
0122 | Dolphin Research Focus: 🐬 Macro/Industry 1) Trump announced in Davos that he and NATO Sec.-Gen. Rutte reached a framework on Greenland and the Arctic, centered on access for mineral developmen...
...0115 | Dolphin Research Focus: 🐬 Macro/Industry 1) Today, the PBoC cut rates on structural monetary tools by 25 bps. The 1-yr relending rate was lowered to 1.25%, with other tenors adjusted in tandem...
......$Alibaba(BABA.US) $ByteDance(BYTED.NA) $TENCENT(00700.HK) $Baidu(BIDU.US) In our previous discussions of the AI value chain, Dolphin Research focused chiefly on North America. We examined the tangled,...
...Revisiting Tesla
Tesla is facing increasingly strong competition in autonomous driving and intelligent robotics
Tesla is now encountering challenges from all aspects, which is the main reason for the re...
London emerges as key battleground for robotaxis as the two largest players Waymo ( $Alphabet(GOOGL.US)) and Baidu ( $Baidu(BIDU.US)) prepare to go head to head in 2026.







