
NVDA muscles RTX Spark into the PC market; Tencent speeds WeChat AI assistant rollout | Daily News Recap
0601 | Dolphin Research Watchlist: 🐬 Macro/Industry 1) China’s NEV market May delivery data is out, with Leapmotor, Nio, and ZEEKR posting sharp MoM gains as production and sales sentiment improves. Li Auto and XPeng saw YoY declines in delivery volumes, while BYD’s monthly sales were steady. Performance among leading OEMs is clearly diverging.
The industry is moving from a broad-based rally to structural divergence. This is accelerating the shake-out of weaker capacity and pushing OEMs to optimize product mix and channel strategy.🐬 Stocks 1) $TENCENT(00700.HK): internal projects are moving into deployment, with a WeChat-embedded AI assistant entering the final countdown to launch...





