0520 | Dolphin Research Focus: 🐬 Stock pick 1: $BABA-W(09988.HK) unveiled its in-house AI chip 'Zhenwu' M890 at the recent Alibaba Cloud Summit, offering 3x the prior-gen performance and 144GB of VRA...
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Q2 total revenue is expected at RMB 850–900 mn.
LiDAR shipments are estimated at ~650k units.
2026 will remain a 'price-for-volume' year for Hesai Group amid high-stakes competition.
+6
HSAI 1Q26 First Take: Slight beat overall, with revenue above the midpoint of guidance, but core OP remained in the red as ASP deflation weighed on margins.
1) Revenue: higher volume, lower price, sli...
0519 | Dolphin Research Focus: 🐬 Macro/Industry 1) Trump announced on social media that, at the request of leaders of Qatar, Saudi Arabia and the UAE, the planned strike on Iran set for the 19th has ...
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DeepSeek-V4 open-sourced, igniting the AI compute supply chain; Tencent's QClaw rolls out a major update | Daily News Recap
0427 | Dolphin Research Focus: 🐬 Macro/Industry
1) Last week, DeepSeek surprise-launched its flagship foundation model DeepSeek-V4 and fully open-sourced it, a key market catalyst. With AI advances as......
Overall GPM is expected to remain resilient in 2026. Resilience should hold through the year.
FY26 shipment guidance raised sharply to 3.0-3.5 mn units
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Hesai 4Q25 First Take: Results again showed high shipment growth driven by price compression. The company protected margins via solid cost control and issued upbeat 2026 shipment guidance.
I. 4Q25 res...
Seriously, Singtel stop making my life hard. I need the connectivity. Can't believe they are so terrible. I am cancelling my plan with them and will short it!