Today's Important News Review | Dolphin Investment Research
0417 Focus of Dolphin Jun:
🐬 Individual Stocks
1. $ ASML.US
Dutch lithography giant ASML announced its performance, with a 22% year-on-year decrease in net sales to 5.29 billion euros in the first quarter, and a net profit of 1.22 billion euros, down 37.4% year-on-year. It is expected that net sales in the second quarter will be between 5.7 billion and 6.2 billion euros, also below expectations. ASML's U.S. stock plummeted more than 11% in after-hours trading, dragging down NVIDIA as well. Dolphin Jun will provide a detailed interpretation and analysis of the financial report tonight, stay tuned.
2. $ Apple.US
Apple CEO Cook stated after meeting with Indonesian President Joko Widodo on Wednesday that they will consider establishing a manufacturing plant in Indonesia. Apple currently does not have production facilities in Indonesia, but has established four developer academies. In recent years, Apple has been continuously seeking diversification in its supply chain, shifting some of its production capacity to Southeast Asia, a trend that is expected to continue.
3. $ Tesla.US
Tesla's Shanghai energy storage super factory is scheduled to start construction in May this year and is expected to achieve mass production in the first quarter of 2025. This is Tesla's first energy storage super factory project outside the United States. This move by Tesla will drive a significant increase in demand for energy storage batteries, bringing new growth opportunities to the lithium iron phosphate cathode material market.
🐬 Leading Sectors
Shanghai and Shenzhen: Data processing and outsourcing services, food distributors, consumer goods retailers;
Hong Kong Stocks: Heavy electrical equipment, kitchenware, consumer electronics;
U.S. Stocks: Application software, highway-freight transportation, semiconductor manufacturers.
🐬 Focus Tomorrow
1. TSMC will release its financial report, and Dolphin Jun will track and provide interpretation and analysis.
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