---
title: "Today's Important News Review | Dolphin Investment Research"
description: "1107 Dolphin focuses on: 🐬 Macro/Industry 1. The results of the U.S. election have landed, with Trump reclaiming the presidency, leading to a strong rise in the U.S. dollar. Last night, European stoc"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/25174486.md"
published_at: "2024-11-07T09:07:29.000Z"
author: "[Dolphin Research](https://longbridge.com/en/news/dolphin.md)"
---

# Today's Important News Review | Dolphin Investment Research

## 1107 **Dolphin's Key Focus:**

### **🐬 Macro/Industry**

**1.** The results of the U.S. election have come in, with Trump reclaiming the presidency, leading to a strong rise in the U.S. dollar. Last night, European stock markets collectively fell, but today the Hong Kong and A-share markets remain very optimistic. The consumer sector has surged, and Dolphin wrote a [comment](https://longportapp.cn/zh-CN/topics/25164480) this morning: the valuation of the consumer sector is at a low point, so Dolphin believes this is a window period for positioning in pro-cyclical sectors, suggesting attention to consumer stocks with good fundamentals and low valuations. Additionally, more importantly, an important meeting tomorrow and a rate cut on Friday are on the way, with the market speculating on a series of unexpected stimulus policies tomorrow. Specific details will be revealed after tomorrow's policies are announced, which may lead to another wave of volatility.

**2.** China's exports in October, measured in U.S. dollars, saw a significant year-on-year increase of 12.7%, exceeding market expectations and reaching the highest level in 27 months. The trade surplus hit the third-highest level in history. In the first ten months of this year, China's total goods trade import and export value reached 36.02 trillion yuan, a year-on-year increase of 5.2%, indicating stable growth in foreign trade.

### **🐬 Individual Stocks**

**1\. Dolphin's Key Tracking of Earnings Reports and Conference Calls**

Qualcomm: [“AI PC Shows ‘Signs’, Is Qualcomm's Second Spring Coming?”](https://longportapp.cn/zh-CN/topics/25164431), [“Qualcomm: Has Entered the $700 PC Market (FY24Q4 Conference Call Summary)”](https://longportapp.cn/zh-CN/topics/25170661)

SMIC will announce its earnings report tonight, and Dolphin will track and provide analysis, welcome to follow.

### **🐬 Leading Sectors**

**Shanghai and Shenzhen:** Financial exchanges and data, diversified financial services, asset management, and custodial banks;

**Hong Kong Stocks:** Investment banking and brokerage, textiles, system software;

**U.S. Stocks:** Security and alarm services, regional banks, investment banking, and brokerage.

### **🐬 Attention for Tomorrow**

**1.** China's M2 money supply year-on-year, U.S. Federal Reserve interest rate decision (upper limit), U.S. one-year inflation expectation preliminary value;

2\. Earnings reports from Rivian, ABNB, Block, Unity, and Block.

Risk disclosure and statement for this article: [Dolphin Investment Research Disclaimer and General Disclosure](https://support.longbridge.global/topics/misc/dolphin-disclaimer)

### Related Stocks

- [CAL.US - Caleres](https://longbridge.com/en/quote/CAL.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.