Today's Important News Review | Dolphin Research
0426 Focus of Dolphin Research:
🐬 Macro/Industry
1. The National Press and Publication Administration released the approval information for domestic online games in April, with a total of 95 games approved, including Netease's "Broken Land."
🐬 Individual Stocks
1. $Taiwan Semiconductor.US
TSMC's system-level wafer technology is expected to have a major breakthrough: using CoWoS technology for chip stacking, integrating SoIC, HBM, and other components to create a powerful wafer-level system comparable to data center server racks, or even entire server systems, expected to be ready by 2027.
2. Core focus on financial report analysis and conference calls
Google: "Google Soaring? Learning from Meta, Striving to be the Best" and "Google: Outlook on Profit Margin Expansion, Capital Expenditure Higher than Q1 (1Q24 Conference Call Minutes)"
Microsoft: "Microsoft: Azure Holding Everything, a Solid 'Anchor' for US Stocks" and "Microsoft: Azure Holding Everything, a Solid 'Anchor' for US Stocks"
Intel: "Intel: The Marginalized Spectator of AI"
CRRC Times Electric: "CRRC Times Electric: Rapid Development of Rail Transit, Betting on Major Infrastructure Again?"
🐬 Leading Sectors
Shanghai and Shenzhen: Financial exchanges and data, agricultural machinery, investment banks and economy;
Hong Kong Stocks: Application software, agricultural machinery, diversified support services;
US Stocks: Shipping ports - operators, gold, shipping - freight and passenger transport.
🐬 Focus for Next Monday
1. BYD, Focus Media, BOE released financial reports, and Dolphin will track and provide interpretation analysis.
Risk disclosure and statement for this article: Dolphin Research Disclaimer and General Disclosure