Today's Important News Review | Dolphin Investment Research
0410 Focus of Dolphin Jun:
🐬 Stocks
1. $ Alibaba.US
Jack Ma published a post titled "To Reform, To Innovate" on Alibaba's intranet, highly affirming the courage of the new management team composed of Joseph Tsai and Eddie Wu, stating that Alibaba has returned to a healthy growth track and supporting continued reform. This is Jack Ma's first lengthy sharing of his thoughts on company reform, innovation, and future prospects after 5 years of retirement, showing support and affirmation for the current management team. He also expressed satisfaction with the changes in Alibaba's reform over the past year, indicating that Alibaba will continue to focus on reform and innovation, emphasizing the arrival of the AI era, and hinting at new developments in this area in the future.
2. $ JD.com.US
JD.com officially announced a cash injection of one billion and a traffic incentive of one billion to attract more original creators and high-quality content institutions to settle in. JD.com has long been laying out its content ecosystem, and this additional investment is a key focus on short videos and live streaming tracks. JD.com closed up 4.72% today.
3. $ Taiwan Semiconductor.US
In March, Taiwan Semiconductor's sales reached NT$195.211 billion, a year-on-year increase of 34.3% and a month-on-month increase of 7.5%. The revenue growth rate of Taiwan Semiconductor in the first quarter is the fastest in over a year, enhancing market expectations for the global AI development trend driving demand for high-end chips and servers.
4. $ XPeng.US
XPeng Motors officially announced its entry into the Hong Kong and Macau markets, with deliveries expected to start in the third quarter of this year in Hong Kong. Additionally, XPeng Motors announced its plans for the Macau market, where it will collaborate with New Kin Hing Group and is expected to start delivering left-hand drive models in May this year
🐬 Leading Sectors
Shanghai and Shenzhen: Gold, copper, hotel resorts, and cruise ships;
Hong Kong Stock Exchange: Silver, agricultural machinery, and car retailers;
US Stock Market: Precious metals and minerals, diversified chemicals, diversified metals and mining.
🐬 Focus Tomorrow
1. China's CPI YoY;
2. US PPI YoY, US PPI MoM
Risk disclosure and statement in this article: Dolphin Research Disclaimer and General Disclosure