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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...

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Meta Platforms

Apple

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Alphabet

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BYD Company Limited

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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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T-Rex 2X Long Apple Daily Target ETF

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YieldMax AAPL Option Income Strategy ETF

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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...

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

SMIC Shanghai applies for a patent related to planarization process compensation

Capital flow data shows continuous selling of SMIC by Southbound funds

CNYX Group Signs Strategic Cooperation Agreement with Sinopec Sales Guangdong Petroleum Branch

SMIC Applies for Patents Related to CMOS Image Sensors

GuoTai Haitong Securities Analyzes ByteDance's VolcEngine Winter Conference to Release DouBao Model Updates

Hangzhou Bank Increases Deposit Rates Amid Interest Rate Decline

China Telecom Launches the World's First Cross-border Commercial Hollow-core Optical Fiber

CITIC Securities - Dongjiu Xin Yi Holdco Asset-Backed Special Purpose Vehicle Status Updated to 'Accepted'

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