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Today’s Key News Recap

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1203 | Dolphin Research Key Focus: 🐬 Stock 1, $Amazon(AMZN.US) AWS introduced the 3nm process Trainium 3 at the annual conference, which offers over 4 times performance improvement compared to the previous generation, with memory increased by 4 times and energy efficiency improved by 40%. They also announced the development plan for Trainium 4, which will be compatible with NVIDIA chips, and several customers like Anthropic have already adopted this chip. It precisely addresses the pain points of enterprise AI computing cost and energy consumption, potentially challenging NVIDIA's monopoly in the computing power market...

Amazon

Intel

Salesforce

NVIDIA

Apple

Direxion Daily AMZN Bull 2X Shares

GraniteShares 2x Short TSLA Daily ETF

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XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

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YieldMax NVDA Option Income Strategy ETF

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T-Rex 2X Long NVIDIA Daily Target ETF

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Amazon unveils 3nm AI chip; Intel stock surges｜Today's Important News Recap

LEADING IDEAL

Financial Analysis

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Plan to make Li Auto the best-performing company in the embodied intelligence field within the next 3 to 5 years

Bayerische Motoren Werke AG

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

LI AUTO-W

Microsoft

SIASUN

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Li Auto

GraniteShares 2x Long MSFT Daily ETF

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T-Rex 2X Long Apple Daily Target ETF

Li Auto (3Q25 Minutes): Transforming Cars into Embodied Intelligence in the Physical World

Conference Minutes

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Confident in achieving quarterly breakeven in the fourth quarter

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Quanex Building Products

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VivoSim Labs

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Xiaomi HK SDR 2to1

Xiaomi Corporation

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Nio (3Q25 Minutes): Expects 20% vehicle gross margin in 2026, achieving full-year Non-GAAP profitability

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以下为海豚君整理的 $Baidu(BIDU.US) 2025 财年第三季度财报电话会议纪要， $BIDU-SW(09888.HK) 财报解读请移步《 百度，猛贴 AI 讲故事，真能救活自己吗？》一、财报核心信息回顾 1. $BIDU-SWR(89888.HK) AI 收入占比已达 40%：三季度，直接与 AI 相关的收入实现近 100 亿，这已达到总营收的 40%...

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iShares Frontier and Select EM ETF

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Tencent Holdings Limited

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Baidu HK SDR 10to1

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Baidu (Minutes): AI native marketing is the future second curve

K3SD

$Baidu(BIDU.US) released its Q3 results after Hong Kong market hours on 18 November 2025. Overall, the performance met expectations. The detailed disclosure of AI revenue demonstrates the company's eagerness to shed its traditional label and fully embrace its new AI narrative. Specifically (focusing solely on Baidu's core operations): 1. AI revenue contribution reaches 40%: During Q3, revenue directly attributable to AI activities amounted to nearly RMB10 billion, constituting 40% of total revenue...

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Can the new Baidu, aspiring to AI, successfully shed its old advertising label?

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2026 overseas sales target: 100,000 to 150,000 vehicles

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Leapmotor (3Q25 Minutes): 2026 sales target of 1 million units, net profit target of 5 billion.

Xpeng

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Achieving annual sales of one million humanoid robots by 2030 is our long-term goal.

Volkswagen AG

Volkswagen

Intelligent Vehicle

XPeng (3Q25 Minutes): Launching seven 'dual-energy' models by 2026

TOPS

The ‘chilly’ car sales business meets the ‘hot’ AI expectations

Top Ships

Xpeng: The “Eastern Tesla” narrative unfolds – does selling cars even matter anymore?

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1117 | Dolphin Research Focus: 🐬 Stocks 1. $BABA-W(09988.HK) $Alibaba(BABA.US) Alibaba announced that its personal AI assistant, Qwen APP, has officially started public testing, with simultaneous launches on the web and PC, and is available for free. The APP is built on the Qwen3 model, integrating dozens of functions such as AI photo editing and document reading, and plans to be integrated into various life scenarios. The international version will also be launched soon. On the first day of launch, due to traffic far exceeding expectations, many users reported issues such as entry congestion and unresponsive commands...

Alphabet

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GEELY AUTO

Luckin Coffee

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Alibaba HK SDR 5to1

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Trip.com HK SDR 50to1

Trip.com

Alibaba Qianwen App Goes Viral on Launch Day;Google Gemini 3.0 May Arrive This Week | Today's Important News Recap