Pro Ultr Silver

Today’s Key News Recap

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ASML

DIDIY

02015

09988

MPNGY

83690

BABA

89988

KBAB

BABO

BABX

HMTD

HBBD

MS-A

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MS-F

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1127 | Dolphin Research Focus: 🐬 Macro/Industry 1. The Office of the United States Trade Representative announced that the exemption of certain tariffs on Chinese goods, established under Section 301 due to issues related to technology transfer and intellectual property, will be extended until November 10, 2026. The original exemption was set to expire on November 29. In the short term, this can provide a 'safe period' for Chinese export enterprises in terms of orders and profits, and also reduce costs for American importers and consumers. However, the overall tariff framework remains unchanged, and the competition between China and the U.S. in high-tech fields will continue...

MEITUAN

DiDi

LI AUTO-W

BABA-W

Taiwan Semiconductor

Meituan

MEITUAN-WR

Li Auto

Alibaba

BABA-WR

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

C3.AI

iShares Silver Tr

Meituan HK SDR 5to1

Morgan Stanley

Alibaba HK SDR 5to1

BTQ Tech

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

Alibaba AI Glasses Enter the Market, Meituan Financial Report to be Released Tomorrow | Today's Important News Recap

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GOOGL

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AAPL

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1125 | Dolphin Research Focus: 🐬 Stock 1, $Alphabet(GOOGL.US) It is reported that Meta is negotiating with Google to use TPU chips worth billions of dollars in its data centers by 2027, and plans to rent chips from Google Cloud next year. Although TPUs are not as flexible as NVIDIA GPUs, they have lower development costs and consume less power when running at full capacity. If TPUs are successfully supplied externally, it marks intensified competition in the AI chip market, potentially impacting NVIDIA's market share and pricing power. For Google...

NIO-SW

Alphabet - C

Alphabet

Xiaomi HK SDR 2to1

XIAOMI-W

Amazon

HESAI-W

Hesai

Hang Seng Composite Index

NVIDIA

Meta Platforms

Dell Tech

Apple

NIO Inc. USD OV

XIAOMI-WR

Xiaomi Corporation

Google's TPU Sales Challenge Nvidia Dominance; Xiaomi Rallies on Lei Jun's Stake Boost. ｜Today's Important News Review

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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...

BOSS ZHIPIN-W

KUAISHOU-W

NTES-S

NETEASE MUSIC

Microsoft

FL2CSOPGOLD

SPDR Gold Shares

Jiangsu Azure Corporation

HUGO BOSS AG

BIDU-SW

Kanzhun

KUAISHOU-WR

NetEase

BIDU-SWR

Baidu HK SDR 10to1

Baidu

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

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IRON

INTE

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OpenAI

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INTC

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1111 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. The U.S. Senate has passed a temporary spending bill aimed at ending the longest government shutdown in history, which has lasted for 41 days. The bill now requires approval from the House of Representatives and the President's signature to take effect. This move is a result of bipartisan compromise, providing short-term relief from economic and livelihood impacts, but the core disagreements are merely postponed, with the possibility of another deadlock after January 30th, highlighting the increasing trend of political polarization in the United States. 🐬 Individual Stocks 1. $Baidu(BIDU.US) RoboTaxi has received the first batch of fully unmanned commercial operation licenses issued by the Abu Dhabi Integrated Transport Center...

BEKE-W

Citigroup

Disc Medicine

Integra Group (Russia) Sponsored GDR RegS

Integral Acquisition  1

SIASUN

Destiny Tech100

Intel

XPENG-W

TME-SW

Integral Acquisition 1 - Unit

INTEGRAL ACQUISITION CORP 1 C/WTS 31/05/2028 (TO PUR COM)

INTEL-T

XPeng

Tencent Music

XPeng surged 17% in a single day; Intel AI Chief jumps ship to OpenAI | Today's Important News Recap

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1017 | Dolphin Research Focus: 🐬 Macro/Industry 1. Shares of two U.S. regional banks plummeted due to loan fraud and bad debt issues, with the regional bank index posting its worst performance since April. Risk aversion sentiment pushed up U.S. Treasury and gold prices. The event highlights potential risks in the credit market, and concerns about 'more risk points' will suppress sentiment in financial stocks, while reinforcing expectations for the Federal Reserve to maintain an accommodative stance. 🐬 Individual Stocks 1. $Micron Tech(MU.US) Micron Technology's U.S. stock fell in after-hours trading. According to reports, Micron will stop selling server chips to Chinese data centers...

CHINA MOBILE

Micron Tech

CATL

CTG DUTY-FREE

Charles Schwab

Financial Select Sector SPDR Fund

LENOVO GROUP

China Mobile

CHINA MOBILE-R

LENOVO GROUP-R

Lenovo Group

CATL HK SDR 30to1

SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

Micron to Stop Selling Server Chips to Chinese Data Centers; Meta Plans to Raise $30 Billion to Build Data Centers | Today's Important News Recap

SVXY

.SPX

1017｜Dolphin Research Focus: 🐬 Macro/Industry 1. Fed Beige Book Sets Tone for 'Soft Landing': The latest Fed survey shows that economic activity has been 'essentially flat' in recent weeks, with stable employment but some sectors starting to lay off workers. Tariffs have pushed up input costs while end-product price increases have been limited. Powell simultaneously hinted that 'balance sheet reduction may end in the coming months,' slightly raising expectations for easing. 2. US-China Tariffs Enter 'Talks-Negotiation' Window: US officials collectively criticized China's rare earth export controls on Wednesday but emphasized 'no intention to escalate the conflict.' The market interprets this as a possibility of reaching limited exemptions before November 1, with the VIX retreating from its high...

Pro Shrt Vix Shrt Future

S&P 500

Global Industrial

TSMC Profit Surprises; Nio Sued by Singapore Sovereign Wealth Fund｜Today's Important News Recap

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1015 | Dolphin Research Focus: 🐬 Macro/Industry 1. Federal Reserve Chairman Jerome Powell stated on Tuesday that the central bank may end its balance sheet reduction (QT) in the coming months to prevent liquidity tightness in the short-term funding markets. The dollar index fell in response, providing strong upward momentum for gold priced in dollars, pushing gold prices to new highs. 2. This year's Double 11 promotion started on October 9, with JD.com and Douyin taking the lead, followed by platforms like Taobao, starting 5 days earlier than last year, further extending the event period...

MIXUE GROUP

JD-SW

ByteDance

JD-SWR

JD.com

JD HK SDR 10to1

ASML Rises Post-Earnings; Mixue Blends into Beer Market | Today's Important News Recap