0504 | Dolphin Research Focus: 🐬 Stock 1, $XIAOMI-W(01810.HK) jumped over 10% intraday after Xiaomi Auto delivered 30k units in Apr. (+50% MoM). Locked-in orders for the new SU7 topped 70k.
Recovering...
$KUAISHOU-W(01024.HK) sold off mainly on guidance from a small-group meeting (1Q26 & 2026), which was broadly weak and fell well short of buy-side expectations.
Management flagged pressure on top-line.........
+1
It’s good that the sustainable fuel tax is delayed amid this oil crisis. Hope the war will end by Oct.
Iran rejects US ceasefire plan — triggering increased oil volatility and exacerbating US dollar exchange rate fluctuations. Investment should still focus on hedging.
I believe US and IRAN are talking, it's just question of will they iron out their differences. Both have nothing to gain as the war continues...
The google report on memory stocks is classic Jevons paradox. Market perceives it as less memory needed= less demand. But the efficiency gains may actually expand AI use cases and total compute demand...
Oil spikes on geopolitics tend to overshoot, and with fuel uncertainty still high, this is a pure volatility trade
AI demand is still compounding history shows innovation expands usage,not kills it
Spac...
SpaceX IPO definitely exciting. I’ve been following this company since many years ago, and finally Elon decided to take it public. It has shown its effect on all aerospace-related stocks.
SpaceX IPO at $75B+ valuation would be largest in years. But space infrastructure monetization still early stage
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