KraneShares 2x Long BABA Daily ETF

Today’s Key News Recap

NVDA

09988

89988

BABA

HBBD

300750

03750

HCCD

09866

ORCL

ORCL-D

KBAB

BABO

BABX

NVDL

07788

07388

0310 | Dolphin Research Focus: 🐬 Macro/Industry1) On Mar 9 (local time), Trump said US military action against Iran would end 'very soon' but not this week. He also indicated the US would ease some oil-related sanctions to cool prices, while warning of tougher strikes if Iran blocks the strait.The remarks briefly soothed energy and financial markets, capping near-term upside in crude. They tempered expectations for a sharp oil spike in the short run.However, the conflict continues and Tehran has issued a hard-line response. Geopolitical risk has not cleared...

NVIDIA

Taiwan Semiconductor

BABA-W

BABA-WR

Alibaba

Alibaba HK SDR 5to1

CATL

CATL HK SDR 30to1

NIO-SW

NIO Inc. USD OV

NIO Inc

Oracle

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

TSM Feb revenue down MoM; Alibaba Qwen management reshuffle finalized | Daily News Recap

---

LARK

00700

80700

TCTZF

TCEHY

BYTED

HTCD

09868

XPEV

0309 | Dolphin Research Focus: 🐬 Macro/Industry 1) Middle East tensions escalated, sending Brent intraday close to $120/bbl. Nasdaq futures fell 2.32%, while VIX futures rose 7.28%.G7 finance ministers were set to hold an emergency meeting at 20:30 BJT on Mon, aiming to coordinate with the IEA to release oil reserves to steady prices. After the headlines, crude pulled back quickly.The move can cap prices in the short run and help stabilize risk sentiment. However, drawdowns are only a stopgap. If the conflict drags on, supply risks persist and energy and tech could see choppy swings...

Landmark Bancorp

TENCENT

TENCENT-R

Tencent Holdings Limited

Tencent

ByteDance

Tencent HK SDR 10to1

XPENG-W

XPeng

Global Mkts Roiled by Oil Spike; Tencent's 'Little Lobster' Wildcard Debuts | Daily News Recap

---

Square/Block

Conference Minutes

CASH

688688

Below is Dolphin Research's compiled FY25Q4 earnings call Trans for $Block(SQ.US). For the earnings analysis, see 'Block: US Alipay‑style platform slashes headcount by 40%! Is compute replacing labor?'.I. Core financial highlights review. II. Earnings call details; 2.1 Key messages from management.1) Core strategy and outlook. Rationale for the organizational overhaul: Despite strong 2025 performance, the company will reduce headcount from over 10,000 to just under 6,000...

Pathward Fin

Greenpower Motor

Block

ANT GROUP

Block (Trans): Layoff tailwinds to kick in Q2, margins to trend higher

---

Vips

Financial Analysis

VIPS

01519

03690

83690

HMTD

MPNGY

$Vipshops(VIPS.US) released its Q4 2025 results on the evening of Feb 26. Despite earlier lowering guidance, the print still came in weaker: revenue slipped back into negative growth, while expense discipline kept profit growing.Specifically: 1) Core operating metrics — GMV growth stalled again this quarter, with YoY growth under 1%, missing market expectations. The drag came from another decline in active users, down Approx. 400k YoY, and a clear drop in order frequency per user, driving total orders down 5% YoY...

Vipshops

J&T EXPRESS-W

MEITUAN

MEITUAN-WR

Meituan HK SDR 5to1

Meituan

VIPS: Negative Growth Again? 10% Shareholder Return to the Rescue

MercadoLibre

MELI

GOOG

GOOGL

ROKU

GGLS

GGLL

Below is Dolphin Research's transcript of the FY25 Q4 earnings call for $Mercadolibre(MELI.US). For our earnings take, see 'Latin America's Alibaba's Split Personality: Revenue Giant, Profit Dwarf'. I. Review of key financial metrics. II. Call details. 2.1 Management highlights. 1) Brazil e-commerce strategy: GMV accelerated (+35%) on strategic investments, notably lowering the free-shipping threshold. This boosted purchase frequency and attracted new buyers...

