XPeng P7 facelift is "insanely cool"; How will Alibaba's answer sheet look when it draws its sword tonight? | Today's important news recap

0515 | Dolphin Research Key Focus:

🐬 Stocks

1、$XPENG-W(09868.HK)

This morning, XPeng Chairman He Xiaopeng posted on Weibo announcing a major revamp of the XPeng P7, "This is not a concept car. We're just bringing it from the future to the present." The new P7 breaks away from conventional design styles of existing new energy vehicles, exuding uniqueness and tech vibes. He Xiaopeng emphasized "not a concept car" to dispel market concerns about technology implementation. XPeng's R&D expenses in Q1 2025 remain high, and the success of the revamped P7 will validate its tech commercialization capabilities.

2、$NVIDIA(NVDA.US)

NVIDIA will deliver 18,000 of its latest AI chips (likely B200) to Saudi Aramco for building a data center with a capacity of up to 500 MW. This "chip mega-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 total project investment estimated at $10 billion. AMD's stock rose 4.68% last night.

4、Key Earnings Reports and Conference Calls

Tencent: Tencent: Aggressive Investments, AI Has Won Over the King of Stocks!、Tencent (Minutes): AI Prioritized for High-Return Ads and Top Games

Alibaba, NetEase, KE Holdings, and Geely will release earnings today. Dolphin Research will track and analyze them.

🐬 Top Gainers by Sector

Shanghai/Shenzhen: Tobacco, personal care products, consumer retail;

Hong Kong: Distributors, IT consulting, sports equipment and leisure products;

U.S.: Marine ports-operators, internet content & info, video games & multimedia.

🐬 Tomorrow's Watchlist

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

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