股市分析

Tencent will report Q2 earnings on August 12, 2026. This preview analyzes whether Tencent's gaming and advertising businesses can keep accelerating, with a focus on China-market games, international-market games, Video Accounts ads, AIM+ automated ad buying, WeChat closed-loop marketing, and margin performance.

Tencent will report Q2 earnings on August 12, 2026. This article breaks down Tencent's AI investment returns through AI CapEx, cloud demand, ad recommendation efficiency, margins, and free cash flow, assessing whether AI spending will pressure margins or improve advertising, cloud services, and enterprise-service efficiency.

Tencent will release its Q2 2026 results on August 12, 2026 at 20:00 HKT. This preview analyzes gaming revenue, marketing services, Video Accounts, the WeChat ecosystem, AI-powered ad recommendations, cloud services, AI commercialization, and margins to assess whether Tencent can shift from single-point recovery to multi-business growth.

Ahead of Cisco's fiscal 2026 Q4 earnings, investors are focused on AI infrastructure orders, hyperscaler demand, data center switching, campus network refresh, tariff costs, gross margin, and FY2027 guidance. This article uses Cisco's Q3 results and official Q4 guidance to analyze the key indicators to watch for CSCO after earnings.

Whether JD.com's food delivery unit economics can improve is an important focus for JD.com's Q2 earnings. This article analyzes whether JD Food Delivery is moving from an investment phase to an efficiency-validation phase through order density, fulfillment expense ratio, subsidy efficiency, user retention, cross-category purchases, and JD Logistics synergies.

JD.com Q2 2026 earnings preview focusing on food delivery and instant retail investment, JD Retail margins, marketing expenses, fulfillment costs, JD Logistics synergies, user growth, and buyback progress, analyzing whether JD.com's retail margins can remain resilient amid new-business competition.

A concise earnings calendar for mid-to-late August 2026, covering Tencent, SMCI, Xiaomi, Baidu and other key U.S. and Hong Kong stocks, with a focus on AI orders, advertising, auto margins and cash flow.

SMCI expects FY2026 Q4 GAAP and non-GAAP gross margins to rise to 15%-17%, far above its prior 8.2%-8.4% guidance. This article explains how customer mix, product mix, liquid-cooled servers, rack-scale solutions, DCBBS, and cost changes may affect Supermicro's profitability.

Supermicro SMCI is set to report FY2026 Q4 earnings, with preliminary revenue expected near the low end of its \$11.0 billion to \$12.5 billion guidance range while gross margin may rise to 15%-17%. Here is what to watch in AI server orders, DCBBS, liquid cooling, cash flow, inventory, debt, and FY2027 guidance.