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PostsTrump takes office, TikTok temporarily unblocked；GoerTek shifts to Hong Kong Stock Exchange ｜ Today's important news review
0121 ｜ Dolphin's Key Focus:
🐬 Macro/Industry
1. Trump officially took the oath of office as the 47th President of the United States, promising "America First" in his inaugural speech, focusing on combating illegal immigration, high inflation, and oil extraction. Regarding tariffs, he mentioned, "We will impose tariffs and taxes on foreign goods to make our citizens wealthy," but did not disclose relevant details. (He later signed an executive order announcing a 25% tariff on goods imported from Canada and Mexico starting February 1.) Today, the Hong Kong stock market showed an overall warming trend.
2. Notably, regarding the recent uproar over TikTok, Trump posted on the morning of the 19th, calling on companies to avoid shutting down TikTok. After taking office, he quickly signed an executive order requiring the short video social media platform TikTok to either "sell or be banned," but this law will not be enforced for the next 75 days, effectively granting TikTok a temporary reprieve.
🐬 Individual Stocks
1. $Goertek(002241.SZ)
Goertek has spun off "Goertek Microelectronics" and has submitted a prospectus to the Hong Kong Stock Exchange, intending to list on the main board in Hong Kong. Goertek Microelectronics was once known as "China's number one MEMS sensor company." Based on 2023 sales, Goertek Microelectronics is the eighth largest globally and the largest in China in intelligent sensing interaction solutions. Currently, Goertek holds approximately 83.40% of Goertek Microelectronics' shares. Goertek's stock rose sharply today, hitting the daily limit, and ultimately closed up over 8.41%.
2. $Baidu(BIDU.US)
The Baidu Intelligent Cloud 2024 AI Smart Glasses Industry Annual Conference was held today in Shenzhen, where Baidu Intelligent Cloud will release its AI smart glasses large model interactive solution and sign strategic agreements in the AI glasses industry.
3. $New Oriental EDU & Tech(EDU.US)
New Oriental will announce its financial report tonight, and Dolphin will track and provide interpretative analysis
🐬 Leading Sectors
Shanghai and Shenzhen: Data processing and outsourcing services, clothing retailers, aviation-passenger transport;
Hong Kong Stocks: Distributors, tobacco, communication equipment;
U.S. Stocks:\
🐬 Attention for Tomorrow
1. Netflix will announce its financial report, and Dolphin will track and provide interpretative analysis.
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