The new Doubao model shines on stage; BYD's "king bomb" is coming tonight | Today's important news review

0210 Dolphin's Key Focus:

🐬 Macro/Industry

1. Doubao released the video generation experimental model "VideoWorld", which for the first time in the industry achieves world cognition solely through "visual information" without relying on language models. The code and model have now been open-sourced. Today, A-share visual cognition concept stocks have responded strongly.

🐬 Individual Stocks

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

BYD will hold an intelligent strategy launch conference today (February 10, Monday) at 19:30 at its headquarters in Shenzhen. The upcoming "Eye of God" intelligent driving system has already caused quite a stir in the market, and the positive impact on the stock price has been anticipated by the market. Attention is on the actual implementation information released at tonight's conference.

2. $Taiwan Semiconductor(TSM.US)

TSMC announced its revenue for last month in the afternoon today, with January sales reaching NT$293.288 billion, a year-on-year increase of 35.9% and a month-on-month increase of 5.4%. Since March of last year, TSMC's monthly revenue has maintained a year-on-year growth rate of over 20% for 11 consecutive months. Additionally, TSMC will hold its board meeting in the U.S. for the first time on the 11th and 12th, and the geopolitical factors of this meeting cannot be ignored. Attention is on the subsequent actions of the U.S.

3. $GUMING(01364.HK)

Guming will be listed on the Hong Kong Stock Exchange on February 12, having completed its IPO. Due to the dismal experiences of Nayuki and Cha Baidao in the new-style tea beverage sector, market expectations were originally conservative. However, Guming's margin trading amount suddenly surged to HK$27 billion at the end of trading, increasing the oversubscription multiple from single digits to over 170 times

🐬 Leading Sectors

Shanghai and Shenzhen: Diversified capital markets, medical information services, medical services;

Hong Kong Stocks: Medical devices, agricultural products, medical information services;

U.S. Stocks: Road passenger transport, medical information services, data processing and outsourcing services.

🐬 Attention for Tomorrow

1. Semiconductor Manufacturing International Corporation and Coca-Cola will announce their financial reports, and Dolphin will track and provide interpretative analysis.

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