Mercadolibre

Alphabet - C

Alphabet

Roku

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Mercado (Trans): Will develop an in-house e-comm Agent

MART

09992

HPPD

0223 | Dolphin Research Focus: Macro/Sector. 1) Major shift in U.S. tariff policy in Feb 2026, as the Supreme Court struck down global tariffs imposed under the International Emergency Economic Powers Act (IEEPA) as unconstitutional.The White House then announced a 10% temporary tariff on all global imports effective Feb 24 (later raised to 15%). The measure lasts 150 days and requires Congress approval for extension, with exemptions for critical minerals, pharmaceuticals, and other items.Approx. $175 bn of previously collected tariffs may be refunded. Near term, trade could face disruption, while longer-term cost pressures may ease...

Allianzim US Large Cap Buffer10 Mar ETF

POP MART

POP MART HK SDR 20to1

HK stocks on fire; Pop Mart launches 'After-school Merodi' | Daily News Recap

---

K3SD

09888

89888

BIDU

00772

09898

HBUD

1205 | Dolphin Research Key Focus: 🐬 Stock 1, $BIDU-SW(09888.HK) According to reports, Kunlun Chip (Baidu's AI chip subsidiary) has initiated preparations for listing in Hong Kong, planning to submit the application in the first quarter of 2026 and complete the IPO in early 2027, with the latest valuation of approximately 21 billion RMB. Baidu is the largest shareholder. It has released products such as Kunlun Chip M100 and M300, with tens of thousands of cards deployed, serving as the core foundation of Baidu's AI computing power, and also providing computing power services to external enterprises. The news pushed Baidu's stock price to rise over 8% at one point...

BIDU ADR US

BIDU-SW

China

BIDU-SWR

Baidu

CHINA LIT

Xinyuan Real Estate

Us 12 Mth Natural Gas

WB-SW

Weibo

Baidu HK SDR 10to1

Baidu Spins Off Kunlunxin for IPO; Ele.me Completes Official Rebranding | Today's Important News Recap

LEADING IDEAL

02015

HXXD

01810

81810

XIACY

AMZN

HUAWEI

AMZU

AI glasses are regarded as the 'next-generation personal mobile gateway' and are also the most likely mobile terminal to challenge smartphones.

LI AUTO-W

Xiaomi HK SDR 2to1

XIAOMI-W

Meta Platforms

Li Auto

XIAOMI-WR

Xiaomi Corporation

Amazon

Huawei

C3.AI

Direxion Daily AMZN Bull 2X Shares

Alibaba, ByteDance, and Li Auto are rushing into the market; are AI glasses becoming the 'next big thing'? (Minutes)

SHEN

The following are the Minutes of the FY25 Q3 earnings call for $MEITUAN(03690.HK) organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Meituan: A Loss of Nearly 20 Billion! Did Alibaba Really Succeed in Stealing the House This Time?&#34; 1. Review of Core Financial Data Performance Overview: Total Revenue: 95.5 billion yuan (YoY +2%). Profitability: Operating cost rate 73.6% (YoY +12.9pts), mainly due to rider incentives and rising overseas costs; adjusted net loss of 16 billion yuan, affected by irrational industry competition and strategic investments...

SHENANDOAH TELE

Ps India Port

Haoxi Health Tech

First Trust Global Wind Energy

Meituan (Minutes): 3Q loss peaks, but 4Q will continue the loss trend

09618

89618

HJDD

$MEITUAN(03690.HK) released its Q3 earnings after the Hong Kong stock market closed on November 28th, being the last among the 'Three Fools' in the food delivery battle. During the summer quarter, which saw the most intense subsidies, Meituan reported a massive operating loss of 19.8 billion, compared to JD.com's 'slight loss' of about 1 billion and Alibaba's remaining profit of approximately 5 billion. As the defending party under attack, Meituan's situation is much more severe compared to Alibaba and JD.com. Key points are as follows: 1. Is Meituan's actual loss 80% of Alibaba's?: First, let's look at the most concerning issue of losses. This quarter, the operating loss of the local commerce segment reached as high as 14.1 billion...

