Today's Important News Review | Dolphin Research

0613 Focus of Dolphin Jun:

🐬 Individual Stocks

1. $BYD COMPANY(01211.HK)

The European Union suddenly imposed temporary anti-subsidy duties on several Chinese electric car manufacturers such as SAIC, BYD, and Geely. The tariffs imposed on three sampled Chinese car manufacturers are: BYD 17.4%, Geely 20%, SAIC Group 38.1%. Prior to this, the EU imposed a 10% tariff on all imported vehicles, and with this anti-subsidy duty, BYD's total tariff payment reaches 27.4%; as a leading Chinese electric car company, the EU's tax increase on BYD is actually the lightest, and the market has given a positive interpretation, with BYD's Hong Kong stock rising nearly 6% today.

2. $Microsoft(MSFT.US)

Microsoft announced that it will stop its AI tool Copilot GPTs service from July 10, 2024, and will also delete all existing Copilot GPTs and related data created by users, just three months after its release. The official explanation given by Microsoft is that the company is undergoing a strategic adjustment and will shift the focus of GPT to commercial and enterprise scenarios. However, a significant possibility is that Microsoft has not yet seen enough commercial value in this type of service.

🐬 Leading Sectors

Shanghai and Shenzhen: Data processing and outsourcing services, medical information services, automobile manufacturers;

Hong Kong: Diversified financial services, data processing and outsourcing services, electronic components;

US: Shipping ports - operators, highways - passenger transport, heavy electrical equipment.

🐬 Focus Tomorrow

1. US Import Price Index MoM, US One-Year Inflation Expectations.

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