Meta's 'Glasses Family Bucket' shines brightly on the streets; Tencent's AI capabilities are fully open | Today's Important News Recap

0918 ｜Dolphin Research Key Focus:

🐬 Macro/Industry

1. The Federal Reserve has lowered the federal funds rate target range by 25 basis points to 4.00%~4.25%, marking its first rate cut since December 2024. The latest dot plot suggests two more 25bp rate cuts within the year. Meanwhile, the Hong Kong Monetary Authority has reduced the benchmark rate by 25 basis points to 4.50%. The rate cut was in line with expectations, but Powell stated that there is "no need to adjust rates quickly," downplaying expectations of continuous easing.

🐬 Individual Stocks

1. $Meta Platforms(META.US)

On September 18th, the highly anticipated Meta Connect conference was held, unveiling the first consumer-grade "screen-equipped" AI glasses—Meta Ray-Ban Display (with a 600×600 resolution, 90 Hz micro-screen embedded in the right lens, peak brightness of 5,000 nits), along with the Meta Neural Band electromyography wristband, priced at $799 for the set. It will be available in U.S. offline stores starting September 30th, with expansion to Canada and Europe in early 2026, marking a milestone in the transition of "AI glasses" from voice photography to visualization.

2. $TENCENT(00700.HK)

At the 2025 Tencent Global Digital Ecosystem Conference, Tencent Cloud announced the global launch of the Intelligent Body Development Platform 3.0 (ADP3.0), simultaneously open-sourcing the core intelligent body components of Tencent Youtu Lab. Tencent is fully opening up its accumulated technological capabilities in the field of artificial intelligence and announced that its cloud infrastructure has completed adaptation to mainstream domestic chips.

3. $Palantir Tech(PLTR.US)

Reportedly, Palantir is strengthening its ties with the UK, committing to invest £1.5 billion in the country and is set to finalize a £750 million five-year agreement with the UK Ministry of Defence by the end of the year, expanding the use of its AI software. This agreement will replace an expiring £75 million three-year arrangement. The deal is likely to be finalized during President Trump's state visit to the UK.

🐬 Leading Sectors

Shanghai and Shenzhen: Hotels, Resorts & Cruise Lines, Semiconductor Materials & Equipment, Electronic Equipment & Services;

Hong Kong Stocks: Forest Products, Managed Healthcare, Food Retailers.

U.S. Stocks: Marine Ports & Services, Industrial Gases, Food Distributors.

🐬 Focus for Tomorrow

1. None.

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