1106 ｜Dolphin Research Key Focus:

🐬 Individual Stocks

1、$XPeng(XPEV.US)

On November 5th, during XPeng Technology Day, the new generation humanoid robot IRON was officially unveiled and topped the trending searches, even sparking discussions suggesting it was "a real person in disguise." It features a bionic design with 82 degrees of freedom in the body and 22 in the hands, equipped with 3 Turing AI chips and a large physical world model, with a total computing power of 2250 TOPS, and debuts solid-state battery technology. The robot is planned for mass production by the end of 2026, with initial applications in guidance and industrial inspection scenarios.

2、$Moutai(600519.SH)

Kweichow Moutai announced plans to repurchase shares using its own funds of 1.5-3 billion RMB (repurchase price not exceeding 1887.63 RMB per share) for the purpose of cancellation and capital reduction; it also announced the 2025 interim profit distribution plan, proposing a cash dividend of 23.957 RMB per share (tax included), totaling 30 billion RMB, marking the second interim dividend since listing. The interim dividend shortens the investor return cycle. During market volatility, this move effectively conveys the company's confidence in its own value, stabilizing stock price expectations.

3、Dolphin Research Key Focus on Financial Reports and Conference Calls

Applovin:《Without the High-Growth Violent Aesthetics, Is Applovin Still Attractive?》、《Applovin (Minutes): Current Week-on-Week Growth Rate of New User Spending on Self-Service Platform Reaches 50%》

Qualcomm:《Qualcomm: Shedding the "Mobile Stock" Label, Is AI Computing Power the "New Hope"?》、《Qualcomm (Minutes): AI Chip Details and Performance Metrics to be Announced Early Next Year》

Robinhood：《Robinhood: Fourfold in a Year, Is the King of U.S. Retail Investors Really That Impressive?》

Unity：《Unity: Patience is Key, Transformation Underway》、《Unity (Minutes): Unique Runtime Data Holds Monetization Growth Value》

🐬 Leading Sectors

Shanghai and Shenzhen: Aluminum, Semiconductor Manufacturers, Precious Metals and Minerals;

Hong Kong Stocks: Aluminum, Semiconductor Manufacturers, Highway-Freight;

U.S. Stocks: Tires and Rubber, Marine Ports-Operators, Real Estate Brokerage Companies.

🐬 Focus for Tomorrow

1、Airbnb, Block, Monster to release financial reports.

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