Today's Important News Review | Dolphin Investment Research

1022 Dolphin‘s Focus:

🐬 Macro/Industry

1. The central bank released the announcement of the Securities, Fund, and Insurance Company Interchange Facility (SFISF) operation yesterday, with an initial operation amount of 50 billion yuan. The "Notice on Relevant Work of Securities, Fund, and Insurance Company Interchange Facility (SFISF)" was issued on October 18th. The implementation of fiscal policy is indeed positive, but the market has already priced it in, so unless it exceeds expectations, it will not bring significant fluctuations to the market. However, from a long-term perspective, the policy is expected to introduce incremental funds into the stock market, becoming a driving force for the stock market to rise.

🐬 Individual Stocks

1. $Qualcomm(QCOM.US)

Qualcomm has released the new generation Snapdragon 8 Gen 1, equipped with the second-generation Qualcomm Oryon CPU, Qualcomm Adreno GPU, and enhanced Qualcomm Hexagon Neural Network Processor (NPU). The performance of Oryon CPU and Adreno GPU is three times higher than the previous generation, and the performance of Hexagon NPU is up to 12 times higher than the previous generation. This chip enables smartphones to have laptop-level performance, empowering these devices to utilize new artificial intelligence tools. Xiaomi and Honor have announced that they will be the first to launch the Xiaomi 15 series and Honor Magic 7 series with Snapdragon 8 Gen 1, expected to be released within October.

2. $Meta Platforms(META.US)

Meta announced that it will test using facial recognition technology to detect and prevent celebrity bait ads on the platform. Meta stated that it is also testing this technology as a means for people to verify their identity and regain access to hacked accounts. Previously, due to privacy and regulatory pressures, Meta closed this feature three years ago.

🐬 Leading Sectors

SH/SZ: Diversified Capital Markets, Tobacco, Road Freight;

HK: Data Processing and Outsourcing Services, Professional Consumer Services, Brewing Industry;

US: Silver, Semiconductor Manufacturers, Road Passenger Transport.

🐬 Tomorrow's Focus

1. New Oriental Education, Hong Kong Exchanges and Clearing, GoerTek Inc. will release financial reports, and Dolphin will track and provide interpretation and analysis.

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