0413 | Dolphin Focus — 🐬 Macro/Industry. 1) Trump announced that, after US-Iran talks in Pakistan collapsed, the US military will at 10:00 ET on Apr 13 (10pm Beijing time tonight) impose a full block...
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0410 | Dolphin Research Focus: 🐬 Macro/Industry 1) HKMA is expected to announce at 17:00 on Apr 10 the first batch of stablecoin issuers under its sandbox. This aims to establish a regulated fiat-bac...
We are confident we can keep GPM above 60%. That would be a high level.
This is a rather lean set of results. The scorecard looks bare-bones.
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Will automakers' in-house development squeeze Horizon Robotics?
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Hot Trades in Hong Kong Stocks (8.14) | Hang Seng Index Hits Four-Year High at Opening, Morgan Stanley Says Foreign Capital Accelerated Inflows into Chinese Stock Market in July
The Hang Seng Index opened higher, refreshing its nearly four-year high; Tencent's performance exceeded expectations, receiving collective bullish calls from major banks; Chip stocks strengthened on t...
Hot Trades in Hong Kong Stocks (8.8)｜Gold Sector Rises Across the Board on Tariff Catalysts, SMIC Leads Decline by 6%
The US imposed a 39% tariff on imported gold bars, sparking a rally in gold stocks, with Lao Feng Xiang rising nearly 4% again. The semiconductor sector was dragged down by SMIC's Q2 net profit plungi...
With the successful launch of Tesla's Robotaxi, which related players are worth paying attention to?
$Tesla(TSLA.US) rose more than 10% during the session. UBS believes Robotaxi will bring Tesla over $200 billion in annual revenue by 2040. Which players in the autonomous driving industry chain are wo...
$NVIDIA(NVDA.US) CEO Jensen Huang "hyped up" the robotics market at GTC 2025, with the company announcing the world's first open-source humanoid robot functional model Isaac GR00T N1. The news added f............
Does BYD, which seems already very expensive, still have the potential for further price increases?
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