Today's Key News Review | Dolphin Research
0927 Dolphin Analyst Focus:
🐬Stocks
1. $Li Auto.US-A.US
Ideanomics announced that due to supply chain restrictions, the expected vehicle delivery in the third quarter will be reduced to about 25,500 units, while the previously announced expectation was 27,000-29,000 units. Ideanomics' delivery volume for July and August, which both declined, was mainly due to ONE reaching the end of its lifecycle and earlier news of price cuts and production stoppages that caused a lot of complaints. Some consumers have turned to L9. However, with the support of L9 existing orders and L8 new models, the market expects a possible rebound in the fourth quarter. Ideanomics' Hong Kong stock rose against the trend in early trading, up more than 5%.
2. $Taiwan Semiconductor.US
According to sources, TSMC notified Apple of an increase in chip prices, which was officially rejected by Apple. Apple has always adopted a dual supply chain model. Once a supplier does not meet expectations or seeks pricing power, Apple will choose another supplier to balance. Apple has previously used the reduction of TSMC's orders to balance. However, TSMC does have its irreplaceability in terms of technology, and if Apple chooses companies such as Samsung for replacement, it may not be able to achieve the process performance and effect of TSMC. It is still difficult to determine what level of the game between the two parties will reach.
3. $Tencent.US
Tencent spent approximately HKD 353 million to repurchase 1.25 million shares. This is Tencents 26th trading day repurchasing stocks, and the number of repurchases made this year has reached 63, with a total repurchase amount of HKD 19.16 billion, setting the highest amount of repurchases in Hong Kong stocks and the highest amount of Tencent's repurchases in history. Tencent's Hong Kong stock opened lower today, then slightly rebounded before closing down 0.85%.
🐬Leading Sectors
Shanghai and Shenzhen: medical equipment, leisure food, hotel catering;
Hong Kong Stock: poultry and livestock feed, catering, aviation services;
US Stock: resorts and casinos, lessons and training services, internet retail.
🐬Focus Tomorrow
1. Leapmotor will announce the results of the successful allotment. Dolphin Analyst will release an in-depth analysis of Leapmotor tomorrow. Communication and discussion are welcomed.
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