Today's Important News Review | Dolphin Investment Research

1029 Dolphin Focus:

🐬 Macro/Industry:

🐬 Individual Stocks:

1. $Apple(AAPL.US)

Apple has released the iOS 18.1 system and Apple Intelligence feature, supporting the entire iPhone 16 series, iPhone 15 Pro, and other devices (Chinese users cannot experience it temporarily). In addition, Apple has also released the iMac with the M4 chip, starting at $1299, and will be launched on November 8th. Apple's new products released this fall are not particularly hot. It is expected that Apple wants to drive a major upgrade cycle through AI features to consolidate its leading position in cutting-edge artificial intelligence applications. The actual effect still needs to be observed continuously.

2. $XIAOMI-W(01810.HK)

As Dolphin announced yesterday, Xiaomi will hold its annual flagship launch event at 7 pm tonight, where it will unveil the Xiaomi 15 series, Xiaomi Surge OS 2, and other products. The mass-produced version of Xiaomi SU7 Ultra will also be released today. Today, Lei Jun has once again preheated the event on the internet: on Weibo, he announced that the Xiaomi SU7 Ultra prototype made its debut at the Nürburgring Nordschleife track (Nürburgring) with an official certified lap time of 6 minutes 46.874 seconds, winning the championship and becoming the fastest four-door car globally. The price of Xiaomi SU7 Ultra is expected to be around 800,000 yuan, and tonight's debut is highly anticipated.

3. Focus on Financial Report Analysis and Conference Calls

Focus Media: "Focus Media: The Hot Expectations and Cold Reality of the 'Advertising Mausoleum'"

🐬 Leading Sectors:

Shanghai and Shenzhen: Diversified capital markets, diversified financial services, hardware and equipment distributors;

Hong Kong: Professional consumer services, food retailers, insurance brokers;

US Stocks: Kitchenware, security and alarm services, airport operators.

🐬 Tomorrow's Focus:

1. US ADP Employment Change; US Personal Consumption Expenditures Price Index q/q, US GDP Annualized q/q, US Core PCE Price Index Annualized q/q;

2. Google, AMD, BYD, BOE, China Duty Free, Luckin Coffee will release their financial reports, and Dolphin will track and provide analysisRisk Disclosure and Disclaimer for this article: Dolphin Research Disclaimer and General Disclosure