The popularity of stablecoins is soaring, and the Li Auto i8 is competing in the market | Today's Important News Recap

0718 ｜Dolphin Research Key Focus:

🐬 Macro/Industry

1. The U.S. House of Representatives passed the "GENIUS Act" and "Clarity Act." This series of bills aims to implement significant legislative reforms in cryptocurrency regulation. If ultimately enacted, it will provide a clearer regulatory framework for the cryptocurrency industry in the U.S., aiding in the standardized development of the cryptocurrency market, potentially attracting more traditional financial institutions to enter the field and promoting further industry development.

2. U.S. retail sales in June increased by 0.6% month-on-month, compared to an estimate of 0.1% and a previous value of -0.9%. This data indicates that the U.S. consumer market remains resilient, providing strong support for economic growth. It may lead to more speculation about the Federal Reserve's future monetary policy direction or enhance market expectations for a "soft landing" of the economy, thereby influencing investors' asset allocation decisions regarding risk assets.

🐬 Individual Stocks

1. $Li Auto(LI.US)

Li Auto announced yesterday that the Li i8 is now available for pre-order, with an estimated price of 350,000 to 400,000 RMB. The official price will be announced on July 29, and deliveries will begin in late August. This news led to an increase in Li Auto's stock price. The opening of pre-orders for the new car is expected to expand market share, enhance brand influence, and positively drive the company's future revenue growth.

2. Dolphin Research Key Focus on Earnings Reports and Conference Calls

TSMC: "The Resilient TSMC, the True 'Backbone' of Semiconductors!", "TSMC (Minutes): Full-Year Revenue Growth Revised Up to 30%"

Netflix: "Netflix: Can the Acknowledged Good Student Still Create Surprises?", "Netflix (Minutes): Very Confident in the Content Pipeline for the Second Half and 2026"

🐬 Leading Sectors

Shanghai and Shenzhen: Precious Metals and Minerals, Food Distributors, Diversified Metals and Mining;

Hong Kong Stocks: Food Retailers, Multi-line Insurance, Electrical Components and Equipment;

U.S. Stocks: Marine Ports - Operators, Electrical Components and Equipment, Kitchenware.

🐬 Focus for Next Monday

1. China's one-year Loan Prime Rate.

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