BABA 2x Long Daily ETF - GraniteShares

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With the Lunar New Year falling later, post-holiday spending shifted, leaving Dec consumption soft (retail sales +0.9% YoY). By contrast, Jan–Feb held up better (retail sales +2.8% YoY).Entering Mar, the calendar-shift distortion largely faded, allowing a cleaner read on underlying demand. March prints indicate domestic retail consumption remained weak, with signs of marginal deterioration.The weakness is mostly structural. Online physical goods faced greater pressure, while online services were resilient. By category...

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Alibaba HK SDR 5to1

Alibaba

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

China Mar. Retail Sales: Consumption Cold Snap? How Bad?

Today’s Key News Recap

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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.

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Apple

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HorizonRobo HK SDR1to1

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Huawei

MIXUE GROUP

GraniteShares 2x Long NVDA Daily ETF

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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

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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...

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Amazon

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JD HK SDR 10to1

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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

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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

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CATL HK SDR 30to1

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NIO Inc. USD OV

NIO Inc

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

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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...

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

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Vips

Financial Analysis

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$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...

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Meituan HK SDR 5to1

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

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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...

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Alphabet - C

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Roku

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

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

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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

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POP MART HK SDR 20to1

HK stocks on fire; Pop Mart launches 'After-school Merodi' | 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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China

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CHINA LIT

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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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

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Xiaomi Corporation

Xiaomi HK SDR 2to1

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

Morgan Stanley and Other Analysts Adjust Alibaba Price Targets

Alibaba's Enterprise-Level Agent Platform 'Wukong' Gradually Scaling Up

Alibaba CEO Wu Yongming Outlines AI Data Center Investment Plan

Alibaba's Token Consumption on Model Service Platform Surges Quarter-over-Quarter

Alibaba Reports 18.2% Profit Decline for 2026 Fiscal Year and Dividend of 0.13125 USD

Alibaba Reports Non-GAAP Net Profit of 860 Million Yuan in Q4

Alibaba sees triple-digit revenue growth in AI-related products

Alibaba reports Q4 adjusted EBITDA of 16.44 billion yuan

Alibaba Makes Progress in Full-Stack AI Investment Layout

Alibaba integrates Qianwen AI into Taobao for enhanced shopping experience

88VIP user base approaches 60 million

UK Biobank data illegally sold on Alibaba's Xianyu platform

Time Magazine Names ByteDance, Zhipu AI, and Alibaba Among the Top 10 Most Influential AI Companies of 2026

Damo Academy Develops Accurate Colon Cancer Screening AI Model

Alipay Launches 'Alipay AI Receipt' Furthering Layout in Intelligent Agent Payments

Alibaba Opens Video Generation Model HappyHorse1.0 Grey-scale Testing

Damo and Alibaba Tongyi Launch Global First 潮玩 AI Design Platform 'MiaoYa'

X Square Robot Released Embodied AI Model Wall-B for Home Deployment

Moonshot AI launches open-source model Kimi K2.6

Alipay Launches Payment Services for OpenClaw AI Agents

Amesite

Meiwu Tech

InMed Pharmaceuticals

Generation Income Properties

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

MetaVia

Co-Diagnostics

Phoenix Asia

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

NextNRG

BABA-W-0.600 (-0.454%) Short selling $1.74B; Ratio 14.048% 's Qwen large model revealed that a "heavyweight new friend" will debut at the Alibaba Cloud Summit on May 20, with keywords including more versatile, more powerful, with depth and breadth.(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-18 16:25.)

BABA-W's Qwen: 'Heavyweight New Friend' to Debut at Alibaba Cloud Summit

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

BABA-W's Qwen: 'Heavyweight New Friend' to Debut at Alibaba Cloud Summit

Alibaba Files Form 13F as Investment Manager, Highlights WVR Structure

CSC Financial Remains a Buy on Alibaba Group Holding Ltd. (9988)

Report: Alibaba Cloud's Average Daily Token Revenue Surges Over 5x from Early Apr, Monthly Revenue Reaches Several Hundred Million RMB

BABA-W Enterprise-level Agent Platform "Wukong" Recently Gradually Scaling Up Deployment

Ant Profit Drops 79% As AI Spending Accelerates

Alibaba Cloud Launches Enterprise-level AI Website Building Platform

China’s AI industry transitioning from technology catch-up to value capture: Morgan Stanley

Nvidia Hit by New Short Report, Culper Cites a "Significant China Problem"

CMBI Raises Alibaba Group Holding Limited TP to USD220.1, Strong Cloud Biz Outlook