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Today’s Key News Recap

09618

03690

NVDA

01024

SOXS

SOXL

SOXX

CP00062

BYTED

小红书

02015

VIPS

89618

MPNGY

83690

81024

HJDD

HMTD

1204 | Dolphin Research Focus: 🐬 Macro/Industry 1. The Beijing Consumer Association, in collaboration with eight major e-commerce platforms including JD.com, Meituan, Pinduoduo, Vipshop, Douyin, Kuaishou, Xiaohongshu, and WeChat Live, signed the nation's first 'Commitment to Promote the Standardized Application of AI Technology.' Addressing issues such as AI digital human live streaming and virtual scene marketing, the core measures include 'transparent labeling, strict review, and traceable responsibility.' It clearly stipulates that AI-generated content must be prominently marked, and there will be a crackdown on fake labels among six major initiatives. The Beijing Consumer Association will track the implementation through volunteer experiences...

JD-SW

MEITUAN

NVIDIA

KUAISHOU-W

Micron Tech

Direxion Semicon Bear 3X

iShares Semiconductor ETF

Semiconductor

Salesforce

ByteDance

LI AUTO-W

Vipshops

JD.com

JD-SWR

Meituan

MEITUAN-WR

KUAISHOU-WR

JD HK SDR 10to1

Meituan HK SDR 5to1

Li Auto

Li Auto releases AI glasses Livis; Micron exits retail storage business to focus on AI | Today's Important News Recap

应用材料AMAT

Conference Minutes

AMAT

WEST

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

The following are the minutes of the AMAT FY2025 Q4 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled 'Storage is 'Red Hot', Can Applied Materials (AMAT) Benefit?' 1. $Applied Materials(AMAT.US) Key Financial Data Review Revenue: FY2025 revenue grew by 4% to $28.4 billion; Q4 revenue exceeded the midpoint of expectations. Revenue by business segment: Semiconductor Systems revenue grew by 4%. Applied Global Services (AGS) revenue grew by 3% to $6.4 billion...

PlayAGS

Applied Materials

Westrock Coffee

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

NextDecade

Ameriprise Financial

Applied Materials AMAT (Minutes): Stable in the first half of next year, growth concentrated in the second half.

SMIC

Financial Analysis

00981

600810

688981

TRUE

HSMD

SMIC (0981.HK/688981.SH) released its third-quarter financial report for 2025 (ending September 2025) after the Hong Kong stock market closed on the evening of November 13, 2025, Beijing time. The key points are as follows: 1. Overall performance: SMIC achieved revenue of USD 2.38 billion in the third quarter of 2025, which was basically in line with market expectations (USD 2.35 billion), representing a quarter-on-quarter growth of 7.8%, slightly better than the guidance range (quarter-on-quarter growth of 5-7%). The company's revenue growth this quarter...

Truecar

SMIC HK SDR 5to1

SMIC: Not Competing for Short-term Results, Is AI 'Domestic Chip' the True Belief?

600519

ABNB

09868

HOOD

QCOM

XPEV

300024

000876

NWSA

1106 | Dolphin Research Focus: 🐬 Stocks 1. $XPeng(XPEV.US) On November 5th, XPeng Technology Day, the new generation humanoid robot IRON was officially unveiled and topped the trending searches, even sparking discussions suggesting it was &#34;a real person in disguise.&#34; It features a bionic design, with 82 degrees of freedom throughout the body and 22 degrees of freedom in the hands, equipped with 3 Turing AI chips and a physical world large model, with a total computing power of 2250 TOPS, and debuts solid-state battery technology. The robot is planned for mass production by the end of 2026...

Block

Moutai

Airbnb

XPENG-W

Robinhood

Qualcomm

XPeng

SIASUN

New Hope

Alaska Air

Audience

News

XPeng humanoid robot's catwalk amazed the audience; Moutai announced repurchase + dividend｜Today's Important News Review

Strategy Report

ABTC

GBTC

SBET

.SPX

.IXIC

SQQQ

GLDM

SDOW

SGOL

Continued tight liquidity has started to affect beneficiaries under ample liquidity, such as Bitcoin, as well as tech growth stocks with weak fundamentals and excessive valuations. But what cause the liquidity shortage abruption? what may ease it? and how to position portfolios under this circumstance?

