1009 ｜Dolphin Research Key Focus:

🐬 Individual Stocks

1.$BILIBILI-W(09626.HK)

Bilibili rose over 7%. On the news front, on September 10th this year, Bilibili first revealed a new Three Kingdoms-themed casual asymmetric competitive card game "Three Kingdoms: Hundred Generals", scheduled for testing in October. Previously, the company's exclusively licensed game "Three Kingdoms: Strategy Under Heaven" performed excellently, and the market is full of expectations for its subsequent game product reserves. Additionally, OpenAI recently released Sora2, sparking market interest in AI video generation technology. Bilibili, as a scarce PUGV medium video platform, has seen its stock price rise due to the commercial potential of AI-empowered content creation attracting capital.

2.$Taiwan Semiconductor(TSM.US)

TSMC announced September consolidated revenue of TWD 330.98 billion, up 31.4% year-on-year, with a slight month-on-month decrease of 1.4%. Third-quarter revenue was TWD 989.92 billion, up about 30% year-on-year, both exceeding market expectations. The simultaneous pull-in of Apple's A18, Nvidia's Blackwell, and Qualcomm's Snapdragon 8 Gen 4 kept the 3/5nm capacity fully loaded, with revenue from advanced processes below 7nm accounting for over 60% for the first time. The average dollar price continued to rise, validating the resilience of AI and flagship phone demand.

3.$BABA-W(09988.HK)

Alibaba Group has established a special team for "Robotics and Embodied AI", coordinating the DAMO Academy, Pingtouge, Cainiao, and Tmall Genie teams, aiming to launch a mass-producible service robot reference design by 2026.This move is a key extension of Alibaba from AI software to hardware implementation,addressing the pain points of labor costs in core scenarios such as e-commerce fulfillment and logistics. Robots can achieve automation through AI, directly reducing costs and increasing efficiency. Relying on DAMO Academy's technology and Alibaba Cloud's computing power, if commercialized on a large scale, it is expected to open a second growth curve.

4.$AMD(AMD.US)

AMD achieved its largest three-day gain in nine years. On Monday, OpenAI announced a partnership with AMD to deploy AMD chips with a combined computing power of 6 gigawatts (GW). This is the largest single AI computing power order outside of Nvidia, marking the formal formation of a "non-Nvidia" ecosystem. It is expected to bring AMD hundreds of billions of dollars in additional revenue over the next three years and accelerate software and hardware iteration through OpenAI's scenario feedback, directly driving the stock price up.

🐬 Leading Sectors

Shanghai and Shenzhen: Gold, Copper, Diversified Metals & Mining.

Hong Kong Stocks: Highway-Freight, Heavy Electrical Equipment, Copper;

U.S. Stocks: Silver, Precious Metals & Minerals, Aluminum.

🐬 Focus for Tomorrow

1. China's M2 Money Supply Year-on-Year;

2. U.S. One-Year Inflation Rate Expectation Preliminary Value.

Risk Disclosure and Statement of this Article: Dolphin Research Disclaimer and General Disclosure