The tariff war stirs up waves again; BYD's nationwide intelligent driving is here | Today's important news review

0211 Dolphin's Key Focus:

🐬 Macro/Industry

1. Trump signed an executive order imposing a 25% tariff on steel and aluminum imported from all countries and regions, effective March 4. He also emphasized that "tariffs on automobiles, chips, and pharmaceuticals will be considered in the future." This move has triggered a wave of retaliation warnings from America's European trade partners. The renewed escalation of the trade war increases uncertainty in the global market, causing gold prices to rise again.

🐬 Individual Stocks

1. $BYD COMPANY(01211.HK)

The king of electric vehicles, BYD, held a smart strategy launch conference last night, updating its TianShen ZhiYan intelligent driving system. Dolphin has compiled the core content of the meeting minutes in the article《 BYD (Minutes): The Era of Equal Rights in Intelligent Driving Has Arrived》. The highlight is that all models in its lineup are equipped with advanced intelligent driving and fully integrated with Deepseek. The positive news has been largely digested, and after a high opening today, it fell back to close lower. Dolphin will release a more detailed commentary later, stay tuned.

2. $CATL(300750.SZ)

Contemporary Amperex Technology Co., Limited (CATL) plans to submit its IPO application this week, raising at least $5 billion. Dolphin provided an in-depth analysis of CATL last month, which can be traced back to《 Looking at Ning Wang through TSMC: The Inescapable Cycle Fate》.

🐬 Leading Sectors

Shanghai and Shenzhen: Movies and entertainment, clothing retailers, diversified chemicals;

Hong Kong Stocks: Office services and supplies, medical services, cloud and data centers;

U.S. Stocks: Computer and electronic product retailers, road passenger transport, silver.

🐬 Tomorrow's Focus

1. U.S. seasonally adjusted CPI month-on-month, U.S. seasonally adjusted core CPI month-on-month, U.S. unadjusted CPI year-on-year, U.S. unadjusted core CPI year-on-year;

2. Shopify will release its earnings report, and Dolphin will track and provide analysisRisk disclosure and statement of this article: Dolphin Investment Research Disclaimer and General Disclosure