SSE Index

Financial Analysis

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BOE Technology Group Co., Ltd. (000725.SZ) released its financial report for the third quarter of 2025 (as of September 2025) after the A-share market closed on the evening of October 30, 2025, Beijing time. The key points are as follows: 1. Overall performance: BOE achieved a revenue of 53.3 billion yuan in the third quarter of 2025, an increase of 5.8% year-on-year. The significant rebound in the company's revenue was mainly driven by the recovery in panel prices. Due to relatively weak downstream demand, prices have started to stabilize, and the company's quarterly revenue remains around 50 billion yuan. BOE's net profit attributable to shareholders for the third quarter of 2025 was 1.36 billion yuan...

Blackrock Enhanced Global Div Trust

BOE VARITRONIX

BOE: Panel prices drop again, can a 1% slim profit margin hold up?

Today’s Key News Recap

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1030 ｜Dolphin Research Focus: 🐬 Macro/Industry 1. On October 29th, Eastern Time, the Federal Reserve announced its second rate cut of the year by 25 basis points, lowering the interest rate range to 3.75%-4%, and scheduled to end the balance sheet reduction on December 1st. However, the decision saw rare dissent, with one vote advocating for a 50 basis point cut and one vote opposing the rate cut. Powell stated that a rate cut in December is 'far from certain.' U.S. stocks rose first and then fell, with increased uncertainty in December's policy, coupled with high valuations in U.S. stocks, sector rotation may intensify. It is necessary to closely monitor subsequent employment and inflation data...

CTG DUTY-FREE

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Meta Platforms

Apple

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NVIDIA

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Alphabet

Amazon

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Destiny Tech100

BYD Company Limited

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BYD HK SDR 10to1

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Hong Kong Exchanges and Clearing (HKEX)

The US-China meeting ends with market volatility; Google and Meta experience 'two different worlds' after hours | Today's Important News Recap

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GoerTek Inc. released its Q3 2025 financial report (up to September 2025) after the A-share market closed on the evening of October 24, 2025, Beijing time. The key points are as follows: 1. Overall performance: revenue &amp; gross margin, both have rebounded. ① GoerTek Inc.'s total revenue for the third quarter of 2025 was 30.6 billion yuan, a year-on-year increase of 4.4%, better than the market expectation (28 billion yuan). The growth in the company's revenue was mainly driven by downstream customers' stocking, partly in preparation for the release of new products such as iPhone, AirPods, and MR in September; ② The company's gross margin for this quarter was 12.8%...

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Xiaomi Corporation

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GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bear 1x Shares

Direxion Daily AAPL Bull 2X Shares

T-Rex 2X Long Apple Daily Target ETF

Kurv Yield Premium Strategy Apple Aapl ETF

YieldMax AAPL Option Income Strategy ETF

Perfect

BIG LOTS INC

Movano

Ameriprise Financial

Xiaomi HK SDR 2to1

Perfect - CW27

GoerTek: Steady Stocking, Meta's Flat Performance, When Will VR/AR 'Make a Big Move'?

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0410｜Dolphin Research focuses on: 🐬 Macro/Industry 1. Trump's &#34;tariff attitude&#34; has undergone a major reversal, authorizing a 90-day tariff suspension for countries that do not take retaliatory actions. A White House spokesperson stated that tailored negotiations will continue. US stocks staged a violent rebound last night, and gold prices surged. It is worth mentioning that US Treasuries faced a fierce sell-off after the tariffs were implemented, reaching an extremely dangerous moment, and only after Trump's attitude reversal did the decline barely stop and begin to recover, avoiding a &#34;collapse&#34; predicament. Today, the markets in Hong Kong and A-shares are rebounding across the board, with the Shanghai Composite Index returning to 3200 points, although the situation has temporarily eased...

Trump Media & Tech

Trump Media & Tech - CW28

Phunware

Taiwan Semiconductor

The storm has temporarily subsided, will the situation reverse? | Review of today's important news

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Dolphin focuses on: 🐬 Macro/Industry 1. Today, both Hong Kong and A-shares were collectively booming, with the Shanghai Composite Index recovering above 3300 points and the Hang Seng Index rising over 2.3%. The market is buzzing with &#34;short essays,&#34; mainly focusing on: 1) Two major meetings in December, with rumors suggesting one may be held earlier, as the market speculates on expectations for economic stimulus; 2) It is rumored that the December economic meeting will expand the deficit ratio to 4.5. However, currently, there is no clear evidence supporting these messages, and the direction of sentiment remains difficult to determine...

