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HOT AFTERNOON | Trade Wizard 下午好！今天马股有几个猛料，包括电讯双雄最新业绩出炉，还有烂尾地标大重启以及地缘政治危机，赶紧来吃瓜！ 1. 麦纳首要重启8 Conlay，股价飙到5年新高！ Magna Prima revives 8 Conlay, shares surge to 5-year high! 麦纳首要（MAGNA, 7617）宣布跟其他公司合作，打算砸下RM7亿 (RM700m) 重启吉隆坡市中心的超大型地标 8 Conlay。这个利好消息直接刺激股价大涨9%，甚至冲上快要6年来的最高点。 MAGNA (7617) is partnering up to invest RM700 million to restructure and revive the iconic 8 Conlay development in KL. This positive catalyst sent the stock surging 9% to a multi-year high, catching the eyes of local property traders. https://www.sinchew.com.my/news/20260814/finance/7757363 2. 明讯次季净利表现亮眼，爽快派息4仙！ Maxis logs strong Q2 net profit, declares 4 sen dividend! 明讯（MAXIS, 6012）次季净利录得RM4.36亿 (RM436m)，表现相当稳健。他们也大方宣布派发每股4仙的中期股息，给本地电讯板块打了一剂强心针。 Maxis delivered a solid Q2 net profit of RM436 million, backed by operating discipline and AI integration. Local retail players will be pleased with the 4 sen dividend payout and stable earnings guidance. http://www.thestar.com.my/business/business-news/2026/08/14/maxis-records-stronger-2q-net-profit-of-rm436mil-declares-4c-divshare 3. 天地通数码次季净利跌9.3%，5G成本拉高开销！ CelcomDigi Q2 net profit slides 9.3% on higher 5G costs! 天地通数码（CDB, 6947）第二季净利下滑9.3%至RM3.98亿 (RM398m)，主要是5G网络使用和融资成本拉高了开销。虽然净利有些缩水，但他们的用户量还是有在成长，这次依然宣布派息3.4仙。 CelcomDigi’s Q2 net profit fell to RM398 million due to rising 5G network operating and financing costs. Despite the profit dip, their expanding subscriber base and a 3.4 sen dividend should cushion any immediate market reaction. https://www.nst.com.my/business/corporate/2026/08/1511022/celcomdigi-q2-net-profit-falls-93pct-higher-costs 4. 美国出狠招封锁伊朗，霍尔木兹紧张局势或引爆油价！ US economic sanctions on Iran escalate, oil prices might get volatile! 美国政府准备对伊朗启动前所未有的经济限制，甚至放话要在霍尔木兹海峡进行无限期军事包围。地缘政治局势再次升温，可能会导致国际原油价格出现剧烈震荡，大家可以多留意马股油气板块。 Escalating US-Iran tensions and a potential naval blockade in the Strait of Hormuz could trigger crude oil price volatility. This development is definitely worth watching for Malaysian energy counters on Bursa. https://www.cnbc.com/2026/08/14/us-iran-war-trump-hormuz-carrier-abraham-lincoln-george-washington.html 今天电讯双雄交出了一好一坏的业绩，大家觉得对接下来的电讯板块走势会有什么影响？ What are your thoughts on the contrasting financial results from Maxis and CelcomDigi today, and how do you think it will affect the telco sector's momentum? ✨✨✨📈📈📈 👉使用荣获多个奖项的马股AI分析工具，享受14天免费试用！: https://www.thetradewizard.com/?r=NTSVQn 👉加入我们一起讨论： https://t.me/tradewizardglobal 👉 Use our award-winning AI tool for Malaysian stock analysis with 14 days free trial ! : https://www.thetradewizard.com/?r=NTSVQn 👉 Join us for discussion: https://t.me/tradewizardglobal Trade Wizard Educational use only

当热门板块开始震荡，外资资金重新调整布局，你会想... 「现在应该继续持有？」 「还是等待新的机会出现？」 「下一波资金会流向哪里？」 在股票市场里，机会往往不是消失，而是在不同板块之间转换。 真正重要的，不只是关注哪只股票上涨，而是了解： ✅ 市场资金正在关注哪些方向 ✅ 板块轮动背后的逻辑 ✅ 面对不同市场环境，投资策略如何调整 📈 本次 2小时策略公开课，将带你从市场趋势、资金流向与交易策略角度，重新理解马股机会。 👨‍🏫 Warren Mak（大马顶尖实盘股票与恒生指数 Structured Warrant 导师）分享多年市场观察与实战经验，帮助投资者建立更系统化的市场分析思维 市场不会永远只属于某一个热门板块 当行情转换时， 懂得调整策略的人， 才能更从容面对市场变化 📅 2026年8月25日（星期二） 🕣 9:00AM – 10:30AM 💻 Zoom（线上课程） 🚀 立即报名公开课 报名参加分享会，了解这套看懂下一波行情的策略玩法。 https://tinyurl.com/SWTrade24062026TgPublic1 #BursaMalaysia #马股 #MalaysiaStockMarket #股票投资 #StructuredWarrant #股票交易策略 #投资学习 #TradingStrategy #KLCI #马来西亚投资

🌍 TRADE WIZARD Daily News Highlights 14/8/26 - Friday 🌍 🔥 TODAY'S FOCUS: SK Hynix spending $720B to expand, GAMUDA bags RM1.64B mega deal! 📊 Overnight US Market Brief 🇺🇸 S&P 500: +0.65% | Nasdaq: +0.81% ━━━━━━━━━━━━━━━━━━ ⭐ KEY STORIES ━━━━━━━━━━━━━━━━━━ 🌐 GLOBAL MARKET 1️⃣ Massive $720B investment! SK Hynix expanding AI memory empire 🚀 🎈 SK Hynix is pouring $720 billion into South Korea to build the world's largest memory chip base. 🎈 Company market cap hit over $1 trillion, grabbing a 58% share of the global HBM market in Q1. 🎈 Secured long-term orders from giants like NVDA and inked a $500 billion deal with SK Group. 🎈 The Yongin base's first fab is as tall as 50 floors, featuring 6 multi-layer vertical cleanrooms. 🎈 Raised $26.5 billion from its US IPO in July and is investing $4 billion in Indiana, USA. 👀 Stocks to Watch: INARI, MPI, UNISEM — These Bursa semiconductor packaging and testing leaders will benefit directly from the global AI chip and HBM supply chain expansion. 🇲🇾 MALAYSIA MARKET 2️⃣ GAMUDA bags RM1.64B mega deal; LPI pays massive 90 sen dividend🔥 🎈 GAMUDA’s Aussie unit bagged two contracts worth RM1.64 billion for solar and battery energy storage projects. 🎈 LPI is paying a 90 sen dividend per share, including a 65 sen special dividend from selling PBBANK shares. 💰 🎈 PHARMA Q2 net profit jumped over 3x to RM12.49 million, with revenue reaching RM1.04 billion. 🎈 AAGB hit by high fuel prices and FX losses, with Q2 net loss widening to RM527 million. 📉 🎈 KEYFIELD net profit fell 65.2% to RM23.1 million due to the lack of disposal gains. 🎈 GUOCO has completed its privatization and will be officially delisted on Aug 18. 3️⃣ AAGB Q2 net loss widens to RM527M, plans to cut 25% capacity in Q3 🔻 🎈 AAGB’s Q2 net loss widened to RM527 million, mainly dragged down by high fuel costs and forex losses. 🎈 Due to geopolitical tensions, average jet fuel prices spiked to $183/barrel, pushing fuel spending up 58% year-on-year. 🔥 🎈 Revenue for the quarter was RM5.09 billion, with H1 revenue totaling RM11.04 billion. 🎈 The group plans to cut 20% to 25% of capacity in Q3, aiming to restore it for the Q4 peak season. 🎈 To lower leasing costs, AAGB plans to return 25 old planes this year to optimize fleet efficiency. ━━━━━━━━━━━━━━━━━━ ⚡️ QUICK NOTES ━━━━━━━━━━━━━━━━━━ 🌐 GLOBAL MARKET 4️⃣ US July PPI stayed flat, lower than expected; Inflation pressure cooling📉 🎈 US July PPI stayed flat, lower than the market expectation of a 0.2% increase. 🎈 Excluding food and energy, July core PPI rose 4.2% year-on-year, showing inflation is slowing down. 🎈 US Treasury yields dropped after the report, and the market pushed back rate hike expectations to Q4. 5️⃣ Legal win for Trump! US Trade Court supports closing $800 tax-free loophole ⚖️ 🎈 US Trade Court ruled in favor of removing the $800 "de minimis" tax-free exemption. 🎈 The court ruled the President has the right to scrap this privilege without violating separation of powers. 🎈 Cross-border e-commerce players like Shein and Temu previously used this loophole to ship low-priced goods. 🇲🇾 MALAYSIA MARKET 6️⃣ Interest costs slashed! PHARMA Q2 net profit jumps over 3x 🚀 🎈 PHARMA Q2 net profit surged over 3x to RM12.49 million, saving about RM7 million in interest expenses. 🎈 Higher hospital orders pushed Q2 revenue up 12% year-on-year to RM1.04 billion. 📈 🎈 A human insulin supply contract worth RM282 million is expected to start contributing in H2. ━━━━━━━━━━━━━━━━━━ 💬 SK Hynix is spending $720B to boost AI memory capacity. Are you bullish on the semiconductor sector moving forward? (A. Still Bullish / B. Valuation too high, wait and see) #Semiconductor #Tech #Solar #Construction #Healthcare #BursaMalaysia #DailyNewsHighlights #Global #Malaysia #GlobalMarkets #MalaysiaMarket #GAMUDA #AAGB #PHARMA #INARI #MPI #UNISEM ✳️ Compiled by: 📈Trade Wizard 📈TED Optimus ⚠️ Disclaimer: All information and opinion expressed in this document is intended for education purposes only.

