Automobile Manufacturers

Conference Minutes

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TSLA

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VIVS

ONVO

NVDA

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HYDD

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BYDDF

BYDDY

Confident in achieving quarterly breakeven in the fourth quarter

LEAPMOTOR

LI AUTO-W

NIO-SW

XPENG-W

XIAOMI-W

ZEEKR Intelligent Tech

Tesla

BYD COMPANY

Edition

VivoSim Labs

Organovo

NVIDIA

North American Energy Par

Quanex Building Products

Li Auto

NIO Inc. USD OV

XPeng

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

Nio (3Q25 Minutes): Expects 20% vehicle gross margin in 2026, achieving full-year Non-GAAP profitability

Geely

Financial Analysis

00175

80175

GELYY

GELHY

SBCWW

The pace of new energy transition continues to accelerate

BOYD Gaming

GEELY AUTO

GEELY AUTO-R

Geely Auto

SBC Medical

Smart Share Global

Canaan

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)

Geely: Can it successfully break through by 'directly challenging' BYD?

Today’s Key News Recap

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BOSS

MSFT

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NTES

1119 | Dolphin Research Key Focus: 🐬 Stocks 1, $Microsoft(MSFT.US), $NVIDIA(NVDA.US). Microsoft, NVIDIA, and AI startup Anthropic announced the establishment of a strategic partnership. Microsoft and NVIDIA jointly invested $15 billion in Anthropic, which committed to purchasing $30 billion worth of Azure computing power, forming a capital and technology-bound AI alliance among the three parties. Building a &#34;Capital - Computing Power - Model&#34; closed loop...

KUAISHOU-W

FL2CSOPGOLD

SPDR Gold Shares

NTES-S

NETEASE MUSIC

HUGO BOSS AG

Microsoft

Alphabet

Alphabet - C

KUAISHOU-WR

NetEase

BOSS ZHIPIN-W

BIDU-SW

Nio's intelligent driving chip supplied externally for the first time; Nvidia's earnings report countdown｜Today's important news review

Baidu

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MAAS

BIDU

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TCEHY

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HBUD

HTCD

以下为海豚君整理的 $Baidu(BIDU.US) 2025 财年第三季度财报电话会议纪要， $BIDU-SW(09888.HK) 财报解读请移步《 百度，猛贴 AI 讲故事，真能救活自己吗？》一、财报核心信息回顾 1. $BIDU-SWR(89888.HK) AI 收入占比已达 40%：三季度，直接与 AI 相关的收入实现近 100 亿，这已达到总营收的 40%...

TENCENT

Maase 

iShares Frontier and Select EM ETF

BIDU-SWR

Tencent Holdings Limited

Tencent

TENCENT-R

Baidu HK SDR 10to1

Tencent HK SDR 10to1

Baidu (Minutes): AI native marketing is the future second curve

K3SD

$Baidu(BIDU.US) released its Q3 results after Hong Kong market hours on 18 November 2025. Overall, the performance met expectations. The detailed disclosure of AI revenue demonstrates the company's eagerness to shed its traditional label and fully embrace its new AI narrative. Specifically (focusing solely on Baidu's core operations): 1. AI revenue contribution reaches 40%: During Q3, revenue directly attributable to AI activities amounted to nearly RMB10 billion, constituting 40% of total revenue...

BIDU ADR US

Agora

C3.AI

Can the new Baidu, aspiring to AI, successfully shed its old advertising label?

600617

900913

QCOM

2026 overseas sales target: 100,000 to 150,000 vehicles

GXED

Qualcomm

Leapmotor (3Q25 Minutes): 2026 sales target of 1 million units, net profit target of 5 billion.

BEAT

PATH

BEATW

The significant increase in the three expenses has eroded Leapmotor's net profit.

Sensata Tech

HeartBeam

UiPath

Outbrain

HEARTBEAM INC C/WTS 31/10/2026 (TO PUR COM)

Leapmotor: The 'leading' momentum encounters obstacles, how to break through the blood path?

Xpeng

VWAGY

TSDD

TSLL

TSLQ

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TSLR

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VWAPY

Achieving annual sales of one million humanoid robots by 2030 is our long-term goal.

Volkswagen

Volkswagen AG

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

SIASUN

Intelligent Vehicle

XPeng (3Q25 Minutes): Launching seven 'dual-energy' models by 2026

TOPS

The ‘chilly’ car sales business meets the ‘hot’ AI expectations

Top Ships

Xpeng: The “Eastern Tesla” narrative unfolds – does selling cars even matter anymore?

禾赛科技

HSAI

02525

Why do stock prices and performance show opposite trends?

Hesai

HESAI-W

EMX Royalty

Eaton Vance Municipal Income Term Trust

Hesai's Plunge: What Went Wrong?

BYD Applies for Qin Max Electric Sedan to Expand Product Line

BYD Toyota EV Technology Co. Granted Patent Related to Motor Control

BYD Applies for New Patent on Metal-Plastic Composite Structure

BYD Secures 80,000 Tons Annual LFP Capacity from Xingfa Group for Two Years

BYD Adjusts Sales Targets, Emphasizing Technology and Export Expansion

BYD Holds 2024 Employee Stock Ownership Plan Holders' Meeting

BYD to Overhaul 'Di-Chain' Payment System in Response to Regulatory Requirements

BYD entered the top five imported car sales in South Korea for the first time in November

BYD's Extraordinary General Meeting Approves Amendments to Articles of Association and Internal Rules

BYD Launches Self-Developed Carbon Management Platform 'iDi Carbon Chain'

BYD offers a limited-time AUD 4000 cashback for the Sealion 7 model in Australia

BYD CEO Wang Chuanfu Outlines Technical Challenges and Plans at Shareholders' Meeting

CLSA and Bernstein Maintain Buy Rating on BYD Shares

BYD Shark 6 Wins 2025 New Zealand Car of the Year Award

BYD applies for a patent related to payment services to improve efficiency

Cyprus is launching a new round of EV subsidy schemes, which could boost BYD's sales.

BYD Applies for New Vehicle Software Upgrade Patent to Improve Reliability

BYD's A-shares received a net main capital inflow of 65.92 million RMB on December 4th

Australian miner Fortescue launches its first large-scale Battery Energy Storage System (BESS) with BYD's battery technology

Xingfa Group subsidiary signs 80,000 tons/year lithium iron phosphate processing agreement with BYD's sub-subsidiary