction and policy uncertainty continue to suppress its overall valuation. If there are signs of tariff easing, new energy is often the sector with the most violent rebound, offering the greatest potential upside among the four.

Healthcare Sector: Representative leader $Eli Lilly(LLY.US). The GLP-1 duo, Mounjaro and Zepbound, continue to see strong global sales growth, with combined quarterly sales exceeding $10 billion in Q3 2025. AI-assisted drug discovery is driving a sector-wide valuation re-rating, combining defensive and growth characteristics.

Consumer Sector: Representative leader $Amazon(AMZN.US). Expectations for a recovery in North American retail in Q2 and accelerating AWS cloud business provide dual support for its valuation. However, tariff-induced inflation poses a headwind for the overall consumer sector, making it the direction facing the most obvious macro resistance among the four.

Which sector ETF will be the top gainer in May and outperform the market? Uncle Qiao is waiting for your guess!

Seagate surged after earnings. Who will lead the gains among the top four storage stocks during the May Day Golden Week?

$Seagate Tech(STX.US) reported quarterly earnings that far exceeded expectations last night (April 28), with its stock rising over 10% after hours, boosting the entire storage sector.

During the May Day Golden Week, the U.S. stock market doesn't close. Among the top four - Micron, SanDisk, Seagate, and Western Digital - who will take the baton and lead the gains? Guess the top gainer by May 9th and win 500 task coins!

$Micron Tech(MU.US): HBM high-bandwidth memory chips are already being supplied in bulk to NVIDIA's Blackwell. Wall Street institutions generally have target prices in the $100-$120 range. Amid the wave of AI data center expansion, Micron is the core stock in the storage track with the highest institutional coverage and the strongest AI narrative.

$Sandisk(SNDK.US): Scheduled for an independent spin-off and listing from Western Digital in 2025, focusing on enterprise-grade high-speed storage. It's the player with the shortest listing time and the most underexplored market pricing among the four. The explosive demand for enterprise-grade storage from AI data centers continues, giving it the greatest short-term elasticity.

$Seagate Tech(STX.US): Just delivered a better-than-expected quarterly report, raising next quarter's revenue guidance to $3.45 billion. Demand for high-capacity data center hard drives continues to strengthen. Post-earnings sentiment is the strongest, and it's the most boosted by major capital, making it the player with the clearest short-term catalyst among the four.

$Western Digital(WDC.US): After completing the SanDisk spin-off, it focuses on its core HDD business. Next quarter's revenue guidance is around $2.9 billion. Demand for high-capacity data center hard drives is stable, and its new HAMR technology is about to enter the certification stage with hyperscale customers. It's the player with the strongest defensive attributes among the four.

The storage sector is riding a strong tailwind. Who will have the last laugh during the May Day week? Uncle Qiao is waiting for your guesses!

Prize Quiz｜Earnings Reports of the Big Five Tech Giants Revealed, Who Has the Highest Year-over-Year Q1 Revenue Growth Rate?

📈META, MSFT, GOOGL, AMZN, and AAPL are submitting their reports in a concentrated manner this month. The progress in AI commercialization and the performance of their core businesses vary significantly among them. Among the five companies, who has the highest year-over-year Q1 revenue growth rate? Guess correctly to win 500 task coins!

🌟Release on April 29:

$Meta Platforms(META.US): AI algorithms continue to improve ad conversion efficiency, and the commercialization of the Llama large model is accelerating. Recent quarterly revenue growth has remained above 15%, and the ad monetization efficiency driven by AI is still on an upward trend.

$Microsoft(MSFT.US): Azure cloud services have maintained growth rates above 30% for several consecutive quarters. Copilot is comprehensively penetrating the enterprise side. Institutions generally expect this quarter's revenue growth to remain in the double digits.

$Alphabet - C(GOOG.US): Google Cloud's quarterly revenue has exceeded $14 billion, with its growth rate continuing to lead the cloud computing track. The Q1 earnings release coincides with the lingering excitement from Cloud Next.

