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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0514 | Dolphin Research Focus: 🐬 Macro/Industry
1) This morning, China's top leader held a face-to-face meeting with U.S. President Trump, covering trade, tech cooperation, global governance and bil......
📢 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) $Li Auto(LI.US)
BYD delivered a better-than-feared set of results. Expectations were low, and the outcome was solid.
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$BYD COMPANY(01211.HK) released its 2025 Q4 results after the HK close on the evening of Mar. 27 (Beijing time). Key points:
1) Revenue beat but driven by BYD Electronics; auto sales revenue in line: I............
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0323 | Dolphin Focus. Macro/Industry.
1) On Mar. 21 (local time), Trump issued a 48-hour ultimatum to Iran to fully open the Strait of Hormuz or face strikes on its power plants. Iran responded that if.........
2026 overseas delivery target to double YoY.
Intl revenue to account for over 20% of total.
Q4 core auto biz: revenue up, no profit improvement.
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XPeng 4Q25 First Take: Overall, headline results looked strong, with revenue, GPM and profit beating expectations. Net profit turned positive for the first time since listing, in line with prior guida...
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