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高通:“不温不火” 的手机,要靠 AI 来带?亚马逊:利润会继续走高,但投入周期也在重启亚马逊:利润火箭式上升,强业绩与高预期的对撞瑞幸:Q2 仍有挑战,以市占率为发展目标(1Q24 电话会纪要)AMD:“鸡肋” 般的指引,给 AI 浇了盆冷水瑞幸:能站稳最后一跳吗?Focus Media: Braking for Repairs? High Dividends as the Only Consolation?BYD: Automotive Business Profit Margin "Dominating All Sides", Successfully Crossing the Trough?BOE: Sports big year, will the panel change?Today's Important News Review | Dolphin ResearchMicrosoft: How much does it cost to invest in AI?Google: Expecting Profit Margin Expansion, Quarterly CapEx Higher Than Q1 (1Q24 Earnings Call Summary)Intel: The Marginalized AI OnlookerMicrosoft: Azure Carries Everything, Firm Anchor of the US Stock MarketGoogle soaring? Learning from Meta, striving to be the bestCRRC Times Electric: Rapid Development in Rail Transit, Betting on Mega Infrastructure Again?Today's Important News Review | Dolphin Investment ResearchMeta: Plans Multi-Year Investment in AI, Will Not Overly Concern With Short-Term Profitability (1Q24 Earnings Call Summary)Meta: Another Plunge Nightmare? More Shocking Than ThrillingNew Oriental: Improved Resource Utilization, Increased Capacity Expansion Targets (Fiscal Q3 Earnings Call)New Oriental: Live Streaming Weighs on Profits, Relying on Education for Financial SupportGoertek: With Apple Entering, Can VR/AR Emerge Successfully?Today's Important News Review | Dolphin Investment ResearchNext-Generation Model 2 To Launch Early? (Tesla 1Q24 Earnings Call Summary)FSD Contributes Master Strokes, Who Still Calls Tesla "Paper-Thin"?