KraneShares 2x Long BABA Daily ETF

Hot topic

09988

89988

HBBD

BABA

KBAB

BABO

BABX

With the Lunar New Year falling later, post-holiday spending shifted, leaving Dec consumption soft (retail sales +0.9% YoY). By contrast, Jan–Feb held up better (retail sales +2.8% YoY).Entering Mar, the calendar-shift distortion largely faded, allowing a cleaner read on underlying demand. March prints indicate domestic retail consumption remained weak, with signs of marginal deterioration.The weakness is mostly structural. Online physical goods faced greater pressure, while online services were resilient. By category...

BABA-W

BABA-WR

Alibaba HK SDR 5to1

Alibaba

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

China Mar. Retail Sales: Consumption Cold Snap? How Bad?

Today’s Key News Recap

NVDA

AAPL

09660

HHZD

00100

HUAWEI

02097

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

Huawei

MIXUE GROUP

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

OpenAI

DXYZ

ORCL

AMZN

GSAT

09618

89618

HJDD

TSLA

ORCL-D

AMZU

TSDD

Apr 2 | Dolphin Research focus: Stock 1, $Oracle(ORCL.US). Reports suggest Related Digital is advancing approx $16 bn in project financing for Oracle's AI data center build, mainly for hyperscale compute campuses such as 'Stargate'.Oracle's cloud &amp; AI capex plan through 2026 exceeds $50 bn. FCF has turned negative, leaving it reliant on external funding and compute contracts with OpenAI, etc...

Destiny Tech100

Oracle

Amazon

Globalstar

JD-SW

JD-SWR

JD HK SDR 10to1

JD.com

Tesla

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Direxion Daily AMZN Bull 2X Shares

GraniteShares 2x Short TSLA Daily ETF

Direxion Auspice Broad COM

Boeing

ORCL mass layoffs; BABA rolls out next-gen Qwen LLM | Daily News Recap

300750

03750

HCCD

09866

0310 | Dolphin Research Focus: 🐬 Macro/Industry1) On Mar 9 (local time), Trump said US military action against Iran would end 'very soon' but not this week. He also indicated the US would ease some oil-related sanctions to cool prices, while warning of tougher strikes if Iran blocks the strait.The remarks briefly soothed energy and financial markets, capping near-term upside in crude. They tempered expectations for a sharp oil spike in the short run.However, the conflict continues and Tehran has issued a hard-line response. Geopolitical risk has not cleared...

Taiwan Semiconductor

CATL

CATL HK SDR 30to1

NIO-SW

NIO Inc. USD OV

NIO Inc

TSM Feb revenue down MoM; Alibaba Qwen management reshuffle finalized | Daily News Recap

---

LARK

00700

80700

TCTZF

TCEHY

BYTED

HTCD

09868

XPEV

0309 | Dolphin Research Focus: 🐬 Macro/Industry 1) Middle East tensions escalated, sending Brent intraday close to $120/bbl. Nasdaq futures fell 2.32%, while VIX futures rose 7.28%.G7 finance ministers were set to hold an emergency meeting at 20:30 BJT on Mon, aiming to coordinate with the IEA to release oil reserves to steady prices. After the headlines, crude pulled back quickly.The move can cap prices in the short run and help stabilize risk sentiment. However, drawdowns are only a stopgap. If the conflict drags on, supply risks persist and energy and tech could see choppy swings...

Landmark Bancorp

TENCENT

TENCENT-R

Tencent Holdings Limited

Tencent

ByteDance

Tencent HK SDR 10to1

XPENG-W

XPeng

Global Mkts Roiled by Oil Spike; Tencent's 'Little Lobster' Wildcard Debuts | Daily News Recap

---

Square/Block

Conference Minutes

CASH

688688

Below is Dolphin Research's compiled FY25Q4 earnings call Trans for $Block(SQ.US). For the earnings analysis, see 'Block: US Alipay‑style platform slashes headcount by 40%! Is compute replacing labor?'.I. Core financial highlights review. II. Earnings call details; 2.1 Key messages from management.1) Core strategy and outlook. Rationale for the organizational overhaul: Despite strong 2025 performance, the company will reduce headcount from over 10,000 to just under 6,000...

Pathward Fin

Greenpower Motor

Block

ANT GROUP

Block (Trans): Layoff tailwinds to kick in Q2, margins to trend higher

---

Vips

Financial Analysis

VIPS

01519

03690

83690

HMTD

MPNGY

$Vipshops(VIPS.US) released its Q4 2025 results on the evening of Feb 26. Despite earlier lowering guidance, the print still came in weaker: revenue slipped back into negative growth, while expense discipline kept profit growing.Specifically: 1) Core operating metrics — GMV growth stalled again this quarter, with YoY growth under 1%, missing market expectations. The drag came from another decline in active users, down Approx. 400k YoY, and a clear drop in order frequency per user, driving total orders down 5% YoY...

