​$Tencent (00700) $ announced the eanigns report for 21Q2 on Wednesday. The performance is stable and strong, however, it is difficult to find the support of stock price. The good news is that Tencent started its fourth repurchase after the mobile Internet era. Looking back, her every repurchaseturns out to be "a golden buying point". IPO-2014 Before 2014, Tencent was in the "QQ time", while the Internet was still in 2G and 3G, and the mobile Internet had not yet come. Sufferred in the subprime mortgage crisis in 2008 and the European debt crisis in 2011, there was a global "reverse tide", so Tencent continued to buy back in those days. ​ 2014-present In 2014, Tencent also ushered in the "WeChat era", and the mobile has&

$Walt Disney(DIS)$ Surprise gift, the financial report for the third quarter of fiscal year 2021 ending July 3, basically announced its best entertainment company in the US stock market in the coming year. Overall performance turned losses into profits The total revenue was US $17.022 billion, an increase of 44.5% year-on-year. After all, the base was low due to the epidemic in the same period last year, and it did not return to the level of 2019 for the time being. However, this figure exceeded the consensus forecast of $16.76 billion on Wall Street. ​The adjusted EBITDA is 2.62 billion US dollars, with a profit margin of 15.4%;The net profit was US $1.123 billion, compared with the loss of US $4.721 billion in the same period last year.The correspon

$Apple(AAPL)$ After the US stock market closed in the early morning of July 28, Beijing time, it announced its financial report for the third quarter of fiscal year 2021 (as of June 30, 2021), and the "new season" products represented by iPhone12 continued to harvest in an all-round way. Financial highlights of this quarter: Total revenue was 81.4 billion US dollars, a year-on-year increase of 36%, higher than Wall Street's consensus expectation of 79.3 billion US dollars, and also set a new high in revenue during the same period; GAAP net profit reached 27 billion US dollars, and EPS was 1.3 US dollars, exceeding the expected 0.89 US dollars; ​​ ​ In terms of products, iPhone sales revenue was 81.4 billion US dollars, higher than the expected 79.3 b

Who is the biggest winner in the week of banking collapse? In terms of weekly returns, science and technology (most), medical and health care, essential consumer goods and public utilities benefited the most. Of course, there are many gains for large companies as a whole.Among them, the essential consumer goods, public utilities and medical sectors all have different degrees of risk aversion, but the recovery of the technology sector has become an anomaly under risk sentiment.What provides support for the technology sector is mainly the update of ChatGPT. The exponential growth of its users, from application to computing power, will also ignite infrastructure demand.From the perspective of the sub-sectors of the science and technology sector,1. Directly related to OpenAI