0928 Dolphin Research focuses on: 🐬 Macro/Industry 1. Starting tomorrow, we will enter the "Double Festival" long holiday period. A-shares will be closed for 10 days from September 29th and will resume normal trading on October 9th. Hong Kong stocks will trade as usual on September 29th, close for one day on October 2nd, and resume trading on October 3rd. The Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect will be closed for trading from September 29th and will resume trading on October 9th. During the long holiday period, US stocks will trade as usual...

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Today's Key News Review | Dolphin Research

Raising prices is the true essence of a cyclical upturn.

No more inventory challenges, when will prices rise? (Micron 4QFY23 conference call)

When inventory wasn't written down, true performance revealed.

Micron Technology: Seemingly Warm, Real Downturn

Dolphin Research's key focus on September 27th: 🐬 Macro/Industry 1. The latest data from the National Bureau of Statistics shows that China's profits of large-scale industrial enterprises in August increased by 17.2% YoY, a significant improvement compared to the previous decline of 6.7%. This data has exceeded market expectations by a large margin, leading to a sharp rise in the value of the Chinese yuan and a strong performance in both the Hong Kong and A-share markets. 🐬 Individual stocks 1.$ Alibaba-SW.HKAlibaba has announced in a statement on the Hong Kong Stock Exchange that it plans to spin off Cainiao for an independent listing on the Hong Kong Stock Exchange. This move signifies...

Palantir: AI-rebooted "Mysterious" Military Weapon

**0926 Dolphin Research Focus: 🐬 Macro/Industry 1. The National News Publishing Administration's official website announced the approval information of domestic online games in September. A total of 89 games were approved this time, which is another batch of new domestic version numbers issued after nearly two months (July 26). Currently, the number of game version numbers issued has basically stabilized, with around 90 version numbers issued each month. The game industry policy is warming up, and the game sector has shown volatile upward movement today. 2. As the holiday approaches, the stock market is sluggish and market sentiment is cautious. The Shanghai Composite Index almost fell below 3100 points, and foreign capital continues to flow out. Huawei's press conference ended yesterday...**

The upcoming liquidity drainage pressure should not be underestimated.

Is the US stock market unable to withstand the impact of the Federal Reserve's hammer blow?

The duet of Powell and Yellen may be difficult to harmonize smoothly.

Can the "brotherhood" behind Nvidia and Tesla continue in the second half of the year?

0925 Dolphin Research Key Focus: 🐬 Macro/Industry 1. According to the policy deployment of the People's Bank of China and the China Banking and Insurance Regulatory Commission, as well as the adjustment details issued by various banks, the adjustment of the interest rates for existing housing loans will officially take effect starting today. According to calculations, this adjustment of interest rates for first-time home buyers will benefit approximately 40 million households and hundreds of millions of residents, with an average decrease of about 80 basis points. 🐬 Stocks 1.$ Huawei.NAHuawei's Autumn Full-Scene New Product Launch Event will be held on September 25th at 14:30...

Still Meat left for Tesla, but turf war getting tougher as rivals rise up.

King Lion vs Wolf Pack, Can Tesla  Win its "Turf War"?

Stock prices have started to fall into the observation zone.

ASML: Is the 30X PE lithography king expensive?

0921 Dolphin Research focuses on: 🐬 Macro/Industry 1. Guangzhou has prioritized the release of a notice on optimizing the stable and healthy development of the real estate market, symbolizing the relaxation of purchase restrictions in first-tier cities. Stimulated by this positive news, most real estate stocks in the Hong Kong stock market strengthened today. 🐬 Individual Stocks 1.$ BYD Company Limited.HKBYD's high-end brand, Envision, has officially launched its first model, the Envision U8, with a starting price of 1.098 million yuan for the luxury version, which is consistent with the pre-sale price. This is slightly different from the strategy of officially launching at a price lower than the pre-sale price, which has been popular in the market recently...

On one hand, we focus on user experience, and on the other hand, we emphasize technological advancement. The vision is promising, but ultimately it needs to be implemented effectively.

Alibaba Taotian: After getting rid of the burden, where is it aiming this time?

0920 Dolphin Research Focus: 🐬 Macro/Industry 1. The State Council Information Office held a regular press conference on the economic situation and policies, stating that "China has never experienced a decline and will never do so in the future." It also emphasized that there is no deflation in the Chinese economy, and there is a firm commitment to prevent exchange rate overshooting risks and support the stable operation of local finances, especially at the grassroots level. 🐬 Individual Stocks 1.$ Xpeng Motors-W.HKXiaopeng Motors has officially launched the 2024 G9, which is available in 5 different versions with prices ranging from 263,900 to 3,599,000 yuan...

Tesla's Deep Trilogy Part 1: Is Tesla a car manufacturing company or an AI company? Are there still barriers in the automotive industry? How much opportunity does it have in the United States?

