Semiconductor

Today’s Key News Recap

OPTI

03750

300750

AVGO

CSCO

NVDA

IONQ

LAES

QBTS

QMCO

QUBT

RGTI

09896

SOXS

SOXL

SOXX

CP00062

01024

HCCD

RGTIW

MNSO

81024

1120 | Dolphin Research Focus: 🐬 Macro/Industry 1. The U.S. September non-farm payrolls are set to be released tonight. This is the first monthly employment report issued by the U.S. Bureau of Labor Statistics since the release of August data in September, filling the gap in official employment data caused by the previous government shutdown. The market generally expects an increase of 54,000 in non-farm payrolls for September, with the unemployment rate remaining at 4.3%. However, this data is significantly lagging, and the U.S. Bureau of Labor Statistics has clearly stated that it will not release the October non-farm report. 2. According to foreign media reports, &#34;China is considering introducing new real estate stimulus policies,&#34; leading to intraday fluctuations in real estate stocks today...

Optec International, Inc.

CATL

Broadcom

Banco Santander SA-Spon

Cisco

NVIDIA

IonQ

SEALSQ

D-Wave Quantum

Quantum

Quantum Computing

Rigetti Computing

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

KUAISHOU-W

CATL HK SDR 30to1

Rigetti Computing - CW27

Miniso

KUAISHOU-WR

US Sep. Payroll to Due Tonight, Property “Rumors” Spark Rally | Daily News Recap

应用材料AMAT

Conference Minutes

AMAT

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

WEST

The following are the minutes of the AMAT FY2025 Q4 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled 'Storage is 'Red Hot', Can Applied Materials (AMAT) Benefit?' 1. $Applied Materials(AMAT.US) Key Financial Data Review Revenue: FY2025 revenue grew by 4% to $28.4 billion; Q4 revenue exceeded the midpoint of expectations. Revenue by business segment: Semiconductor Systems revenue grew by 4%. Applied Global Services (AGS) revenue grew by 3% to $6.4 billion...

Applied Materials

PlayAGS

Micron Tech

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Westrock Coffee

NextDecade

Ameriprise Financial

Applied Materials AMAT (Minutes): Stable in the first half of next year, growth concentrated in the second half.

SMIC

Financial Analysis

00981

600810

688981

TRUE

HSMD

SMIC (0981.HK/688981.SH) released its third-quarter financial report for 2025 (ending September 2025) after the Hong Kong stock market closed on the evening of November 13, 2025, Beijing time. The key points are as follows: 1. Overall performance: SMIC achieved revenue of USD 2.38 billion in the third quarter of 2025, which was basically in line with market expectations (USD 2.35 billion), representing a quarter-on-quarter growth of 7.8%, slightly better than the guidance range (quarter-on-quarter growth of 5-7%). The company's revenue growth this quarter...

Truecar

SMIC HK SDR 5to1

SMIC: Not Competing for Short-term Results, Is AI 'Domestic Chip' the True Belief?

HOOD

09868

ABNB

600519

QCOM

XPEV

300024

000876

NWSA

1106 | Dolphin Research Focus: 🐬 Stocks 1. $XPeng(XPEV.US) On November 5th, XPeng Technology Day, the new generation humanoid robot IRON was officially unveiled and topped the trending searches, even sparking discussions suggesting it was &#34;a real person in disguise.&#34; It features a bionic design, with 82 degrees of freedom throughout the body and 22 degrees of freedom in the hands, equipped with 3 Turing AI chips and a physical world large model, with a total computing power of 2250 TOPS, and debuts solid-state battery technology. The robot is planned for mass production by the end of 2026...

Robinhood

XPENG-W

Block

Airbnb

Moutai

Qualcomm

XPeng

SIASUN

New Hope

Alaska Air

Audience

News

XPeng humanoid robot's catwalk amazed the audience; Moutai announced repurchase + dividend｜Today's Important News Review

Strategy Report

000831

00769

.SPX

.IXIC

SQQQ

The U.S. federal government has been in a shutdown since October 1st, and it has now been over a month. During this period, although there has been almost no release of federal-level macroeconomic data, the 'G2' meeting between China and the U.S. in South Korea, the Federal Reserve's interest rate cut, and the AI infrastructure investment frenzy by American tech giants during the earnings season have resonated to create a small peak in the U.S. stock market. However, the core issue the market now faces is whether the realization of these benefits means that all the good news has been priced in, and whether the remaining time in 2025 will be 'junk' time. 1. Powell's 'hawkish' rate cut...

