$Li Auto(LI.US)$XPeng(XPEV.US) reported earnings on the same day. @Dolphin Research Dolphin Research chose to prioritize covering XPeng, with earnings analysis and minutes promptly following. Li Auto ...
Q2 overall GPM is expected to be roughly flat vs. Q1. Approx. 20.6%.
New-vehicle Cycle: Early Inflection
+6
$XPeng(XPEV.US) Miss on Revenue
Adj EPADS: $(0.26) vs $(1.76) prev yearREV: $1.890B vs $3.130B est🟩 +3.10%
XPeng 1Q26 First Take: results modestly beat a low bar.
However, vs. the trough-like Q1 print, the market is clearly more focused on Q2 guidance, especially after the 'one car, two powertrains' range‑.......................................
Kling AI going from zero to near USD 500M annualised ARR while nobody was watching. Chinese generative AI is not just catching up, it's monetising at a speed that's genuinely surprising. adding $KUAIS......
CATL lands a large-scale ESS project in Europe; MU tops RMB 1tn mkt cap as memory rally continues | Daily News Recap
0527 | Dolphin Research Focus: 🐬 Macro/Industry
1) Per the National Bureau of Statistics (NBS), profits at industrial enterprises above designated size rose 24.7% in Apr., accelerating from 15.8% in M.........
$Pony AI(PONY.US) | Pony AI Inc., Q1-2026 Earning Report
0521 | Dolphin Research Focus: Stock 1, $SpaceX(SpaceX.NA). SpaceX has formally filed an S-1 with the SEC to list on Nasdaq (ticker SPCX).
The implied valuation range is $1.75–2.0tn, and the deal could...
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $XPeng(XPEV.US) XPENG Rolls Out China’s First Mass-Produced 𝐋𝟒 𝐑𝐨𝐛𝐨𝐭𝐚𝐱𝐢
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ XPENG launches China’s first 𝐦𝐚𝐬𝐬-𝐩𝐫𝐨𝐝𝐮𝐜𝐞𝐝 Robotaxi dev.....................