Today's Important News Review | Dolphin Investment Research

1111 Dolphin's Key Focus:

🐬 Macro/Industry

1. According to data from the China Association of Automobile Manufacturers, in October 2024, the production and sales of new energy vehicles reached 1.463 million and 1.43 million units, respectively, representing year-on-year growth of 48% and 49.6%. The sales of new energy vehicles accounted for 46.8% of total new car sales.

🐬 Individual Stocks

1. $Taiwan Semiconductor(TSM.US)

Today, chips and semiconductors collectively rose. Over the weekend, rumors about TSMC went viral, claiming that it would suspend the production of 7nm and below process chips for related AI chip customers, which TSMC did not directly deny. This has stimulated a strong response for domestic alternatives, leading to a surge across the semiconductor sector today.

2. Leapmotor

Tonight, it will announce its financial report, and Dolphin will track and provide an interpretative analysis.

🐬 Leading Sectors

Shanghai and Shenzhen: Internet content and information, data processing and outsourcing services, semiconductor materials and equipment;

Hong Kong Stocks: Automotive retailers, human resources and employment services, medical information services;

U.S. Stocks: Consumer electronics, medical information services, home appliances.

🐬 Tomorrow's Focus

1. Sea and Tencent Music will announce their financial reports.

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