Hello, this is Kenji from Hong Kong, where we are in the midst of the mid-year earnings season. The overall tone so far seems to be tilting toward the negative side, and the tech sector is no exception. While JD.com pleasantly surprised the market with its results, both Tencent Holdings and Alibaba Group Holding reported zero top line growth for the first time since their listings over a decade ago. Smartphone maker Xiaomi saw its net profit for the first half of the year dip 95 per cent, while component makers such as Sunny Optical and AAC saw their bottom lines cut by half or more.
你好，我是健二，目前在香港，我們現(xiàn)在正處于年中盈利季節(jié)。到目前為止，整體基調(diào)似乎偏向負(fù)面，科技板塊也不例外。雖然京東的業(yè)績(jī)令市場(chǎng)驚喜，但騰訊控股和阿里巴巴集團(tuán)自10多年前上市以來(lái)首次報(bào)告了營(yíng)收零增長(zhǎng)。智能手機(jī)制造商小米今年上半年的凈利潤(rùn)下降了95%，而零部件制造商如舜宇光學(xué)和AAC的利潤(rùn)下降了一半甚至更多。