Today's Important News Review | Dolphin Research
0327 Dolphin Focus:
🐬 Macro/Industry
1. The market continued to adjust today, showing a weakening trend in the short term. External market adjustments and the weakening of the RMB exchange rate have caused market sentiment fluctuations, with significant net outflows of northbound funds, leading to noticeable adjustments in A-shares and Hong Kong stocks.
2. In January and February, China's industrial enterprises above designated size achieved a year-on-year profit growth of 10.2%, with rapid growth seen in electronic equipment, electric power and heat production, non-ferrous metals, and automobile manufacturing.
🐬 Individual Stocks
1. $ TENCENT.HK
The company is developing two mobile games similar in style to "Monster Hunter" through its two well-known studios, TiMi Studios and LightSpeed Studios. This strategy is clearly aimed at revitalizing and strengthening Tencent's competitiveness in the core gaming market.
2. $ NIO-SW.HK , $ GEELY AUTO.HK
Nio Power and Geely Auto Group have officially reached a cooperation agreement for interconnected charging networks. Nio Power will provide Geely with open charging network services, including dynamic and static data of charging piles, as well as charging applications for platform facilities. This means that in the future, owners of Geely's Galaxy series, Geometry series, as well as Lynk & Co, ZEEKR, and Zeekr Star cars, and smart cars, can all enjoy Nio's power replenishment network.
3. Core Focus on Financial Report Analysis and Conference Calls
"The 'Price Butcher' BYD: Blood Battle, Dawn is Near"
🐬 Leading Sectors
Shanghai and Shenzhen: Security and alarm services, footwear, telecommunications services;
Hong Kong Stocks: Retailers of consumer goods, medical institutions, food retailers;
US Stocks: Shipping ports - operators; heavy electrical equipment, airport operators
🐬 Focus Tomorrow
1. Final value of US Real GDP annualized quarter-on-quarter rate, final value of US Core PCE Price Index annualized quarter-on-quarter rate, final value of US Real Personal Consumption Expenditures quarter-on-quarter rate; US one-year inflation expectations.
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