Hang Seng Index

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Direxion FTSE China Bull 3X

Direxion FTSE China Bear 3X

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H World

Hong Kong, A accelerates explosion! What happened? | Today's important news review

Guangdong and China Telecom Deepen Strategic Cooperation to Build Digital Economy Development

Chinese Bank Chairman Meets with French Bank Chairman to Discuss Deepening Cooperation

CITIC Securities CITIC Trust Reduces Xinzhi Group Shares by 1.9552 Million Shares

China Telecom Launches Tianyi Cloud Xirang Interconnect Dispatch Platform 2.0

CITIC Securities Buys 200 Shares of New Energy Ecology Limited Common Stock

SMIC Plans to Issue Shares to Acquire 49% Equity of SMIC North

China's Three Major Airlines Extend Refund and No Change Fee Policy for Japan-Related Flights

Ping An Insurance's Net Profit Grew by 11.5% to 132.9 billion Yuan in the First Three Quarters of 2025

Sinopec repurchased 860,000 H-shares for HKD 3.9 million on December 5

Data shows SMIC received net purchases of over 100 million yuan from leveraged funds

Minsheng Bank Successfully Issued 6 billion RMB Financial Bonds

SMIC CEO Comments on Memory Chip Super Cycle, Believes it has a Positive Impact on Manufacturing

China Unicom Announces Bidding Notice for 2025 Transformer Concentrated Procurement Project

Renminbi Spot Rate Against the US Dollar Falls for Two Consecutive Days

China Telecom Wing Payment and Ecosystem Partners Establish Dual Alliances to Promote Digitalization

Rare Earth Magnets Enterprises Obtain Export Licenses, Photovoltaic Industry Adjusts Production Plans

SMIC Selected for Yangtze River Delta Top 100 Enterprises List with 27.72% Revenue Growth

China Construction Bank Completes 60 Billion RMB Secondary Bond Issuance

China Telecom Launches AI-Driven Low-Airspace Economic Capability System

Zhongmei New Energy Co., Ltd. Officially Established

$Unitedhealth(UNH.US) I've been keeping an eye on UNH lately. While A-share pharmaceutical stocks have plummeted, this U.S. stock has quietly climbed during this period, steadily maintaining a market cap around $300 billion.

Unitedhealth

$SSE Index(000001.SH)$ChiNext Composite(399102.SZ) actually opened lower, because the Saturday night session was up 2.3%.North Korea and South Korea, as well as the Taiwan Strait, have been quite unstable recently. Stimulus policies came out, but then there's geopolitical tension...$Hang Seng Index(00HSI.HK)

ChiNext Composite

Is the market going to bomb?$SSE Index(000001.SH)$Hang Seng Index(00HSI.HK)

It would be hilarious if it turns downward$SSE Index(000001.SH)

Pre-holiday red envelope, the policy finally has some substanceAs I've always said, only by taking on more debt can we eliminate debtAccording to Reuters, on September 26, two informed sources stated that as part of a new round of fiscal stimulus measures, China plans to issue approximately 2 trillion yuan (284.43 billion USD) in special sovereign bonds this year. This move will further strengthen efforts to address deflationary pressures and slowing economic growth.Sources said that as part of this plan, the Ministry of Finance intends to issue 1 trillion yuan in special sovereign bonds, primarily to stimulate consumption and address concerns about the faltering post-pandemic economic recovery.Some of the funds raised from the Ministry of Finance's special bonds will be used to increase subsidies for consumer goods trade-ins and upgrades of large commercial equipment.The first source mentioned that the proceeds will also be used to provide an allowance of about 800 yuan (approximately 114 USD) per child per month to all families with two or more children.Sources also added that China plans to raise an additional 1 trillion yuan through separate special sovereign bond issuances, with the proceeds intended to help local governments resolve debt issues.Reuters noted that most of China's fiscal stimulus is still directed toward investments, but returns are diminishing, and these expenditures have left local governments saddled with 13 trillion USD in debt. Chinese household spending accounts for less than 40% of GDP, about 20 percentage points below the global average.Sources indicated that some fiscal support measures could be announced as early as this week. As they were not authorized to speak to the media, the sources declined to be named.$SSE Index(000001.SH)$Hang Seng Index(00HSI.HK)$Hang Seng TECH Index(STECH.HK)

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