🌍 《TRADE WIZARD 每日新闻重点》14/8/26 - 星期五 🌍 🔥 今日焦点：SK海力士砸7200亿扩建！GAMUDA再夺16.4亿巨单 📊 隔夜美股速览 🇺🇸 S&P 500: +0.65% | Nasdaq: +0.81% ━━━━━━━━━━━━━━━━━━ ⭐ 必读 KEY STORIES ━━━━━━━━━━━━━━━━━━ 全球 Global 1️⃣ 豪掷7200亿美元！SK Hynix疯狂扩建AI内存帝国 🚀 🎈 SK Hynix豪掷7200亿美元在韩国打造全球最大存储芯片基地。 🎈 公司市值突破1万亿美元，首季拿下全球HBM市场58%份额。 🎈 获NVDA等巨头长期订单，与SK集团敲定5000亿美元合作协议。 🎈 龙仁基地首座晶圆厂高达50层楼，内置6个多层垂直无尘室。 🎈 7月赴美上市募资265亿美元，并在美国印第安纳投资40亿美元。 👀 延伸关注：INARI、MPI、FRONTKN — 半导体封装测试与高精密设备清洗服务提供商，业务深度绑定全球AI芯片及高带宽内存（HBM）供应链扩产周期 本地 Malaysia 🇲🇾 2️⃣ GAMUDA斩获16.4亿大单 LPI豪派90仙股息 🔥 🎈 GAMUDA澳洲子公司斩获两项总值16.4亿令吉的太阳能及储能项目合约。 🎈 LPI派发每股90仙股息，包含出售PBBANK股权所得的65仙特别股息。💰 🎈 PHARMA次季净利暴涨逾3倍至1249万令吉，营收达10.4亿令吉。 🎈 AAGB受燃油价格高涨及汇损拖累，次季净亏损扩大至5.27亿令吉。📉 🎈 KEYFIELD受缺乏脱售收益影响，次季净利跌65.2%至2310万令吉。 🎈 GUOCO完成私有化计划，将于8月18日正式从马股除牌下市。 3️⃣ AAGB次季净亏扩大至5.27亿令吉 第3季拟削减25%运力 🔻 🎈 AAGB次季净亏损扩大至5.27亿令吉，主要受高昂燃油成本及外汇损失拖累。 🎈 因地缘局势，平均航油价格飙升至每桶183美元，燃油支出按年暴涨58%。🔥 🎈 该季度营业额达50.9亿令吉，首半年累计营业额为110.4亿令吉。 🎈 集团计划第3季削减20%至25%运力，并于第4季旅游旺季重新恢复。 🎈 为降低租赁成本，AAGB计划年内退还25架老旧客机以优化机队效益。 ━━━━━━━━━━━━━━━━━━ 📌 简报 QUICK NOTES ━━━━━━━━━━━━━━━━━━ 全球 Global 4️⃣ 美国7月PPI环比持平低于预期 通胀压力降温 📉 🎈 美国7月PPI环比持平，低于市场预期的增长0.2%，通胀逐步趋缓。 🎈 剔除食品和能源后，7月核心PPI环比微升0.2%，低于预期的0.3%。 🎈 报告出炉后美债收益率走低，市场推迟对美联储加息时点的预期至第四季度。 5️⃣ 特朗普再斩法庭大捷！美贸易法院支持封堵800美元免税漏洞 ⚖️ 🎈 美国国际贸易法院裁定，支持特朗普政府取消800美元小额豁免免税政策。 🎈 法院认定总统有权废除该豁免特权，严厉打击跨境电商低价避税行为。 🎈 Shein和Temu等此前广泛利用该漏洞运送低价货物的跨境电商平台将受冲击。 本地 Malaysia 🇲🇾 6️⃣ 利息支出大降！PHARMA次季净利飙升逾3倍 🚀 🎈 PHARMA次季净利飙升逾3倍至1249万令吉，营收按年增长12%至10.4亿令吉。📈 🎈 得益于偿债节省约700万令吉利息开销，并有效改善了医院库存管理。 🎈 宣布派发每股0.48仙中期股息，价值2.82亿令吉的人胰岛素合约下半年开始贡献。 ━━━━━━━━━━━━━━━━━━ 💬 航油高涨致AAGB亏损扩大并削减运力，你认为航空股下半年能触底反弹吗？A. 能 / B. 难 #半导体 #建筑 #太阳能 #医疗 #物流 ✳️ 新闻整理：📈Trade Wizard 📈TED Optimus ⚠️ 免责声明：本文件中包含的所有信息和观点仅供教育目的使用。它不构成财务建议和/或任何投资建议。 Join Telegram▶️: https://t.me/tradewizardglobal

