Data center-related new products are advancing on track. This year is expected to grow 50%-100% YoY.
0317 | Dolphin Research Focus: 🐬 Stock #1, $NVIDIA(NVDA.US) — NVIDIA's GTC 2026 officially kicked off, and founder & CEO Jensen Huang delivered the keynote.
He announced a Vera Rubin Space Module unde......
We maintain the 2026 net profit target at RMB 5 bn. Guidance unchanged.
Leapmotor: Can its overseas blockbuster model really hit 1 mn units and 'lead' China's new EV upstarts?---
The latest results were solid. They again highlight Leapmotor's consistent, steady operating discipline.
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Leapmotor 4Q25 First Take: the company delivered a solid, in-line quarter. It demonstrated steady operating discipline.
Management had guided that heavier promotions would offset scale benefits, leavin...
0316 ｜Dolphin Research Focus: 🐬 Macro/Industry 1) National Bureau of Statistics (NBS) data show that Jan–Feb 2026 industrial VA for above-scale enterprises and total retail sales both beat expectatio...
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0302 | Dolphin Research Focus: 🐬 Macro/Industry
1) Geopolitical tensions in the Middle East have flared, with US/Israel–Iran frictions escalating and risk aversion rising across global markets. As a r......
Gold and silver slump, cooling the market; BABA's Qwen adds RMB 3 bn for Lunar New Year | Daily News Recap
0202 | Dolphin Research Focus: 🐬 Macro/Industry 1) International precious metals have sold off sharply since the weekend, with gold and silver down materially on a hawkish Fed chair nominee, a strong...
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National Standards Committee for Humanoid Robots Formed; Huawei and Xiaomi Join; FAW invests RMB 3.7bn in Leapmotor | Daily News Recap
1229 | Dolphin Research Focus: 🐬 Macro/Industry 1) On Dec 27, MIIT established the 'Humanoid Robotics and Embodied Intelligence Standardization Technical Committee' in Beijing. The committee is chair...
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$Ford Motor(F.US) announced it is taking a massive $19.5B write down of its EV assets, in a strategic shift away from pure EVs and toward extended range hybrids. The write down was the latest admissi...