Alibaba's $5 billion financing announcement has landed. Can "Endless Dream Return" help Kuaishou soar? | Today's Important News Review

1120 Dolphin's Key Focus:

🐬 Individual Stocks

1 $ BABA-W(09988.HK)

Alibaba officially announced a financing plan to issue USD 2.65 billion and RMB 17 billion bonds (senior unsecured notes), with the USD bond issuance expected to conclude on November 26, 2024; the RMB bond issuance is expected to conclude on November 28, 2024. The actual issuance rates are more than 25 basis points lower than the forecast rates from Tuesday.

2 $ KUAISHOU-W(01024.HK)

Kuaishou's gaming brand "Danzhi Universe" will launch its first self-developed product—"Endless Dream Return"—for public testing tomorrow, with over 10 million reservations across all platforms. This is a 2D action roguelike game that had its first test in December last year, showing good completion at that time. Kuaishou, as a short video platform, has a natural traffic advantage and began exploring gaming as early as 2021, but has yet to create a true blockbuster of its own. There is still a long way to go to establish a solid footing in this field. Kuaishou has released its latest third-quarter financial report, and Dolphin will provide a detailed analysis tonight.

2. Dolphin's Key Tracking of Financial Report Interpretations and Conference Calls

Xiaomi:《 Vipshop: Lying Flat to Survive, If You Don't Want to Win, You Won't Lose》、《 Vipshop: Will It Get Better in 2025? (3Q24 Conference Call)》

XPeng:《 After Almost Three Years of Struggles, Is XPeng Finally Making a Comeback?》、《 XPeng: Leading AI Smart Driving and Extreme Cost Control Create a Moat (3Q24 Earnings Call Summary)》

Nio, Kuaishou will announce their financial reports today, and Dolphin will track and provide analysis.

🐬 Leading Sectors

Shanghai and Shenzhen: Data processing and outsourcing services, medical information services, automotive retailers;Hong Kong Stocks: Medical information services, media, biotechnology, system software;

U.S. Stocks: Heavy electrical equipment, security and alarm services, independent power and renewable energy producers.

🐬 Tomorrow's Focus

1. NVIDIA and Pinduoduo will announce their financial reports.

The risk disclosure and statement of this article: Dolphin Investment Research Disclaimer and General Disclosure