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Today's Key News Review | Dolphin Research

0927 Dolphin Research Focus:

🐬 Macro/Industry

1. The latest data from the National Bureau of Statistics shows that the year-on-year growth of profits of China's large-scale industrial enterprises in August was 17.2%, a significant increase compared to the previous decline of 6.7%. This data has far exceeded market expectations, leading to a sharp rise in the Chinese yuan and a strong performance in the Hong Kong and A markets.

🐬 Stocks


Alibaba announced on the Hong Kong Stock Exchange that it plans to spin off Cainiao for independent listing. This means that Cainiao will become the first business group to launch an independent listing after Alibaba's "1+6+N" organizational transformation, and it will also make a breakthrough as the "world's leading smart logistics company". Today, Alibaba's stock briefly rose by more than 1%.

2. $ Meta Platforms.US

The Meta Connect 2023 conference will be held in the United States from September 27th to 28th, during which the next-generation VR headset, Meta Quest 3, will be unveiled. It is said that Quest 3 is expected to bring significant upgrades and may become an important milestone in the VR industry.

🐬 Leading Sectors

Shanghai and Shenzhen: Outsourcing development and manufacturing services, infectious disease biopharmaceuticals, general or multi-industry income;

Hong Kong: Outsourcing development and manufacturing services, diversified medical services, tumor biopharmaceuticals;

US Stocks: Electronic equipment manufacturing, other materials, plastic products.

🐬 Tomorrow's Focus

1. US Real GDP Annualized Quarter-on-Quarter Final Value, US Core PCE Price Index Annualized Quarter-on-Quarter Final Value, US Real Personal Consumption Expenditures Quarter-on-Quarter Final Value.

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