Today's Important News Review | Dolphin Investment Research
0424 Focus of Dolphin:
🐬 Individual Stocks
1. $ Tesla.US
After launching the "0 Interest" installment car purchase policy, Tesla made another big move by announcing the "0 Down Payment" promotion, applicable to Model 3 and Model Y. At the same time, Tesla released the high-performance version of Model 3 on its official Chinese website, priced at 335,900 yuan, with deliveries expected to start in the third quarter. Despite the not-so-good financial report data released by Tesla last night, under extremely pessimistic expectations, the "affordable new car" has boosted market confidence significantly, leading to a substantial pre-market surge for Tesla today.
2. $ TENCENT.HK
Tencent has released a large-scale "Full-Stack Intelligence" solution for the automotive industry, which has already been applied in five core scenarios including automotive research and development, production, marketing, services, and enterprise collaborative office. Additionally, Tencent has announced upgrade plans in areas such as intelligent car cloud, smart cockpit, and international expansion.
3. Core Focus on Financial Report Analysis and Conference Calls
Tesla: "FSD Contribution is a Stroke of Genius, Who Still Says Tesla is 'Paper Mache'?" and "Will the Next Generation Model 2 Be Released Early? (Tesla 1Q24 Conference Call Summary)"
China International Travel Service: "China International Travel Service: Tough Times, 'Double Kill' is Brutal"
🐬 Leading Sectors
Shanghai and Shenzhen: Security and alarm services, cloud and data centers, data processing and outsourcing services;
Hong Kong: Application software, distributors, computer and electronics retailers;
US Stock Market: Heavy electrical equipment, airport operators, life science tools and services.
🐬 Focus Tomorrow
1. US Real GDP Annualized Quarter Rate Preliminary Value, US Core PCE Price Index Annualized Quarter Rate Preliminary Value, US Real Personal Consumption Expenditures Quarter Preliminary Value;2. Meta, Era Electric, and other companies have released financial reports, and Dolphin will track and provide interpretation and analysis.
Risk disclosure and statement for this article: Dolphin Research Disclaimer and General Disclosure