Today's Important News Review | Dolphin Investment Research

0425 Focus of Dolphin Jun:

🐬 Individual Stocks

1. $ XPeng.US

The 2024 Beijing Auto Show opened, XPeng Motors held a press conference, He Xiaopeng announced the new brand MONA, which stands for Made Of New AI, positioning itself as a global AI smart driving car promoter. He Xiaopeng stated that MONA is expected to have better sales than Xiaomi's SU7. MONA is a project that XPeng and Didi reached a strategic cooperation on last year. XPeng's sales performance has been poor so far, and this brand may become the key for XPeng Motors to reach an annual sales volume of 280,000 units.

2. $ BYD.CN

On the same day of the auto show, BYD announced the pricing of the BYD Tang U8 off-road version: starting at 1.098 million yuan. In addition, the BYD Tang U7 made its debut and will be officially launched in the second half of this year. Apart from the E-4WD technology, it is equipped with the revolutionary technology Cloud Chariot-Z, giving a feeling like riding on a maglev train, with comfort surpassing traditional million-dollar luxury cars.

3. $ CATL.CN

CATL released the Shenxing Plus battery. This battery is a lithium iron phosphate battery, with a range of up to 1000km and a charging rate of 4C, allowing for a 10-minute charge for a 600km range. The battery features an integrated shell design, with an energy density of 205Wh/kg.

4. Core Focus on Financial Report Analysis and Conference Calls

Meta: "Meta: Nightmare of Sharp Decline Coming Again? More Shocking than Thrilling", "Meta: Investing in AI for Years, Not Overly Concerned about Short-Term Profitability (1Q24 Earnings Conference Call Summary)"

New Oriental: "New Oriental: Live Streaming Dragging Down Profits, Education Supporting the Bottom Again", "New Oriental: Resource Utilization Improved, Expansion Targets Raised (3Q24FY Conference Call)"》

Goer: "Goer Shares: Can Apple's Entry Help VR/AR Turn the Tide?》

🐬 Leading Sectors

Shanghai and Shenzhen: Tobacco, data processing and outsourcing services, highway freight;

Hong Kong Stocks: Silver, diversified financial services, residential construction companies;

US Stocks: Automobile manufacturers, real estate services, water and soft drinks.

🐬 Focus Tomorrow

1. US personal spending rate, US core PCE price index rate, US core PCE price index annual rate, US one-year inflation expectations;

2. Google, Microsoft, Intel, and General Electric will release financial reports, and Dolphin will track and provide interpretation and analysis. Stay tuned.

Risk disclosure and statement for this article: Dolphin Research Disclaimer and General Disclosure