Dolphin Research
2025.06.13 08:32

Here's a professional translation adhering to financial communication norms and international investor expectations: ​​Tesla Raises Vehicle Prices in US; NVIDIA to Exclude China Market from Revenue Forecast​ | Today's Important News Recap

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0613 |Dolphin Research Focus:

🐬 Macro/Industry

1. The conflict in the Middle East has escalated, with Israel attacking Iran last night. Iran plans to respond harshly, increasing geopolitical tensions and market uncertainty. Funds are flowing into safe-haven assets, putting pressure on risk assets. The risk aversion sentiment in the Hong Kong stock market has intensified. Both the Hang Seng Index and Hang Seng Tech Index closed lower, while safe-haven stocks such as gold, oil, and shipping rose.

🐬 Individual Stocks

1. NVIDIA

NVIDIA CEO Jensen Huang stated in an interview with CNN that the company will no longer include the performance of the Chinese market in its revenue and profit forecasts. Amid the ongoing U.S. chip restrictions on China, NVIDIA's business in China is shrinking, with the revenue share from the Chinese market dropping from 21.5% in fiscal year 2023 to 12.5% in fiscal year 2025, and future uncertainties are increasing.

2. Tencent Music

Tencent Music Entertainment Group and Television Broadcasts Limited (TVB) announced a deepened comprehensive strategic cooperation focusing on entertainment and music in the Greater Bay Area. The collaboration aims to integrate resources from both parties to promote cultural content innovation and international dissemination in the Greater Bay Area through a "music + film + technology" model.

3. Tesla

Tesla has increased the price of the all-wheel-drive Model S in the U.S. market from $79,990 to $84,990. The prices of the Model X AWD and PLAID models in the U.S. have been raised by $5,000, to $89,990 and $104,990, respectively. The price increase suggests that Tesla may perceive strong market demand for these two models, and the timely price adjustment could help optimize overall profitability.

🐬 Leading Sectors

Shanghai and Shenzhen: Energy Equipment and Services, Oil and Gas Refining and Sales, Oil Storage and Transportation;

Hong Kong Stocks: Oil and Gas Refining and Sales, Energy Equipment and Services, Oil Storage and Transportation;

U.S. Stocks: Precious Metals and Minerals, Gold, Medical Product Distributors.

🐬 Focus for Tomorrow

1. None.

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