Today's Important News Review | Dolphin Investment Research
0328 Dolphin Focus:
🐬 Macro/Industry:
1. Today, both Hong Kong and A shares reversed yesterday's downward trend and rose collectively. There are rumors that the central bank may start buying bonds, signaling a possible "Chinese version of QE". If this expectation materializes, it would be a significant positive for the entire market, but this news has not been officially confirmed yet.
🐬 Individual Stocks:
1. $ XIAOMI-W.HK
Tonight, Xiaomi's first car model will be launched, revealing the specific configuration information and price that the market is most concerned about. Today, the four configuration versions of Xiaomi's car SU7 were accidentally exposed in the "car inquiry" function of a domestic APP, including the Standard version, Pro version, Max version, and Founders Edition limited edition. The appearance and size of the four versions are basically the same, with the height of two low-end models at 1455mm, 15mm lower than the two high-end models. However, this information has not been confirmed by Xiaomi yet.
2. Core Focus on Financial Report Analysis and Conference Calls:
China International Travel Service Corporation Limited: "China International Travel Service Corporation Limited: Tax-free remains stagnant, when will there be a turnaround?"
GoerTek Inc.: "VR plummets, how will GoerTek save itself?".
🐬 Leading Sectors:
Shanghai and Shenzhen: Hardware and equipment distributors, aerospace and defense, research and consulting services;
Hong Kong: Human resources and employment services, household appliances, automotive retailers;
US: Heavy electrical equipment, kitchen users, silver.
🐬 Focus Tomorrow:
1. US Personal Spending Rate, US Core PCE Price Index MoM, US Core PCE Price Index YoY.
2. Good Friday, Easter holiday, Hong Kong Stock Exchange closed from March 29 (Friday) to April 1 (Monday); US Stock Exchange closed on March 29 (Friday).
Risk disclosure and statement for this article: Dolphin Research Disclaimer and General Disclosure