Today's Important News Review | Dolphin Investment Research

0729 Focus of Dolphin Jun:

🐬 Individual Stocks

1. $XD INC(02400.HK)

Recently, XD Inc. has continued to rise, mainly due to the outstanding performance of its self-developed life simulation mobile game "Heartbeat Town". After the game went online, it quickly rose to the top of the iOS free list and the top of the TapTap popular list. As of July 29th, "Town of Heartbeat" has reached 12.62 million downloads on the TapTap platform, with a rating of 8.8, ranking first on the TapTap popular list. The new game is expected to continue to drive growth, with XD Inc. rising over 12% today.

2. Alibaba

On July 26th, Taobao made intensive adjustments to its merchant rules, with three main changes: a major change in store traffic rules, clearly focusing on "experience points" as the core basis for traffic distribution; loosening "refund only" for high experience point stores. The rule adjustments have had a significant impact on Alibaba, rebalancing consumers and merchants, which will clearly benefit Taobao's revenue and profit growth in the short to medium term. Alibaba rose nearly 5% today. Dolphin Jun released a detailed analysis last Friday night, welcome to enter the App "Dynamic-Investment Research" section to read.

3. Apple

There are reports that Apple's upcoming artificial intelligence (AI) features will be released later than expected, meaning that the iOS 18 and iPadOS 18 released in September are unlikely to have AI features, which will be added in subsequent iOS 18 updates a few weeks later.

🐬 Leading Sectors

SH & SZ: Highway Passenger Transport, Highway Freight Transport, Computer and Electronic Product Retailers;

HK: Furniture/Home Furnishings/Decoration Materials Retailers, Highway Passenger Transport, Retailers;

US: Kitchenware, Furniture/Home Furnishings Manufacturers, Heavy Electrical Equipment.

🐬 Focus Tomorrow

1. Luckin Coffee will release its financial report, and Dolphin Jun will provide an analysis, stay tuned.

Risk disclosure and statement for this article: Dolphin Research Disclaimer and General Disclosure