"The Technology Spring Festival Gala" is approaching, chip prices are soaring across the board | Today's important news review

0107 Dolphin's Key Focus:

🐬 Macro/Industry

1. The most 关注 today is that the 2025 CES exhibition will be held in the United States, which is a barometer for global technological innovation and the consumer electronics industry. The landing of AI terminals has become the core theme, and today the semiconductor sector has collectively strengthened.

🐬 Individual Stocks

1. $TENCENT(00700.HK)

Last night, it was reported that the U.S. Department of Defense has listed Tencent, CATL, and 134 other Chinese companies on the list of Chinese military companies (officially designated as "Section 1260H" under U.S. law), which particularly caused significant fluctuations in Tencent's stock price. Subsequently, Tencent and CATL both responded that "it is a mistake." Dolphin has released comments on this matter this morning, stating that the "sanctions" are indeed a misunderstanding and have no impact on Tencent's business. However, due to risk aversion and the weak overall environment, the willingness of funds to go long is not strong, making it difficult for Tencent's stock price to hold up under negative news.

2. $NVIDIA(NVDA.US)

NVIDIA CEO Jensen Huang announced the latest GPU at the CES exhibition—the GeForce RTX 50 series, which includes NVIDIA's most powerful graphics card, the GeForce RTX 5090, currently priced at $1999, as well as the GeForce RTX 5080 priced at $999, the RTX 5070 Ti priced at $749, and the RTX 5070 priced at $549. Additionally, Jensen Huang stated that Micron will provide memory for the new GPU, and Micron Technology, which Dolphin is 关注 ing, also surged over 10% today.

🐬 Leading Sectors

Shanghai and Shenzhen: Food distributors, road-freight, kitchenware;

Hong Kong Stocks: Human resources and employment services, IT consulting, food retailers;

U.S. Stocks: Shipping ports-operators, semiconductor materials and equipment, heavy electrical equipment

🐬 Attention for Tomorrow

1. U.S. ADP employment figures.

The risk disclosure and statement of this article: Dolphin Investment Research Disclaimer and General Disclosure