Dr. Moyu|摸鱼局长
Dr. Moyu|摸鱼局长|Jul 24, 2026 03:59
Why do some financial reports go up and some go down despite exceeding expectations? The World Cup has just ended, and the US stock earnings season has become lively again The most noteworthy aspect of these weeks' financial reports is whether the AI boom can continue to be realized in the performance of chips, data centers, and network infrastructure Let's first take a look at the recently released INTC Intel Q2 revenue of $16.1 billion, up 25% year-on-year Non GAAP EPS is $0.42 Data center and AI business revenue of 6.3 billion US dollars, a year-on-year increase of 59% Intel Foundry revenue increased by 31% year-on-year Q3 revenue guidance is $15.8-16.8 billion This financial report indicates that the demand for AI computing power is driving improvements in Intel's data center and foundry businesses But after INTC's financial report, it first strengthened and then fell back, reminding everyone: The market will continue to evaluate valuations, capital investments, and whether growth can be sustained Let's take a look at the previously popular NOK Nokia Q2 comparable net sales increased by 9% year-on-year, while AI and cloud customer sales doubled year-on-year The expansion of AI data centers requires not only chips and servers, but also underlying connectivity capabilities such as optical networks and IP networks. NOK benefits from the network infrastructure link The financial report has been released, and the director believes that what is worth continuing to track next is: Can the growth of Intel's AI computing power, data center, and outsourcing business be sustained Can the demands of AI and cloud customers continue to be converted into orders, revenue, and profits for Nokia If you want to participate in the subsequent US stock market, you can learn about Bitget's rToken Bitget rToken provides price exposure corresponding to US stocks, such as rINTC corresponding to Intel and rNOK corresponding to Nokia Currently, an rToken can serve three purposes: ① Holding exposure to US stocks Holding rToken such as rINTC and rNOK, participating in the subsequent price performance of corresponding US stocks and eligible dividends After the financial report is released, the market's repricing of performance, guidance, and future growth will continue ② Serve as a contract margin RToken can be used as a margin for Bitget unified accounts, with a maximum collateral rate of up to 95% While holding exposure to US stocks, it can also provide margin support for contract trading ③ Mortgage loan, participate in the financial reporting opportunities in the coming weeks Mortgage rToken, lend USDT/USDC In the coming weeks, a large number of US stock companies will continue to release their financial reports; When new performance expectations are poor or after market volatility arises, existing rToken positions can continue to provide liquidity without rushing to sell existing positions The most important thing during the financial reporting season is not only to understand the performance, but also to keep the funds in a controllable state at all times Simply put, one rToken can hold three jobs: Holding US stock exposure | acting as contract margin | collateralized lending The above is only a personal financial report observation. The financial reporting period has significant fluctuations, so please pay attention to the position, collateral ratio, and liquidation risk when using margin or borrowing @Bitget_zh Bitget rToken US Stock Financial Report INTC NOK AI
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