NoviceInvest : $XPeng (XPEV.US)$ :
Anticipates significant growth in vehicle deliveries and revenue for Q1 2025.
Recent earnings showed improved year-over-year revenues and reduced net losses.
Strategic expansions into European markets and partnerships (e.g., with Volkswagen) are boosting investor confidence.
$Tencent (TCEHY.US)$ :
Reported a 90% jump in quarterly profits, driven by gaming and advertising revenue.
Revenue from gaming in China rose by 23%, while international gaming revenue increased by 15%.
Investments in AI and fintech are expected to support future growth.
$Micron Technology (MU.US)$ :
Benefiting from the AI boom, with strong demand for high-bandwidth memory (HBM) solutions.
Expected Q2 FY25 earnings to grow 240% year-over-year, with revenue projected to rise by 36%.
Challenges include slower growth in consumer devices and inventory adjustments.
$NIO Inc (NIO.US)$ :
Q4 2024 revenue forecasted to grow by 18% year-over-year, though below consensus estimates.
Vehicle deliveries surged by 45.2% year-over-year, setting a new quarterly record.
Facing pricing pressures due to stiff competition in the EV market.

NoviceInvest : All three are bearish compared to previous week. The winner most probably will go the one with smallest dip.

NoviceInvest : The stock price will hover between $130 and $ 140 due to disruption of China DeepSeek in AI market, US rising inflation risks and the uncertain impact of Trump's trade, immigration and other policies.

NoviceInvest : JPMorgan U.S. Equity Research (JPM) analysts outlined that DeepSeek is likely to have a positive impact on Nvidia. DeepSeek’s demonstration of cost-efficiency and AI innovation will lead to “strong demand” for higher-performance graphics processing units, or GPUs. Therefore, Nvidia’s leadership in advanced AI chips “should enable them to unlock new use-cases.

NoviceInvest : RHB is driving impact through three strategic pillars: expanding sustainable financing solutions, strengthening partnerships & industry collaboration, and enhancing ESG integration & sustainable advisory. By prioritising support for high-impact sectors on their decarbonisation journey and funding sustainable innovations to drive meaningful progress towards a low-carbon economy while ensuring long-term resilience and growth.