🌍 TRADE WIZARD Daily News Highlights 13/8/26 - Thursday 🌍 🔥 TODAY'S FOCUS: MSC profit jumps over 100%! Several Bursa firms score massive multi-million contracts 📊 Overnight Market Wrap 🇺🇸 S&P 500: +0.26% | Nasdaq: +0.54% ━━━━━━━━━━━━━━━━━━ ⭐ KEY STORIES ━━━━━━━━━━━━━━━━━━ 🌐 GLOBAL 1️⃣ NVDA teams up with giants for AI compute assets, Wall Street questions valuation ⚠️ 🎈 NVDA is working with BlackRock and KKR to turn AI compute power into an investable asset class. 🎈 BlackRock's CEO compared compute assets to the mortgage-backed securities of the 1970s. 🎈 Market is worried that data center loans are hard to value; GPUs only have a lifespan of 5 to 6 years and depreciate super fast. 🎈 Westwood Capital warns this model might end up like the fiber optic bubble crash. 🎈 Famous investor Michael Burry says this structure feels a bit like the Enron scandal. 🎈 NVDA shares fell 3% 📉 after the news, showing the market's doubt over these backed assets. 👀 Related Stocks: YTLPOWR (5292) — Subsidiary working with NVIDIA to develop AI data centers and compute infrastructure in Johor. 🇲🇾 MALAYSIA 2️⃣ Tin prices and volume both flying! MSC Q2 net profit jumps over 100% 📈 🎈 MSC’s Q2 net profit soared to RM34.02 million, jumping more than 1x year-on-year. 🎈 Quarterly revenue surged 68.2% to RM637 million, hitting a 10-year high. 🚀 🎈 1H net profit tripled to RM76.95 million, with revenue hitting RM1.09 billion. 🎈 Higher average selling prices and sales volume for refined tin drove the solid growth. 🎈 Closing old plants and moving everything to the new Pulau Indah plant has boosted efficiency big time. 🎈 AI and semicon demand keeps tin prices supported; share price already up 41.4% this year. 🔥 3️⃣ Local firms reporting good news with multi-million ringgit contract wins 🚀 🎈 KERJAYA bagged a RM223 million contract in JB; total YTD wins hit RM2.4 billion, beating their target. 🎈 PTT signed a SPA to sell 5 industrial warehouses in Johor for a total of RM260 million. 🎈 VSTECS Q2 net profit surged 50% to RM30.31 million, revenue at RM1.08 billion. 🎈 SSB8 secured a RM105 million data center job in Selangor. ⚡ 🎈 BINASAT called off a RM73 million hotel suite acquisition, getting a RM32.19 million refund. ━━━━━━━━━━━━━━━━━━ 📌 QUICK NOTES ━━━━━━━━━━━━━━━━━━ 🌐 GLOBAL 4️⃣ US July CPI cooling down! Hopes for Fed rate hike in Sept drop 📉 🎈 US July CPI rose 0.1% monthly; annual rate dropped to 3.4%, meeting expectations. 🎈 Core CPI (excluding food/energy) rose 0.2% monthly, 2.5% annually. 🎈 CME Group data shows the chance of a September rate hike dropped to 42%; US futures moved up. 📈 5️⃣ Bypassing Red Sea! Saudi crude exports via Mediterranean surging 🚢 🎈 Saudi is pumping more oil via Egypt’s Sumed pipeline to the Mediterranean to avoid Red Sea attacks. 🛢️ 🎈 August crude exports from Egypt's ports hit 2.3 million bpd, while Saudi exports via Bab el-Mandeb tanked nearly 90%. 🎈 Going around Africa to Asia takes 25 days longer and is super expensive; Mediterranean exports mainly head to Europe and US. 🇲🇾 MALAYSIA 6️⃣ SUNREIT Q2 net property income stays strong, dividends up nearly 11% 💰 🎈 SUNREIT’s Q2 net property income rose 5.2% YoY to RM163 million. 🎈 With retail and hotel sectors growing, 1H dividend jumped almost 11% to 6.28 sen; total assets crossed RM10 billion. 💰 🎈 Spending RM462 million to rebuild Sunway Pier in Port Klang, expected to finish by 2H 2028. 🏗️ ━━━━━━━━━━━━━━━━━━ 💬 Fed cooling down rate hike expectations, you think global tech stocks will continue to fly? #DailyNewsHighlights #Global #Malaysia #GlobalMarkets #MalaysiaMarket #BursaMalaysia #Tech #Construction #Property #Semiconductor #DataCenters ✳️ Compiled by: 📈Trade Wizard 📈TED Optimus ⚠️ Disclaimer: All information and opinion expressed in this document is intended for education purposes only. It does not constitute financial advice and/or any investment recommendations. Join Telegram▶️: https://t.me/tradewizardglobal

🌍 《TRADE WIZARD 每日新闻重点》13/8/26 - 星期四 🌍 🔥 今日焦点：美国CPI降至3.4%，马股企业大单与业绩捷报频传！ 📊 隔夜美股速览 🇺🇸 S&P 500: +0.26% | Nasdaq: +0.54% ━━━━━━━━━━━━━━━━━━ ⭐ 必读 KEY STORIES ━━━━━━━━━━━━━━━━━━ 全球 Global 1️⃣ NVDA联合巨头打造AI算力资产引发华尔街估值质疑⚠️ 🎈 NVDA与BlackRock及KKR等金融巨头合作，将AI算力推向可投资资产类别。 🎈 BlackRock CEO将算力资产比作1970年代的住房抵押贷款支持证券。 🎈 市场担忧数据中心贷款难以评估，GPU使用寿命仅5至6年且折旧极快。 🎈 Westwood Capital警告该模式或重蹈当年光纤泡沫崩盘的覆辙。 🎈 知名投资者Michael Burry指出此融资结构隐现当年Enron事件的影子。 🎈 消息公布后NVDA股价单日下跌3%📉，凸显资本市场对担保资产的疑虑。 👀 延伸关注：YTLPOWR（5292） — 集团与英伟达合作在柔佛打造AI数据中心，AI算力资产化及折旧风险直接影响其算力业务估值与部署。 本地 Malaysia 🇲🇾 2️⃣ 马股多家企业捎佳音 斩获多项亿级大单 🚀 🎈 KERJAYA斩获新山2.23亿令吉合约，今年累计接单达24亿令吉突破目标。 🎈 PTT签署SPA协议出售柔佛5座工业仓库，交易总值达2.6亿令吉。 🎈 MSC次季净利暴涨超一倍至3402万令吉，营收飙至6.37亿令吉。 🎈 VSTECS次季净利同比大增50%至3031万令吉，营收10.8亿令吉。 🎈 SSB8接获雪州数据中心工程合约，总值达1.05亿令吉。⚡ 🎈 BINASAT终止7300万令吉酒店套房收购案，获3219万令吉退款。 3️⃣ 锡价与销量双飙！MSC次季净利暴涨超1倍📈 🎈 MSC次季净利跃升至3402万令吉，按年暴涨超1倍。 🎈 季度营收大增68.2%至6.37亿令吉，创十年新高。🚀 🎈 上半年净利大增三倍至7695万令吉，营收达10.9亿令吉。 🎈 精炼锡平均售价与销量双双走高，推动集团业绩显著增长。 🎈 关闭旧厂并将冶炼业务整合至英达岛新厂，大幅提升营运效率。 🎈 AI与半导体需求持续支撑锡价，股价今年已大涨41.4%。🔥 ━━━━━━━━━━━━━━━━━━ 📌 简报 QUICK NOTES ━━━━━━━━━━━━━━━━━━ 全球 Global 4️⃣ 美国7月CPI全面降温！美联储9月加息预期大幅放缓 📉 🎈 美国7月CPI环比升0.1%，同比涨幅降至3.4%，符合预期。 🎈 剔除食品与能源的核心CPI环比上涨0.2%，同比增2.5%。 🎈 CME数据显示9月加息概率降至42%，美股期货应声上扬。📈 5️⃣ 避开红海封锁！沙特地中海原油出口量飙升 🚢 🎈 为规避红海袭击，沙特大幅增加经由埃及管道向地中海输油。🛢️ 🎈 8月埃及港口原油出口量从100万桶/日暴涨至约230万桶/日。 🎈 沙特经曼德海峡出口量骤降近90%，从1100万桶跌至130万桶/日。 本地 Malaysia 🇲🇾 6️⃣ SUNREIT次季净房产收入劲增 派息飙升近11%💰 🎈 SUNREIT次季净房产收入同比增长5.2%至1.63亿令吉。 🎈 随着零售与酒店业务增长，半年派息飙升近11%至6.28仙。💰 🎈 2026财年首6个月累计净房产收入达3.27亿令吉，资产总值突破100亿令吉。 ━━━━━━━━━━━━━━━━━━ 💬 美联储加息预期放缓，你认为美股接下来会继续走高吗？（A: 会 / B: 不会） #数据中心 #建筑 #油气 #科技 #产业 ✳️ 新闻整理：📈Trade Wizard 📈TED Optimus ⚠️ 免责声明：本文件中包含的所有信息和观点仅供教育目的使用。它不构成财务建议和/或任何投资建议。 Join Telegram▶️: https://t.me/tradewizardglobal

