Indexes all turned down; Intel's wafer factory acquisition case has new developments | Today's important news review

0312 ｜ Dolphin Research Key Focus:

🐬 Macroeconomics/Industry

1. Under the pressure of Trump's tariffs, U.S. stocks collectively fell last night, and today the Hong Kong and A-shares also failed to maintain their upward trend, starting to plunge in the afternoon and closing down, with market sentiment low. Closely watch the U.S. Bureau of Labor Statistics' February CPI report to be released tonight at 20:30.

🐬 Individual Stocks

1. $Intel(INTC.US)

According to foreign media reports, TSMC has proposed to invest in a joint venture with NVIDIA, AMD, and Broadcom, which will operate Intel's wafer fabs, with TSMC's stake in the joint venture not exceeding 50%. After the news was released, Intel's stock price soared in after-hours trading, rising over 10% at one point. Intel's current wafer fab division has a book value of $108 billion, with a net loss of $18.8 billion in 2024.

1. Core Focus on Earnings Report Interpretation and Conference Call

Boss Zhipin: BOSS Zhipin: Facing Strong Headwinds, Still "Small and Beautiful", BOSS Zhipin (Minutes): Signs of Recovery After the Spring Festival

🐬 Leading Sectors

Shanghai and Shenzhen: Computer and electronic product retailers, various utilities, media;

Hong Kong Stocks: Managed healthcare, diversified support services, silver;

U.S. Stocks: Silver, precious metals and minerals, heavy electrical equipment.

🐬 Attention for Tomorrow

1. XPeng Motors' Spring Launch Event will be held on March 13 at 19:00;

2. The Artificial Intelligence and Controllable Cloud Computing Industry Ecosystem Conference will be held on March 13 in Hangzhou, focusing on Alibaba Cloud's keynote speech;

3. U.S. PPI year-on-year, U.S. PPI month-on-month.

Risk disclosure and statement of this article: Dolphin Research Disclaimer and General Disclosure