ON Semiconductor

American Bitcoin

Grayscale Bitcoin Trust BTC - ETF

SharpLink Gaming

VanEck Semiconductor ETF

iShares Core S&P Mid Cap

S&P 500

iShares Gold Trust

NASDAQ Composite Index

Proshares UltraPro Short QQQ ETF

SPDR Gold Minishares

SPDR Gold Shares

iShares Core S&P Small Cap

ISHRS Russ 1000

iShares Core S&P 500

Invesco QQQ Trust

Pro UltrPro Shrt Dow30

Abrdn Gold ETF Trust

U.S. gov. shutdown to trigger a 'dollar shortage'?

000831

00769

The U.S. federal government has been in a shutdown since October 1st, and it has now been over a month. During this period, although there has been almost no release of federal-level macroeconomic data, the 'G2' meeting between China and the U.S. in South Korea, the Federal Reserve's interest rate cut, and the AI infrastructure investment frenzy by American tech giants during the earnings season have resonated to create a small peak in the U.S. stock market. However, the core issue the market now faces is whether the realization of these benefits means that all the good news has been priced in, and whether the remaining time in 2025 will be 'junk' time. 1. Powell's 'hawkish' rate cut...

ZGXT

CHINA RAREEARTH

All become 'money-eating beasts'! Can the giants of the US stock market still take the lead?

Wolfspeed

WOLF

6723

INTC

SFTBY

9984

SOBKY

IFNNY

04335

Wolfspeed (WOLF.N) released its financial report for the first quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on October 30, 2025, Beijing time. The key points are as follows: 1. Core indicators: Wolfspeed achieved revenue of $197 million in the first quarter of fiscal year 2026 (i.e., Q3 2025), a year-on-year increase of 1.1%, mainly due to the slowdown in demand in the automotive market and high inventory levels among customers in the industrial &amp; energy sectors. The company's gross margin for the quarter was -39.2%, which includes a specific inventory reserve of $29 million...

Renesas Electronics Corporation

Intel

SoftBank

SoftBank Group Corp.

Infineon Technologies AG

Infineon Technologies

INTEL-T

Wolfspeed after Debt Relief: Layoffs and Cost Reduction Can Mitigate Losses, Profitability Still Depends on Growth

GOOGL

GOOG

09901

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TSLA

81810

HXXD

XIACY

1027 | Dolphin Research Focus: 🐬 Macro/Industry 1. On October 25-26 local time, China and the United States held economic and trade consultations in Kuala Lumpur. The two sides reached a preliminary consensus on properly addressing several important economic and trade issues of mutual concern, and the next step will be to go through their respective domestic approval procedures. The easing signals in China-US economic and trade relations help to restore market risk appetite, coupled with positive signals from macroeconomic data, leading to a collective surge in Hong Kong and A-shares today...

Alphabet

Alphabet - C

NEW ORIENTAL-S

EAST BUY

New Oriental EDU & Tech

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

NIO-SW

XIAOMI-W

Tesla

NIO Inc. USD OV

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Both Hong Kong and A-shares Rise; Meituan Officially Releases and Opens Source Its Video Generation Model | Today's Important News Recap

MBLY

ASIC

LAKE

01696

NVMI

NOVAQ

NOVA

CCGWW

The following are the minutes of the Q3 2025 earnings call for $Intel(INTC.US) compiled by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Intel: Stopping Losses and Recovering! Can the 'American SMIC' Poach TSMC?&#34; 1. Core Financial Data of Intel's Earnings Report Q3 Financial Data: Revenue: $13.7 billion, exceeding the upper limit of the expected range, with a quarter-on-quarter growth of 6%. Gross Margin: (Non-GAAP) Gross margin was 40%, 4 percentage points higher than the performance guidance. This performance was attributed to revenue growth, improved product mix, and reduced inventory write-downs...