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.........
How $Ouster(OUST.US) actually competes in the market:
30,000 ft view + lidar adoption curve.Four different pools:1. Automotive OEM: fastest growing & mainly Chinese2. Western Automotive/Robotaxi: their...........................................................................................................................................................................
0518 | Dolphin Research Focus: Macro/Industry. NBS data show Jan–Apr retail sales at RMB 16.49tn (+1.9% YoY).
Apr alone was RMB 3.72tn, up just 0.2% YoY. Ex-auto retail rose 3.1% YoY, online retail +6.......
0515 | Dolphin Research Focus: 🐬 Macro/Industry 1) Today is Jerome Powell's final day as Fed Chair, and Kevin Warsh begins his first term. On the same day, Governor Stephen Miran tendered his resigna...
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: U.S. House lawmakers introducing bill to ban Chinese vehicles in the U.S - $Ford Motor(F.US) $General Motors(GM.US) $Tesla(TSLA.US) $NIO Inc(NIO.US) $XPeng(XPEV.US) $Li Auto(LI.US)
Below is Dolphin Research's Trans of Sanhua Intelligent Controls' FY25 annual report earnings call.
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Oil Brent above $100 looks like mostly geopolitical risk premium. Short term bullish but the trade is getting crowded. Add energy exposure on pullbacks
NVDA moving from chips to the full AI stack is st...
I used to adore Adobe Photoshop and their PDF software. However, after it changed its biz model, I no longer use them. Now with free alternatives and AI tools around, its Photoshop "moat" has been tot...
I hope the war will come to an end before oil reserves run out. We are not feeling the impact of oil prices yet in our electricity prices but it won’t be long if the war continues.