HOT AFTERNOON | Trade Wizard 今天的马股和国际市场有这4个最热的话题，赶紧花两分钟来 update 一下！ 1. 凯杰雅新山夺 RM2.23亿 建造合约 Kerjaya Prospek bags RM2.23m SOHO construction job in JB Kerjaya Prospek (KERJAYA) 拿下 Sunway Majestic 颁发的 RM2.23亿 (RM223m) 建筑合约，要在新山起两栋 SOHO。这直接充实了他们的 order book，也看得出柔佛的 property 和 construction 依然很 active，对这两只股都是正面催化剂。 Kerjaya Prospek (KERJAYA) secured a RM2.23亿 (RM223m) contract from Sunway Majestic to build SOHO units in JB. This adds solid weight to their order book and proves Johor's property and construction scene is still very active, which is positive for both counters. https://www.thestar.com.my/business/business-news/2026/08/12/kerjaya-prospek-unit-bags-rm223mil-construction-job-in-jb 2. 红海冲突升级致6死，美军开火反击 Houthi Red Sea attack kills six, US retaliates with strikes 红海局势又变紧张，胡塞武装袭击货船搞到一年来首次出人命，美军也随即开火还击。航运风险飙升肯定会推高 freight rate 和油价，本地的 O&G 板块和 MISC 这些航运股，看来又要被 trader 盯上了。 Red Sea tensions flared up again with the first fatalities in over a year, triggering US retaliatory strikes. This jump in maritime risk will definitely push up freight rates and oil prices, likely bringing O&G and shipping plays like MISC back onto traders' radars. https://www.cnbc.com/2026/08/12/us-iran-war-trump-hormuz-houthi-attack-blockade-.html 3. Teleport 进军澳洲，Avalon 机场成最新物流枢纽 Capital A's Teleport establishes strategic hub at Melbourne's Avalon Airport Capital A (CAPITALA) 旗下的 Teleport 签了 agreement，要把澳洲墨尔本的 Avalon 机场打造成在大洋洲的 strategic hub。这一着不仅可以帮他们吃下中国到澳洲的大量 e-commerce 货源，也证明 Capital A 在搞非航空业务方面是认真的。 Capital A's (CAPITALA) Teleport inked a deal to turn Melbourne’s Avalon Airport into its latest strategic hub in Oceania. This move helps them capture fast-growing e-commerce flows from China and shows CAPITALA is seriously scaling up its non-airline businesses. https://www.bharian.com.my/bisnes/korporat/2026/08/1600871/avalon-jadi-hab-operasi-strategik-terkini-teleport-di-australia 4. CoreWeave 营收翻倍飙涨，美股盘后弹 14% CoreWeave stock pops 14% as revenue doubles on hot AI demand AI 云端巨头 CoreWeave 上季营收翻倍到 $25.8亿 ($2.58b)，手上的 backlog 甚至达到惊人的 $1040亿 ($104b)，股价盘后直接飙 14%。海外 AI 基础设施建设需求还是非常 robust，本地那些 data center 和科技股接下来应该还有得炒。 AI cloud provider CoreWeave's Q2 revenue doubled to $25.8亿 ($2.58b), with a massive backlog of $1040亿 ($104b) sending its stock up 14% after-hours. Massive global demand for AI infrastructure is still very robust, giving local tech and data center counters more runway to run. https://www.cnbc.com/2026/08/11/coreweave-crwv-q2-earnings-report-2026.html 大家觉得红海地缘政治紧张，会不会让本地的航运和油气板块再次飞天？ Do you think the escalating Red Sea tensions will trigger another massive rally for Bursa's shipping and O&G counters? ✨✨✨📈📈📈 👉使用荣获多个奖项的马股AI分析工具，享受14天免费试用！: https://www.thetradewizard.com/?r=NTSVQn 👉加入我们一起讨论： https://t.me/tradewizardglobal 👉 Use our award-winning AI tool for Malaysian stock analysis with 14 days free trial ! : https://www.thetradewizard.com/?r=NTSVQn 👉 Join us for discussion: https://t.me/tradewizardglobal Trade Wizard Educational use only

🌍 TRADE WIZARD Daily News Highlights 12/8/26 - Wednesday 🌍 🔥 TODAY'S FOCUS: CRWV backlog hits $104 billion, share price flies 14% after-market! 📊 OVERNIGHT US MARKET SUMMARY 🇺🇸 S&P 500: -0.32% | Nasdaq: -0.60% ━━━━━━━━━━━━━━━━━━ ⭐ KEY STORIES ━━━━━━━━━━━━━━━━━━ GLOBAL 1️⃣ CRWV Q2 revenue surges 112%! Solid results send stock flying 14% 🔥 🎈 AI infrastructure demand stays steady, Q2 revenue shot up 112% to $2.58 billion. 🎈 Adjusted loss per share was $1.03, performing better than market expectations. 🎈 Company backlog hits a massive $104 billion, showing strong computing power demand. 🎈 Raised 2026 full-year revenue guidance, now expected to hit $12.4 billion to $13.2 billion. 🎈 Secured multiple huge orders during the quarter, including a $21 billion top-up from META 🔥. 🎈 On the back of good results and guidance, CRWV share price surged over 14% after-market 📈. 👀 STOCKS TO WATCH: YTLPOWR, SUNCON — Focused on data center construction and computing power infrastructure. MALAYSIA 🇲🇾 2️⃣ Bursa Focus: SDG Q2 profit rockets, MRDIY announces 3.3 sen dividend 🚀 🎈 MRDIY Q2 net profit dropped 15.2% to RM134 million, but still declares 3.3 sen dividend. 🎈 SDG Q2 profit doubled to RM987 million, cashed out RM418.5 million from selling land to SIMEPROP. 🎈 HEGROUP bags RM47 million Letter of Intent (LOI) for power works at a Johor data center. 🎈 WESTRVR wins RM22.56 million sub-con job for another Johor data center project. ⚡ 🎈 SCICOM share price hits 9-year high, while CYPARK waste-to-energy plant gets nod to expand. 📈 3️⃣ MRDIY Q2 profit down 15%, but still pays out 3.3 sen dividend! 📉 🎈 MRDIY Q2 net profit fell 15.2% YoY to RM134 million, mainly because costs went up due to expansion. 🎈 Q2 revenue grew 3.6% to RM1.26 billion, and they announced a 3.3 sen interim dividend. 💰 🎈 Store count increased to 1,610, leading to higher staff and electricity bills, dragging down operating margins. 🎈 For 2026 H1, total revenue hit RM2.63 billion with net profit at RM326 million. 🎈 Management says their financial position is solid and will stick to a disciplined expansion strategy to reward shareholders. ━━━━━━━━━━━━━━━━━━ 📌 QUICK NOTES ━━━━━━━━━━━━━━━━━━ GLOBAL 4️⃣ NVDA joins $500 billion AI financing alliance, but faces cheap computing power risks from China 🚨 🎈 NVDA teams up with BlackRock and other Wall Street giants to set up a $500 billion AI financing platform. 🎈 Wall Street now treats GPUs as hard assets, using them as collateral to give out loans. 🎈 Analysts warn that if China dumps cheap computing power, it could cause asset values to shrink. ⚠️ 5️⃣ Iran sets conditions to open strait! US Crude Oil breaks $83 🛢️ 🎈 Iran wants their overseas assets unfrozen first, otherwise they won't reopen the Strait of Hormuz. 🎈 WTI crude futures jumped 1.3% in a day, closing at $83.20 per barrel. 📈 🎈 Trump ordered the release of 172 million barrels from strategic reserves, hitting a 40-year low. MALAYSIA 🇲🇾 6️⃣ SCICOM hits 9-year high, share price up 60% this year 🚀 🎈 SCICOM share price touched RM2.20, a 9-year high, and has surged 60% year-to-date. 🎈 First 9 months net profit grew to RM34.62 million, with revenue rising to RM223 million. 🎈 Group is aggressively expanding into GovTech and AI business, with strong cash flow supporting high dividend yields. 🔥 ━━━━━━━━━━━━━━━━━━ 💬 CRWV backlog hit $100B in one quarter, you think this AI infra play can fly for how much longer? A) Just starting, still bullish 🚀 B) Valuation too high, watch out for pullback ⚠️ #DataCenter #Tech #OilAndGas #Utilities #Construction #DailyNewsHighlights #Global #Malaysia #GlobalMarkets #MalaysiaMarket #BursaMalaysia #CRWV #YTLPOWR #SUNCON #MRDIY #SDG #HEGROUP #WESTRVR #SCICOM #CYPARK #NVDA ✳️ Compiled by: 📈Trade Wizard 📈TED Optimus ⚠️ Disclaimer: All information and opinion expressed in this document is intended for education purposes only. It does not constitute financial advice and/or any investment recommendations. Join Telegram▶️: https://t.me/tradewizardglobal

