Today's Important News Review | Dolphin Investment Research

0726 Dolphin Focus:

🐬 Macro/Industry

1. The National Development and Reform Commission and the Ministry of Finance released "Several Measures to Support Large-scale Equipment Updates and Trade-Ins for Consumer Goods," specifying that the NDRC will arrange around 300 billion yuan of ultra-long-term special national bond funds to support equipment updates and trade-ins for consumer goods. Today, the household appliance sector surged.

🐬 Stocks

1. New Oriental/East Buy

Last night, East Buy announced the resignation of its well-known anchor Dong Yuhui. At the same time, the company sold its subsidiary Yuhui Tongxing to Dong Yuhui for 76.585 million yuan. Since the "double reduction" policy, New Oriental has actively sought transformation. The live broadcast room of East Buy led by anchor Dong Yuhui became popular, and the stock price began to rebound. After the "short essay incident" broke out, Yu Minhong took multiple actions to elevate Dong Yuhui's position. Last night, news of Dong Yuhui's departure caused New Oriental's stock price to immediately drop, with Eastern Selection falling by over 23% today. Dolphin will make speculations in the morning review and will provide a more detailed analysis later tonight. Please leave your comments in the discussion.

🐬 Leading Sectors

SH & SZ: Agricultural machinery, household appliances, motorcycle manufacturers;

HK: Agricultural machinery, construction machinery and heavy-duty transportation equipment, household appliances;

US: Forest products, motorcycle manufacturers, real estate services.

🐬 Focus for Next Monday

1. None at the moment.

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