Today's Important News Review | Dolphin Investment Research
1108 Dolphin's Key Focus:
🐬 Macroeconomics/Industry
1. At 4 PM, the 12th meeting of the Standing Committee of the 14th National People's Congress reviewed and approved the largest debt reduction measure in recent years: increasing the local government debt limit by 6 trillion yuan to replace existing hidden debts, allowing local governments more space to better develop the economy and ensure people's livelihoods. Previously, the market expected this to exceed 1 trillion, and we will continue to monitor whether new policies will be implemented.
🐬 Individual Stocks
1. $XPENG-W(09868.HK)
The "world's first AI car," the XPeng P7+, has officially launched for sale and has garnered significant attention. The new car has three versions: XPeng P7+ Long Range Max, Ultra Long Range Max, and Limited Edition Max, all equipped with the AI Dimensity 5.4.0 system, with the intelligent driving system as standard across the board. The official guidance prices range from 186,800 to 218,800 yuan, which is a reduction of 23,000 yuan from the pre-sale price, showing considerable sincerity in pricing. Despite the official website's server crashing, the XPeng P7+ still received over 10,000 large orders within 12 minutes, and XPeng's Hong Kong stock rose by 14.70% today.
2. $Taiwan Semiconductor(TSM.US)
Taiwan Semiconductor announced its sales figures for October, with sales of NT$314.24 billion, a year-on-year increase of 29.2% and a month-on-month increase of 24.8%. Prior to this, from March to September, the company's monthly sales growth rate exceeded 30%.
3. Dolphin's Key Focus on Financial Reports and Conference Calls
SMIC:" SMIC: Can It Support the Hopes of the Entire Village?"
ARM: "ARM: AI Belief, Can It Support a Hundredfold Valuation?"、 "ARM: Market Share in Cloud Services and Automotive Will Continue to Grow (FY25Q2 Conference Call)"
Airbnb: "Growth Slows, Profits Narrow, Airbnb Still in Transition", "Airbnb 3Q24 Conference Call Summary: How Much Contribution Can New Businesses Bring?"
🐬 Leading Sectors
Shanghai and Shenzhen: System software, computer and electronic product retailers, aerospace and defense;
Hong Kong Stocks: Automotive retailers, kitchenware, cloud and data centers;
U.S. Stocks: Security and alarm services, real estate services, precious metals and mining.
🐬 Focus for Next Monday
1. Leapmotor will announce its financial report, and Dolphin will track and provide interpretative analysis.
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