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Deep Research

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Horizon Robotics: An NVDA alternative for high-end autonomous driving?

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XPENG-W

LEAPMOTOR

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NVIDIA

GEELY AUTO

BYD COMPANY

Tesla

Alphabet

XPeng

NIO Inc. USD OV

Li Auto

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Geely Auto

BYD Company

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BYD Company Limited

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

BYD HK SDR 10to1

Alphabet - C

Horizon Robotics: Can China’s AD substitute chips unseat NVDA?

Hot topic

OpenAI

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Rumors and media chatter had been building for weeks, including reports that Jensen Huang sparred with White House conservatives and warned that H200 sales to China might still be blocked. President Trump nevertheless announced that the U.S. Gov. will allow Nvidia to sell H200 chips to China.Nvidia's peers may also sell chips with H200-class specs to Chinese customers. The permission covers H200-class products only.The latest Blackwell architecture and the next-gen Rubin are not on the list. The U.S. Gov. will impose a 25% levy on each sale. As for Nvidia in Q4...

Destiny Tech100

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

T-Rex 2X Inverse NVIDIA Daily Target ETF

Ategrity Specialty Holdings LLC

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BIDU ADR US

Hudbay Minerals

Tencent Holdings Limited

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H200 Greenlight: The Breakout Catalyst on NVDA's Path to $6tn?

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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.

BABA-W

Amazon

Meta Platforms

ByteDance

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BABA-WR

Xiaomi Corporation

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KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Direxion Daily AMZN Bull 2X Shares

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Alibaba HK SDR 5to1

Xiaomi HK SDR 2to1

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

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ATX continues to increase volume in shipments!

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Aridis Pharmaceuticals

Hesai: Tesla 'Disdain'? Still Growing Wildly Towards the Sun

Today’s Key News Recap

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1023 | Dolphin Research Focus: 🐬 Macro/Industry 1. Last night, the National Press and Publication Administration announced the approval information for domestic online games in October 2025, issuing a total of 166 licenses, including 159 for domestic online games and 7 for imported online games. The number of approved licenses in October remains at a high level. 🐬 Individual Stocks 1. $JD.com(JD.US) According to the JD.com application, JD.com, in collaboration with CATL and GAC Group, officially announced the name of the 'National Good Car' model. The new car is named 'Aion UT super', positioned as a pure electric small car...

JD-SW

GAC GROUP

Intel

Dongpeng Holdings

EASTROC BEVERAGE

CATL

JD-SWR

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GAC Group

JD HK SDR 10to1

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CATL HK SDR 30to1

JD's 'National Good Car' auctioned at a sky-high price; Alibaba's Quark AI glasses near pre-sale｜Today's Important News Recap

New energy vehicles

TSDD

At the end of each year, China's new energy vehicle policies are a key focus that affects the market. The key policies mainly cover subsidies for old vehicle scrapping/replacement and purchase tax reduction policies. Among them, the purchase tax reduction for new energy vehicles does not involve regional differences, making it easy to understand and most noticeable to users. According to the original tax reduction plan, the reduction will be maintained in 2024-2025, but the reduction amount per vehicle will not exceed 30,000 yuan; starting from 2026, new energy vehicles will begin to be fully taxed, but at a reduced rate of 50%, which means a 10% vehicle value-added tax at the time of purchase. The halving of the purchase tax is within expectations...

GraniteShares 2x Short TSLA Daily ETF

The threshold for car tax reduction has been reshuffled, has BYD been hit again?

00772

0605 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. US May ADP employment data increased by only 37,000, far below the expected 110,000, coupled with the ISM Services PMI falling below the 50 boom-bust line, strengthening expectations for a September rate cut. Affected by this, US Treasury yields fell across the board, with the 10-year Treasury yield once falling by nearly 10 basis points. It is necessary to remain vigilant against the short-term fluctuations that may be caused by the repeated changes in Trump's tariff policies. Although the US Court of International Trade once blocked Trump's previous tariff policies from taking effect, he has already appealed, and the direction of tariff policies remains uncertain...

CHINA LIT

XPeng and Huawei's blockbuster collaboration; Meta teams up with Hollywood | Recap of today's important news

0217 | Dolphin Research focuses on: 🐬 Macro/Industry 1. The private enterprise symposium that was widely discussed last week has been held. General Secretary Xi Jinping attended the symposium in Beijing this morning and delivered an important speech. Ren Zhengfei, Jack Ma, Pony Ma, Wang Xing, and others were present. Although the official speech content has not yet been released, it is not difficult to see that the policy support for private enterprises will be strengthened, and AI and technology-related fields are likely to be key areas. 2. The Ministry of Industry and Information Technology and seven other departments issued the &#34;Action Plan for High-Quality Development of New Energy Storage Manufacturing Industry&#34;...

DeepSeek

"Symposium" major benefits implemented, WeChat gray-scale testing integrates DeepSeek | Today's important news review

After repeated analyses of individual stocks in the automotive industry, Dolphin Jun increasingly believes that electrification cannot change the essence of the car manufacturing business; at most, it only resets the distribution of interests in the industry chain. Therefore, those who started making cars early to seize the First Mover advantage have not been able to achieve the advantages of planned customer acquisition in the internet space. The bloodless pioneers have mostly become the remains of pioneers in the second half of electrification. However, the hexagonal warriors with money, stores, and resources, although they are latecomers, do not hinder them from surpassing others. In 2024, Huawei's Aito M9 and Xiaomi's SU 7...

New Energy Vehicles: Changing the heart of the car cannot change the heart of the business; is intelligence the ultimate remedy? | Year-End Summary Series (6)

AAPL

0920 Dolphin focuses on: 🐬 Macro/Industry 1. In September, the LPR quotations were released, with the 1-year and 5-year LPR remaining unchanged. Prior to this, the 50bp rate cut by the Fed in September had just been implemented. The market expected the LPR to follow suit, but the final result of the domestic LPR remaining unchanged was somewhat surprising, possibly due to more consideration for exchange rate stability. The stock market's rise yesterday already included some expectations of a LPR cut. Market sentiment weakened this morning after the opening...

Apple

Today's Important News Review | Dolphin Investment Research

Global Enterprise WLAN Market Size Grew by 7.8% in Q3 2025

Huawei Unveils New HarmonyOS PC 'Qingyun HM740'

Huawei Considers Sale Of French 5G Factory

Huawei Launches AI Data Platform for Medical Intelligence

Huawei Patent for DUV Equipment in 2nm Chip Manufacturing Draws Attention

China Foreign Languages Publishing Administration and Huawei Sign Cooperation Agreement to Deepen Media Sector Collaboration

iResearch Releases Foldable Phone Market Report

Huawei and MEEZA Sign Memorandum to Deepen Digital Infrastructure and AI Cooperation in Qatar