Huawei

Today’s Key News Recap

09888

BIDU

89888

K3SD

03750

TSLA

HCCD

300750

09988

89988

HBBD

BABA

HUAWEI

002241

01810

81810

HXXD

XIACY

09927

601127

HBUD

Apr 22 | Dolphin Research Key Watch:🐬 Macro/Sector 1) Trump said the U.S. will extend the ceasefire because of 'serious internal divisions' in Iran, until Tehran presents a unified negotiating plan and concludes talks.This should ease near-term Middle East tensions, supporting more stable oil prices and risk assets. However, core U.S.-Iran differences remain, Iran's stance is still tough, and talks face high uncertainty, so geopolitics risks are not fully cleared.🐬 Stocks 1、$CATL(03750.HK) CATL's 'Super Tech Day' unveiled the 3rd-gen 'Shenxing' ultra-fast charging battery. It delivers 10C-equivalent charging with up to 15C peak rate...

BIDU-SW

Baidu

BIDU-SWR

BIDU ADR US

CATL

Tesla

CATL HK SDR 30to1

BABA-W

BABA-WR

Alibaba HK SDR 5to1

Alibaba

Goertek

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

SERES

Baidu HK SDR 10to1

CATL's new battery charges to 100% in 6 min; BABA unveils AI digital human 'Qwen Dimples' | Daily News Recap

NVDA

AAPL

09660

HHZD

00100

02097

KBAB

BABO

BABX

NVDL

07788

07388

NVDY

NVDD

NVDX

0413 | Dolphin Focus — 🐬 Macro/Industry. 1) Trump announced that, after US-Iran talks in Pakistan collapsed, the US military will at 10:00 ET on Apr 13 (10pm Beijing time tonight) impose a full blockade of Iranian ports and the Strait of Hormuz.It will intercept all vessels to and from Iran and cut off its oil exports. Iran's military issued a hardline response, stating any US approach will be treated as a provocation and met with firm retaliation.This would sharply elevate geopolitical risk and disrupt shipping, chemicals and related supply chains. It would also reinforce expectations that the Fed keeps rates higher for longer, putting near-term pressure on HK stocks and growth names.

NVIDIA

Apple

HORIZONROBOT-W

HorizonRobo HK SDR1to1

MINIMAX-W

MIXUE GROUP

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

MiniMax M2.7 open-sourced globally; AAPL's first foldable slated for Fall 2026 | Daily News Recap

地平线

Conference Minutes

We are confident we can keep GPM above 60%. That would be a high level.

Volkswagen AG

Horizon Robotics (4Q25 Trans): 2026 auto rev. target +60%---

LEADING IDEAL

02015

GOOG

GOOGL

GGLS

GGLL

AMZN

BYTED

AMZU

AI glasses are regarded as the 'next-generation personal mobile gateway' and are also the most likely mobile terminal to challenge smartphones.

LI AUTO-W

Alphabet - C

Alphabet

Meta Platforms

Li Auto

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Amazon

C3.AI

ByteDance

Direxion Daily AMZN Bull 2X Shares

Alibaba, ByteDance, and Li Auto are rushing into the market; are AI glasses becoming the 'next big thing'? (Minutes)

禾赛科技

02525

HSAI

01211

81211

BYDDY

002594

BYDDF

300024

688363

ARDS

HYDD

ATX continues to increase volume in shipments!

HESAI-W

Hesai

BYD COMPANY

BYD COMPANY-R

BYD Company

BYD Company Limited

SIASUN

Bloomage Biotech

Aridis Pharmaceuticals

BYD HK SDR 10to1

Hesai: Tesla 'Disdain'? Still Growing Wildly Towards the Sun

09618

02238

INTC

003012

605499

89618

601238

HJDD

04335

1023 | Dolphin Research Focus: 🐬 Macro/Industry 1. Last night, the National Press and Publication Administration announced the approval information for domestic online games in October 2025, issuing a total of 166 licenses, including 159 for domestic online games and 7 for imported online games. The number of approved licenses in October remains at a high level. 🐬 Individual Stocks 1. $JD.com(JD.US) According to the JD.com application, JD.com, in collaboration with CATL and GAC Group, officially announced the name of the 'National Good Car' model. The new car is named 'Aion UT super', positioned as a pure electric small car...

JD-SW

GAC GROUP

Intel

Dongpeng Holdings

EASTROC BEVERAGE

JD-SWR

JD.com

GAC Group

JD HK SDR 10to1

INTEL-T

JD's 'National Good Car' auctioned at a sky-high price; Alibaba's Quark AI glasses near pre-sale｜Today's Important News Recap

New energy vehicles

09866

09868

XPEV

TSDD

At the end of each year, China's new energy vehicle policies are a key focus that affects the market. The key policies mainly cover subsidies for old vehicle scrapping/replacement and purchase tax reduction policies. Among them, the purchase tax reduction for new energy vehicles does not involve regional differences, making it easy to understand and most noticeable to users. According to the original tax reduction plan, the reduction will be maintained in 2024-2025, but the reduction amount per vehicle will not exceed 30,000 yuan; starting from 2026, new energy vehicles will begin to be fully taxed, but at a reduced rate of 50%, which means a 10% vehicle value-added tax at the time of purchase. The halving of the purchase tax is within expectations...