🌍 《TRADE WIZARD 每日新闻重点》12/8/26 - 星期三 🌍 🔥 今日焦点：NVDA豪掷5000亿组AI联盟，CRWV盘后狂飙14%！ 📊 隔夜美股速览 🇺🇸 S&P 500: -0.32% | Nasdaq: -0.60% ━━━━━━━━━━━━━━━━━━ ⭐ 必读 KEY STORIES ━━━━━━━━━━━━━━━━━━ 全球 Global 1️⃣ NVDA豪掷5000亿美元组建AI融资联盟 却遭中国低价算力风险挑战🚨 🎈 NVDA联手BlackRock等六家华尔街巨头，组建5000亿美元AI基础设施融资平台。 🎈 华尔街将GPU视作类似商业地产的硬资产，用以抵押并向客户发放贷款。 🎈 分析师警告，若中国倾销廉价算力，可能导致硬件快速贬值并引发资产缩水。⚠️ 🎈 鉴于高违约风险，投资者预计将要求高达11%至17%的收益率回报。 🎈 NVDA反驳称CUDA软件更新能提升算力，确保芯片长期具备盈利能力。 👀 延伸关注：YTLPOWR (5401)、NATIONGATE (0296) — 运营大型AI数据中心及提供AI算力服务器托管与组装服务 本地 Malaysia 🇲🇾 2️⃣ 马股综合焦点：SDG次季净利狂飙，MRDIY宣布派息3.3仙 🚀 🎈 MRDIY次季净利下滑15.2%至1.34亿令吉，仍派息3.3仙。 🎈 SDG次季净利翻倍至9.87亿令吉，向SIMEPROP售地套现4.185亿令吉。 🎈 HEGROUP拿下柔佛数据中心4700万令吉电力工程意向书。 🎈 WESTRVR斩获柔佛数据中心2256万令吉分包工程。 ⚡ 🎈 SCICOM股价创9年新高，CYPARK垃圾发电厂获准扩建。 📈 3️⃣ CRWV次季营收暴涨112%！业绩亮眼驱动股价狂飙14% 🚀 🎈 AI基础设施需求强劲，CRWV次季营收暴涨112%至25.8亿美金。 🎈 CRWV调整后每股亏损为1.03美金，表现优于市场预期。 🎈 公司积压订单金额高达1040亿美金，凸显强劲的算力需求。 🎈 上调2026全年营收指引，预计达124亿至132亿美金。 🎈 季度内斩获META追加的210亿美金等多笔巨额算力订单 🔥。 🎈 在绩优与利好指引刺激下，CRWV盘后股价飙升逾14% 📈。 ━━━━━━━━━━━━━━━━━━ 📌 简报 QUICK NOTES ━━━━━━━━━━━━━━━━━━ 全球 Global 4️⃣ 伊朗拒开海峡设前提！美原油飙升破83美元 🛢️ 🎈 伊朗要求美国解冻海外资产，否则拒绝重开霍尔木兹海峡。 🎈 WTI原油期货单日大涨1.3%，收报每桶83.20美元。 📈 🎈 美国战略石油储备降至3亿桶以下，创下40多年来新低。 本地 Malaysia 🇲🇾 5️⃣ MRDIY次季净利下滑15% 逆势豪派3.3仙股息！📉 🎈 MRDIY次季净利同比下滑15.2%至1.34亿令吉，主因扩张导致成本上升。 🎈 次季营收按年增长3.6%至12.6亿令吉，并宣布派发每股3.3仙中期股息。💰 🎈 2026上半年总营收录得26.3亿令吉，净利达3.26亿令吉。 6️⃣ SCICOM股价创9年新高 年内狂飙60% 🚀 🎈 SCICOM股价一度触及RM2.20创9年新高，今年至今已暴涨60%。 🎈 首9个月净利润大增至3462万令吉，营收则增长至2.23亿令吉。 🎈 本财年至今已派息9仙，若尾期再派3仙全年派息将达12仙。 ━━━━━━━━━━━━━━━━━━ 💬 你看好AI基础设施需求持续强劲，还是担心算力过剩带来的资产贬值风险？ #数据中心 #科技 #油气 #电力 #种植 ✳️ 新闻整理：📈Trade Wizard 📈TED Optimus ⚠️ 免责声明：本文件中包含的所有信息和观点仅供教育目的使用。它不构成财务建议和/或任何投资建议。 Join Telegram▶️: https://t.me/tradewizardglobal

HOT AFTERNOON | Trade Wizard 各位老铁，下午茶时间到！今天马股有超级巨头交出亮眼业绩，还有柔佛板块继续狂飙，赶紧来看看这4个最劲爆的热门消息： 1. SD Guthrie第二季净利翻倍飙到RM9.87亿！ SD Guthrie Q2 profit nearly doubles to RM987m! 哇塞，SD Guthrie第二季净利直接飙到RM9.87亿 (RM987m)，主要是靠工业发展和下游业务撑起半边天。虽然原油棕榈油产量有少许波折，但高昂的CPO价格还是让他们赚到盆满钵满，转型计划跑得很顺哦。 Walao, SD Guthrie’s Q2 net profit shot up to RM987m, thanks to strong industrial development and downstream gains. Even with upstream challenges, higher CPO prices are keeping them highly profitable as they successfully diversify beyond traditional plantations. https://www.nst.com.my/business/corporate/2026/08/1508734/sd-guthrie-q2-earnings-nearly-double-rm987mil-industrial 2. 森那美产业RM4.185亿买柔佛古来地皮！ Sime Darby Property buys Kulai land for RM418.5m! Sime Prop这次从SD Guthrie手里拿下柔佛古来556英亩的黄金地皮，打算砸个估计RM30亿 (RM3b) GDV的新城镇项目。这地方刚好在马新经济特区（JS-SEZ）的范围里，看来Johor概念股的热度还要继续烧啊。 Sime Prop is expanding big time into Johor by acquiring 556 acres of land from SD Guthrie, planning a massive RM3b GDV township. Located right inside the JS-SEZ zone, this transaction keeps the Johor property play super active for traders. https://www.thestar.com.my/business/business-news/2026/08/11/sime-darby-property-acquires-kulai-land-for-rm4185mil 3. HE Group接获柔佛数据中心RM4700万电力工程意向书！ HE Group bags RM47m Johor data center electrical job! HEGROUP旗下的Hexatech拿到柔佛数据中心275kv的高压电力工程意向书，总值约RM4700万 (RM47m)。数据中心（Data Centre）这波建设热潮真的是直接带飞本地的电力和工程承包商，又有题材可以炒作了。 HEGROUP’s subsidiary secured a letter of intent for high-voltage electrical works at a Johor data center. The data center theme is still very much alive, keeping local utility and infrastructure players highly relevant in the market. https://www.thestar.com.my/business/business-news/2026/08/11/he-group-unit-accepts-loi-for-data-centre-works-in-johor 4. 美油回升突破82美元，霍尔木兹海峡局势又变紧张？ US oil rebounds past $82 as Hormuz tensions heat up again! 美国和伊朗在霍尔木兹海峡的协议可能告吹，WTI原油直接反弹到每桶82美元以上，布伦特也上了87美元。这地缘政治风波一闹，供应担忧再起，马股的油气板块（O&G sector）估计又要开始活跃了。 Oil prices jumped 5% with WTI back above $82 after US-Iran shipping deal talks stalled. Any supply disruption fears in the strategic Strait of Hormuz will definitely spark trading interest in Bursa’s O&G stocks. https://www.cnbc.com/2026/08/10/oil-prices-today-brent-wti-hormuz-trump-iran.html 大家觉得在马新特区和数据中心双重加持下，柔佛概念股还能继续冲吗？ With the JS-SEZ and data center catalysts, do you think Johor-themed stocks still have room to run? ✨✨✨📈📈📈 👉使用荣获多个奖项的马股AI分析工具，享受14天免费试用！: https://www.thetradewizard.com/?r=NTSVQn 👉加入我们一起讨论： https://t.me/tradewizardglobal 👉 Use our award-winning AI tool for Malaysian stock analysis with 14 days free trial ! : https://www.thetradewizard.com/?r=NTSVQn 👉 Join us for discussion: https://t.me/tradewizardglobal Trade Wizard Educational use only

