Dolphin Research
2025.03.10 08:30

TSMC's revenue in February was 7.9 billion USD; XPeng's spring launch event is scheduled|Today's important news review

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0310 | Dolphin Research Key Focus:

🐬 Individual Stocks

1. $Taiwan Semiconductor(TSM.US)

Taiwan Semiconductor Manufacturing Company (TSMC) announced its revenue report for February 2025, with sales amounting to NT$ 260.01 billion (approximately USD 7.9 billion), marking a record high for the same period in previous years. This represents a month-on-month decrease of 11.3% and a year-on-year increase of 43.1%, accelerating from last month's year-on-year growth rate of 35.9%. Their revenue in January was NT$ 293.288 billion, a year-on-year increase of 35.9%, indicating that the revenue growth rate for the first two months of this year has exceeded 30% year-on-year.

2. $XPeng(XPEV.US)

XPeng announced that the 2025 XPeng Spring Launch Event will be held on March 13 at 19:00, during which the 2025 models of XPeng G6 and G9 will be officially released. The appearance and configuration of the new G6 and G9 models have already been released, and the market has high expectations. XPeng's stock price has recently reached new highs, and attention will be paid to whether there will be any unexpected information at the launch event.

3. $LEAPMOTOR(09863.HK) will announce its financial report tonight, and Dolphin Research will track and provide interpretative analysis.

🐬 Leading Sectors

Shanghai and Shenzhen: Medical information services, pharmaceutical retailers, clothing retailers;

Hong Kong Stocks: Data processing and outsourcing services, diversified metals and mining, tobacco;

U.S. Stocks: Shipping ports - operators, tires and rubber, pharmaceutical retailers.

🐬 Attention for Tomorrow

1. Boss Zhipin will announce its financial report, and Dolphin Research will track and provide interpretative analysis.

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