Tesla Model Y L Debuts in Autumn; TSMC's Q2 Performance Strong｜Today's Important News Recap

0717 | Dolphin Research Key Focus:

🐬 Individual Stocks

1.$Taiwan Semiconductor(TSM.US)

The world's largest chip foundry, Taiwan Semiconductor Manufacturing Company, reported record high revenue and net profit for the second quarter, with revenue reaching $30 billion. Dolphin Research's afternoon earnings preview has summarized the core information: the company's growth this quarter was still mainly driven by high-performance computing, which increased its share to 60%, keeping the company's advanced process capacity below 7nm fully utilized. With the mass production of the GB series, the launch of Apple's new devices, and the subsequent introduction of 2nm, TSMC is expected to continue its growth momentum from the second half of this year into next year. Dolphin Research will provide a more detailed analysis later, stay tuned.

2.$Li Auto(LI.US)

Li Auto announced that the Li i8 is now available for pre-order, with an estimated price range of 350,000 to 400,000 yuan. The official price will be announced on July 29, and deliveries will begin in late August. As Li Auto's first all-electric SUV, it has attracted significant market attention. The launch of the new vehicle is expected to broaden the company's product line, attract more consumers with different needs, and provide new sales growth points and profit opportunities for the company, thus driving the stock price up by over 9% today.

3.$Tesla(TSLA.US)

Tesla's official website announced that the Shanghai-made "Model Y L" six-seat flagship SUV will be launched this fall, with an expected price of 400,000 yuan. The product matrix fills the gap between the Y and X models, and the domestic demand for high-end pure electric vehicles remains strong. If the delivery schedule is smooth, it is expected to boost orders during the "Golden September and Silver October" peak season, alleviating the 5.4% year-on-year decline in sales in China in the first half of the year.

4.$Unity Software(U.US)

Unity surged 14% last night, reaching a new high for the year, mainly due to Jefferies' quarterly research report on the mobile game advertising platform. Dolphin Research's commentary yesterday, "What Happened to Unity?" has already outlined the core views. Interested readers can click to read more.

5.$Roblox(RBLX.US)

Roblox's stock price has been rising continuously recently. In terms of news, Roblox announced the launch of the "Roblox Authorized Platform," with initial partners including SEGA, Netflix, Lionsgate, and Kodansha. The platform uses a dual-component system of "License Manager + License Catalog," allowing IP holders to open licenses to Roblox creators in a "self-service" manner within hours, bypassing the traditional lengthy negotiation process. By lowering the entry barrier for IP access, it rapidly expands the content library, amplifies advertising space and virtual product SKUs, with marginal costs approaching zero, significantly enhancing profit leverage.

🐬 Leading Sectors

Shanghai and Shenzhen: Food Distributors, Electronic Components, Aerospace and Defense;

Hong Kong Stocks: Human Resources and Employment Services, IT Consulting, Biotechnology;

U.S. Stocks: Asset Management and Custody Banks, Diversified Financial Services, Automobile Manufacturers.

🐬 Focus for Tomorrow

1. Netflix to release earnings report.

2. U.S. one-year inflation rate expectation preliminary value.

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