$Amazon(AMZN.US): AWS's full-year 2025 revenue is approximately $120 billion. The explosion in demand for AI infrastructure is further solidifying growth. North American retail business is recovering simultaneously, making it the target with the most substantial absolute increment among the five.

🌟 Release on April 30:

$Apple(AAPL.US): The hardware upgrade cycle, combined with competitive pressure in the Chinese market, results in relatively moderate revenue growth. However, the service business is growing steadily, making it the player with the most conservative growth expectations among the five.

Each of the five companies has its own advantages. Who will take the lead this quarter? Uncle Qiao invites you to guess!

Prize Contest｜Optical Interconnect Boom + Domestic Chip Acceleration, Who Will Be the Top Gainer Among the Four Hong Kong Stock AI Infrastructure Giants This Month?

BNP Paribas points out that for every $1 invested in GPUs, about $0.5 needs to be allocated to optical interconnect infrastructure—optical communication and chip manufacturing are becoming the most certain dual main themes in the AI era. Guess the top gainer among the four Hong Kong stock giants next week, and win 500 mission coins if correct!

🌟Core Highlights of the Four AI Infrastructure Giants:

$YOFC(06869.HK): The domestic optical fiber leader surged 16.5% yesterday (April 22). Prices for some fiber varieties have skyrocketed by 650% compared to the same period last year, making it the most direct beneficiary of this market rally.

$ZTE(00763.HK): The leading domestic optical communication system equipment provider. Its 2025 revenue showed steady year-on-year growth, and its market share in the optical transmission equipment field ranks among the top globally.

$SMIC(00981.HK): China's largest wafer foundry. Its 2025 revenue scale continues to expand, and capacity utilization is steadily recovering with the increase in domestic advanced and mature process orders. It is a core beneficiary of domestic AI chip self-sufficiency.

$HUA HONG GRACE(01347.HK): The second-largest domestic wafer foundry, focusing on specialty process technologies. Its 2025 specialty process orders continue to improve. AI applications are driving up demand for power and analog chips, increasing order visibility, and valuations are accelerating their recovery from the bottom.

The dual main themes of optical interconnect and domestic chips are resonating, and the beneficiary landscape of Hong Kong stock AI infrastructure is becoming clearer. Who among the four giants will break through first? Uncle Qiao is waiting for your guess!

Prize Contest | Google Cloud Next Opening Week, Who's the Winner in the Supply Chain?

Google Cloud Next '26 opens in Las Vegas on April 22nd. Google's next-generation TPU (Google's self-developed AI-specific chip) architecture is about to be unveiled, potentially catalyzing the entire supply chain from chips to optical modules. Guess the top gainer among related stocks next week and win 500 mission coins!

$Alphabet - C(GOOG.US): The host of the launch event. Google Cloud's quarterly revenue has exceeded $13 billion, making it Google's fastest-growing business segment. The new generation Gemini model and the AI enterprise assistant platform are both expected to debut at this event.

$Taiwan Semiconductor(TSM.US): The primary wafer foundry for Google's TPUs. Q1 earnings report showed net profit surging 58% year-on-year, with gross margin historically breaking 66%. The HPC platform contributed over 60% of revenue, and visibility for AI chip orders continues to rise. Catalysts from both the earnings report and the launch event are combined.

$Broadcom(AVGO.US): Jointly signed a 3.5 GW next-generation TPU computing power agreement with Google and Anthropic, representing the most deeply involved co-developer behind this launch event. The AI custom chip business is the core engine of its revenue growth.

$Coherent Corp.(COHR.US): A core supplier of Optical Circuit Switches (OCS). Every expansion of Google's TPU clusters drives up demand for OCS, making it the most direct beneficiary in the chain.

$Lumentum(LITE.US): A key supplier of OCS optical modules, with a backlog exceeding $400 million. The market it operates in is expected to see a compound annual growth rate of over 150% from 2025 to 2028.

$Corning(GLW.US): Has secured a multi-million dollar NPO optical module order from Google, positioning it as a definitive beneficiary of Google Cloud's fiber infrastructure.