NIO-SW

XPENG-W

NIO Inc

NIO Inc. USD OV

XPeng

GraniteShares 2x Short TSLA Daily ETF

The threshold for car tax reduction has been reshuffled, has BYD been hit again?

00772

0605 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. US May ADP employment data increased by only 37,000, far below the expected 110,000, coupled with the ISM Services PMI falling below the 50 boom-bust line, strengthening expectations for a September rate cut. Affected by this, US Treasury yields fell across the board, with the 10-year Treasury yield once falling by nearly 10 basis points. It is necessary to remain vigilant against the short-term fluctuations that may be caused by the repeated changes in Trump's tariff policies. Although the US Court of International Trade once blocked Trump's previous tariff policies from taking effect, he has already appealed, and the direction of tariff policies remains uncertain...

CHINA LIT

XPeng and Huawei's blockbuster collaboration; Meta teams up with Hollywood | Recap of today's important news

TCEHY

00700

80700

HTCD

TCTZF

0217 | Dolphin Research focuses on: 🐬 Macro/Industry 1. The private enterprise symposium that was widely discussed last week has been held. General Secretary Xi Jinping attended the symposium in Beijing this morning and delivered an important speech. Ren Zhengfei, Jack Ma, Pony Ma, Wang Xing, and others were present. Although the official speech content has not yet been released, it is not difficult to see that the policy support for private enterprises will be strengthened, and AI and technology-related fields are likely to be key areas. 2. The Ministry of Industry and Information Technology and seven other departments issued the &#34;Action Plan for High-Quality Development of New Energy Storage Manufacturing Industry&#34;...

Tencent

TENCENT

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

DeepSeek

"Symposium" major benefits implemented, WeChat gray-scale testing integrates DeepSeek | Today's important news review

After repeated analyses of individual stocks in the automotive industry, Dolphin Jun increasingly believes that electrification cannot change the essence of the car manufacturing business; at most, it only resets the distribution of interests in the industry chain. Therefore, those who started making cars early to seize the First Mover advantage have not been able to achieve the advantages of planned customer acquisition in the internet space. The bloodless pioneers have mostly become the remains of pioneers in the second half of electrification. However, the hexagonal warriors with money, stores, and resources, although they are latecomers, do not hinder them from surpassing others. In 2024, Huawei's Aito M9 and Xiaomi's SU 7...

New Energy Vehicles: Changing the heart of the car cannot change the heart of the business; is intelligence the ultimate remedy? | Year-End Summary Series (6)

Huawei Digital Energy Launches FusionSolar9.0 Intelligent PV & Energy Storage Solution

China Geological Survey Mudanjiang Center and Jilin University Jointly Build Test Site

Huawei Emphasizes L3 as an Essential Stage in the Path to Full Autonomous Driving

Huawei Announces Multiple Technology Upgrades

Huawei Announces Over 18 Billion Yuan R&D Investment in Kun Intelligent Driving for 2026

Huawei Launches Smart Banking Solution at Hong Kong Tech Week

Q1 Smartphone Shipments in China Down 4%, Huawei Market Share Hits New High

Huawei Smart Electric to Launch New Brand 'Huawei Smart Power'

Huawei Cloud to Release Full Range of New AI Products

Huawei's Revenue Growth Slowed to 2.2% in 2025, Net Profit Grew 8.7%

NeurIPS Apologizes for Limiting Participation of Chinese Tech Firms

Huawei Launches HarmonyOS AI Agent Xiao Yi Claw

Chinese Wearable Devices Market Sees 20.8% YoY Growth in 2025, Huawei Leads

Huawei Launches AI Education Center to Enhance Primary and Secondary Education

Huawei Upgrades AI Solutions for Banking at Mobile World Congress

Huawei Unveils Fiber Sensing Solutions to Enhance Industry Intelligence

Huawei Unveils Stellar AI Campus Security Solution

WBBA Releases Net5.5G Standards and Huawei Launches Corresponding Products

Huawei Launches Global Demonstration Project of AI Education Platform

Huawei Launches New AI Green Site and GW-level AIDC Solutions

Huawei and partners received the GSMA Global Mobile LATAM Award for their Tech4Nature project aimed at protecting jaguars in Yucatan, Mexico. The award recognizes the project's innovative use of technology for environmental conservation. Launched in 2022, the initiative involves collaboration with various stakeholders, including the IUCN and local communities, utilizing AI and cloud solutions to monitor wildlife and enhance biodiversity conservation efforts. The project has successfully identified numerous endangered species and expanded the protected area significantly, demonstrating the impact of technology on ecological preservation and community development.

Huawei and Partners Receive GSMA Global Mobile LATAM Award for Tech4Nature Mexico Project to Protect Jaguars

Huawei(HUAWEI.NA)

Huawei and Partners Receive GSMA Global Mobile LATAM Award for Tech4Nature Mexico Project to Protect Jaguars

Huawei, JAC and Stellantis in talks to build Maserati EV, report says

03:00 ETHUAWEI WATCH FIT 5 Series Brings Secure Contactless Payments with Curve Pay

Huawei Launches "Advancing Smart Retail Across Europe" Program to Accelerate Transformation

Chinese AI companies surpass Nvidia with DeepSeek choosing Huawei before the U.S.-China summit, marking a tech self-sufficiency milestone.