Core Viewpoint - Futu Holdings Limited is set to announce its financial results for the first quarter of 2025 on May 29, 2025, before U.S. markets open, with a conference call scheduled for the same day [1]. Group 1: Financial Results Announcement - Futu will report its financial results for Q1 2025 on May 29, 2025 [1]. - The earnings conference call will take place at 7:30 AM U.S. Eastern Time [1]. Group 2: Conference Call Registration - Participants must pre-register for the conference call via a provided link [2]. - Confirmation emails will include dial-in numbers and personal PINs for access [3]. Group 3: Company Overview - Futu Holdings Limited is a tech-driven online brokerage and wealth management platform [4]. - The company offers a range of digital financial services through its platforms, including trade execution, margin financing, and wealth management [4]. - Futu integrates social media tools to enhance user connectivity and engagement [4].

Core Viewpoint - The article discusses the recent developments in U.S.-U.K. trade relations and the implications for the stock market, highlighting a new trade agreement and its potential impact on investments [1][4]. Market Performance - On May 9, U.S. stock indices opened higher, with the Dow Jones up 0.08%, S&P 500 up 0.26%, and Nasdaq up 0.50% [1][2]. - Major tech stocks saw gains, with Tesla rising over 5% and other companies like Meta, Apple, Microsoft, Nvidia, and Amazon experiencing slight increases [2]. - The Nasdaq China Golden Dragon Index rose over 1%, with individual stocks like Weibo and Tencent Music also showing positive movement [2]. Trade Agreement Details - President Trump announced a new trade agreement with the U.K., which includes a partial rollback of tariffs and expanded market access for certain products [3][4]. - The agreement stipulates that the first 100,000 cars exported from the U.K. to the U.S. will be subject to a 10% tariff, while any additional cars will incur a 25% tariff [3]. U.S.-China Trade Talks - Trump indicated that substantial negotiations with China regarding trade would take place soon, suggesting that the current 145% tariffs on Chinese goods would likely be reduced [4]. - Chinese officials reiterated their opposition to unilateral tariffs imposed by the U.S. and emphasized the need for negotiations based on equality and mutual respect [6][7].

Core Viewpoint - The article emphasizes the importance of value investing and highlights Futu Holdings (FUTU) as a strong value stock based on various valuation metrics and its Zacks Rank of 2 (Buy) [4][8]. Valuation Metrics - Futu Holdings has a Forward P/E ratio of 14.66, significantly lower than the industry average of 21.77, indicating potential undervaluation [4]. - The PEG ratio for FUTU is 0.80, compared to the industry average of 1.13, suggesting that the stock is undervalued relative to its expected earnings growth [5]. - FUTU's P/B ratio stands at 3.97, which is favorable compared to the industry's average P/B of 6.05, indicating solid market value relative to book value [6]. - The P/CF ratio for FUTU is 20.32, which is attractive against the industry average of 43.23, reflecting a strong cash flow outlook [7]. Investment Outlook - The combination of favorable valuation metrics and a strong earnings outlook positions Futu Holdings as an impressive value stock currently [8].

Market Overview - US stock indices closed higher, with the Dow Jones up 0.7%, Nasdaq up 0.27%, and S&P 500 up 0.43% [1] - The yield on the US 10-year Treasury fell to 4.27%, a decrease of 0.698% [1] - The VIX index dropped 4.89% to 23.55, indicating reduced market volatility [1] - Brent crude oil fell 1.68% to $60.97, while spot gold decreased by 1.93% to $3364.32 per ounce [1] - The US dollar index rose by 0.65% to 99.9 [1] Federal Reserve - The Federal Reserve maintained the federal funds rate target range at 4.25%-4.5%, aligning with market expectations [2] Industry & Stocks - Most sectors in the S&P 500 saw gains, with semiconductors up 1.75%, technology up 1%, and healthcare up 0.77%. However, materials, communications, and real estate sectors declined by 0.55%, 0.18%, and 0.07% respectively [3] - Chinese concept stocks mostly fell, with KWEB down 2.83%, Alibaba down 3.47%, and Pinduoduo down 1.73%. However, TSMC rose 1.31% and Li Auto increased by 2.38% [3] - Major tech stocks had mixed results, with Nvidia up 3.1% and Amazon up 2%. In contrast, Google fell 7.51% and Apple dropped 1.14% [4] Key Focus - US Treasury Secretary Yellen announced that talks with China will begin on Saturday, indicating the discussions are just the starting point and not in-depth negotiations [5] - A report from the Consumer Technology Association predicts that tariffs could increase prices of laptops and smartphones by over 30% if exemptions are not granted [6] - Citic Securities plans to allocate investment banking personnel to Hong Kong in anticipation of a potential influx of Chinese concept stocks returning to the market [7] - The Trump administration is reportedly planning to lift AI chip restrictions imposed during the Biden era, which has faced opposition from major tech companies [8][9] - Apple plans to add AI search functionality to its browser, while also considering partnerships with AI companies [9] - Novo Nordisk reported a 19% increase in Q1 net sales to 78.087 billion Danish Krone, with its weight loss drug Wegovy sales soaring by 85% [10][11] - Disney's Q2 revenue reached $23.62 billion, exceeding expectations, while Uber's Q1 revenue grew 14% to $11.53 billion but fell short of market forecasts [13][14]

