1021 ｜Dolphin Research Key Focus:

🐬 Macro/Industry

1.U.S. President Trump and Australian Prime Minister Albanese signed a critical minerals agreement at the White House,which includes each side investing $1 billion within six months to support mining and processing projects, establishing a price floor mechanism, and introducing Japan's indirect participation, focusing on resources such as rare earths, gallium, and graphite,aiming to counter China's influence in the rare metals sector.This move is a key step for the West in restructuring the resource supply chain, attempting to break China's dominant advantage in the smelting and processing stages. However, Australia's processing technology shortcomings and high-cost issues are difficult to resolve in the short term, and capacity release still requires time.

🐬 Individual Stocks

1.$Bilibili(BILI.US)

Bilibili rose over 8% today, driven by the sales of the duck-themed PvE top-down shooter game "Escape from Duckov," which has exceeded 500,000 copies since its release on October 16, becoming a significant catalyst for the stock's strength. Additionally, the international version of the anime card RPG game "Dudu Face Prank" was launched on October 9, and "Three Kingdoms: Hundred Generals Card" is scheduled for testing in October. Bilibili's potential in the gaming business is gradually emerging, not only bringing significant market share and revenue to Bilibili but also enhancing its influence in the gaming industry.

2.$Amazon(AMZN.US)

Starting October 20, Amazon AWS experienced a service disruption for over 15 hours due to a DNS resolution failure (now restored), affecting hundreds of platforms globally in e-commerce, finance, gaming, and more, with the U.S. East 1 region core node being the most severely impacted, marking the most serious failure in four years.This incident exposed potential issues in its service stability, causing significant impact on enterprises and users relying on AWS,which may accelerate enterprise clients' multi-cloud deployment strategies, prompting a slight adjustment in the industry competitive landscape.

3.Dolphin Research Focus on Earnings Reports and Conference Call Minutes

CATL: "Full Capacity Expansion! Has the King Finally Made It?", "CATL (Minutes): Demand is Good, Profits Not Relying on Price Increases"

China Mobile: "China Mobile: Steady as a "Ballast Stone", Cash Cow Not "Dropping the Ball"!"

Coca-Cola to Release Earnings Tonight, Dolphin Research Will Track and Provide Analysis.

🐬 Leading Sectors

SSE/SZSE: Multi-utility, Electronic Equipment and Services, Electronic Components;

Hong Kong Stocks: Managed Healthcare, Insurance Brokers, Electronic Components;

U.S. Stocks: Marine Ports & Services, Aluminum, Drug Retailers.

🐬 Focus for Next Monday

1. Netflix to Release Earnings.

Risk Disclosure and Statement of this Article: Dolphin Research Disclaimer and General Disclosure