Rate cut is finally here, can Chinese concept stocks have a chance?Today's Important News Review | Dolphin Investment ResearchNetEase: How is the adjustment of old games going, and what new game reserves are there in the future? (2Q24 conference call minutes)Baidu: How to unlock greater value in AI search? (2Q24 summary)NetEase: Once a favorite among Chinese concept stocks, now a neglected choice, has the “pig factory” really become a poor student?Under multiple pressures, Baidu is struggling to seek changeCRRC Times Electric: Speeding up rail transit, is Hikvision on a different path?Forcing profits, is DiDi also facing a decline?Bilibili: What will support growth in the second half of the year? (2Q24 earnings call minutes)Bilibili: Xiaohongshu is grabbing users, will gaming become Bilibili's destiny?Today's Important News Review | Dolphin Investment ResearchContinuing losses, will Wolfspeed be sold?Maintaining the annual sales target of 230,000 units, the 15% gross profit margin target for the automotive business remains unchanged (ZEEKR 2Q24 conference call minutes)Xiaomi: Enhancing automotive competitiveness, not engaging in price wars (24Q2 conference call minutes)Car business on fire, phone business coming back, is Xiaomi returning to the altar?Hong Kong Exchanges and Clearing Limited: Warmth "fleeting", when is the next time?Huazhu: How to consider the demand and store opening pace in the second half of the year?Domestic liquor and travel continue to slow down, but Huazhu Group is accelerating its store openings?ZEEKR: Launching upgraded models criticized as "betrayal" to existing consumers, can it achieve a rebirth?"Flying" POP MART: "To exceed 60% for the whole year, and 200% growth overseas"Today's Important News Review | Dolphin Investment ResearchKuaishou: Continued environmental pressure in the second half of the year, focusing on content e-commerce (2Q24 conference call minutes)Vipshop: Will the profit decline in the second half of the year?Mona delivery + overseas expansion drive monthly deliveries back to 20,000 in the third quarter (XPeng 2Q24 conference call minutes)POP MART: Is Pinduoduo's overseas expansion "too low"? Cultural goods demonstrate the decent example for oversea expansion!