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0731 Dolphin Focus:
🐬 Macro/Industry
1. China's official manufacturing PMI for July was 49.4, down slightly from the previous value of 49.5. The PMI decreased month-on-month, remaining below the boom-bust line. Seasonally, the average PMI for July showed a slight decline compared to June. The year-on-year changes in direction and magnitude this year are in line with seasonal patterns, but the absolute level remains significantly weaker than the same period in previous years.
🐬 Individual Stocks
1. $JIUMAOJIU(09922.HK)
Jiumaojiu's subsidiary, Tai Er Suancai & Fish, has reached a strategic cooperation with Meituan, planning to explore more in-home and in-store business sectors, and plans to open 50 brand satellite stores by 2024. Prior to this, at the end of May this year, Tai Er had already opened "smaller storefronts, fewer employees, no dining in" stores in four cities: Guangzhou, Shenzhen, Shanghai, and Xiamen. The large-scale opening of satellite stores is beneficial for increasing traffic and revenue streams, easing performance pressure. Stimulated by the positive news, Jiumaojiu rose by over xx% today.
2. Dolphin Focus on Financial Reports and Conference Calls
Microsoft: "Microsoft: No Miracle for Dali, AI Dream Stalled?", "Microsoft: How to Grasp the Pace of AI Investment"
Luckin Coffee: "Kudi 'Not Dead', Luckin 'Already Old'?", "Luckin: Will Adjust Store Opening Speed According to Competition (2Q24 Conference Call)"
AMD: "AMD: Big Factories Hoarding, AI Guidance Moving Up Again", "AMD: MI350 to Compete with Blackwell (24Q2 Conference Call Summary)"
🐬 Leading Sectors
SH/SZ: Financial exchanges and data, sports facilities, medical institutions;
HK: Motorcycle manufacturers, food retailers, life science tools and services;
US: Shipping Ports-Operators, Oil and Gas Refining and Marketing, Food Distributors.
🐬 Focus Tomorrow
1. US Federal Reserve Interest Rate Decision (Upper Limit), US S&P Global Manufacturing PMI Final Value, US Construction Spending MoM, US ISM Manufacturing PMI;
2. China Caixin Manufacturing PMI;
3. Meta, Qualcomm, ARM to release financial reports, Dolphin will track and provide interpretation analysis.
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