Today's Important News Review | Dolphin Investment Research

0909 Dolphin‘s Focus :

🐬 Macro/Industry

1. According to data from the National Bureau of Statistics, China's CPI rose by 0.6% year-on-year in August, hitting a new high for the year, with a month-on-month increase of 0.4%, a slight decrease from the previous 0.5%. The PPI in August saw a year-on-year growth rate of -1.8%, performing below market expectations, leading to a collective decline in the Shanghai and Shenzhen markets today.

🐬 Individual Stocks

1. $Meta Platforms(META.US)

Meta announced that it will open up third-party app integration into its chat applications in Europe (WhatsApp/Facebook Messenger), with the expectation of officially introducing cross-app messaging interoperability next year, and achieving "advanced information" interoperability such as calls and videos by 2027.

🐬 Leading Sectors

Shanghai and Shenzhen: Residential construction companies, medical institutions, trading and payment services;

Hong Kong Stocks: Pharmaceutical outsourcing concepts, Chinese brokerage stocks, food stocks;

US Stocks: Textile companies, computer and electronics retailers, residential construction companies.

🐬 Focus Tomorrow

1. At 1:00 AM Beijing time on Tuesday, Apple will host its autumn product launch event, unveiling the latest iPhone 16 and iPhone 16 Pro. Tianfeng International analyst Ming-Chi Kuo stated in an article today that Apple is expected to increase its shipment forecast for the iPhone 16 series in 2024 to 88-89 million units, with the main increase coming from the standard version of the iPhone 16.

2. China's trade balance in US dollars, China's trade balance.

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