Broadline Retail

Alibaba

Today’s Key News Recap

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0108 | Dolphin Research Focus: 🐬 Macro/Industry 1) The U.S. proposed a consignment sale of ~50 mn bbl of Venezuelan crude, keeping proceeds under U.S. control, while demanding Caracas cut economic ties with China, Russia and others and allow oil cooperation only with the U.S. Beijing strongly condemned the bullying move.In the near term, this could add volatility to energy markets. Over the longer run, it may prompt more countries to guard against unilateralism. 🐬 Single Stocks 1) $XD INC(02400.HK) The global version of 'Xindong Town' went live on Jan 8.It launched alongside a collaboration with the globally known IP 'My Little Pony'...

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Town Centre Securities PLC

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Alibaba HK SDR 5to1

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JD HK SDR 10to1

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XD INC

BABA to ramp up investment in Taobao Flash Sale; 'Heartfelt Town' Intl server goes live | Daily News Recap

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1218 | Dolphin Research Focus: 🐬 Macro/Industry 1) At 21:30 tonight, the U.S. will release the delayed Nov CPI report. The Oct print was canceled due to the prior Gov. shutdown.Consensus sees headline CPI YoY edging up to 3.1% from 3.0%, with core CPI steady at 3.0%. Both are expected at +0.3% MoM, with services vs. goods inflation in focus.An upside surprise would reinforce a hawkish stance and curb expectations for rate cuts next year. Rate-cut odds would likely be marked down...

CATL

CATL HK SDR 30to1

Netflix

BABA's Qwen integrates with Amap; Doubao 1.8 boosts LLM performance | Daily News Recap

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1216 | Dolphin Research Focus: 🐬 Macros/Industry. The U.S. Bureau of Labor Statistics will release on Tue a closely watched 'combined' Oct–Nov nonfarm payrolls report. Street expects -10k in Oct and +50k to +130k in Nov, with the unemployment rate rising to 4.4%–4.5%, while Gov. payrolls will be weighed by deferred exits under delayed separation plans across Oct–Nov.🐬 Single stocks. 1) $Alibaba(BABA.US) rolled out the Wanxiang 2.6 model suite...

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Global X S&P 500 U.S. Mkt Ldr TOP 50 ETF

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iShares MSCI USA Size Factor ETF

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XPeng wins Guangzhou L3 road test permit; BABA's Tongyi Wanxiang 2.6 adds role-play capability | Daily News Recap

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1205 | Dolphin Research Key Focus: 🐬 Stock 1, $BIDU-SW(09888.HK) According to reports, Kunlun Chip (Baidu's AI chip subsidiary) has initiated preparations for listing in Hong Kong, planning to submit the application in the first quarter of 2026 and complete the IPO in early 2027, with the latest valuation of approximately 21 billion RMB. Baidu is the largest shareholder. It has released products such as Kunlun Chip M100 and M300, with tens of thousands of cards deployed, serving as the core foundation of Baidu's AI computing power, and also providing computing power services to external enterprises. The news pushed Baidu's stock price to rise over 8% at one point...

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KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

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Xinyuan Real Estate

Us 12 Mth Natural Gas

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Baidu HK SDR 10to1

Baidu Spins Off Kunlunxin for IPO; Ele.me Completes Official Rebranding | Today's Important News Recap

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AI glasses are regarded as the 'next-generation personal mobile gateway' and are also the most likely mobile terminal to challenge smartphones.

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Alphabet

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Meta Platforms

Li Auto

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Xiaomi Corporation

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

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Direxion Daily AMZN Bull 2X Shares

Alibaba, ByteDance, and Li Auto are rushing into the market; are AI glasses becoming the 'next big thing'? (Minutes)

Meituan

Conference Minutes

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The following are the Minutes of the FY25 Q3 earnings call for $MEITUAN(03690.HK) organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Meituan: A Loss of Nearly 20 Billion! Did Alibaba Really Succeed in Stealing the House This Time?&#34; 1. Review of Core Financial Data Performance Overview: Total Revenue: 95.5 billion yuan (YoY +2%). Profitability: Operating cost rate 73.6% (YoY +12.9pts), mainly due to rider incentives and rising overseas costs; adjusted net loss of 16 billion yuan, affected by irrational industry competition and strategic investments...

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Meituan (Minutes): 3Q loss peaks, but 4Q will continue the loss trend

Financial Analysis

$MEITUAN(03690.HK) released its Q3 earnings after the Hong Kong stock market closed on November 28th, being the last among the 'Three Fools' in the food delivery battle. During the summer quarter, which saw the most intense subsidies, Meituan reported a massive operating loss of 19.8 billion, compared to JD.com's 'slight loss' of about 1 billion and Alibaba's remaining profit of approximately 5 billion. As the defending party under attack, Meituan's situation is much more severe compared to Alibaba and JD.com. Key points are as follows: 1. Is Meituan's actual loss 80% of Alibaba's?: First, let's look at the most concerning issue of losses. This quarter, the operating loss of the local commerce segment reached as high as 14.1 billion...

Meituan: A staggering loss of nearly 20 billion! Did Alibaba really succeed in this takeover?

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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...

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Taiwan Semiconductor

News

Morgan Stanley

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

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1126 | Dolphin Research Key Focus: 🐬 Stocks 1. $MEITUAN(03690.HK) Meituan saw a significant rebound today. Alibaba's China E-commerce Business Group CEO, Jiang Fan, pointed out that the first phase of Taobao Flash Sale's scale expansion has ended, and it has now entered the second phase, which is the 'efficiency optimization' phase. This implies that the disorderly cash-burning competition Meituan faces is expected to ease, leading to a more stable market structure, temporarily alleviating Meituan's profitability pressure. Meituan rose over 5% today. 2. $Baidu(BIDU.US) Baidu announced the establishment of a foundational model R&amp;D department and an application model R&amp;D department...

Meituan's Stock Rallies Strongly; Li Auto Announces AI Glasses Entry | Today's Important News Recap