Overall, $Li Auto (LI.US) $Li Auto-W (02015.HK) deRobinhood: Is the king of retail investors in the U.S. facing tragedy?Meta: The surge in Q4 Capex has seasonal disturbances (3Q24 call notes)Microsoft: AI only sees "spending money" and not "returning money"Meta: Completely becoming an "AI fanatic," can high growth withstand high investment?$Li Auto(02015.HK) is going to release its financi$Microsoft (MSFT.US) 1Q25 first take: As the first$Meta(META.US) first take: The performance in the 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?$Luckin Coffee (ADR).US First take: Overall, the c$Lion Group Holdings(02562.HK) buried a lot of peoOverall, $BYD (002594.SZ) delivered another impres$Google-C(GOOG.US) hopes to have the opportunity tAMD: What exactly is falling?Google: Promoting efficiency and investment simultaneously (3Q24 conference call minutes)Today's Important News Review | Dolphin Investment ResearchAMD: 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 worriesAMD first take: The company's data this quarter is$Google-A(GOOGL.US)first take: The performance in $Qingdao Beer Co., Ltd. (00168.HK) First take: In With the rankings being released, which is more reToday's Important News Review | Dolphin Investment ResearchLast week, Dolphin covered companies with significThe financial report season in the US and A-sharesWhere is the "Trump Trade" heading?Focus Media: The Hot Expectations and Cold Reality of the "Advertising Empire"$Focus Media (002027.SZ) First take: Focus Media'sToday's Important News Review | Dolphin Investment ResearchThis week marks the crazy earnings week for U.S. sHikvision: Improving quality and efficiency, layoffs are also a sharp toolMoutai: Can the backbone of A-shares still be supported by the pillar?This is the charm of the American market, where eaIs Musk really going to tear up the Model 2 tickets? This is what I think$Tesla(TSLA.US) rose 20% in one day$Tesla (TSLA.US) hopes everyone knows it is a good$Tesla(TSLA.US) Charge, charge, chargeHKEX: How much policy "chicken blood" is currently priced in valuation?Tesla: Committed to delivering affordable models by the first half of 2025 (3Q24 conference call minutes)"The Pie King" Tesla has finally returned as the king!$Tesla(TSLA.US) The third quarter performance has $Tesla (TSLA.US) The financial report is goodMeta and Apple both released new products, did Goer make a move again?New Oriental: Pressure in the off-season, we believe we will rebound in the second half of the year (1Q25FY conference call minutes)Turbulent New Oriental: Without Dong Yuhui, will education collapse too?Tomorrow morning, $Tesla (TSLA.US) will release it$New Oriental (EDU.US) first take: Dolphin 君's fee