Comprehensive rise, what are the benefits? | Review of today's important news
0314 ｜ Dolphin Research Key Focus:
🐬 Macroeconomics/Industry
1. Today, Hong Kong and A-shares collectively surged, especially consumer stocks. In addition to the recent volatility in the U.S. stock market, there are positive news: on one hand, the expanded meeting held by the People's Bank of China yesterday clarified the implementation of a moderately loose monetary policy, stating that it will consider reducing the reserve requirement ratio and interest rates based on domestic and international economic and financial conditions and the operation of financial markets. On the other hand, the State Council Information Office will hold a press conference on March 17, 2025 (Monday) at 3 PM to introduce measures to boost consumption.
🐬 Individual Stocks
1. $XPENG-W(09868.HK)
Last night, XPeng held its global launch event as scheduled, officially introducing the 2025 models of the XPeng G6 (CNY 176,800 to CNY 198,800) and G9 (CNY 248,800 to CNY 278,800), with the G6 model exceeding 5,000 pre-orders within just 7 minutes of its launch, while the G9 surpassed 3,000 pre-orders in 45 minutes. From January to February this year, XPeng Motors ranked first in delivery volume among new force brands in China for two consecutive months, and XPeng's stock price has been rising for several months. Despite the new car launch not exceeding expectations, XPeng's stock fell by 3.56% today after the positive news materialized.
2. Core focus on financial report interpretation and conference call
Tonight, Li Auto and CATL will release their financial reports, and Dolphin Research will track and provide interpretative analysis.
🐬 Leading Sectors
Shanghai and Shenzhen: Multi-type insurance, consumer finance, food retailers;
Hong Kong Stocks: Insurance brokerage firms, multi-type insurance, real estate services;
U.S. Stocks: Silver, gold, copper.
🐬 Attention for Tomorrow
1. From March 17 to 21, 2025, NVIDIA will hold its annual technology conference GTC in San Jose, California, USA;
2. The State Council Information Office will hold a press conference on March 17, 2025 (Monday) at 3 PM;
3. Year-on-year industrial added value above designated size in China, year-on-year total retail sales of consumer goods in China;
4. U.S. retail sales month-on-month.
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