To The Moon

NetEase is set to release its second-quarter earnings report after the Hong Kong market closes on August 20. According to analyst estimates, NetEase's Q2 2026 revenue is expected to reach RMB 29.447 billion, with adjusted EPS estimated at RMB 3.118. In terms of stock performance, NetEase experienced a notable decline at the beginning of the year, before recovering amid volatility from March onward. With the earnings release approaching, market attention is increasingly focused on the performance of its core gaming business and the company's future growth drivers. In terms of revenue structure, NetEase has four major business segments: Games & Related Value-Added Services, Youdao, Cloud Music, and Innovative Businesses and Others. Games & Related Value-Added Services remains the com

Just now, Xiaomi released its second-quarter financial results. Revenue for the quarter came in at RMB 108.922 billion, above the RMB 108.325 billion analyst consensus. Gross profit was RMB 21.609 billion, below the expected RMB 21.883 billion, while adjusted net profit came in at RMB 6.22 billion, slightly below the RMB 6.314 billion estimate. $XIAOMI-W(01810)$ Breaking down the results by business, smartphone revenue reached RMB 42.119 billion in the second quarter, slightly above the RMB 41.099 billion estimate, while gross profit was RMB 3.599 billion, ahead of the RMB 3.396 billion expectation. Electric vehicle revenue came in at RMB 24.896 billion, slightly below the RMB 24.904 billion estimate, while gross profit was RMB 4.

POP MART is set to release its 2026 interim results after the Hong Kong market closes on August 20. Analysts expect the company to report RMB 19.975 billion in revenue for the first half of 2026, with adjusted EPS of RMB 5.046. In terms of stock performance, POP MART has been on a broadly downward trend since February, with the stock down approximately 18.6% year to date. The market is increasingly focused on the company’s earnings growth and overseas business performance. As for revenue structure, POP MART generates revenue primarily through three channels: offline channels, online channels, and wholesale & others. Offline channels are the company’s main source of revenue, including retail stores and Roboshops, with retail stores accounting for the largest share. However, retail store

After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo

Kuaishou is set to release its second-quarter earnings report after the Hong Kong market closes on August 19. According to analyst estimates, Kuaishou’s Q2 2026 revenue is expected to reach RMB 35.506 billion, while adjusted EPS is estimated at RMB 0.89. Since the beginning of the year, Kuaishou’s stock has fallen by around 36%, reaching historically low levels and significantly underperforming the Hang Seng Index, which has declined by approximately 0.4% over the same period. Kuaishou’s revenue is mainly generated from three segments: online marketing services, live streaming, and other services. Online marketing is its largest revenue source, but growth has continued to slow, with its revenue declining in Q1. Live streaming has also been on a downward trend, with analysts expecting Q2 li

Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. $BIDU-SW(09888)$ $Baidu(BIDU)$ $BIDU-SWR(89888)$ Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti

Xiaomi is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Xiaomi’s Q2 2026 revenue is expected to reach RMB 108.325 billion, down 1.9% year over year, while adjusted EPS is expected to come in at RMB 0.235. $XIAOMI-W(01810)$ $XIAOMI-WR(81810)$ $Xiaomi Corp.(XIACY)$ Since the end of July, Xiaomi’s share price has generally been trending downward. With the Q2 earnings report approaching, the market will be closely watching the company’s profitability, whether its smartphone business remains under pressure, and whether smart EV shipmen

Following the release of its second-quarter earnings, CoreWeave’s shares rose about 17% in premarket trading on Wednesday, as the market reacted positively to the company’s results and growth outlook. $CoreWeave, Inc.(CRWV)$ In terms of financial performance, CoreWeave reported Q2 revenue of $2.575 billion, up approximately 112% year over year and slightly above analysts’ expectations of $2.56 billion. Adjusted net loss per share came in at $1.14, also better than the expected loss of $1.41 per share. Meanwhile, the company raised its full-year revenue outlook to $12.4 billion–$13.2 billion, providing another positive signal for its growth prospects. More importantly, CoreWeave’s future revenue visibility and profitability both sho

After its earnings report release, Tencent Music Entertainment (TME) shares plunged more than 12%. On the surface, the company’s second-quarter revenue and profit continued to grow. However, a closer look at the financials suggests that the underlying momentum of TME’s core businesses remains underwhelming. $Tencent Music(TME)$ In terms of revenue, TME reported total revenue of RMB 8.933 billion (approximately US$1.32 billion) in the second quarter, up 5.8% year over year. Compared with Q2 2025, revenue increased by RMB 491 million, of which approximately RMB 407 million came from the consolidation of Ximalaya. In other words, excluding the consolidation, total revenue from the company's remaining businesses grew by just RMB 84 mill