Strong Collaboration! Li Auto partners with CATL; NVIDIA ties up with Intel | Today's Important News Recap

0919 ｜Dolphin Research Focus:

🐬 Individual Stocks

1.$Li Auto(LI.US) $CATL(03750.HK)

CATL and Li Auto have reached a comprehensive strategic cooperation, signing a five-year strategic agreement. The two parties will deeply cooperate in battery safety, supercharging technology, and other areas, jointly expanding domestic and international business, and promoting battery technology innovation and global layout. This collaboration is expected to help Li Auto's products achieve breakthroughs in key indicators such as range, charging speed, and safety, enhancing their competitiveness in the market.

2.$Intel(INTC.US) $NVIDIA(NVDA.US)

Nvidia announced an investment of $5 billion in Intel and will jointly develop PC and data center chips with Intel. Intel's stock price surged last night, closing up more than 22%. Driven by Intel's sharp rise, some semiconductor-related stocks also rose simultaneously. Dolphin Research will release a more detailed commentary tonight, stay tuned.

3.$XIAOMI-W(01810.HK)

Due to risks in the L2 high-speed pilot assist driving function under "extremely special scenarios," Xiaomi proactively filed a recall plan, announcing the recall of some SU7 standard version models produced from February 2024 to August 2025. A total of 116,887 vehicles will be recalled and resolved through OTA upgrades. The recall quantity accounts for about 40% of SU7's cumulative deliveries, with limited impact on brand trust.

4.$Alibaba(BABA.US)

Ten days after Gaode released the street sweeping list, Taobao Flash Sale and Ele.me officially started internal testing of in-store dining group buying, initially focusing on high-rated merchants in first- and second-tier cities, planning to cover 100,000 stores before the National Day. The aim is to leverage Taobao and Ele.me's massive user traffic, extensive merchant resources, and mature platform operation experience to further expand the local life service market. If integrated with Gaode's list and 88VIP membership, it can enhance repurchase and user stickiness, forming marginal pressure on Meituan's in-store profit margin.

🐬 Leading Sectors

Shanghai and Shenzhen: Footwear, Tobacco, Industrial Gases;

Hong Kong: Sports and leisure facilities, Textiles, Specialty Chemicals;

US: Semiconductor Materials and Equipment, Electronic Components, Construction and Engineering.

🐬 Focus for Tomorrow

1. None.

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