Today's Important News Review | Dolphin Investment Research
0829 Dolphin Focus:
🐬 Stocks
1. $Meta Platforms(META.US)
It is reported that Meta is developing a hybrid reality headset with the codename "Puffin," focusing on solving the current product's bulky pain points, and is expected to be released in 2027. Just a week ago, Meta canceled the high-end headset with the codename La Jolla planned for 2027. The Puffin headset looks more like heavy glasses, weighs less than 110g, does not come with a handheld controller, but uses more advanced gesture and eye tracking technology. Puffin may become a completely new product line and directly compete with Apple's Vision Pro at a lower price.
2. $NTES-S(09999.HK)
NetEase wins the first instance lawsuit against Blizzard, and the court freezes Blizzard's assets of 139 million RMB. In April 2023, Shanghai Wangzhiyi Network Technology Development Co., Ltd. filed a lawsuit against Blizzard Entertainment Co., Ltd. in Shanghai for violating a series of license agreements, demanding the return of 300 million RMB in arrears. The case has been heard multiple times in the Pudong New Area People's Court in Shanghai.
3. $Tesla(TSLA.US)
Regarding the rumor that "Tesla plans to launch a seven-seat version of the China-made Model Y in China and Europe markets in October this year, and the Shanghai Gigafactory has already started production of this model," Tesla officials have denied the news, stating that they have not received any information about such a plan.
4. Dolphin Focus on Company Financial Reports and Conference Call Minutes
NVIDIA: "NVIDIA: AI Faith Crumbles, Honey Poisoned?", "NVIDIA: Blackwell Begins Shipping in Q4 (FY25Q2 Conference Call)"
Meituan: "Returning to 'Little Sweet,' Is Meituan the Real Poseidon's Trident?", "How Did Meituan Achieve Growth Against the Wind?"](https://longportapp.cn/zh-CN/topics/23511159)》
Boss Zhipin:《 BOSS Zhipin: Finally, even "small and beautiful" can't withstand the "big hammer" of Beta》,《 BOSS Zhipin: Not engaging in price wars, focusing resources on advantageous areas》
BYD:《 BYD: Struggling with high-end transformation, from king to mediocrity?》
Li Auto:《 Rubbing against Huawei on the ground, can Li Auto still have good days?》,《 Expected car gross margin to rise to over 19% in the third quarter (Li Auto 2Q24 conference call minutes)》
🐬 Leading Sectors
SH/SZ: Consumer goods retailers, air cargo, agricultural machinery;
HK: Catering services, water utilities, agricultural machinery;
US: Airport operators, textiles, commercial printing.
🐬 Focus Tomorrow
1. China International Travel Service, Heart Company financial reports;
2. US personal spending rate, US core PCE price index rate, US core PCE price index annual rate, US one-year inflation rate expected final value.
Risk disclosure and statement of this article: Dolphin Investment Research Disclaimer and General Disclosure