After being removed from "Scary Night," Tencent rebounds; Bilibili secures the "exclusive bullet screen video" for the 2025 CCTV Spring Festival Gala | Important news recap of the day

0109 Dolphin's Key Focus:

🐬 Individual Stocks

1. $TENCENT(00700.HK)

After experiencing a significant drop yesterday, Tencent rebounded 2% in the morning session today. Two days ago, Tencent and CATL were both listed on the U.S. Department of Defense's list of military-related companies, raising widespread concerns. Dolphin has already mentioned in a recent commentary that this list has almost no impact on Tencent's business. The decline in stock price was caused by insufficient market confidence and concerns about extreme situations. Last night, the U.S. Trade Representative's Office (USTR) released the "2024 Notorious Markets List for Counterfeiting and Privacy," and Tencent has been removed from it, leading to a rebound in stock price, although it has not yet reached the level prior to the decline.

2. $Bilibili(BILI.US)

Bilibili announced an important collaboration with China Central Television for the "2025 Spring Festival Gala." On New Year's Eve, Bilibili will live broadcast the CCTV Spring Festival Gala in full and will become the exclusive bullet screen video platform for the CCTV Year of the Snake Gala.

3. $Tesla(TSLA.US)

Just as the 2025 CES conference has just concluded, robotics-related technologies and products have shone brightly, and Musk has set a production target for Tesla's robots this year, igniting the entire robotics industry. In a recent interview, Musk stated, "If everything goes smoothly, our humanoid robot production will increase tenfold by 2026, so our goal is to produce 50,000 to 100,000 humanoid robots next year, and then increase that by tenfold the following year." This has brought new expectations to the market, driving related concept stocks up.

🐬 Leading Sectors

Shanghai and Shenzhen: Data processing and outsourcing services, aerospace and defense, food distributors;Hong Kong Stocks: Insurance brokerage companies, cloud and data centers, communication equipment;

U.S. Stocks: National Day of Mourning in the United States, U.S. stock market is closed today.

🐬 Attention for Tomorrow

1. U.S. seasonally adjusted non-farm payrolls, U.S. unemployment rate, U.S. one-year inflation rate expectation preliminary value.

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