JD-SW

JD.com

JD-SWR

JD HK SDR 10to1

Meituan: A staggering loss of nearly 20 billion! Did Alibaba really succeed in this takeover?

AI shopping becomes a hot trend for the new year; Alibaba's Tongyi Qianwen facilitated nearly 200 million 'one-sentence orders' during the Spring Festival

China Internet Finance Association Issues Risk Warning on OpenClaw Application Security

Alibaba faces AI leadership shakeup, but Qwen model sees rapid user growth.

Alibaba's cloud unit accelerates the launch of a super-large-scale computing center in Shanghai.

Alibaba and Tencent jointly invest in brain-computer interface company Ladder Medical for the first time

Tencent and Alibaba jointly invest in an embodied intelligence unicorn company

Sina Finance Reviews Alibaba's Financial Report: Cloud Business Growth is Strong, AI Commercialization in Focus

Consumer fraud incident on Alibaba's 1688 platform raises concerns about platform regulation

Morgan Stanley Reiterates Alibaba as 'Top Pick,' Citing Full-Stack AI Advantage

Hang Seng Tech Index rebounds after six-week losing streak, market focuses on Alibaba and other tech stocks

Alibaba's Qianwen head says AI glasses will be launched at the end of the month with added features like 'AI agent'

Alibaba-backed AI Startup Moonshot AI's Valuation Soars to $18 Billion

Qianwen AI Glasses G1 Unveiled Domestically at AWE 2026

Personnel Changes at RT-Mart's Parent Company, Highsun Retail

NVIDIA GTC 2026 Commences, Potentially Impacting AI-related Stocks Like Alibaba

Alibaba and Tencent invest in 'China's Neuralink', a brain-computer interface company

Alibaba's Ticketing Platform MAISEAT Secures Primary Ticketing Role for GAI's Concert in Malaysia

Alibaba Cloud Launches Mobile AI Product 'JVS Claw', Joining the Battle for AI Agent Portals

China's Cybersecurity Agency Issues Security Risk Warning for OpenClaw Platform

Alibaba debuts OpenClaw app, intensifying China's agentic AI race

bioAffinity Tech

Firefly Neuroscience

Silvaco

eLong Power

T-REX 2X Long UPXI Daily Target ETF

Polaryx Therapeutics

TCW Strategic Income Fund, Inc.

Stak

iSpecimen

Oruka Therapeutics

LULG

SOXL

FTXL

SOXX

This week, the market will focus on the earnings of heavyweight companies and key economic data, with the Federal Reserve expected to keep interest rates unchanged. International oil prices have surged due to tensions between the U.S. and Iran, impacting global financial markets. NVIDIA's GTC conference will release AI-related news, which may affect technology stocks. Companies such as Micron Tech, Lululemon, and PDD will also announce their earnings. In addition, the growth rate of total retail sales of consumer goods in mainland China is expected to rebound, with Tencent and Alibaba's earnings drawing significant attention

- The geopolitical tensions in Iran and surrounding countries continue to push international oil prices higher, impacting global financial markets.  
- This week is set to see significant economic data releases and company earnings, with expectations for the Federal Reserve to maintain interest rates unchanged.  
- Key companies like Nvidia, Tencent, and Alibaba are set to report results, amid signs of potential rebounds in the tech sector, while a series of economic indicators from the U.S. will also be released.

This week focuses on heavyweight stock earnings and central bank movements, while the tense situation between the U.S. and Iran continues to influence the market outlook｜Weekly Preview

KraneShares 2x Long BABA Daily ETF(KBAB.US)

This week focuses on heavyweight stock earnings and central bank movements, while the tense situation between the U.S. and Iran continues to influence the market outlook｜Weekly Preview

MetaComp secures $44.45m pre-A funding with Alibaba-Spark Venture support

Buckle up! The most significant US-China talks, the monetary policy decisions of the US, Japan, and Europe, the AI conference, and the earnings reports of tech giants are all happening this week

Earnings week ahead: FDX, BABA, XPEV, MU, GIS, DOCU, OKLO, ACN, and more

Earnings This Week – March 16-20, 2026