Dolphin Research
2025.08.18 08:21

"Han Laomo"'s success in forming a nascent soul boosts Yuewen; Nio's all-new ES8 to be released this week | Today's Important News Recap

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0818 |Dolphin Research Key Focus:

🐬 Macro/Industry

🐬 Individual Stocks

1. $CHINA LIT(00772.HK)

Over the weekend, the animation update of "A Record of a Mortal's Journey to Immortality" went viral, with the protagonist Han Li successfully forming a Nascent Soul. At 11 o'clock when it aired, fans flocked to Bilibili. The IP rights belong to China Literature (Qidian Chinese Network), directly stimulating its stock price to surge during trading. Additionally, China Literature recently reached a "National Creation Content Strategic Cooperation Plan" with Tencent's "Honor of Kings," and the related merchandise produced by China Literature is already on pre-sale in both official stores. Coupled with the impressive financial report released by China Literature last week, multiple factors have driven its stock price to soar continuously in recent days.

2. $NIO-SW(09866.HK)

Nio's stock rose over 7% during trading today. On the news front, on August 15, Nio officially released interior images of the new ES8, which will be officially launched on the evening of August 21. Previously, the second model of Nio's sub-brand, the Nio L90, received positive feedback, garnering over 30,000 orders within a week of its launch. The market's heightened expectations for Nio's products have driven its stock price upward.

3. $Meta Platforms(META.US)

According to foreign media reports, Meta will officially launch its first AI glasses with a display, Hypernova, next month. The starting price has been reduced from the previously planned ≥$1000 to approximately $800. This reflects Meta's strategy of stimulating consumption with low profit margins. The 20% price cut hits the consumer psychological price point, and if the product's functionality and experience are good, it is expected to attract consumers with its price advantage, further opening up the AI smart glasses market and driving industry development.

4. Leapmotor will release its financial report tonight, and Dolphin Research will track and provide analysis and interpretation.

🐬 Leading Sectors

Shanghai and Shenzhen: Consumer Electronics, Financial Exchanges and Data, Film and Entertainment;

Hong Kong Stocks: Forest Products, Highway-Passenger Transport, Pharmaceutical Retailers;

U.S. Stocks: Managed Healthcare, Consumer Electronics, Airport Operators.

🐬 Focus for Tomorrow

1. XPeng, Xiaomi, Pop Mart, and other companies will release their financial reports.

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