XPeng P7 facelift is "drop-dead gorgeous"; Alibaba draws its sword tonight, how will the answer sheet look? | Today's key news recap

0515 | Dolphin Research Key Focus:

🐬 Stocks

1、$XPENG-W(09868.HK)

This morning, XPeng's Chairman He Xiaopeng announced on Weibo that the XPeng P7 will undergo a major redesign, "This is not a concept car. We are doing is bringing it from the future to the present." The new P7 breaks the conventional design style of new energy vehicles, full of uniqueness and technological sense. He Xiaopeng emphasized "not a concept car" to dispel market concerns about technology implementation. XPeng's R&D expenses in 2025Q1 remain high, and the success of the redesigned P7 will validate its commercialization capabilities.

2、$NVIDIA(NVDA.US)

NVIDIA will deliver 18,000 of its latest AI chips (presumably B200) to Saudi Aramco for building a data center with a capacity of up to 500 megawatts. NVIDIA's "big chip order" is part of a White House-led Middle East trip, with U.S. President Trump and other top CEOs visiting Saudi Arabia. NVIDIA's stock has surged recently.

3、$AMD(AMD.US)

AMD announced a $6 billion stock buyback plan to support valuation. Additionally, reports suggest the company will provide high-performance chips and software support for a data center network between Saudi Arabia and the U.S., with a total investment estimated at $10 billion. AMD's stock rose 4.68% last night.

4、Key Earnings Reports and Conference Calls

Tencent: Tencent: Aggressive Investment, the King of Stocks is Already 'Fragrant' with AI!, Tencent (Minutes): AI Prioritized for High-Return Ads and Top Games

Alibaba, NetEase, KE Holdings, and Geely will release earnings reports today, and Dolphin Research will track and provide analysis.

🐬 Top Gainers

Mainland: Tobacco, Personal Care Products, Consumer Retailers;

Hong Kong: Distributors, IT Consulting, Sports Equipment and Leisure Products;

U.S.: Marine Ports-Operators, Internet Content & Information, Video Games & Multimedia.

🐬 Tomorrow's Focus

1、U.S. Import Price Index MoM, U.S. One-Year Inflation Rate Expectation Preliminary;

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