⏰本週中概股龍頭阿里巴巴騰訊,紫金礦業招金礦業等黃金股財報嚟襲,你最期待邊家?

小虎們,本週老虎財報季繼續,將進入中概龍頭季,包括中概龍頭 $騰訊控股(00700)$$阿里巴巴-W(09988)$ 將公佈財報![Cool]

此外還有蔚小理中的 $小鵬汽車(XPEV)$ ,黃金股中的 $紫金礦業(02899)$$招金礦業(01818)$$赤峯黃金(06693)$ 等都將公佈財報![Call]

而美股中的半導體巨頭之一的 $美光科技(MU)$ ,一線成長股 $Docusign(DOCU)$$Oklo Inc.(OKLO)$ 也將公佈財報,那麼本週你最期待哪家呢?[YoYo]

具體財報公佈時間

本週一,美股盤前, $貝殼(BEKE)$$VinFast Auto(VFS)$$世紀互聯(VNET)$$美元樹公司(DLTR)$ 將公佈財報!

本週一,美股盤後, $先科電子(SMTC)$ 將公佈財報!

本週二,美股盤前, $騰訊音樂(TME)$$亞朵(ATAT)$$Academy Sports & Outdoors, Inc.(ASO)$$福耀玻璃(03606)$ 將公佈財報!

本週二,美股盤後, $Oklo Inc.(OKLO)$$Docusign(DOCU)$$萬國數據(GDS)$$lululemon athletica(LULU)$ 將公佈財報!

本週三,美股盤前,中概龍頭 $騰訊控股(00700)$$梅西百貨(M)$$通用磨坊(GIS)$$BOSS直聘(BZ)$ 將公佈財報![666]

本週三,美股盤後,美股半導體巨頭之一的 $美光科技(MU)$$Red Cat Holdings Inc.(RCAT)$$Five Below(FIVE)$$DLocal Limited(DLO)$ 將公佈財報![Call]

本週四,美股盤前,中概股龍頭 $阿里巴巴(BABA)$ ,互聯網券商龍頭 $老虎證券(TIGR)$$埃森哲(ACN)$ , $阿特斯太陽能(CSIQ)$ 將公佈財報![Allin]

本週四,美股盤後, $聯邦快遞(FDX)$$Planet Labs Pbc(PL)$$Gemini Space Station Inc(GEMI)$ 將公佈財報!

本週五,美股盤前, $小鵬汽車(XPEV)$$紫金礦業(02899)$$招金礦業(01818)$$赤峯黃金(06693)$ 將公佈財報!

那麼小虎們,你們最期待哪家公司的財報公佈?你認為誰會殺出重圍成為業績黑馬?[Smile]