Prize Contest｜With the changing US-Iran situation, can QQQ close higher by the end of April?

$Invesco QQQ Trust(QQQ.US) has closed lower for two consecutive months, with a cumulative decline of nearly 5% year-to-date. How will its price movement change in April? Successfully predict and win 500 task coins!

⚡ The US-Iran conflict has been protracted since its outbreak on February 28th, with inflation expectations continuing to heat up. Market expectations for a Fed interest rate cut this year have almost vanished, putting sustained pressure on tech stock valuations.

📰 Donald Trump has threatened to strike Iran heavily within the next two to three weeks. Latest news from Iran states the war will continue until the "enemy surrenders." The direction of the situation remains highly uncertain, and QQQ is clearly under short-term pressure.

💡 The fundamentals of tech stocks have not yet fundamentally shaken. AI-related capital expenditures are still accelerating, and NVIDIA's new generation of chips is about to enter mass production. Some institutions indicate that current market sentiment indicators are far from reaching the historical bottom's buy signal zone, and short-term volatility may not be over yet.

Prize Contest｜Predicting Next Week's Top Gainer in the AI Storage Sector

TurboQuant's quantitative compression technology has triggered a market repricing of AI storage demand. The AI computing power and storage sectors have recently experienced a concentrated pullback. However, the long-term demand logic of the industry has not changed. Global tech giants are still accelerating their investments in AI data centers. Institutions generally expect this storage upturn cycle to last at least until 2027.

💰 After the short-term sentiment shock, who has the best chance to be the first to emerge from the trough? Successful prediction can earn 500 mission coins!

⚡ In terms of AI computing chips: $NVIDIA(NVDA.US) is about to mass-produce its new-generation chips, with institutions continuously raising full-year revenue expectations; $AMD(AMD.US) continues to expand its market share in data center GPUs. Its recent pullback has been significant, indicating considerable rebound potential.

🖥️ In terms of storage chips: $Micron Tech(MU.US) has already sold out its entire 2026 high-end storage capacity in advance, indicating strong earnings certainty; $Sandisk(SNDK.US) has raised product prices multiple times this cycle, showing high volatility and potential for large swings; $Western Digital(WDC.US) continues to advance its storage solutions transformation, benefiting from the strong demand for high-capacity storage from AI data centers.

☁️ In terms of cloud services and data centers: $Alphabet - C(GOOG.US) and $Microsoft(MSFT.US) continue to expand capital expenditures, with relatively restrained declines during periods of geopolitical risk pressure; $Oracle(ORCL.US) has pledged massive investments to expand computing resources, resulting in high order visibility; $Coreweave(CRWV.US), as an AI cloud newcomer, continues to receive increased backing from NVIDIA, presenting both growth expectations and risks.

Prize Contest｜Gold Rebounds After Sharp Plunge! Guess the Gold Price Closing Level at the End of March

In late March, international gold experienced extreme "roller coaster" movements, with the price falling over 10% in a single week, marking the largest weekly drop in nearly 43 years.

On March 23 (Monday), spot gold once plunged below $4200, then rebounded above $4400.

Where do you think the international spot gold price will be at 24:00 Hong Kong time on March 31, 2026? Users who successfully predict the result will receive 500 task coins!

The core of this round of intense volatility stems from the resonance of two major factors:

🇺🇸 The Fed's March FOMC meeting significantly lowered expectations for rate cuts within the year. Several officials believe there is no room for rate cuts in 2026, and even the possibility of rate hikes cannot be ruled out;

🇮🇷 The geopolitical situation in the Middle East remains unclear, with the US and Iran "confronting while gaming"—Iran firmly denies negotiations with the US, and the Israeli military continues airstrikes. Risk-off sentiment repeatedly disturbs the market, providing phased support for gold prices.

Prize Quiz｜Hong Kong Stock Earnings Week "Clash of Titans": Tencent and Alibaba Results Unveiled, Who Will Take the Lead?

