Pop Mart International Group Limited (ADR)

Aug 19 | Dolphin Research Focus: 🐬 Macro/Industry

1) Market chatter suggests China may ease import curbs on Nvidia H200 chips, lifting sentiment across compute plays. If enacted, the policy would ease the domestic compute crunch, enabling cloud vendors and LLM developers to scale, and would be positive for Nvidia's China shipments. For now it's only market chatter with no official documentation, so expectations may miss; watch for the final rules and quota sizes.

2) The Zhuque-3 Y2 launch vehicle ignited at the Dongfeng Commercial Space Innovation Test Zone. It then lifted off...