Hong Kong and A-shares plummet; Musk states that the goal for Optimus this year is 5,000 units | Today's important news recap

0321 ｜ Dolphin Research Key Focus:

🐬 Macro/Industry

1. Trump stated that he will impose broad reciprocal tariffs on April 2 and additional tariffs on specific industries. This may bring significant uncertainty to the global market, which has already been impacted, coupled with the disappointing performance of Chinese concept stocks recently announced, leading to gloomy market sentiment. Today, both Hong Kong and A-shares fell collectively.

🐬 Individual Stocks

1. $Tesla(TSLA.US)

Tesla held an emergency general meeting at 9:30 this morning, where Musk specifically mentioned that the humanoid robot Optimus has completed manufacturing on the trial production line at the Fremont factory and will enter the trial production phase this year. The annual production target is 5,000 units of Optimus, to produce 50,000 units by 2026. Tesla's stock price has been declining recently, and the news has not triggered a significant reaction in the capital market.

2. Core Focus on Earnings Report Interpretation and Conference Calls

Pinduoduo: “Pinduoduo: 'Fallen from Grace', How Long Can Its Pride Last?”, “Pinduoduo (Minutes): Do Not Evaluate the Company Based on Short-Term Financial Performance!”

ZEEKR: “ZEEKR: The Pure Electric Dark Horse 'Languishes', When Will It Revive?”

Today, Meituan, Nio, and Miniso announced their earnings reports, and Dolphin Research will track and provide analysis.

🐬 Leading Sectors

Shanghai and Shenzhen: Energy equipment and services, professional financial services, road freight;

Hong Kong Stocks: Residential construction companies, trading and payment services, medical services;

U.S. Stocks: Tires and rubber, real estate operating companies, managed healthcare.

🐬 Attention Next Monday

1. BYD will announce its earnings report, and Dolphin Research will track and provide analysis.

1. U.S. S&P Global Manufacturing PMI preliminary value, U.S. S&P Global Services PMI preliminary value.

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