Today's Important News Review | Dolphin Research

1128 Dolphin Research Focus:

🐬 Stocks

1. $DiDi(DIDIY.US)

Last night, there were a large number of DiDi users in cities such as Beijing and Shanghai reporting app crashes, as well as abnormal order and pricing systems. As this affected both ride-hailing and bike-sharing services, the market speculates that the underlying infrastructure may have been attacked. It wasn't until 10:30 this morning that DiDi returned to normal. This comprehensive functional paralysis lasted nearly 12 hours, making it the longest downtime for DiDi in recent years. It is estimated that DiDi may have lost millions of orders and over 400 million yuan in transactions.

2. $MEITUAN(03690.HK)

MEITUAN-W announced its earnings report tonight, and the sudden decline in performance has sparked heated discussions in the market. The main rumors currently circulating are that the Q4 growth rate of food delivery orders is only 15%, and that the change from a large conference to one-on-one meetings with multiple brokers is seen as a negative signal. As a result, MEITUAN-W's Hong Kong stock closed down 5.16%. Dolphin Research will provide a detailed interpretation and analysis of the earnings report, so stay tuned.

3. Huawei

Today, the Smart World S7 and Huawei's All-Scenario Launch Event were officially held. As the highlight of this event, pre-orders for the Smart World S7 have exceeded 20,000 units. In addition, Yu Chengdong stated at the event that the pre-orders for the "Tech Car King" Wanjie M9 have already exceeded 33,000 units. The Huawei automotive concept has been performing well in the capital market recently, and automotive stocks have once again become the main driving force in the A-share market.

🐬 Leading Sectors

Shanghai and Shenzhen: Food distributors, footwear, automobile manufacturers;

Hong Kong Stock Exchange: Managed healthcare, electronic components, food retailers;

US Stock Market: Shipping ports - operators, textiles, silver.

🐬 Tomorrow's Focus

1. US Real GDP Annualized Quarter-over-Quarter Growth Rate Revision;

2. Bilibili's earnings report will be released, and Dolphin Research will track and provide interpretation and analysis.

Risk disclosure and statement for this article: Dolphin Research Disclaimer and General Disclosures