Today's Important News Review | Dolphin Investment Research

1105 Dolphin's Key Focus:

🐬 Macro/Industry

1. China's Caixin Services PMI for October recorded 52, an increase of 1.7 percentage points from September, marking a three-month high and indicating a recovery in the service sector's prosperity. The data confirms that the positive economic stimulus policies implemented in late September are gradually taking effect, reigniting market confidence. Today's market performance is very good, with both Hong Kong and A-shares significantly rising.

2. The U.S. presidential election voting day officially begins today, with Harris and Trump each receiving three votes in the voting at Dixville Notch, New Hampshire, resulting in a tie. In key "swing states," previous polls show that Trump and Harris have similar support rates, and the current situation remains very tense.

🐬 Individual Stocks

1. $KUAISHOU-W(01024.HK)

Kwai, the international version of Kuaishou, officially announced the launch of its e-commerce platform Kwai Shop in Brazil, further expanding its business footprint. Due to Brazil's relatively complex customs and tax policies, it has not been the first choice for Chinese merchants going overseas. However, Brazil is the largest consumer market in Latin America with huge potential. Kuaishou currently has over 60 million monthly active users in Brazil—about 30% of the country's total population—with an average daily usage time exceeding 70 minutes. Kwai Shop has achieved a 13-fold increase in daily purchase orders this year, with electronics, home goods, and cosmetics being the best-selling categories. This positive news drove Kuaishou's stock to rise by 10.68% today.

2. Key Follow-up on Earnings Report Interpretation and Conference Call

PLTR:《 Palantir: The AI Faith Ticket Brings Hope Again》、《 Capturing More Allies, What Makes Palantir's AI Different? (3Q24 Conference Call)》

🐬 Leading Sectors

Shanghai and Shenzhen: Financial exchanges and data, food distributors, tobacco;

Hong Kong Stocks: Heavy electrical equipment, electronic components, human resources and employment services;

U.S. Stocks: Diversified chemicals, fertilizers and pesticides, jewelry/toy/stationery retailers.

🐬 Attention for Tomorrow

1. None.

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