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Likes ReceivedToday's Key News Review | Dolphin Research
Dolphin Research Key Focus:
🐬 Macro/Industry
1. Shenzhen has adjusted the minimum down payment ratio for second homes. The minimum down payment ratio for personal housing loans has been unified from 70% for ordinary housing and 80% for non-ordinary housing to 40%. This adjustment lowers the threshold for residents to purchase second homes, which is beneficial for meeting the demand for both rigid and improved housing. As a result, Hong Kong-listed real estate stocks have strengthened again.
🐬 Individual Stocks
1. Alibaba/Huawei
Alibaba's DingTalk announced a partnership with Huawei and officially launched the development of "DingTalk HarmonyOS Edition". DingTalk will adapt to the HarmonyOS system natively and become one of the first intelligent office platforms to join the HarmonyOS ecosystem. In addition, Tencent's many products have also been rumored to be involved in the HarmonyOS system, indicating the growing trend of HarmonyOS.
2. $Alphabet - C(GOOG.US)
Google announced that it is adding Bard to its YouTube extension, allowing users to quickly get video content interpretations by providing videos to Bard. This means that the AI-powered "one-minute summary of movies" may soon become a reality. This will greatly facilitate the digestion of video content for viewers. However, it may not be good news for content creators on YouTube, as users can see the core content without clicking the play button. This may result in a loss of traffic for bloggers and potentially affect creators' advertising revenue if widely implemented.
3. Earnings Report Analysis and Conference Calls of Core Coverage Companies
Baidu: "Can AI Support Baidu's 'New Story'?" and "AI Improves Advertising Conversion, Reshapes Cloud Market (Baidu 3Q23 Conference Call Summary)"
🐬 Leading Sectors
Shanghai and Shenzhen: Highways - Freight, Automotive Parts and Equipment, Water and Soft Drinks;
Hong Kong: System Software, Automotive Retailers, Real Estate Services;
US Stocks: Shipping Ports - Operators, Precious Metals and Minerals, Security and Alarm Services.
🐬 Tomorrow's Focus
1. US Markit Manufacturing PMI Flash, US Markit Services PMI Flash;
2. Huazhu Group will release its earnings report, and Dolphin Research will provide an analysis report. Stay tuned!3. On Thanksgiving holiday, the U.S. stock market will close 3 hours early on November 24th, with trading hours from 22:30 to 2:00 the next day (GMT+8).
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