"The Eye of the God" opens, BYD hits the daily limit in the afternoon; Xindong surges 16%, what news is there? | Today's important news review

0206 Dolphin's Key Focus:

🐬 Macro/Industry

1. The explosive popularity of DeepSeek has driven a number of concept stocks, and American AI giants are also beginning to experience strategic anxiety and are adjusting their strategies. OpenAI recently announced that it has opened the ChatGPT search function to all users without the need for registration; Google also announced that its latest AI model suite, Gemini 2.0, is officially available for all users.

🐬 Individual Stocks

1. $BYD(002594.SZ)$BYD COMPANY(01211.HK)

BYD's A-shares closed at the daily limit today. In terms of news, BYD will hold an intelligent strategy launch conference at its Shenzhen headquarters on February 10 at 19:30. BYD stated that it hopes to allow everyone to enjoy advanced intelligent driving through its "Eye of God" system. This system adopts an end-to-end large model architecture and can achieve various driving behaviors such as navigating complex intersections, passing traffic lights, autonomous overtaking, obstacle avoidance, and lane changing through multi-sensor fusion perception. This marks another significant step for BYD in the direction of advanced intelligent driving.

2. $XD INC(02400.HK)

XD Inc. rose nearly 16% today, possibly related to rumors of an antitrust investigation into Apple: It is reported that the State Administration for Market Regulation is preparing for a possible antitrust investigation, focusing on the high commissions Apple charges developers and its closed application ecosystem. If an investigation is indeed initiated, Apple's current practice of charging up to 30% commission on in-app purchases in the App Store and prohibiting third-party payment methods and app stores will be a key focus. Additionally, if the iPhone can allow sideloading in China and Europe similar to other regions, it will have a direct impact on the revenue of taptap.

3. Core Focus on Earnings Report Interpretation and Conference Call

Qualcomm:《 “Heating Up” Qualcomm, Is Apple's Baseband Going to “Stir the Pot”?》Disney: Disney: Three-Year Outlook "Big Pie" Still Needs to Be Digested Slowly

Uber: Uber: FSD Whispers, Small Offenses Also Face Heavy Punishment?, Uber: How to View the Development and Impact of Autonomous Driving

🐬 Leading Sectors

Shanghai and Shenzhen: Semiconductor materials and equipment, automobile manufacturers, consumer electronics;

Hong Kong Stocks: Communication equipment, system software, aerospace and defense;

U.S. Stocks: Semiconductor manufacturers, real estate operating companies, sports equipment and other leisure products.

🐬 Attention for Tomorrow

1. China's foreign exchange reserves;

2. U.S. seasonally adjusted non-farm payrolls, U.S. unemployment rate, U.S. one-year inflation rate expectation preliminary value;

3. Amazon will release its financial report, and Dolphin will track and provide interpretative analysis.

Risk disclosure and statement of this article: Dolphin Investment Research Disclaimer and General Disclosure