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  • Shyon
    ·03-16
    我个人最关注的还是 Tencent Holdings 和 Alibaba Group。现在市场的焦点已经很明显——谁能在AI时代真正把流量变现。如果腾讯的广告和游戏继续稳住,同时AI应用开始贡献收入,可能会重新点燃中概科技的信心;而阿里则更像是“AI+云”的验证时刻。
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  • Shyon
    ·03-16
    黄金股也很有看点,特别是 Zijin Mining。今年全球地缘政治风险上升,黄金价格维持高位,如果公司产量和利润继续增长,黄金股可能会成为少数能持续走趋势的板块。
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  • icycrystal
    ·03-16
    TOP
    And one of the semiconductor giants in the U.S. stock market$Micron Technology (MU) $First-tier growth stocks$Docusign (DOCU) $,$Oklo Inc. (OKLO)
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  • SuperTeemo
    ·03-16
    本週最受期待的財報是 阿里巴巴(BABA,週四盤前),因其能反映中國電商與雲業務的整體走勢;而可能殺出重圍的「黑馬」則是 lululemon(LULU,週二盤後),若零售環境改善、庫存壓力減輕,業績有望超出市場預期。
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  • icycrystal
    ·03-16
    Wednesday, before the U.S. stock market opened,China Concept Leader$Tencent Holdings (00700) $,$Macy's (M) $,$General Mills (GIS) $, $BOSS Direct Recruitment (BZ) $Will report earnings!
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  • icycrystal
    ·03-16
    TOP
    On Thursday, before the U.S. stock market opened,Leading Chinese Concept Stocks$Alibaba (BABA) $Leading Internet Brokerage$Tiger Brokers (TIGR) $,$Accenture (ACN) $,$Canadian Solar (CSIQ) $Will report earnings!
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  • 巧虎仔
    ·03-16
    我最期待的還是 騰訊與阿里巴巴的財報,因為它們能反映中國互聯網龍頭的核心增長動能
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  • 巧虎仔
    ·03-16
    美光科技若記憶體需求回暖,可能殺出重圍成為黑馬。
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  • 黄金与顺周期股:紫金矿业与招金矿业
    紫金矿业 (02899.HK):
    战略资源价值:受地缘冲突影响,市场核心矛盾已转向供给安全与战略资源。
    表现领先:作为有色金属龙头,紫金近期股价表现强劲,市场期待其产量增长与高金价带来的利润爆发。
    招金矿业 (01818.HK):
    纯金标的:其业绩对金价波动更为敏感。在避险情绪升温的背景下,市场关注其在山东等核心矿区的产能恢复与成本控制。
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  • Internet Leader: Alibaba and Tencent
    Alibaba (09988.HK):
    Market Top Pick: Morgan Stanley recently named Alibaba as its top stock pick, replacing Tencent.
    What to watch in focus: The market is closely watching its third-quarter fiscal 2026 results. The key lies in the market share restoration of its core e-commerce business and the commercialization progress in the field of AI.
    Profit warning/forecast: Some brokers expect that their adjusted net profit may face a year-on-year decline, but investors pay more attention to their dividend payment and repurchase policies.
    Tencent (00700.HK):
    Steady growth: Although it temporarily lags behind Ali in the ranking of big banks, Tencent's resilience in game business and commercialization of WeChat ecology (such as video number) are still the guarantee of its basic disk.
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  • 隨心吧
    ·03-16
    TOP
    新能源車裡會看小鵬,重點在新車型、輕資產合作與自動駕駛商業化節奏,有沒有改善現金流與毛利率的跡象。
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  • 隨心吧
    ·03-16
    TOP
    阿里也很關鍵,特別是雲、AI、芯片「全棧」戰略能否在財報數據上開始體現,縮小與美股同業估值差距。
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  • 隨心吧
    ·03-16
    成長股方面,會順帶留意 Docusign 與 Oklo,看 SaaS 與新型核能在高利率環境下,市場還願不願意為故事給高估值。
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  • 隨心吧
    ·03-16
    我本週最期待的是騰訊,想看 AI+廣告、遊戲出海和視頻號變現能否同時開花。
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  • 隨心吧
    ·03-16
    黃金板塊中,我最關注紫金礦業,去年金銅產量與盈利高增,這季在金價高位下指引與股息政策很值得留意。
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  • 隨心吧
    ·03-16
    TOP
    美股则最关注美光,HBM/高频宽记忆体在 AI 伺服器需求火爆下,这一季能否再度大幅超预期,及对未来供给的展望。
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  • 一追再追
    ·03-16
    TOP
    最期待紫金矿业的财报,全球地缘政治推高黄金价格,机构预测其Q1归母净利润同比增53%~97%,金铜锂价格大涨叠加产能释放,业绩增长确定性拉满。作为黄金股龙头,若财报兑现高增长,有望带领黄金板块走出趋势行情,这波业绩浪值得重点关注!
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  • 盲炳
    ·03-16
    蹲守阿里巴巴财报,大摩最新研报将其列为中概首选标的,全栈AI布局成核心优势,阿里云收入预计同比增35%。虽然短期电商业务有压力,但通义千问商业化+平头哥芯片量产,长期估值空间打开,就看财报能否印证AI业务的高增长潜力了。
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  • 葉師傅
    ·03-16
    TOP
    重点关注DocuSign,公司在AI自动化领域的布局终于要迎来财报检验,今年上线的AI摘要、智能字段优化等功能,让市场看到其在企业软件的新增长点。此前经历增长调整,若本次财报能给出清晰的AI变现路径,资金大概率会重新回流,股价有望迎来反转。
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  • 龍棍
    ·03-16
    TOP
    小鵬汽車的財報充滿看點,儘管機構預測一季度營收和淨利潤仍有下滑,但智駕VLA2.0推送、Robotaxi試運營、海外市場擴張都是潛在亮點。2026年四款新車型+人形機器人量產計劃,若財報中透露相關業務進展超預期,短期業績承壓的利空或被長線邏輯對衝。
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