Today's Important News Review | Dolphin Investment Research

0827 Dolphin Focus:

🐬 Macro/Industry

1. Data released by the National Bureau of Statistics shows that in July, the profits of China's industrial enterprises above designated size increased by 4.1% year-on-year, accelerating for two consecutive months.

🐬 Individual Stocks

1. $Apple(AAPL.US)

Apple announced that on September 9th at 10 a.m. PDT (1 a.m. on September 10th Beijing time), it will hold a product launch event at its headquarters with the theme "It's Glowtime". Details of the iPhone 16 and other new devices may be announced, marking the debut of Apple's first AI iPhone. Updates for Apple Watch and AirPods are also expected.

2. $LEAPMOTOR(09863.HK)

Leapmotor announced that the company's shareholder, Chairman and CEO Mr. Zhu Jiangming, and the shareholder couple Fu Liquan plan to increase their holdings of the company's H shares within 6 months from the date of the announcement, with an amount not exceeding RMB 300 million or the equivalent in Hong Kong dollars. Following XPeng's management's sale to boost confidence, Leapmotor's stock price opened high today and closed up by 5.42%.

3. Dolphin Focus on Company Financial Reports and Conference Call Minutes

Pinduoduo: "From 'Legend' to 'Ghost Stories', Is Pinduoduo Really Collapsing?!", "Pinduoduo: Inevitable slowdown in growth and decline in profit margins!"

Ctrip and BOE will release financial reports interpretations tonight.

🐬 Leading Sectors

A-shares: Integrated oil and gas companies, oil and gas exploration and production, coal and consumable fuels;

Hong Kong stocks: Furniture/home furnishings/decorative materials retailers, motorcycle manufacturers, hotel resorts, and cruise lines.

US stocks: Textiles, maritime ports-operators, integrated oil and gas companies.

🐬 Tomorrow's Focus

1. Meituan, Li Auto, Boss Zhipin, BYD will release financial reports, and Dolphin will track and provide analysis.

Risk disclosure and statement of this article: Dolphin Research Disclaimer and General Disclosure