🌍 TRADE WIZARD Daily News Highlights | 11 Aug 2026 (Tue) 🌍 🔥 TOP STORY: NVDA teams up with six financial giants on a US$500bn AI financing platform; oil prices surge 5%! 📊 US Market Overnight 🇺🇸 S&P 500: -0.06% | Nasdaq: -0.32% ━━━━━━━━━━━━━━━━━━ ⭐ KEY STORIES ━━━━━━━━━━━━━━━━━━ 🌍 Global 1️⃣ NVDA & Wall Street Giants Launch US$500bn AI Financing Platform 🚀 🎈 NVDA partners with BlackRock, Goldman Sachs, KKR and others. 🎈 Plans to mobilise over US$500bn for data centres and AI hardware. 🎈 Jensen Huang says AI chips are emerging as a new investable asset class. 🎈 Customers can access AI computing power through third-party financing without using their own balance sheets. 👀 Watch: YTLPOWR, SUNCON — data centre & AI infrastructure exposure. 🇲🇾 Malaysia 2️⃣ Malaysian Companies Secure Major Contracts & Report Strong Growth 🚀 🎈 HEXRTL receives a 43 sen takeover offer from major shareholders. 🎈 AME to build a new factory supporting a RM312m Southeast Asia expansion. 🎈 HUPSENG 2Q net profit jumped 21.5% to RM10.34m. 🎈 WELLCHIP 2Q net profit rose nearly 15% to RM23.93m. 🎈 MNHLDG JV secured a RM122m TNB underground cable project. 🎈 INTA won a RM116m SIMEPROP residential project. 🎈 ITMAX approved for a RM134m Kota Kinabalu smart city project. 3️⃣ AME Wins Johor Factory Contract for US$70m Expansion ✈️ 🎈 AME will build a 220,000 sq ft facility for HYA Industry at i-TechValley, Johor. 🎈 HYA Industry is part of Shanghai-listed Wuxi Hyatech. 🎈 The facility will produce aerospace components and medical implants. 🎈 Part of Wuxi Hyatech’s US$70m (RM312m) expansion plan. 🎈 Strengthens AME’s exposure to the Johor-Singapore Special Economic Zone. ━━━━━━━━━━━━━━━━━━ 📌 QUICK NOTES ━━━━━━━━━━━━━━━━━━ 🌍 Global 4️⃣ Oil Prices Surge 5% Amid Uncertainty Over US-Iran Talks 🛢️ 🎈 Oil prices jumped around 5% amid concerns over US-Iran negotiations. 🎈 WTI rose to US$82.13/bbl, while Brent reached US$87.72/bbl. 🎈 Trump said the US is only in “semi-negotiations” with Iran. 5️⃣ US July CPI in Focus — JPMorgan Sees Up to 2% S&P 500 Upside 📊 🎈 July headline CPI is expected at +0.1% MoM / +3.4% YoY. 🎈 Inflation data could influence the Fed’s September rate decision. 🎈 JPMorgan sees up to 2% S&P 500 upside if core CPI is below 0.15%. 🇲🇾 Malaysia 6️⃣ HEXRTL Receives 43 Sen Takeover Offer 🤝 🎈 Major shareholders, including Datuk Ong Choo Meng, propose a 43 sen/share cash offer. 🎈 Offer represents a ~7.5% premium to the previous 40 sen close. 🎈 Buyers intend to maintain HEXRTL’s listing status. 🎈 HEXRTL closed at 40.5 sen, with a market cap of RM203m. ━━━━━━━━━━━━━━━━━━ 💬 Will the US$500bn AI financing platform trigger another tech stock rally? A. Yes — the AI boom continues 🚀 B. Wait & see — valuation risks remain ⚠️ #Technology #Semiconductors #Construction #Infrastructure #OilGas ✳️ Compiled by: 📈Trade Wizard 📈TED Optimus ⚠️ Disclaimer: All information and opinion expressed in this document is intended for education purposes only. It does not constitute financial advice and/or any investment recommendations. Join Telegram▶️: https://t.me/tradewizardglobal

🌍 《TRADE WIZARD 每日新闻重点》11/8/26 - 星期二 🌍 🔥 今日焦点：NVDA携手六巨头组5000亿美元AI平台；油价暴涨5%！ 📊 隔夜美股速览 🇺🇸 S&P 500: -0.06% | Nasdaq: -0.32% ━━━━━━━━━━━━━━━━━━ ⭐ 必读 KEY STORIES ━━━━━━━━━━━━━━━━━━ 全球 Global 1️⃣ NVDA携手华尔街六巨头豪掷5000亿美元打造AI融资平台 🚀 🎈 NVDA与BlackRock、GS、KKR等六巨头签署合作备忘录。 🎈 计划动员超5000亿美元资金，用于数据中心建设及硬件采购。 🎈 CEO黄仁勋表示，AI芯片正首次演变为独立的可投资资产类。 🎈 客户无需动用自身资产负债表，即可通过第三方资金获得AI算力。 💡 🎈 BlackRock表示此举开创金融工程新时代，将全力加快资金筹集。 👀 延伸关注：YTLPOWR、SUNCON — 涉及数据中心基础设施建设及算力相关业务 本地 Malaysia 🇲🇾 2️⃣ 马股企业重磅频传：多公司斩获亿级大单与业绩大涨 🚀 🎈 HEXRTL获大股东每股43仙溢价收购，将维持上市地位。 🎈 AME将建新工厂，助力客户在东南亚投资3.12亿令吉。 🎈 HUPSENG次季净利飙升21.5%至1034万令吉，派息1仙。📈 🎈 WELLCHIP次季净利增长近15%至2393万令吉，拟发股扩店。 🎈 MNHLDG合资公司斩获TNB价值1.22亿令吉地下电缆项目。 🎈 INTA斩获SIMEPROP价值1.16亿令吉住宅建设计划。🔥 🎈 ITMAX获批执行1.34亿令吉的亚庇智慧城市项目。 3️⃣ AME 斩获柔佛新厂建造合约！助力中企豪掷7000万美元扩张 ✈️ 🎈 AME 通过子公司在柔佛 i-TechValley 为 HYA Industry 建造 22万平方呎厂房。 🎈 HYA Industry 隶属于上交所上市公司 Wuxi Hyatech。 🎈 新厂将主要用于研发与生产航空航天零部件及医疗骨科植入锻件。 🎈 该项目属 Wuxi Hyatech 总额 7000万美元（约3.12亿令吉）扩张计划之一。 🎈 AME 进一步深耕柔新经济特区，此前已获 2.14亿令吉航空测试设施合约。🚀 ━━━━━━━━━━━━━━━━━━ 📌 简报 QUICK NOTES ━━━━━━━━━━━━━━━━━━ 全球 Global 4️⃣ 美伊协议前景成疑国际油价暴涨5% 🛢️ 🎈 美伊谈判前景引发市场忧虑，国际原油价格单日暴涨约5%。 🎈 WTI原油期货升至每桶82.13美元，Brent原油达87.72美元。📈 🎈 特朗普称美方仅与伊朗“半谈判”，将依靠海上封锁维持施压。 5️⃣ 美7月CPI重磅袭来！JPMorgan预判标普500或暴涨2% 📊 🎈 市场预计7月整体CPI环比上涨0.1%，同比涨幅为3.4%。 🎈 JPMorgan指出，通胀数据将直接影响Fed在9月的利率决策。 🎈 若核心CPI低于0.15%，标普500指数最高可暴涨2%。🚀 本地 Malaysia 🇲🇾 6️⃣ 大股东豪掷每股43仙！HEXRTL接获全面收购要约 🤝 🎈 大股东Datuk Ong Choo Meng等人拟以每股43仙现金收购HEXRTL。 🎈 43仙要约价较此前40仙收盘价溢价约7.5%，且买家有意维持上市地位。 🎈 截至周一HEXRTL股价收于40.5仙，公司总市值达2.03亿令吉。 ━━━━━━━━━━━━━━━━━━ 💬 华尔街巨头联手豪掷5000亿美元打造AI融资平台，你认为这会掀起新一波科技股狂欢吗？（A. 会，AI浪潮继续冲 / B. 观望，提防高估值风险） #科技 #半导体 #建筑 #基建 #油气 ✳️ 新闻整理：📈Trade Wizard 📈TED Optimus ⚠️ 免责声明：本文件中包含的所有信息和观点仅供教育目的使用。它不构成财务建议和/或任何投资建议。 Join Telegram▶️: https://t.me/tradewizardglobal

