Today's Important News Review | Dolphin Research

0719 Dolphin Focus:

🐬 Macro/Industry

1. Trump criticized President Biden's electric vehicle policy in his nomination speech, vowing to "end the electric car directive on my first day in office," increase oil and gas extraction, and lower oil and gas prices. Trump's clear preference for supporting traditional energy sources has sparked panic in the automotive sector, leading to declines in multiple companies.

🐬 Individual Stocks

1. $Microsoft(MSFT.US)

This morning, Microsoft reported a service interruption in its Microsoft 365 applications and services, affecting businesses and users globally. The topic of "Microsoft blue screen" trended in the afternoon. Customer service indicated that it may be due to incompatibility with antivirus software, with Microsoft closing down by 0.71% last night. Pre-market, several cybersecurity stocks in the US rose.

2. Dolphin Focus on Company Financial Report Interpretation and Minutes

TSMC: "ASML and Trump's Continuous 'Feints'? TSMC Still Unfazed!", "TSMC: Annual Revenue Growth of Over 20% (2Q24 Conference Call Minutes)"

Netflix: "Answer Sheet is Good But Expectations Higher, Is Netflix a Preview of the Seven Sisters?", "Netflix: Advertising to Become Main Growth Driver by 2026 (2Q24 Conference Call)"

🐬 Leading Sectors

SH/SZ: Semiconductor manufacturers, food distributors, industrial gas companies;

HK: Semiconductor manufacturers, furniture/home furnishings/home improvement retailers, household cleaning products;

US: Residential construction companies, seaport operators, construction and engineering.

🐬 Tomorrow's Focus

1. China's one-year loan market quoted interest rate.

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