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Trip.com (9961): The company's fourth-quarter revenue performance exceeded expectations, with overseas expansion driving a 60% surge in global bookings. Diversified revenue streams, including advertising and financial services, further solidified its market position. Although profit margins declined slightly due to peak season marketing expenses, accommodation and business travel saw strong growth. Despite uncertainties such as regulatory investigations and AI transformation, the group's long-term growth prospects remain promising, making it an attractive investment opportunity, thanks to the strong recovery momentum in domestic and international tourism.
Nvidia's revenue guidance significantly exceeded market expectations
The earnings report of Nvidia, a leading artificial intelligence (AI) company, is intertwined with the tug-of-war between global macroeconomic monetary policies. Nvidia's revenue guidance significantly exceeded market expectations, directly confirming strong demand for AI infrastructure and acting as a stabilizing force for risk sentiment in the US stock market, temporarily offsetting investor concerns about overvaluation of tech stocks. However, macroeconomic pressures remain significant. Recent comments from Federal Reserve officials indicate continued concern about the pace of inflation decline, and US Treasury yields hovering above 4% have dampened market optimism regarding substantial interest rate cuts.
Hong Kong Stock Connect saw a net outflow of HK$4.06 billion on Wednesday, with Tencent Holdings (700) experiencing the largest inflow at HK$820 million, followed by Meituan (3690). The Tracker Fund of Hong Kong (2800) recorded the largest net outflow at HK$4.41 billion, followed by the Hang Seng China Enterprises Index (2828).
Leung Kai Tong is a SFC licensed person accredited to KGI Group to carry on regulated activities (for details, please refer to https://apps.sfc.hk/publicregWeb/indi/ADU276/details). He and/or his associate do not have any financial interest in the recommended issuer or new listing applicant.
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