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Dolphin Research's Key Focus:
🐬 Stocks
1. $Macys(M.US)icrosoft.US
OpenAI's "Palace Drama" has been reversing repeatedly. Microsoft was already prepared to receive OpenAI employees, but today, under the "threat" of over 95% of employees resigning, OpenAI announced on X that the company has reached a preliminary agreement. Sam Altman will return to OpenAI as CEO and will also return with the newly formed board of directors. Sam Altman responded positively to this.
2. $Agilent Tech(A.US)libaba.US
On the day Alibaba's earnings report was released, news of Jack Ma's office insisting on holding Alibaba stocks sparked market discussions. The performance and the decision to abandon the spin-off have affected market sentiment, leading to a continuous decline in Alibaba's stock price. Today, Alibaba internally announced that Jack Ma has not sold any of his shares and will continue to hold Alibaba stocks for the long term. The internal announcement is clearly aimed at stabilizing morale, but confidence in the company needs to return to the fundamentals. The fundamental problem that needs to be addressed is how to find a new path of growth from the "twilight" of growth.
3. $CATL.CN
According to foreign media reports, CATL is considering listing in Hong Kong, possibly as early as next year. The company has not yet made a clear response to this.
4. Interpretation of core coverage company's earnings report and conference call
NVIDIA: "NVIDIA: Computing Power Emperor at Full Power? 'False Fire' Faintly Visible" and "The First Wave of Artificial Intelligence (NVIDIA 3QFY24 Conference Call)"
Kuaishou: "Stop Nitpicking! Kuaishou is 'Changing Fate' Madly" and "External Advertising Growth Benefits from Refined Operations (Kuaishou 3Q23 Earnings Conference Call)"
🐬 Leading Sectors
Shanghai and Shenzhen Stock Exchanges: Internet content and information, water and soft drinks, consumer finance;
Hong Kong Stock Exchange: Computer and electronic product retailers, professional financial services, diversified financial services;
US Stock Exchange: Silver, life science tools and services, gold.
🐬 Focus for Tomorrow
1. The US stock market will be closed on November 23 for Thanksgiving.
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