XD Inc. 'Great Joy' Soars; Taobao to Launch New Major Membership System
0805 ｜Dolphin Research Focus:
🐬 Macro/Industry
🐬 Individual Stocks
1. $XD INC(02400.HK)
XD Inc. issued a positive profit alert, expecting first-half revenue to exceed 3.05 billion yuan (a year-on-year increase of 37%) and net profit to exceed 790 million yuan (a year-on-year increase of 215%). The performance growth is mainly due to the strong performance of self-developed games "Ragnarok M: Classic", "Heartopia", and "Torchlight: Infinite", driving revenue growth and improving gross profit margin. Meanwhile, the TapTap platform saw revenue growth due to algorithm optimization. The performance far exceeded expectations, demonstrating the company's R&D strength and platform operational innovation. The launch of new games may become a new growth point.
2. $Alibaba(BABA.US)
On August 5th, media reported that Taobao is about to launch a new "Grand Membership System", integrating benefits from Ele.me, Fliggy, Freshippo, and other Alibaba ecosystem services, with an upgrade to the 88VIP benefits. In the fiercely competitive e-commerce landscape, creating a comprehensive grand membership system can integrate Alibaba's ecosystem resources, providing users with a one-stop, full-scenario service experience, enhancing user stickiness and activity. This helps Taobao transition from a single e-commerce platform to a large consumer platform, expanding business boundaries, exploring more potential consumer demands, and enhancing competitiveness in the large consumer market.
3. Dolphin Research Focus on Earnings Reports and Conference Call Minutes
PLTR: "Palantir: Worthy of the AI Application Leader, Guidance Flaws Are Not an Issue", "Palantir (Minutes): Looking Forward to a 10-Fold Increase in U.S. Revenue Over the Next 5 Years"
Mercado: "Growth or Profit? The Choice of 'Latin America's Alibaba' Mercado", "Mercado (Minutes): Uncertain About Lowering Free Shipping Threshold in Other Markets"
🐬 Leading Sectors
Shanghai and Shenzhen: Food Distributors, Water and Soft Drinks, Professional Financial Services;
Hong Kong Stocks: Data Processing and Outsourcing Services, Food Retailers, Paper Products;
U.S. Stocks: Precious Metals and Minerals, Gold, Office Services and Supplies.
🐬 Focus for Tomorrow
1. Companies such as AMD, Rivian, Unity, Uber, Shopify, and Snap will release their earnings reports. Dolphin Research will track and provide analysis.
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