0528 | Dolphin Research Focus 🐬 Stock 1, $Taiwan Semiconductor(TSM.US) — Supply chain checks indicate that, on surging AI compute demand and fully loaded 3nm lines, TSMC plans to raise 3nm foundry pr...
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$JD.com(JD.US)
💎Doubling Down on JD.com
I just picked up another 50 shares of JD.com at HKD 113.10, bringing my total position to 250 shares.
Here is why I am accumulating:
Deep Value: At this price, JD...
$TENCENT(00700.HK) Liquidated Tencent, and then used the corresponding funds to switch positions to Alibaba; Goodbye, Tencent!$BABA-W(09988.HK)
Something happened in PDD Holdings' Q1 2026 results that hadn't happened once in the company's entire history.For the first time, the money PDD earns from completed transactions surpassed the money it...
CATL lands a large-scale ESS project in Europe; MU tops RMB 1tn mkt cap as memory rally continues | Daily News Recap
0527 | Dolphin Research Focus: 🐬 Macro/Industry
1) Per the National Bureau of Statistics (NBS), profits at industrial enterprises above designated size rose 24.7% in Apr., accelerating from 15.8% in M.........
So sad about CSRC’s escalated enforcement actions today against 3 major HK-based brokerage platforms. The latest move includes formal investigations, confiscation of illegal gains, severe penalties, a...
[Week 5] Portfolio Health Check: Riding the Volatility Wave 🌊
1️⃣ Current Holdings
I continued to adjust my weightings and leaning further into my high-conviction plays. My sector distributions are:
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$BABA-W(09988.HK)
Alibaba’s new Zhenwu M890 AI chip is delivering 3 times the performance for agent workloads, strengthens its semiconductor independence amid U.S. curbs.
With shares trading at HKD128....
China week wraps up — flipping from the fund view to the company view: on the NVDA and BABA shareholder lists, who's adding, who's trimming? One set of commands reads the shareholder list + ETF holdin...
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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