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Roblox's growth lifeline is "breaking the circle"
Li Auto: Mixed feelings, can new pure electric products support Li Auto again?
Microsoft: What is constraining the growth of Azure? (1Q25 Conference Call Summary)
Luckin Coffee: Will continue to expand in the future and explore innovative international operation models (3Q24 Summary)
After the storm, has Luckin Coffee's brief honeymoon period arrived?
Robinhood: Is the king of retail investors in the U.S. facing tragedy?
Meta: The surge in Q4 Capex has seasonal disturbances (3Q24 call notes)
Microsoft: AI only sees "spending money" and not "returning money"
Meta: Completely becoming an "AI fanatic," can high growth withstand high investment?
BYD: Stability is key, the big brother is still the big brother!
BOE Technology Group: Weak demand, waiting for another cycle?
"Getting more expensive as it falls," is there still a bottom for China Duty Free Group?
AMD: What exactly is falling?
Google: Promoting efficiency and investment simultaneously (3Q24 conference call minutes)
Today's Important News Review | Dolphin Investment Research
AMD: Next year's MI350 will compete with Nvidia's Blackwell (24Q3 conference call minutes)
AMD: "Timid" guidance, does AI implementation equal AI downhill?
Google: Is the little ghost haunting? AI solves a thousand worries
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