Today's Key News Review | Dolphin Research

0524 Dolphin Analyst Focus:

🐬 Macro/Industry

1. The initial value of Markit's US service industry in May was 55.1, with an expected value of 52.5 and a previous value of 53.6, reaching a 13-month high. However, the trend of the service industry is completely opposite, with an initial value of 48.5, an expected value of 50, and a previous value of 50.2, returning below the boom-bust line.

🐬 Individual Stocks

1. $ Apple.US

Announced that the 2023 Worldwide Developers Conference (WWDC) will be held from June 5th to 9th local time (June 6th to 10th Beijing time), including keynote speeches, State of the Union, and the unveiling of the Apple Design Awards. It is expected that Apple may release IOS17, macOS14, watch0S10, 15-inch MacBookAir, etc. The most anticipated is the long-rumored Apple Headset, which may make its debut for the first time.

2. $ NIO-SW.HK

Announced that it is expected to hold a new ES6 launch event online at 19:00 tonight (May 24, 2023), and the new car will be delivered on May 25. This car is based on the new NT2.0 platform, adding lidar and a new intelligent system. As for the price of this car, it is generally estimated to be around 35.8-36.9.

3. $ BABA-SW.HK

Yesterday afternoon, there was news that Alibaba Cloud began to optimize organizational positions and personnel, with an overall ratio of about 7%, and the compensation standard was N+1+1, which can be discounted for unused annual leave, etc. There are also rumors that the wave of layoffs also involves Taotian Group, Cainiao, Local Life, and Dawa Entertainment, but Alibaba and related business groups have not responded, and the authenticity of the news is unknown.

4. $ Microsoft.USMicrosoft Build 2023 Developer Conference opened in Seattle and announced the addition of an AI assistant "Windows Copilot" to Windows 11, allowing users to experience chatbots in the Windows system. Windows Copilot will begin public testing in June and will be gradually rolled out to Windows 11 users. As of last night's close, it fell 1.84%.

🐬 Leading Sectors

Shanghai and Shenzhen: Game software, other retail, satellite equipment;

Hong Kong Stock Exchange: Electrical equipment and power systems, agriculture, leisure products;

US Stock Market: Automotive and marine electronics manufacturing, infectious disease biopharmaceuticals, agriculture.

🐬 Focus Tomorrow

1. Actual GDP annualized quarterly rate revision in the United States;

1. MEITUAN-W, CLOUD MUSIC, NVIDIA released financial reports, and Dolphin Analyst will provide interpretation and analysis. Stay tuned.

⚠️ The companies covered by Dolphin Analyst's research in the above text are marked in red and can be searched for on the Longbridge App (click here to download). After entering the homepage, search for the corresponding company name to obtain the company's entire research collection (including the company's past performance meeting summaries).

Risk disclosure and statement for this article: Dolphin Disclaimer and General Disclosure