Xiaomi suddenly recalls cars, why? Tesla's new Model Y launched in the U.S. | Today's important news review

0124 Dolphin's Key Focus:

🐬 Macro/Industry

1. Trump stated during a virtual speech at the World Economic Forum (WEF) held in Davos, Switzerland yesterday: "I have communicated with Chinese national leaders, and Trump believes that Sino-U.S. relations are good," and also expressed that "he would rather not impose tariffs on China," once again sending positive signals regarding Sino-U.S. relations. Today, both Hong Kong and A-shares rose collectively, showing a pre-festival red envelope market.

🐬 Individual Stocks

1. $Tesla(TSLA.US)

Tesla launched a new Model Y Long Range All-Wheel Drive version in the U.S., with a starting price of $46,490 after federal tax credits and fuel savings. Deliveries will begin in March. On the morning of the 24th, Tesla officially showcased the refreshed Model Y through a live broadcast. Previously, Tesla launched the refreshed Model Y on its Chinese official website on January 10, with the rear-wheel drive version and long-range all-wheel drive version starting at 263,500 yuan and 303,500 yuan, respectively, with deliveries starting in March this year.

2. $XIAOMI-W(01810.HK)

Xiaomi Auto announced a recall of some SU7 standard electric vehicles produced from February 6, 2024, to November 26, 2024, totaling 30,931 units, which will receive a free software upgrade. This is mainly due to software strategy issues that may cause timing synchronization anomalies, affecting the intelligent parking assistance function's detection of static obstacles, increasing the risk of scratches or collisions, posing safety hazards. Currently, the market's attitude among Xiaomi fans towards this news is relatively positive. Additionally, Xiaomi's stock price has been rising continuously recently. Dolphin has already mentioned in the recent commentary: mainly driven by the implementation of national subsidies for electronic products like smartphones, Xiaomi's performance in 2025 remains strong.

🐬 Leading Sectors

Shanghai and Shenzhen: Cloud and data centers, internet content and information, data processing and outsourcing services;

Hong Kong Stocks: Communication equipment, cloud and data centers, hardware storage and peripherals;

U.S. Stocks: Oil and gas refining and sales, heavy electrical equipment, rail freight and passenger transport.

🐬 Attention Next Monday

1. China's official manufacturing PMIRisk Disclosure and Disclaimer for this article: Dolphin Research Disclaimer and General Disclosure