BABA 2x Long Daily ETF - GraniteShares

Today’s Key News Recap

NVDA

09988

BABA

89988

AAPL

09660

HHZD

00100

HBBD

HUAWEI

02097

KBAB

BABO

BABX

NVDL

07788

07388

NVDY

NVDD

NVDX

0413 | Dolphin Focus — 🐬 Macro/Industry. 1) Trump announced that, after US-Iran talks in Pakistan collapsed, the US military will at 10:00 ET on Apr 13 (10pm Beijing time tonight) impose a full blockade of Iranian ports and the Strait of Hormuz.It will intercept all vessels to and from Iran and cut off its oil exports. Iran's military issued a hardline response, stating any US approach will be treated as a provocation and met with firm retaliation.This would sharply elevate geopolitical risk and disrupt shipping, chemicals and related supply chains. It would also reinforce expectations that the Fed keeps rates higher for longer, putting near-term pressure on HK stocks and growth names.

NVIDIA

BABA-W

Alibaba

BABA-WR

Apple

HORIZONROBOT-W

HorizonRobo HK SDR1to1

MINIMAX-W

Alibaba HK SDR 5to1

Huawei

MIXUE GROUP

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

MiniMax M2.7 open-sourced globally; AAPL's first foldable slated for Fall 2026 | Daily News Recap

OpenAI

DXYZ

ORCL

AMZN

GSAT

09618

89618

HJDD

TSLA

ORCL-D

AMZU

TSDD

Apr 2 | Dolphin Research focus: Stock 1, $Oracle(ORCL.US). Reports suggest Related Digital is advancing approx $16 bn in project financing for Oracle's AI data center build, mainly for hyperscale compute campuses such as 'Stargate'.Oracle's cloud &amp; AI capex plan through 2026 exceeds $50 bn. FCF has turned negative, leaving it reliant on external funding and compute contracts with OpenAI, etc...

Destiny Tech100

Oracle

Amazon

Globalstar

JD-SW

JD-SWR

JD HK SDR 10to1

JD.com

Tesla

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Direxion Daily AMZN Bull 2X Shares

GraniteShares 2x Short TSLA Daily ETF

Direxion Auspice Broad COM

Boeing

ORCL mass layoffs; BABA rolls out next-gen Qwen LLM | Daily News Recap

300750

03750

HCCD

09866

0310 | Dolphin Research Focus: 🐬 Macro/Industry1) On Mar 9 (local time), Trump said US military action against Iran would end 'very soon' but not this week. He also indicated the US would ease some oil-related sanctions to cool prices, while warning of tougher strikes if Iran blocks the strait.The remarks briefly soothed energy and financial markets, capping near-term upside in crude. They tempered expectations for a sharp oil spike in the short run.However, the conflict continues and Tehran has issued a hard-line response. Geopolitical risk has not cleared...

Taiwan Semiconductor

CATL

CATL HK SDR 30to1

NIO-SW

NIO Inc. USD OV

NIO Inc

TSM Feb revenue down MoM; Alibaba Qwen management reshuffle finalized | Daily News Recap

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Square/Block

Conference Minutes

CASH

688688

Below is Dolphin Research's compiled FY25Q4 earnings call Trans for $Block(SQ.US). For the earnings analysis, see 'Block: US Alipay‑style platform slashes headcount by 40%! Is compute replacing labor?'.I. Core financial highlights review. II. Earnings call details; 2.1 Key messages from management.1) Core strategy and outlook. Rationale for the organizational overhaul: Despite strong 2025 performance, the company will reduce headcount from over 10,000 to just under 6,000...

Pathward Fin

Greenpower Motor

Block

ANT GROUP

Block (Trans): Layoff tailwinds to kick in Q2, margins to trend higher

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Vips

Financial Analysis

VIPS

01519

03690

83690

HMTD

MPNGY

$Vipshops(VIPS.US) released its Q4 2025 results on the evening of Feb 26. Despite earlier lowering guidance, the print still came in weaker: revenue slipped back into negative growth, while expense discipline kept profit growing.Specifically: 1) Core operating metrics — GMV growth stalled again this quarter, with YoY growth under 1%, missing market expectations. The drag came from another decline in active users, down Approx. 400k YoY, and a clear drop in order frequency per user, driving total orders down 5% YoY...

