Chinese Concept Stocks Collectively Surged, What Happened? | Today's important news review

0214 ｜ Dolphin Research Key Focus:

🐬 Macroeconomics/Industry

1. According to foreign media reports, there will be a high-level forum on the private economy next week, expected to be attended by tech giants Jack Ma, Tencent founder Pony Ma, Xiaomi founder Lei Jun, and Wang Xingxing, founder of Yangge Robotics. Although this news has not been confirmed, it has already reacted in the secondary market, with Chinese concept stocks collectively rising at today's close.

🐬 Individual Stocks

1. Apple

The rumor that Apple has chosen Alibaba as its AI partner has finally been confirmed: it plans to introduce AI features in the Chinese iPhone market by mid-2025. This news has provided a certain boost to the stock prices of both Apple and Alibaba.

2. Intel

There are rumors in the supply chain market that the U.S. government may push for Intel and Taiwan's chip manufacturing giant TSMC to establish a joint venture, jointly owned by TSMC and Intel, with TSMC responsible for operations. If this news is confirmed, it would undoubtedly be a boon for the struggling Intel, which has already seen its stock rise for four consecutive days, with a cumulative increase of 26%.

3. Baidu

Baidu announced that it will gradually launch the Wenxin large model 4.5 series in the coming months and will officially open source it starting June 30. It is reported that Baidu plans to release the next-generation AI model Ernie 5.0 in the second half of this year, which will have significant enhancements in multimodal capabilities.

🐬Core Focus on Earnings Report Interpretation and Conference Calls

Airbnb: “Is Airbnb Finally Back?”, “Airbnb (Minutes): This Year’s Investment Will Not Significantly Affect Profits”

🐬 Leading Sectors

Shanghai and Shenzhen: Medical information services, medical services, life sciences tools and services;

Hong Kong Stocks: Cloud and data centers, pharmaceutical retailers, medical information services;

U.S. Stocks: Textiles, copper, consumer electronics.

🐬 Focus for Tomorrow

1. None.

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