Today's Important News Review | Dolphin Investment Research
0418 Focus of Dolphin Jun:
🐬 Macro/Industry
1. The State Council Information Office held a press conference to introduce the financial operation and foreign exchange situation in the first quarter of 2024, frequently mentioning the "low-altitude economy." In early trading today, A-shares continued to rise strongly, with the Shanghai Composite Index hitting a new high for the year, and the sectors of flying cars, small home appliances, and humanoid robots leading the gains.
🐬 Individual Stocks
1. $ Taiwan Semiconductor.US
Against the backdrop of strong demand for AI chips, Taiwan Semiconductor, the world's largest chip foundry, reported a net profit of NT$ 225.485 billion in the first quarter, an 8.9% year-on-year increase, outperforming market expectations. Taiwan Semiconductor rose over 4% in after-hours trading. Dolphin Jun will provide a detailed analysis tonight, stay tuned.
2. Core Focus on Financial Report Analysis and Conference Calls
ASML: "ASML: Performance Collapse, Can AI Wind Blow to Lithography Machines?" and "ASML: Transition in 2024, Rise in 2025 (FY24Q1 Conference Call Summary)"
🐬 Leading Sectors
Shanghai and Shenzhen: Copper, various types of insurance, life and health insurance.
Hong Kong Stocks: Fertilizers and pesticides, various types of insurance, motorcycle manufacturers.
US Stocks: Aviation - Passenger transport, heavy electrical equipment, precious metals and minerals.
🐬 Focus Tomorrow
1. Netflix will release its financial report, and Dolphin Jun will track and provide analysis.
Risk disclosure and statement for this article: Dolphin Research Disclaimer and General Disclosure