Hi, I am Dolphin Research!BIDU (Trans): Full-Stack AI Edge—Cost Efficiency & Deployment StabilityBIDU: Little Else to Lean On — All in on Kunlun chipsChina Apr retail sales: Q2 under pressure?Xiaomi YU7 GT launches Thu; Li Auto L9 misses ests., shares plunge | Daily News RecapHTHT (Trans): Mid-to-upscale brands show stronger overall RevPAR recoveryHTHT: Leaner and unburdened, still a top performer in hotels!Leapmotor (Trans): Q2 GPM guide at 12–13%; confident to hit 1m unitsLeapmotor: Aiming for 1mn Units, Is GPM the First to Slip?Xiaomi YU7 GT slated for end-May launch; XPeng GX flagship to debut next week | Daily News RecapAMAT (Trans): Semi equipment up 30%+ for the year; GPM trending higherSMIC (Trans): Foundry prices edging higher; pricing tailwind to persistCapex Boom Ahead: Can AMAT Catch the Windfall?Price hikes and a fresh story — is SMIC set to rally?JD (Trans): Q2 3C & Appliances Under Greater Pressure; Margins Set to Improve FurtherJD: Earnings Power Intact as state subsidies fadeNVDA H200 curbs show fresh signs of easing; XPEV eyes EU vehicle manufacturing | Daily News RecapBABA (Trans): E-com Steady, AI PushBABA: E-comm Steps Back, AI Takes Lead; Cash Burn Not a ConcernTencent (Trans): H2 investment to ramp up; cloud to accelerate, stronger LLM to launchAtour (Trans): Focus on leisure; retail is customer-firstATAT: Hotels Rebound, Retail Soars — Has the industry's 'indie chic' finally broken out?Tencent: No Longer Resting on Laurels; AI Is the Way Forward