Core Insights - Futu Holdings Limited Sponsored ADR (FUTU) is currently viewed as a better value opportunity compared to Amplitude, Inc. (AMPL) based on various financial metrics and rankings [1]. Valuation Metrics - FUTU has a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision activity, while AMPL has a Zacks Rank of 4 (Sell) [3]. - The forward P/E ratio for FUTU is 15.61, significantly lower than AMPL's forward P/E of 147.95, suggesting that FUTU is more attractively priced [5]. - FUTU's PEG ratio stands at 0.86, while AMPL's PEG ratio is much higher at 3.83, indicating that FUTU is expected to grow earnings at a more favorable rate relative to its price [5]. - FUTU has a P/B ratio of 3.97, compared to AMPL's P/B of 4.08, further supporting the argument that FUTU is undervalued [6]. - Based on these metrics, FUTU has earned a Value grade of A, while AMPL has received a Value grade of F [6]. Investment Outlook - Given the superior Zacks Rank and Style Scores, value investors are likely to favor FUTU over AMPL as a more promising investment opportunity at this time [7].

Group 1 - Amadeus IT Group SA Unsponsored ADR (AMADY) has shown strong year-to-date performance, with a return of approximately 11.8%, outperforming the Business Services sector average of -1.5% [4] - The Zacks Rank for AMADY is currently 2 (Buy), indicating positive analyst sentiment and an improving earnings outlook [3][4] - The Zacks Consensus Estimate for AMADY's full-year earnings has increased by 1.7% over the past quarter, reflecting stronger analyst sentiment [4] Group 2 - Amadeus IT Group SA Unsponsored ADR is part of the Technology Services industry, which has seen an average loss of 10.4% this year, further highlighting AMADY's relative strength [6] - Another stock in the Business Services sector, Futu Holdings Limited Sponsored ADR (FUTU), has also outperformed the sector with a year-to-date increase of 15.1% and a Zacks Rank of 2 (Buy) [5][6] - Investors in the Business Services sector are encouraged to monitor both Amadeus IT Group SA and Futu Holdings Limited for their solid performance [7]

1、美股三大指数集体收涨，道指涨0.75%，标普500指数涨0.58%，纳指涨0.55%；大型科技股多数上 涨，特斯拉涨超2%，奈飞涨逾1%，苹果、微软、英伟达、Meta小幅上涨；谷歌、亚马逊小幅下跌。中 概股涨跌不一，纳斯达克中国金龙指数跌0.3%，小鹏汽车跌超6%，贝壳、蔚来、百度等跌逾1%，好未 来、理想汽车、名创优品等小幅下跌；新东方涨超4%，富途控股、霸王茶姬涨逾2%，哔哩哔哩、金山 云、携程网涨超1%，京东、唯品会、腾讯音乐等小幅上涨。 2、国际油价大幅走低，美油主力合约跌3.08%，报60.14美元/桶；布伦特原油主力合约跌2.76%，报63 美元/桶。国际金价走低，现货黄金跌0.81%，报3316.6美元/盎司；COMEX黄金期货跌0.6%，报3327.60 美元/盎司；COMEX白银期货跌0.32%，报33.22美元/盎司。欧洲三大股指收盘涨跌不一，德国DAX指 数涨0.69%报22425.83点，法国CAC40指数跌0.24%报7555.87点，英国富时100指数涨0.55%报8463.46 点。 每经记者 杨建 每经编辑 彭水萍 （一）重要市场新闻 撑国家数字基础设施底座能力上实现显著提 ...

