Hi, I am Dolphin Research!CATL (1Q26 Trans): Q2 builds remain fully booked; capacity utilization holds at 85%-90%.CATL: The Unassailable TSM of the Energy AgeASML (Trans): No order data; 2028 visibility too far out.ASML: AI fever is on—Is the litho selloff a head fake?Anthropic may roll out Opus 4.7 as early as this week; NVDA's quantum model targets baryons | Daily News RecapAI Power Crunch: Who Can Fill the Gap and Reignite?SAIC-GM-Wuling teams up with CATL; ORCL inks 2.8GW fuel-cell deal | Daily News RecapTrump’s return to office is not far off. Risk appetite can start to recoverMiniMax M2.7 open-sourced globally; AAPL's first foldable slated for Fall 2026 | Daily News RecapRKLB: SpaceX's most dangerous rival?TSM revenue growth eases concerns; Horizon Robotics starts buyback | Daily News RecapAI’s Hard Limit: Compute Boom Meets a Power Crunch; Gas Turbines the Hidden Boss?NIO ES9 Debuts Tonight; Qunhe Tech races to be first IPO among Hangzhou’s Six | Daily News RecapSpaceX Challengers: Can Bezos and China Inc. Catch Up?ORCL mass layoffs; BABA rolls out next-gen Qwen LLM | Daily News RecapMingming Busy (Trans): 2026 same-store performance to beat 2025Mingming Busy: Careful on category expansion. Can niche snacks win?HK market kicks off Apr. with a rally; BILI overhauls recommendation engine | Daily News RecapSungrow (4Q25 Trans): 2026 ESS shipment target up ~40%-50%Sungrow: Bolt From the Blue. ESS Is Hot — Has Sungrow Cooled?MNSO: Large-format stores fuel rev., overseas boosts profit; Is IP retail set for tailwinds?BOE: Cycle Too Punishing — Even the Leader Only Earning Thin Margins?Zhipu: RMB 700mn profit vs. RMB 3.2bn loss? Dream first—fretting over losses is small-mindedZhipu (Trans): Tech-Driven, Focus on Advancing the Model FrontierTencent ramps up AI agents; BABA unveils Qwen3.5-Omni | Daily News Recap