SGX Daily Top Movers (21-10-2026): D05, O39, Z74, U11, BS6, A17U, C38U, AWX, J36 & 9CI lead

SGX_Stars
10-21

1.Top 10 Traded Stocks/ETF/SDR by Value

$DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $Singtel(Z74.SI)$ $UOB(U11.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $CapLand IntCom T(C38U.SI)$ $AEM SGD(AWX.SI)$ $JMH USD(J36.SI)$ $CapitaLandInvest(9CI.SI)$

2.Stocks/ETF/SDR Hit 52-week High

0 Stock/ETF/SDR(s) meet the criteria.

3.Stocks/ETF/SDR Hit 52-week Low

$CapLand IntCom T(C38U.SI)$ $CapitaLandInvest(9CI.SI)$ $Keppel Reit(K71U.SI)$ $Seatrium Ltd(5E2.SI)$ $Mapletree PanAsia Com Tr(N2IU.SI)$ $JMSEA(C07.SI)$ $Mapletree Ind Tr(ME8U.SI)$ $Frasers Cpt Tr(J69U.SI)$ $Lendlease Reit(JYEU.SI)$ $Mapletree Log Tr(M44U.SI)$

4.Stocks/ETF/SDR with Last Price Change over 5%

0 Stock/ETF/SDR(s) meet the criteria.

5.Stocks/ETF/SDR with Last Price Change over -5%

$Addvalue Tech(A31.SI)$ $Bumitama Agri(P8Z.SI)$ $Aztech Gbl(8AZ.SI)$ $CATL HK SDR 30to1(HCCD.SI)$ $Accrelist Ltd(QZG.SI)$ $Zijin Gld HK SDR 10to1(HZGD.SI)$ $iWOW Tech(NXR.SI)$

6.Stocks/ETF/SDR with Report Day Volume Greater Than 10-day Average Volume

(Stocks by volume change in percentage)

$Keppel Reit(K71U.SI)$ $Aztech Gbl(8AZ.SI)$ $AvePoint(AVP.SI)$ $Lion SG Phy Gold US$(GLU.SI)$ $CATL HK SDR 30to1(HCCD.SI)$ $AIMS APAC Reit(O5RU.SI)$ $StarHub(CC3.SI)$ $Accrelist Ltd(QZG.SI)$ $OKP(5CF.SI)$ $Amova-STC Asia REIT(CFA.SI)$

7.Warrants/DLCs with Last Price Change over 15%

$YZJ 5xShortSG280413(STYW.SI)$ $AMZN 5xLongSG280726(HWBW.SI)$

8.Warrants/DLCs with Last Price Change over -15%

0 Warrant/DLC(s) meet the criteria.


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Comments

  • ZW1964
    10-26
    ZW1964
    我的判断是:短期偏警惕,长期要看回报。收入超预期是好事,但如果资本开支也大幅增加,就不能马上认定是利好。





    用最简单的方法判断




    假设微软原本赚100亿元,计划投资50亿元建设AI数据中心。




    现在收入增长了,利润也超预期,但它决定把投资提高到100亿元。




    这代表什么?




    好的一面:公司看好AI需求,可能正在抢占未来市场。




    危险的一面:花钱速度变快,如果AI收入跟不上,现金流就会承压。




    本周重点看3件事




    观察项目 什么情况比较理想?




    云业务收入 持续增长

      自由现金流 没有因为扩张而持续恶化

      AI投资回报 新增收入和利润逐渐覆盖新增投入




    尤其要看微软Azure、谷歌云和亚马逊AWS,而不是只看每股收益(EPS)。




    对新手投资者有什么影响?




    长期投资:如果公司现金流强、AI业务赚钱能力逐渐提高,可以继续研究。




    短期投资:财报超预期,股价也可能下跌,因为市场更担心未来成本。




    还没买入:不必急着追涨,可以等财报后观察市场反应。




    我的结论




    资本开支增加,本身不是坏事;花了很多钱,却迟迟赚不到更多现金,才是真正的警告。




    记住:买股票不是看公司花多少钱发展AI,而是看这些投资最终能为股东赚回多少钱。

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