Today's Key News Review | Dolphin Research

0912 Dolphin Research Focus:

🐬 Macro/Industry

1. Today, the Hong Kong and A shares briefly rose in the afternoon session before falling back, with northbound funds quickly flowing out after the afternoon session, indicating weak market sentiment.

🐬 Individual Stocks

1. $BABA-W(09988.HK)

Today, Alibaba's newly appointed CEO, Wu Yongming, issued a company-wide letter, announcing the establishment of two strategic priorities: user-first and AI-driven. It can be seen that the importance of AI products to Alibaba is increasing, and strategic investments will be increased in three types of businesses: technology-driven internet platform business, AI-driven technology business, and globalized business network.

2. $Arm(ARM.US)

According to reports, ARM's US IPO has received nearly 10 times oversubscription and may stop accepting subscriptions on Tuesday. ARM will be listed on NASDAQ on September 14th. Dolphin Research will provide an in-depth analysis of ARM tomorrow. Stay tuned.

🐬 Leading Sectors

Shanghai and Shenzhen: Automotive and marine electronic manufacturing, consumer video electronic devices, agriculture;

Hong Kong: Business support services, professional data and services, consumer automobiles and parts;

US Stocks: Cannabis production, software distribution, consumer automobiles and parts.

🐬 Tomorrow's Focus

1. US Unadjusted CPI MoM, US Adjusted CPI MoM, US Unadjusted Core CPI YoY.

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