i8 makes its debut, Li Auto charges ahead; Alibaba's AI layout sees new progress | Review of today's important news
0225 Dolphin Research Key Focus:
🐬 Individual Stocks
1. $Li Auto(LI.US)
Li Auto's official WeChat account announced the official information graphic for the i8, showcasing its front and rear design. It addresses previous criticisms of the Mega's disproportionate tire and body ratio and the sagging rear, while inheriting the popular design style of the L9, making the rear almost identical, which is more likely to be accepted by the market. The i series is Li Auto's new pure electric SUV series, alongside the L series and MEGA, forming a complete model matrix. After the new car's debut, Li Auto's stock surged over 13%. Additionally, Li Auto announced that the i8 has entered the countdown phase for mass production, expected to officially debut at the Shanghai Auto Show on April 23.
2. $Microsoft(MSFT.US)
A channel survey report released by brokerage TDCowen stated that Microsoft has canceled leasing agreements with several private data center operators and has cut two data center projects. Microsoft responded that the company will continue to advance its AI investment plan exceeding $80 billion, which may undergo partial adjustments. This has raised market concerns about an oversupply of computing power, impacting related stocks, with Microsoft closing down 1.03% last night and continuing to decline in after-hours trading. This comes just before the earnings report of AI infrastructure beneficiary Nvidia (to be announced on Thursday morning Beijing time), and Dolphin Research will closely track the interpretation of Nvidia's earnings report.
3. $Tesla(TSLA.US)
Tesla announced that it will update software for Chinese customers in batches. This includes the launch of the city road Autopilot (optimizing the existing NOA navigation assistance feature) and other functions, marking a new phase in Tesla's smart driving layout in China.
$Alibaba(BABA.US)The Alibaba Qwen team announced the release of a new inference model - Deep Thinking (QwQ) on social media this morning. QwQ can simultaneously support deep thinking and online search, and will display a complete thought chain. The official version of QWQ-MAX is expected to be released soon, along with Android and iOS applications.
5. Core Focus on Financial Report Interpretation and Conference Call
Trip.com: “Trip.com: Can high investment in inbound tourism 'turn the tide'?”, “Trip.com (Minutes): There is a lot of overseas space, profits are unlimited for 25 years”
🐬 Leading Sectors
Shanghai and Shenzhen: Tobacco, oil and natural gas refining and sales, diversified support services;
Hong Kong Stocks: Leisure facilities such as stadiums, medical devices, reinsurance;
U.S. Stocks: Shipping ports - operators, pharmaceutical retailers, investment services and holding companies.
🐬 Attention for Tomorrow
1. Subscription deadline for new stock Mixue Ice Cream & Tea.
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