Google Gemini CLI Shock Release; XPeng X9 Lands in Indonesia, Embarking on a New Overseas Journey | Today's Important News Recap

0626 | Dolphin Research Key Focus:

🐬 Individual Stocks

1. $Alphabet(GOOGL.US)

Google has launched a groundbreaking product—an open-source AI agent Gemini CLI (Command Line Interface), which integrates the capabilities of the Gemini 2.5 Pro large model into a tool for developers' daily use in command line interfaces. The release of Gemini CLI marks the evolution of AI programming tools from "assisted code generation" to "full-process development collaboration." Its core value lies not only in technological breakthroughs but also in redefining the relationship between developers and tools—AI is no longer an isolated functional module but a deeply integrated intelligent partner in the workflow.

2. $JIUMAOJIU(09922.HK)

Jiumaojiu surged over 25% in the afternoon before retreating. Recently, Jiumaojiu announced the launch of a HKD 200 million share repurchase plan, aiming to convey management's confidence in the company's long-term value. Additionally, the Ministry of Commerce has recently introduced a series of policies to support consumption, which has driven the entire consumer sector upward. As a catering stock, Jiumaojiu also benefits from the sector's linkage effect. However, the market is more concerned about the risk of its market capitalization being too low, leading to its exit from the Hong Kong Stock Connect, which may cause short-term fluctuations in its stock price.

3. $XPeng(XPEV.US)

XPeng announced today in Jakarta, Indonesia, that its flagship model XPeng X9 has officially entered the Indonesian market, with a starting price of 990 million Indonesian Rupiah (approximately HKD 480,000). Its first overseas localized production project is also entering the countdown to production. This marks XPeng's completion of the entire chain of manufacturing and delivery in its overseas expansion. It not only helps increase XPeng's market share in Southeast Asia but also promotes the popularization and development of global intelligent electric vehicle technology.

4. Core Focus on Financial Reports and Conference Calls

Micron: "HBM is about to scale up, can Micron seize the opportunity?", "Micron (Minutes): HBM4 samples delivered, HBM3E 12Hi successfully mass-produced"

🐬 Leading Sectors

Shanghai and Shenzhen: Diversified financial services, precious metals and minerals, trading and payment services;

Hong Kong Stocks: Stadiums and other leisure facilities, diversified metals and mining, various utilities;

U.S. Stocks: Marine ports-operators, textiles, semiconductor manufacturers.

🐬 Focus for Tomorrow

1. U.S. Personal Spending Monthly Rate, U.S. Core PCE Price Index Annual Rate, U.S. Core PCE Price Index Monthly Rate, U.S. One-Year Inflation Rate Expectation Final Value.

Risk Disclosure and Statement of this Article: Dolphin Research Disclaimer and General Disclosure