HOT AFTERNOON | Trade Wizard 大家下午好！快来看看今天午后最受瞩目的4个马股与全球财经热点！ 1. MRCB联手东元电机 进军AI模块化数据中心 MRCB Partners Teco for AI-Ready Modular Data Centres 马资源（MRCB, 1651）和台湾东元电机签了备忘录，要在自家的地皮上开发和运营AI模块化数据中心。这招直接踩中现在马股最红的AI和数字基础设施主题，有助于为公司带来更多经常性收入。 MRCB is teaming up with Taiwan's Teco to build AI-ready modular data centres on its landbank. This partnership taps into the hot AI infrastructure play on Bursa, potentially unlocking massive value for MRCB. https://www.nst.com.my/business/corporate/2026/08/1508062/mrcb-teco-team-ai-ready-modular-data-centres 2. 霍尔木兹海峡局势不明 国际油价走高 Oil Prices Rise Amid Hormuz Strait Pact Uncertainty 由于美国和伊朗对于重开霍尔木兹海峡的谈判陷入僵局，地缘政治风险再次升级，导致布伦特油价走高。国际油价一涨，本地的油气板块（O&G stocks）可能又要活跃起来了。 Brent crude oil prices rose as US-Iran talks regarding the crucial Strait of Hormuz hit a snag. This geopolitical tension could keep our local Bursa oil and gas counters highly active. https://www.cnbc.com/2026/08/10/oil-prices-today-brent-wti-hormuz-trump-iran.html 3. 外资上周狂撤RM4.373亿 本地机构进场接盘 Foreigners Dump RM4.373亿 of Bursa Equities, Local Funds Support 在美国关键就业数据出炉前，外资采取避险心态，上周净卖马股RM4.373亿。幸好本地机构连续第二周进场扶盘，其中交通与物流以及建筑板块最吸金。 Foreign funds offloaded RM4.373亿 (RM437.3m) of local stocks last week due to global economic jitters. Local institutional funds stepped in to support, with transport, logistics, and construction being their top picks. https://www.chinapress.com.my/20260810/外资上周撤资逾4亿-本地机构进场扶盘/ 4. 索尼联手台积电 砸1兆日元日本建芯片厂 Sony and TSMC Team Up in JPY1t Chip Plant Deal 索尼计划与台积电在日本熊本合资砸下约RM261.76亿，联手打造用于机器人和汽车的新一代图像传感器工厂。这项半导体巨头的合作好消息，有望提振本地科技和半导体板块的投资情绪。 Sony and TSMC are in talks to invest JPY1t (approx. RM261.76亿 [RM26.18b]) in Japan for a next-gen image sensor plant. This massive expansion is set to boost sentiment for Bursa's tech and semiconductor plays. https://www.enanyang.my/?p=1343681 面对外资撤退和全球半导体巨头的新合作，大家觉得马股接下来的走势会怎样？ With foreign funds net selling and global tech giants making big expansion moves, how do you see Bursa performing in the near term? ✨✨✨📈📈📈 👉使用荣获多个奖项的马股AI分析工具，享受14天免费试用！: https://www.thetradewizard.com/?r=NTSVQn 👉加入我们一起讨论： https://t.me/tradewizardglobal 👉 Use our award-winning AI tool for Malaysian stock analysis with 14 days free trial ! : https://www.thetradewizard.com/?r=NTSVQn 👉 Join us for discussion: https://t.me/tradewizardglobal Trade Wizard Educational use only

很多资投资者都有一个共同困惑： 💭 想投资股票，但觉得资金成长速度太慢。 💭 想尝试更灵活的工具，又担心不了解风险。 到底应该选择长期定投？ 还是学习更主动的交易策略？ 其实，投资没有单一答案。 真正重要的是 了解不同投资工具的特点，以及如何根据自己的目标、资金规划和风险承受能力，找到适合自己的方法。 📈 在这场 2小时 Structured Warrant 策略公开课，我们将带你拆解： ✅ 定投与策略交易的差异 ✅ Structured Warrant 的基本运作逻辑 ✅ 小资族如何提升资金运用效率 ✅ 如何建立更有纪律的交易思维 👨‍🏫 Warren Mak 大马顶尖实盘股票与恒生指数 Structured Warrant 导师 亲自分享多年市场经验与实战观察，帮助投资者更深入了解 Structured Warrant 策略应用。 与其盲目跟随市场情绪， 不如花2小时学习一套更清晰的投资思考方式。 📅 2026年8月12日（星期三） 🕣 8:30PM – 10:30PM 💻 Zoom（线上课程） 🚀 立即报名公开课 揭开小资族资金效率的真相，了解这套玩法 https://tinyurl.com/SWTrade24062026TgPublic1 #马股 #BursaMalaysia #股票投资 #StructuredWarrant #投资策略 #股票交易 #AI选股 #TradingStrategy

🌍 TRADE WIZARD Daily News Highlights 10/8/26 - Monday 🌍 🔥 TODAY'S FOCUS: Houthi attack on Aramco sends oil prices flying, STRATUS mooning 260% since IPO! 📊 OVERNIGHT US MARKET WRAP 🇺🇸 S&P 500: +0.62% | Nasdaq: +1.30% ━━━━━━━━━━━━━━━━━━ ⭐ KEY STORIES ━━━━━━━━━━━━━━━━━━ 🌐 GLOBAL 1️⃣ Tension at Hormuz! Houthi attack on Saudi Aramco sends oil prices surging 💥 🎈 Iran’s Foreign Minister denies direct talks with the US, saying they only communicate through intermediaries like Oman. 🎈 Iran demands the US military leave the Middle East, lift sanctions, and pay compensation before they reopen the strait. 🎈 Iran plans to ban US and Israeli ships from passing; traffic through the strait has already plummeted by 33%. 📈 🎈 International oil prices jumped, with Brent crude futures closing at $83.55 per barrel. 🎈 Houthi rebels launched a drone attack on a Saudi Aramco refinery, triggering a major fire. 🔥 👀 Stocks to Watch: HIBISCS, ARMADA — Upstream O&G exploration and FPSO players will benefit directly from higher oil prices. 🇲🇾 MALAYSIA 2️⃣ STRATUS gaps up 25% to RM2.88, stock has flown 260% since listing 🚀 🎈 Semiconductor automation firm STRATUS hit limit up intraday before closing up 25.22% at RM2.88. 🎈 Compared to its IPO price of 80 sen on July 21, the stock has surged 260% since listing. ⚡ 🎈 Market forecasts the company’s FY2027 and FY2028 net profit to hit RM67.2 million and RM80.6 million respectively. 🎈 STRATUS posted RM9.5 million net profit in Q1 and is currently bidding for large wafer fab projects worth up to $250 million. 3️⃣ US-Japan joint intervention in FX! "Weaponized" Yen triggers global forex shakeup ⚡ 🎈 US and Japan bought Yen together for the first time since 1998 to intervene in the market. 🎈 Experts say both countries are using sovereign assets to scare off shorts, essentially "weaponizing" the Yen. 🛡️ 🎈 FX policy is now mixing with geopolitics, similar to when the US Treasury used $20 billion to help Argentina. 🎈 This joint move makes shorting the Yen very risky; carry traders might pivot to alternative currencies like the Euro. 🎈 Traders now need to factor in policy intervention risks as exchange rate moves become a major market risk again. 📈 ━━━━━━━━━━━━━━━━━━ ⚡️ QUICK NOTES ━━━━━━━━━━━━━━━━━━ 🌐 GLOBAL 4️⃣ S&P hit new high but futures turning red! Oil spikes as US-Iran deal stalls 🛢️ 🎈 Hopes for a deal at the Strait of Hormuz faded, sending WTI crude up 1% to over $79. 🎈 S&P 500 futures fell about 0.2%, Dow dropped 99 points, while Nasdaq-100 futures rose 0.1%. 📈 🎈 July non-farm payrolls were weaker than expected; the chance of a Fed rate hike in September dropped from 67% to around 44%. 📊 🇲🇾 MALAYSIA 5️⃣ Paradigm REIT Q2 net income surges over 4x, pays 1.83 sen dividend! 🚀 🎈 Paradigm REIT’s Q2 net property income surged over 4x to RM40.36 million. 🎈 Quarterly revenue also shot up by more than 4 times, reaching RM60.46 million. 🎈 Declared a dividend of 1.83 sen per unit, with a total payout of RM29.33 million. 💰 6️⃣ Bursa Buzz: Companies bagging big contracts and locking in projects 🚀 🎈 Nuenergy secured a RM44.5 million Johor data center contract, its largest high-voltage project record. 🎈 EXSIMHB locked in a deal for 395 apartment units in an Ipoh project worth RM194 million. 🎈 AVALAND plans to launch over RM1 billion in new projects and is buying land for RM700 million luxury homes. 🔥 ━━━━━━━━━━━━━━━━━━ 💬 Middle East tensions are making oil prices volatile. Do you think crude oil will break $90? (A: Yes / B: No) #DailyNewsHighlights #Global #Malaysia #GlobalMarkets #MalaysiaMarket #BursaMalaysia #OilAndGas #Semiconductor #Tech #DataCenters #Property #HIBISCS #ARMADA #STRATUS #NUENERGY #EXSIMHB #AVALAND ✳️ Compiled by: 📈Trade Wizard 📈TED Optimus ⚠️ Disclaimer: All information and opinion expressed in this document is intended for education purposes only. It does not constitute financial advice and/or any investment recommendations. Join Telegram▶️: https://t.me/tradewizardglobal

