Today's Key News Review | Dolphin Research
0914 Dolphin Analyst Focus:
🐬Macro/Industry
1. Last night, the US announced CPI data, unexpectedly rising 0.1% on a monthly basis, while core CPI grew 0.6% on a monthly basis and continued to accelerate. In Dolphin Analyst’s analysis yesterday, "Fed hits inflation hard, but domestic consumption opportunities arise? (Including combination balance sheet)", it was believed that the current core inflation stickiness is driven by a lack of labor supply, and wage growth is still increasing steadily. The current labor market situation is still far from meeting demand, and labor supply and demand balance still has at least four to five months to go.
2. The National Press and Publication Administration has announced a new batch of domestic online game approval information, with a total of 73 games approved. Netease's mobile game "Full-Star Street Basketball Party" and Tencent's indirectly wholly-owned subsidiary, Nanjing Wangdian's "Health Defense War" both obtained licenses. The two game leaders jointly obtained licenses this time, which effectively responded to the statement of "ceasing to issue licenses to large factories". See Dolphin Analyst’s brief evaluation in "September Domestic Game License Issuance".
🐬Individual Stocks
1. $Agilent Tech.USpple.US
According to reports, Apple plans to become the first company to use TSMC's latest N3E process next year and equip chips on the new generation of iPhones and Macs. TSMC’s N3E technology is an upgraded version of the current first-generation 3nm technology (N3), which is expected to start testing this year and begin mass production in the second half of next year. If the cooperation is successful, TSMC's revenue from Apple will further increase.
2. $AT & T.USencent Music.US
According to market sources, Tencent Music will soon launch its Hong Kong IPO with a fundraising target of $5 billion at the earliest next week. Tencent Music sought an IPO financing in the US as early as 2018 and went public on the NYSE at the end of that year. During the release of the 2021 financial report in March this year, Tencent Music planned to introduce itself to the Hong Kong Stock Exchange's main board for the second time. Tencent Music has not yet responded to this news.
🐬Leading Sector
Shanghai and Shenzhen: Oil and gas exploitation II, military electronic II, aviation equipment II;
Hong Kong stock market: Film and entertainment, real estate agents, aluminum;
US stock market: Shell companies, agricultural inputs, insurance and reinsurance.
🐬Focus Tomorrow
1. US core retail sales rate; US industrial output rate; US commercial inventory rate; US initial jobless claims for the week.
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