ZGXT

CHINA RAREEARTH

VanEck Semiconductor ETF

iShares Core S&P Mid Cap

S&P 500

iShares Gold Trust

NASDAQ Composite Index

Proshares UltraPro Short QQQ ETF

All become 'money-eating beasts'! Can the giants of the US stock market still take the lead?

Wolfspeed

WOLF

6723

INTC

SFTBY

9984

SOBKY

IFNNY

04335

Wolfspeed (WOLF.N) released its financial report for the first quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on October 30, 2025, Beijing time. The key points are as follows: 1. Core indicators: Wolfspeed achieved revenue of $197 million in the first quarter of fiscal year 2026 (i.e., Q3 2025), a year-on-year increase of 1.1%, mainly due to the slowdown in demand in the automotive market and high inventory levels among customers in the industrial &amp; energy sectors. The company's gross margin for the quarter was -39.2%, which includes a specific inventory reserve of $29 million...

Renesas Electronics Corporation

Intel

SoftBank

SoftBank Group Corp.

Infineon Technologies AG

Infineon Technologies

INTEL-T

Wolfspeed after Debt Relief: Layoffs and Cost Reduction Can Mitigate Losses, Profitability Still Depends on Growth

03690

GOOGL

GOOG

09901

01797

MPNGY

83690

GGLS

GGLL

02015

09866

01810

TSLA

HMTD

81810

HXXD

XIACY

1027 | Dolphin Research Focus: 🐬 Macro/Industry 1. On October 25-26 local time, China and the United States held economic and trade consultations in Kuala Lumpur. The two sides reached a preliminary consensus on properly addressing several important economic and trade issues of mutual concern, and the next step will be to go through their respective domestic approval procedures. The easing signals in China-US economic and trade relations help to restore market risk appetite, coupled with positive signals from macroeconomic data, leading to a collective surge in Hong Kong and A-shares today...

MEITUAN

Alphabet

Alphabet - C

NEW ORIENTAL-S

EAST BUY

Meituan

MEITUAN-WR

New Oriental EDU & Tech

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

LI AUTO-W

NIO-SW

XIAOMI-W

Tesla

Li Auto

Meituan HK SDR 5to1

NIO Inc. USD OV

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Both Hong Kong and A-shares Rise; Meituan Officially Releases and Opens Source Its Video Generation Model | Today's Important News Recap

MBLY

ASIC

LAKE

01696

NVMI

NOVAQ

NOVA

CCGWW

The following are the minutes of the Q3 2025 earnings call for $Intel(INTC.US) compiled by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Intel: Stopping Losses and Recovering! Can the 'American SMIC' Poach TSMC?&#34; 1. Core Financial Data of Intel's Earnings Report Q3 Financial Data: Revenue: $13.7 billion, exceeding the upper limit of the expected range, with a quarter-on-quarter growth of 6%. Gross Margin: (Non-GAAP) Gross margin was 40%, 4 percentage points higher than the performance guidance. This performance was attributed to revenue growth, improved product mix, and reduced inventory write-downs...

Taiwan Semiconductor

Cheche

Mobileye Global

Ategrity Specialty Holdings LLC

Lakeland Industries

SISRAM MED

Nova

SUNNOVA ENERGY INTERNATIONAL INC

Sunnova Energy

Cheche Group - CW28

Intel (Minutes): 18A is expected to contribute to profits by the end of 2026

TSMC

TSMC released its Q3 2025 financial report (ending September 2025) before the U.S. stock market opened on the afternoon of October 16, 2025, Beijing time. Key points are as follows: 1. Revenue: TSMC's revenue for this quarter was $33.1 billion, a quarter-on-quarter increase of 10.1%, mainly driven by the stocking of electronic products such as iPhones and the growing demand for AI chips. The company's revenue for this quarter exceeded the upper limit of the guidance range ($31.8-33.0 billion), partly due to the depreciation of the U.S. dollar. In terms of New Taiwan dollars, the company's quarterly revenue increased by about 6%...

"Dominant" TSMC, is it the strongest king in the AI era?