Tesla: How far is Musk's "Trillion-Dollar Empire Dream" from reality?

0919 Dolphin Research focuses on: 🐬 Macro/Industry 1. International crude oil prices soared to the highest level since October today, continuing the strong upward trend that could reignite inflation. OPEC+ and key member countries such as Saudi Arabia and Russia continue to further reduce crude oil supply, tightening the market. Rising oil prices lead to increased energy costs, which in turn drive up prices and push inflation levels higher. At the same time, high oil prices will have a negative impact on demand and hinder economic recovery. 🐬 Stocks 1.$ Ideal Car-W.HKWang Xing has been reducing his holdings in Meituan for 4 consecutive days, cashing out a total of approximately HKD 311 million...

In comparison of overall cost-effectiveness, and considering the marginal improvement of domestic economic fundamentals and relatively low valuation of Chinese concept stocks, although Chinese concept stocks may not immediately have upward potential, further decline may present more opportunities.

In the second half of the year, US stocks are considered "mediocre," while Chinese concept stocks are in a state of "waiting."

0918 Dolphin Research Key Focus: 🐬 Stocks 1,$ TSM.USAccording to media reports, due to increasing concerns about customer demand, TSMC has notified its major suppliers to postpone the delivery of high-end chip manufacturing equipment. Additionally, the company's $40 billion chip factory in Arizona, USA, is facing delays. Today, chip stocks in the Hong Kong stock market have generally declined, with SMIC dropping more than 5%, and Dutch lithography machine manufacturer ASML also being affected. The semiconductor industry's prosperity has gradually bottomed out, but the visibility of short-term recovery remains low. 2,$ Apple.USGuo Mingchi tweeted...

The economy cannot remain in a slump forever; the dawn of improvement has already emerged.

Dawn before the light, has the domestic economy hit bottom?

Dolphin Research's Key Focus on 0915: 🐬 Macro/Industry 1. China's industrial added value above designated size in August increased by 4.5%, achieving a better-than-expected recovery; China's total retail sales of consumer goods in August increased by 4.6% YoY, with the growth rate showing a turning point. Boosted by the positive economic data in August and the announcement of a 0.25 percentage point reserve requirement ratio cut by the central bank last night, both the Hong Kong and A-shares markets rose, and the offshore renminbi appreciated by more than 200 points. 2. Failed labor negotiations, UAW will launch strikes in multiple states in the United States, marking the first strike in the union's 88-year history...

Comprehensive Study of "Ants"? In-Depth Analysis of Tencent Fintech's Second Spring

0914 Dolphin Research Focus: 🐬 Macro/Industry 1. The labor contracts between the United Auto Workers (UAW), with approximately 150,000 members, and the "Big Three" automakers (General Motors, Ford, and Stellantis) are set to expire tonight at midnight. However, due to the lack of agreement on compensation proposals, job security, and pension benefits, the UAW is prepared to launch simultaneous strikes against all three automakers for the first time in history. The automotive industry accounts for 3% of the U.S. GDP, with the "Big Three" holding over 90% of the market share...

"Monopolists" without bargaining power

ARM: After selling Alibaba, is SoftBank's next cash cow really worth 50 billion dollars?

0913 Dolphin Research focuses on: 🐬 Macro/Industry 1. Tonight, the US will release the highly anticipated CPI data, which is currently the biggest uncertainty in the market and is closely watched by investors. The overall CPI is expected to rebound while core inflation is expected to further decline. As the last major data before the September meeting, this will have a significant impact on the Federal Reserve's internal discussions. 🐬 Stocks 1.$ Alibaba-SW.HKAlibaba Cloud announced that the TYYQ Model has been officially registered and is now open to the public. Users can log in to the TYYQ Model official website to experience...

0912 Dolphin Research focuses on: 🐬 Macro/Industry 1. Today, Hong Kong and A shares briefly rose in the afternoon, but quickly fell back. Northbound funds flowed out rapidly in the afternoon, and market sentiment was weak. 🐬 Individual stocks 1.$ Alibaba-SW.HKToday, Alibaba's newly appointed CEO, Wu Yongming, released a company-wide memo, announcing the establishment of two strategic priorities: putting users first and driving AI. It is evident that the importance of AI products to Alibaba is increasing. Additionally, strategic investments will be made in three types of businesses: technology-driven internet platform businesses, AI-driven technology businesses...

Facing the reality that interest rates will remain high for a longer period of time, can the US stock market continue its upward trend this year? Two of Wall Street's most famous US stock strategists recently gave different opinions.

Zhitong

Under the backdrop of 'higher for longer', what is the trend of the US stock market? Goldman Sachs and Bank of America have different views.

Goldman Sachs stated that although the ideal order momentum remains strong, the increasingly fierce competition may force the company to adopt more aggressive promotional activities to cope, which will limit the upside potential of its automotive gross margin in the second half of the year.

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