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PostsToday's Important News Review | Dolphin Investment Research
0828 Dolphin Focus:
🐬 Stocks
1. $Alibaba(BABA.US)
Alibaba Group announced the formal completion of its dual primary listing in Hong Kong, becoming a company listed on both the Hong Kong Stock Exchange and the New York Stock Exchange starting today. This milestone event will enhance the liquidity of Alibaba's stock and the expected inclusion in the Stock Connect program may be as soon as September, providing mainland investors with more channels to invest in Alibaba and potentially leading to significant inflows of southbound funds.
2. $JD.com(JD.US)
JD.com announced that its board has approved a new share repurchase plan, allowing the company to repurchase shares (including American depositary shares) worth up to $5 billion within the next 36 months ending August 2027.
3. $Meta Platforms(META.US)
Meta announced the closure of its long-operating AR studio, Meta Spark, to prioritize investments in other areas, including the rapidly growing artificial intelligence (AI) business. Despite burning money in the metaverse field for 3 years and facing challenges in selling VR and AR devices (including headsets), this move once again demonstrates its determination to shift its business focus to artificial intelligence.
4. Focus on Company Financial Reports and Conference Call Minutes by Dolphin Jun
Nongfu Spring: "Plunge" Nongfu Spring: Don't be frightened by the "water battle, has the pressure of being the richest passed on?, Nongfu Spring Minutes: The richest take turns smashing the market, what does water Maotai say?
Ctrip: Ctrip: Finally, a normal one among slacking and crazy ones in the Chinese concept stock market!, Ctrip: How is the performance of domestic and inbound business during the summer?
BOE Technology Group: "BOE Technology Group: "Hidden Thunder" Lurking, Hard to Escape the Curse"
Meituan, BYD, Li Auto, Boss Zhipin released financial reports, and Dolphin will track and provide interpretation analysis.
🐬 Leading Sectors
A-share and H-share: Education services, sports equipment and other leisure products, hardware and equipment distributors;
Hong Kong stocks: Data processing and outsourcing services, industrial gases, office services and supplies;
US stocks: Consumer electronics, hotel resorts and cruises, commercial printing.
🐬 Focus Tomorrow
1. Revised annualized quarterly real GDP in the United States;
2. NVIDIA releases financial reports, and Dolphin will track and provide interpretation analysis.
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