Vipshops

J&T EXPRESS-W

MEITUAN

MEITUAN-WR

Meituan HK SDR 5to1

Meituan

VIPS: Negative Growth Again? 10% Shareholder Return to the Rescue

MercadoLibre

MELI

GOOG

GOOGL

ROKU

GGLS

GGLL

Below is Dolphin Research's transcript of the FY25 Q4 earnings call for $Mercadolibre(MELI.US). For our earnings take, see 'Latin America's Alibaba's Split Personality: Revenue Giant, Profit Dwarf'. I. Review of key financial metrics. II. Call details. 2.1 Management highlights. 1) Brazil e-commerce strategy: GMV accelerated (+35%) on strategic investments, notably lowering the free-shipping threshold. This boosted purchase frequency and attracted new buyers...

Mercadolibre

Alphabet - C

Alphabet

Roku

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Mercado (Trans): Will develop an in-house e-comm Agent

MART

09992

HPPD

0223 | Dolphin Research Focus: Macro/Sector. 1) Major shift in U.S. tariff policy in Feb 2026, as the Supreme Court struck down global tariffs imposed under the International Emergency Economic Powers Act (IEEPA) as unconstitutional.The White House then announced a 10% temporary tariff on all global imports effective Feb 24 (later raised to 15%). The measure lasts 150 days and requires Congress approval for extension, with exemptions for critical minerals, pharmaceuticals, and other items.Approx. $175 bn of previously collected tariffs may be refunded. Near term, trade could face disruption, while longer-term cost pressures may ease...

Allianzim US Large Cap Buffer10 Mar ETF

POP MART

POP MART HK SDR 20to1

HK stocks on fire; Pop Mart launches 'After-school Merodi' | Daily News Recap

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K3SD

09888

89888

BIDU

00772

09898

HBUD

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...

BIDU ADR US

BIDU-SW

China

BIDU-SWR

Baidu

CHINA LIT

Xinyuan Real Estate

Us 12 Mth Natural Gas

WB-SW

Weibo

Baidu HK SDR 10to1

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

SHEN

01810

81810

XIACY

HXXD

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...

SHENANDOAH TELE

Ps India Port

Haoxi Health Tech

First Trust Global Wind Energy

XIAOMI-W

XIAOMI-WR

Xiaomi Corporation

Xiaomi HK SDR 2to1

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

$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?

Alibaba's ABot-PhysWorld Model Ranks First in WorldArena Evaluation

Cainiao to Unveil New Logistics Robots at MODEX 2026

JPMorgan Increases Long Position in Alibaba

Alibaba Cloud Leads $200 Million Funding Round for Shengshu Tech

Alibaba Releases New AI Video Generation Model HappyHorse-1.0

AI Model Happy Horse Ranks First, Surpasses Seedance 2.0

SGTech Launches AI-Ready Enterprise Initiative to Support SME Adoption of AI

FlyZoo and Qianwen Partner with Multiple Travel Brands for AI Collaboration

Alibaba Releases New Image Generation and Editing Model Wan2.7-Image

Alibaba Cloud’s Qianfan Labs Releases CoPaw 1.0 and Upgrades Capabilities

Qwen3.5-Omni Full-Modality Large Model Launched by Alibaba Qianwen

Tripo AI Secures $50 Million in Funding to Enhance 3D Model Architecture

Siemens Launches New Products and Pushes Industrial Simulation to Cloud

Damo Academy Unveils Flagship Processor XuanTie C950

Significant Growth in Users and Open-source Models on Alibaba Cloud ModelScope Community

Alibaba Group Sees Limited Growth in Some Investments in the Near Future

Alibaba reports Q3 operating margin at 4%

DingTalk Launches AI Native Work Platform Wukong

DingTalk Announces Free Call Quotas for OpenClaw Developers

Alibaba Cloud's JVS Claw Team's New Product 'JVS Claw' Enters Internal Testing Stage

BABA 2x Long Daily ETF - GraniteShares(BABX.US)

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