🌍 《TRADE WIZARD 每日新闻重点》10/8/26 - 星期一 🌍 🔥 今日焦点：胡塞突袭炼油厂引爆油价！STRATUS上市至今狂飙260%！ 📊 隔夜美股速览 🇺🇸 S&P 500: +0.62% | Nasdaq: +1.30% ━━━━━━━━━━━━━━━━━━ ⭐ 必读 KEY STORIES ━━━━━━━━━━━━━━━━━━ 全球 Global 1️⃣ 霍尔木兹局势紧绷！胡塞突袭 Saudi Aramco 引爆油价 💥 🎈 伊朗外长否认与美国直接谈判，称仅通过中间人传话。 🎈 伊朗要求美军撤离中东、解除制裁并赔偿损失，方可重开海峡。 🎈 伊朗拟立法禁止美以船只通行，海峡通航流量急剧暴跌33%。 🎈 国际油价应声上涨，Brent原油期价收于每桶83.55美元。 🎈 胡塞武装对 Saudi Aramco 炼油厂发动无人机袭击并引发大火。 👀 延伸关注：HIBISCS (5199)、DIALOG (7277) — 主要业务涵盖上游原油开采与储油终端设施，直接受益于国际油价上涨。 本地 Malaysia 🇲🇾 2️⃣ STRATUS暴涨25%冲上RM2.88 股价上市至今狂飙260% 🚀 🎈 半导体自动化公司STRATUS单日一度触及涨停，收盘大涨25.22%至RM2.88。 🎈 相比7月21日80仙的发售价，该股上市至今已狂飙260%。 🎈 市场预测公司FY2027与FY2028净利润将分别达6720万令吉与8060万令吉。 🎈 STRATUS首季净赚950万令吉，目前正积极竞标最高2.5亿美元的大型晶圆厂项目。 3️⃣ 美日重磅联手干预汇市！“武器化”日元引发全球外汇市场大震荡 ⚡ 🎈 美日自1998年以来首次联合买入日元干预汇市，引发市场高度关注。 🎈 专家指两国动用主权资产威慑空头，相当于将日元“武器化”。 🎈 外汇政策正融入地缘政治，此前美财长曾动用200亿美元协助阿根廷。 🎈 协同干预大幅增加了做空日元的风险，套利交易者或转向欧元等替代货币。 🎈 交易员未来需将政策干预风险纳入考量，汇率政策再次成为主要市场风险。 ━━━━━━━━━━━━━━━━━━ 📌 简报 QUICK NOTES ━━━━━━━━━━━━━━━━━━ 全球 Global 4️⃣ 标普刚创新高美股期货又走低！美伊协议生变油价飙升 🛢️ 🎈 霍尔木兹海峡协议前景受挫，WTI原油期价涨1%至79美元以上。 🎈 7月非农报告弱于预期，美联储9月加息概率从67%降至约44%。 🎈 伊朗否认与美国直接谈判，特朗普称仅“半谈判”并拟施加压力。 本地 Malaysia 🇲🇾 5️⃣ Paradigm REIT次季净收益暴涨逾4倍 派息1.83仙 🚀 🎈 Paradigm REIT次季净物业收入暴涨逾4倍至4036万令吉。 🎈 宣布派息每单位1.83仙，派发总额达2933万令吉。 🎈 管理层看好2026大马观光年将刺激商场客流与消费增长。 6️⃣ 马股企业动态：Nuenergy斩获新数据中心合约与EXSIMHB锁定1.94亿项目 🚀 🎈 Nuenergy斩获4450万令吉柔佛数据中心合约，创最大高压项目纪录。 🎈 EXSIMHB锁定怡保总值1.94亿令吉项目的395套公寓分账协议。 🎈 AVALAND拟推出逾10亿令吉新盘，并购地打造7亿令吉豪宅。 ━━━━━━━━━━━━━━━━━━ 💬 国际油价飙升加上美日干预汇市，你觉得本周马股能源股会爆发吗？ #油气 #半导体 #科技 #产业 #数据中心 ✳️ 新闻整理：📈Trade Wizard 📈TED Optimus ⚠️ 免责声明：本文件中包含的所有信息和观点仅供教育目的使用。它不构成财务建议和/或任何投资建议。 Join Telegram▶️: https://t.me/tradewizardglobal

Discover #AI-backed #StructuredWarrants Strategy💡 What if growing your trading potential isn't just about having more capital but about using a smarter strategy? In reality, successful trading is often built on knowledge, discipline, and the right tools, not simply on account size. With today's rapidly evolving markets, AI-powered analysis is changing how traders identify opportunities, while Structured Warrants provide another way to participate in market movements with greater capital efficiency. 🚀 Join our Warrant Seminar and discover how AI-backed market analysis and Structured Warrant strategies can work together to help you make more informed trading decisions. During this seminar, you'll gain insights into: ✅ How AI can support market analysis and opportunity screening ✅ The fundamentals of Structured Warrants and how they work ✅ Practical trading ideas and strategy development ✅ Risk awareness and market planning for different market conditions 🎤 Featured Speakers 👤Warren Mak Co-Founder & CEO, TED Optimus (Trade Wizard) 👤Agilan Muthusamy Macquarie Warrants Learn directly from experienced market professionals as they share practical knowledge, industry insights, and real-world perspectives on Structured Warrants and today's trading landscape. #Warrant Seminar Details: 📅 5 September 2026 (Saturday) ⏰ 9 AM - 12 PM 📍 UOB Kay Hian Office, Wisma UOA Damansara II, Kuala Lumpur 🍽️ Complimentary Lunch Included 🗣️ Language: English Whether you're new to Structured Warrants or looking to enhance your existing trading knowledge, this seminar is designed to help you better understand the tools and strategies available in today's market. 👉 Register for the seminar and discover how AI-backed Structured Warrant strategies can become part of your trading approach. https://academy.thetradewizard.com/warrants-seminar-kl-2026 Limited seats available! #TradeWizard #StructuredWarrants #WarrantSeminar #AITrading #TradingStrategy #MacquarieWarrants #UOBKayHian This message was sent automatically with n8n