Today's Key News Review | Dolphin Research
0913 Dolphin Research Focus:
🐬 Macro/Industry
1. Tonight, the US will release the heavyweight CPI data, which is currently the biggest uncertainty in the market and is closely watched by the market. 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.
🐬 Stocks
1. $ BABA-SW.HK
Alibaba Cloud announced that the Tongyi Qianwen large-scale model has passed the record filing in the first batch and is officially open to the public. Users can log in to the Tongyi Qianwen official website to experience it, and enterprise users can call the Tongyi Qianwen API through Alibaba Cloud. Alibaba Cloud also stated that a larger-scale model version will be open source in the near future for free commercial use by the whole society.
2. $ Unity Software.US
Unity has proposed adjusting the pricing structure starting from January 1, 2024, and will charge game developers a fixed fee based on the number of game downloads. Many developers have expressed concerns and anger about this change on social media. As Dolphin Research mentioned in the morning's "Commentary on the Unity Event," although it can bring a lot of incremental revenue in the end, the actual charges are not as exaggerated as imagined from the take rate. However, this billing method is not only complex but also partially opaque, which may cause some developers' resistance in the short term.
🐬 Leading Sectors
A-shares: Electronics and entertainment retail, downstream energy, coal and uranium mining;
Hong Kong stocks: Electronic security equipment, household appliances and tools, coal and uranium mining;
US stocks: Software distribution, exploration and production of fossil fuels, oil and gas operation support activities;
🐬 Focus Tomorrow
1. US retail sales MoM, US PPI MoM, US PPI YoY.
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