Next week, key stocks in internet, AI, new energy, and gold will "release results in a cluster." Led by the two giants Tencent and Alibaba, which company do you think will be the focus of capital and take the top spot for weekly gains?

Wednesday (March 18):

$TENCENT(00700.HK): Analysts expect Tencent's 2025 Q4 revenue to grow approximately 19.6% year-over-year. The market is watching the resilience of its advertising and gaming businesses, the pace of AI investment, and capital expenditure budgets.

Thursday (March 19):

$BABA-W(09988.HK): Focus includes updates on the 380 billion capital expenditure plan, progress on the Qwen model, and the competitive landscape of flash sales. Analysts expect its operating revenue to exceed expectations, while the market is watching whether its AI-related investments can translate into clearer growth expectations.

$HORIZONROBOT-W(09660.HK): Its Journey 6B chip solution secured 3 million units in mass production orders. Its 2025 revenue outlook is expected to grow approximately 48.5% year-over-year. Post-earnings volatility is usually significant, and the market is watching its order fulfillment.

Friday (March 20):

$XPENG-W(09868.HK): XPeng's Q3 gross margin reached a record high of 20.1%. The company's guidance for 2025Q4 is 125,000 to 132,000 vehicle deliveries. The market will focus on this quarter's gross margin and delivery figures.

$ZIJIN MINING(02899.HK): The company's 2026 target is 105 tons of mined gold and 1.2 million tons of mined copper. The market is watching the dual logic of "current performance + future production."

$ZIJIN GOLD INTL(02259.HK): Closely linked to gold prices, with current geopolitical tensions, its stock price is highly volatile. Analysts expect its operating revenue to be HKD 127.3 billion, representing approximately 63.3% year-over-year growth.

Prize Contest｜GTC + OFC, two global top-tier tech conferences are held in succession, which stock will benefit the most?

- GTC Conference (3.16-3.19): Hosted by NVIDIA, the "Olympics" of AI and accelerated computing. Jensen Huang will unveil the next-generation chip, affecting the entire computing power supply chain.

- OFC Conference (3.15-3.19): The "World Expo" of the optical communications field, focusing on 1.6T optical modules and CPO technology, which determines the transmission efficiency of the "neural network" in AI data centers.

Catalyzed by the combination of "tech conferences + industry expectations," which of the following stocks' share prices will benefit the most next week? Successful prediction will be rewarded with 500 Task Coins!

$NVIDIA(NVDA.US): The absolute core of GTC. Jensen Huang has previewed the release of a "world-unseen" new chip and reached a multi-year strategic cooperation with Meta, providing millions of GPUs for Meta's data centers.

$Intel(INTC.US): A traditional chip giant. The GTC conference will focus on signals of upgrades to its Gaudi AI accelerators and Xeon CPUs, and how it will cope with the competitive pressure brought by the NVIDIA+Meta partnership.

$AMD(AMD.US): NVIDIA's main competitor. The focus is on the performance of the MI455X high-memory GPU and the fulfillment of Meta's multi-billion-dollar AI chip orders.

$Sandisk(SNDK.US): The hottest stock in the storage sector. It has already risen 160% year-to-date. Can it hit new highs influenced by the conferences?

$Micron Tech(MU.US): A leader in the storage industry. Benefiting from the dual drivers of GTC's computing power expansion and OFC's data center optical interconnectivity, its trend is steady.

$Lumentum(LITE.US): A key optical module company. NVIDIA announced a strategic partnership with it, investing $2 billion and committing to billions of dollars in procurement.

$Coherent Corp.(COHR.US): Covers the entire optical communication chain. NVIDIA invested $2 billion in it. The OFC conference focuses on its 1.6T/3.2T optical module upgrade demand.

$Corning(GLW.US): An optical fiber materials platform. Meta has signed a long-term $6 billion optical fiber supply agreement with it. AI computing power is driving a surge in fiber demand.

$Applied Optoelectronics(AAOI.US): A stock in the optical communications field. Driven by positive news during the OFC conference, it has significant volatility potential.