阿里、腾讯2大互联网巨头即将在香港证券领域展开PK。 阿里系公司拟收购香港本土上市券商 耀才证券。一旦收购完成，腾讯控股的 富途控股将面临正面竞争。 业内认为， 阿里系、腾讯系 公司 正面交锋，有望 加速香港证券业的发展， 将为本地乃至全球投资者创造更多价值，更多国际资本有望流入香港市场。 // 耀才证券大涨 81%， 富途控股跌超 6% // 4 月 28 日，港股耀才证券金融（简称 " 耀才证券 " ）一度涨超 96% ，收盘涨超 81% 。 （图片来自W ind金融终端APP ） 同一天，腾讯控股旗下富途控股下跌 6.43% ，报收 87.85 美元。 | 富途控股 < W | | | | --- | --- | --- | | FUTU.O | | | | 87 850 量 503.6万 股本 11.13亿 市盈 17.4 万得 | | | | 盘口 -6.040 -6.43% 换 5.32% 市值1 122亿 市净 3.39 | | | | 盘前 84.830 -3.020 -3.44% 美东 08:30 √ | | | | 电影 盘中▼ 五目 日K 周K | | | | 营加 均价:85.246 ...

Core Viewpoint - Both OppFi Inc. (OPFI) and Futu Holdings Limited (FUTU) are fintech companies leveraging technology to transform traditional financial services, attracting growth-oriented investors seeking opportunities in the fintech sector [1][2] Company Overview - Futu Holdings provides fully digitalized financial services, focusing on online brokerage and wealth management primarily in the China market, while OppFi offers alternative lending solutions to underserved U.S. customers [2] - Both companies aim to disrupt traditional financial services through advanced technology [2] OppFi's Case - OppFi's strategy targets affordable credit for underbanked customers, with a projected market growth of 13% CAGR, reaching a $7 trillion market by 2032 [3] - The company utilizes AI and machine learning to enhance credit evaluation, improving the identification and approval of higher-quality applicants [4] - In Q4 2024, 79.5% of OppLoans were approved instantly without human intervention, marking a 630 basis point increase from Q4 2023, contributing to a 60 basis point reduction in expenses before interest year over year [5] Futu Holdings' Case - Futu challenges traditional brokerage with a fully digital platform and low fees, utilizing AI for operational efficiency, resulting in a 116% increase in operating income and a 690 basis point improvement in margin year over year in Q4 2024 [6] - The company launched various AI-driven features to enhance client experience, including automatic interpretation of corporate announcements [7] - Futu's product velocity was high in Q4 2024, with 209 iterations of its mobile and desktop applications and a 28.7% year-over-year increase in registered clients, leading to an 87% surge in top-line revenue [8][9] Financial Estimates - The Zacks Consensus Estimate for Futu's 2025 sales and EPS indicates year-over-year growth of 19.1% and 31.5%, respectively [11] - For OppFi, the estimates show 9.7% growth in sales and 12.6% in EPS for 2025 [12] Valuation Comparison - Futu Holdings trades at a forward earnings multiple of 12.57X, below its 12-month median of 14.22X, while OppFi's forward earnings multiple is 8.41X, higher than its median of 6.73X [13] Conclusion - Both OPFI and FUTU are notable fintech players, but OPFI is viewed as a more compelling investment opportunity due to its focus on advanced AI and ML in the underserved U.S. credit market, operational efficiency, and ability to disrupt traditional lending [15]

Core Insights - Moomoo and its foundation are launching a 2025 initiative to enhance financial literacy among North American users and global communities [1][2] Group 1: Financial Literacy Initiatives - Moomoo Foundation is collaborating with W!se to honor the 100 Best High Schools Teaching Personal Finance, with awards presented at Touro College [2] - A series of financial literacy seminars will be held in New York and New Jersey, focusing on stock market fundamentals and equity trading [3][5] - Moomoo aims to empower diverse demographics by providing tools for informed investment decisions, regardless of ethnicity, age, or gender [3][5] Group 2: User Financial Health - A quarterly survey of approximately 1,200 North American users revealed that many users are financially better off compared to last year, with consistent savings directed towards stocks [7][11] - Despite positive financial returns, concerns arise from new tariff policies and signs of economic slowdown affecting retail investors [5][7] Group 3: Moomoo Foundation's Mission - The foundation focuses on promoting financial literacy, advancing economic equality, and fostering technological innovation through strategic partnerships and grants [8][9] - Moomoo Foundation emphasizes a sustainable approach to ensure lasting impact in financial education and empowerment [10]