Today's Important News Review | Dolphin Investment Research

0722 Dolphin Focus:

🐬 Macro/Industry

1. The financial markets have been receiving a series of major news. The People's Bank of China has issued three announcements, covering a 10 basis point cut in the policy rate (7-day reverse repurchase operation rate), phased reduction of the Medium-term Lending Facility (MLF) collateral, and a 10 basis point cut in the latest Loan Prime Rate (LPR).

🐬 Individual Stocks

1. $JIUMAOJIU(09922.HK)

Affected by a significant decrease in mid-term net profit expectations, Jiumaojiu fell nearly 10% today, hitting a new low since its listing. Last Friday evening, the company issued a mid-year report warning, with an estimated revenue of about 3.064 billion in 2024H1, a year-on-year increase of +6.4%, and a net profit attributable to the parent company of no less than 67 million yuan, a year-on-year decrease of no more than 69.8%.

2. $XD INC(02400.HK)

Games "Town of Heartbeat" and "Muffin" under XD Inc. were launched. After the pre-download of "Town of Heartbeat" for public beta, it rose to 1st place on the App Store free list and 1st place on the TapTap popular list. "Town of Heartbeat" may experience a user ramp-up period before its launch, and with the increase in active users, revenue is expected to continue to climb. XD Inc. rose more than 10% today.

🐬 Leading Sectors

SH/SZ: Highway Passenger Transport, Medical Information Services, System Software;

HK: Tobacco, Education Services, Household Cleaning Products;

US: Medical Devices, Catering Services, Medical Information Services.

🐬 Tomorrow's Focus

1. Spotify will release its financial report, and Dolphin will track and provide analysis.

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