Alibaba 'Flash Sale' is brewing to debut; Nio ES8 is extremely popular | Today's Important News Review

0822 ｜Dolphin Research Key Focus:

🐬 Macro/Industry

Today, the semiconductor sector in Hong Kong and A-shares surged comprehensively, with SMIC rising over 10%. The domestic large model company DeepSeek, under Deep Exploration, officially released DeepSeek - V3.1, calling it "the first step towards the Agent era." An official comment drew particular attention, mentioning in the comments section that V3.1 used the parameter precision of UE8M0 FP8 Scale, and that UE8M0 FP8 is designed for the upcoming next-generation domestic chips. This news instantly caused a sensation in the AI community.

🐬 Individual Stocks

1.$NVIDIA(NVDA.US)

It is reported that NVIDIA has urgently notified key suppliers such as Samsung and Amkor to suspend production related to the H20 AI chips specifically for the Chinese market, involving Samsung's HBM and Amkor's advanced packaging. The direct trigger is the recent continuous meetings by Chinese authorities with leading companies like Tencent and ByteDance, warning that H20 may have "remote shutdown" backdoor risks and requesting a temporary halt in procurement. H20 originally accounted for about 80% of NVIDIA's revenue in China. If orders are widely canceled, it will affect revenue in the China region. NVIDIA needs to quickly launch a compliant new China-specific chip to fill the gap, otherwise, it will accelerate the window period for domestic substitution.

2.$Alibaba(BABA.US)

Alibaba's local life service platform Koubei will launch a special price group buying business for takeout food called "Flash Group," which will be embedded in the Alipay app as a mini-program. The mini-program development has been completed and is about to go online. "Flash Group" focuses on the "special price group buying" model, using a "low price + social fission" strategy to precisely target price-sensitive user groups, forming direct competition with Meituan's "Pin Haofan."

3.$NIO(NIO.US)

On August 21, Nio's new mid-to-large SUV, the ES8, began pre-sale, offering three models. The pre-sale price range for the whole vehicle is 416,800 to 456,800 yuan, and the battery leasing scheme pre-sale range is 308,800 to 348,800 yuan. It will be launched for sale and delivery in late September. On the night of the pre-sale, Nio's stock in the US rose over 10%, with short-term enthusiasm high, potentially replicating the order popularity of the Le Tao L90, becoming a key for Nio's fourth-quarter volume and profitability.

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

MINISO: "MINISO: Big Stores to the Rescue, IP Retail 'Revives'?", "MINISO (Minutes): Full-year Revenue Growth Not Less Than 25%, Profit Margin Improves Quarterly"

Bilibili: "Bilibili: 'Three Strategies' Completed, What's Next?", "Bilibili (Minutes): Reaffirming 15~20% Long-term Operating Profit Margin Target"

Goertek: "Goertek: Gross Margin Recovery 'Steady Rhythm', Meta's New Launch 'Assists' Again?"

Huazhu: "Huazhu: Solidifying Internal Strength, Huazhu to 'Squat and Jump'?", "Huazhu (Minutes): Strong Signing of Hanting 4.0"

🐬 Leading Sectors

Shanghai and Shenzhen: Internet content and information, semiconductor manufacturers, data processing and outsourcing services;

Hong Kong Stocks: Semiconductor manufacturers, communication equipment, diversified support services;

US Stocks: Precious metals and minerals, gold, silver.

🐬 Focus for Tomorrow

1. None.

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