Why Did Oriental Selection's Stock Price Plummet Rapidly? SoftBank Invests $2 Billion in Intel | Today's Important News Recap

0819 | Dolphin Research Key Focus:

🐬 Macro/Industry

🐬 Individual Stocks

1.$EAST BUY(01797.HK)

Dongfang Zhenxuan surged up to 23% intraday, reaching a two-and-a-half-year high. After the 618 event, the company's self-operated SKUs increased to over 600, with categories like sanitary napkins and pet food exceeding repurchase expectations. The proportion of self-operated GMV rose to 60%, validating the "Dongfang Sam's" logic. However, the stock price then plummeted over 20% due to rumors that New Oriental Group CEO Chenggang Zhou (a long-term partner of Minhong Yu) was allegedly involved in embezzling company assets through related transactions and was under investigation by regulatory authorities, along with risks in live-streaming business regulation, causing panic selling among investors. Dolphin Research believes that the rumors about executives and live-streaming regulation are unreliable, and it is more likely a short-term capital game.

2.$Intel(INTC.US)

SoftBank signed a final agreement with Intel to subscribe to $2 billion of common stock at $23 per share (approximately a 3% discount to the previous closing price). After the transaction, SoftBank will hold about 2% of Intel, becoming its fifth-largest shareholder. The funds will be used for Intel's manufacturing transformation and AI ecosystem development in the U.S. This investment not only provides Intel with urgent capital but also reflects SoftBank's recognition of Intel's future development potential, boosting market confidence in Intel. As a result, Intel's stock price rose in after-hours trading.

3.$Tesla(TSLA.US)

Tesla China launched the Model Y L version on its official website, starting at RMB 339,000, which is RMB 16,000 cheaper than the current long-range version, maintaining a range of 688 km, with expected delivery in 4-6 weeks. The price reduction and ready stock strategy precisely target the 250,000-350,000 RMB competitive gap, potentially stimulating Q3 order replenishment.

4. Dolphin Research Key Focus on Earnings Reports and Conference Call Minutes

Leapmotor: "Hard Roll in the Red Sea Arena, Leapmotor's Bloody Breakthrough!", "Leapmotor: Annual Sales Target Raised to 580,000 to 650,000 Units"

Tonight, Xiaomi, XPeng, and Pop Mart will release their earnings reports, and Dolphin Research will track and provide analysis.

🐬 Leading Sectors

Shanghai and Shenzhen: Consumer Electronics, Water and Soft Drinks, Kitchenware;

Hong Kong Stocks: Brewing Industry, Research and Consulting Services, Automotive Retailers;

U.S. Stocks: Kitchenware, Educational Services, Human Resources and Employment Services.

🐬 Focus for Tomorrow

1. Earnings reports from Baidu, iQIYI, Hong Kong Exchanges and Clearing, Boss Zhipin, Huazhu, and Lao Pu Gold;

2. China's one-year loan market quoted interest rate.

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