Today's Important News Review | Dolphin Investment Research
0415 Focus of Dolphin:
🐬 Macro/Industry
1. According to the IDC report, the global smartphone market rebounded in the first quarter, with Chinese smartphone brands in the Android camp rising against the trend. Samsung reclaimed the top spot in global shipments, with Apple in second place. Xiaomi, in third place, also saw a strong 33.8% growth in shipments, narrowing the gap with Apple.
🐬 Individual Stocks
1. $ XIAOMI-W.HK
Today, there was news that Citigroup estimated that Xiaomi would lose an average of 6800 yuan for each SU7 sold by 2024, with a total loss of 4.1 billion yuan for the entire car-making business. In response, Xu Jieyun, special assistant to the chairman of Xiaomi Group and deputy general manager of the China market department, commented on Weibo, stating that the information is significantly inaccurate and that Citigroup's estimation of the hot sales of Xiaomi SU7 is underestimated.
2. $ Tesla.US
Elon Musk sent an email to all employees announcing that Tesla will be reducing its global workforce by 10%. Starting in February, Tesla postponed performance reviews for some employees, leading to rumors of layoffs. At that time, it was estimated that Tesla's layoffs could be as high as 20%, but the confirmed number is lower than rumored. Prior to this, Tesla's March delivery figures announced in early April were far below expectations.
2. $ NIO-SW.HK
A Nio user posted delivery content on social media, showing that the tail badge of the new Nio car has changed from "JAC Motors" to "Nio." This indicates that Nio's car manufacturing qualification has been approved, production line switching has been completed, no longer using JAC's production qualification, and has begun delivering products under the Nio brand.
🐬 Leading Sectors
Shanghai and Shenzhen: Residential construction companies, multi-line insurance, property and casualty insurance;
Hong Kong Stocks: Motorcycle manufacturers, agricultural machinery, medical institutions;
US Stocks: Textiles, hardware storage and peripherals, property and casualty insurance.
🐬 Focus Tomorrow
1. China's GDP annual rate, China's industrial value added above designated size annual rate, China's total retail sales of consumer goods annual rate;
2. US industrial production monthly rate;
3. On the morning of April 16th, the State Council Information Office will hold a press conference to introduce the economic performance of the national economy in the first quarter of this year.
Risk disclosure and statement of this article: Dolphin Research Disclaimer and General Disclosure