Vipshops

J&T EXPRESS-W

MEITUAN

MEITUAN-WR

Meituan HK SDR 5to1

Meituan

VIPS: Negative Growth Again? 10% Shareholder Return to the Rescue

MercadoLibre

MELI

GOOG

GOOGL

ROKU

GGLS

GGLL

Below is Dolphin Research's transcript of the FY25 Q4 earnings call for $Mercadolibre(MELI.US). For our earnings take, see 'Latin America's Alibaba's Split Personality: Revenue Giant, Profit Dwarf'. I. Review of key financial metrics. II. Call details. 2.1 Management highlights. 1) Brazil e-commerce strategy: GMV accelerated (+35%) on strategic investments, notably lowering the free-shipping threshold. This boosted purchase frequency and attracted new buyers...

Mercadolibre

Alphabet - C

Alphabet

Roku

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Mercado (Trans): Will develop an in-house e-comm Agent

MART

09992

HPPD

0223 | Dolphin Research Focus: Macro/Sector. 1) Major shift in U.S. tariff policy in Feb 2026, as the Supreme Court struck down global tariffs imposed under the International Emergency Economic Powers Act (IEEPA) as unconstitutional.The White House then announced a 10% temporary tariff on all global imports effective Feb 24 (later raised to 15%). The measure lasts 150 days and requires Congress approval for extension, with exemptions for critical minerals, pharmaceuticals, and other items.Approx. $175 bn of previously collected tariffs may be refunded. Near term, trade could face disruption, while longer-term cost pressures may ease...

Allianzim US Large Cap Buffer10 Mar ETF

POP MART

POP MART HK SDR 20to1

HK stocks on fire; Pop Mart launches 'After-school Merodi' | Daily News Recap

---

K3SD

09888

89888

BIDU

00772

09898

HBUD

1205 | Dolphin Research Key Focus: 🐬 Stock 1, $BIDU-SW(09888.HK) According to reports, Kunlun Chip (Baidu's AI chip subsidiary) has initiated preparations for listing in Hong Kong, planning to submit the application in the first quarter of 2026 and complete the IPO in early 2027, with the latest valuation of approximately 21 billion RMB. Baidu is the largest shareholder. It has released products such as Kunlun Chip M100 and M300, with tens of thousands of cards deployed, serving as the core foundation of Baidu's AI computing power, and also providing computing power services to external enterprises. The news pushed Baidu's stock price to rise over 8% at one point...

BIDU ADR US

BIDU-SW

China

BIDU-SWR

Baidu

CHINA LIT

Xinyuan Real Estate

Us 12 Mth Natural Gas

WB-SW

Weibo

Baidu HK SDR 10to1

Baidu Spins Off Kunlunxin for IPO; Ele.me Completes Official Rebranding | Today's Important News Recap

SPDB Reiterates 'Buy' Rating on Alibaba (9988.HK)

Alibaba Releases Qwen3.7 Max/Plus Previews, Ranked No.1 in China on Arena

Omdia Report: Alibaba Cloud's Share in China's AI Cloud Market Rises to 38.1%, Staying No.1 in 2025

Alibaba Cloud Officially Launches QoderWork Design Desk

Alibaba Releases 2026 Fiscal Year Financial Report: Revenue Surpasses Trillion But Net Profit Plummets

Alibaba launches AI Native design workbench QoderWork

Alibaba Cloud Summit Preview: Qianwen to Welcome a "Heavyweight New Friend" on May 20

Guotai Junan Gives Alibaba a "Buy" Rating

US reportedly approves sale of Nvidia H200 AI chips to ten Chinese companies including Alibaba

Taobao Flash Sale Launches 'Orange Plan' 2.0, Alibaba Instant Retail Revenue Surges 57%

Taobao Flash Sale Announces Increased Investment to Upgrade Rider Career Protection System

CICC Maintains "Outperform" Rating on Alibaba and Raises Profit Forecast

Hundsun Electronics and Alibaba Cloud Reach Comprehensive AI Full-Stack Cooperation to Accelerate Industry Intelligence Implementation

China Galaxy International Securities issues a report, maintaining 'Add' rating for Alibaba

Alibaba to Host White & Private Label Expo 2026 in New York

Tmall enters home decoration market with AI platform 'Tmall Design Home'

Alibaba's Qianwen AI integrates with Taobao, launching AI shopping features

Alibaba Experiences Its First Quarterly Operating Loss in Five Years

Alibaba Consolidates Its Pharmaceutical Businesses Under the Unified Management of AliHealth

JPMorgan raises Alibaba's price target to HK$200, maintaining 'Overweight' rating.

KraneShares 2x Long BABA Daily ETF(KBAB.US)

BABA-W's Qwen: 'Heavyweight New Friend' to Debut at Alibaba Cloud Summit

Alibaba Files Form 13F as Investment Manager, Highlights WVR Structure

CSC Financial Remains a Buy on Alibaba Group Holding Ltd. (9988)

Report: Alibaba Cloud's Average Daily Token Revenue Surges Over 5x from Early Apr, Monthly Revenue Reaches Several Hundred Million RMB

BABA-W Enterprise-level Agent Platform "Wukong" Recently Gradually Scaling Up Deployment