Today's Important News Review | Dolphin Investment Research

0801 Dolphin Focus:

🐬 Macro/Industry

1. China's Caixin Manufacturing PMI for July was 49.8, down from the previous value of 51.8, a decrease of 2 percentage points from June. This is the first time since November 2023 that it has fallen below the boom-bust line, indicating a significant decline in business activity levels, suggesting that small and medium-sized enterprises may have entered a contraction phase.

🐬 Individual Stocks

1. $BYD COMPANY(01211.HK)

BYD and Uber announced a long-term strategic partnership. The two parties plan to deploy 100,000 new BYD electric vehicles in the global market, further expanding the electric vehicle lineup on the Uber platform. They will also collaborate on future BYD autonomous driving models to deploy them on the Uber platform, indicating that the upcoming models are likely to be Robotaxi (autonomous taxi).

2. Dolphin Focus on Financial Reports and Conference Calls

Meta:《 Mag 7 Thunderous, Can "Clear Stream" Meta Withstand?》,《 Meta: What Drives Q3 Advertising Growth? (2Q24 Minutes)》

Qualcomm:《 Qualcomm: Mobile Phones Calm, AI Carries New Hope》

🐬 Leading Sectors

SH/SZ: Education Services, Highway-Railway Operators, Highway Passenger Transport;

HK: Industrial Gases, Medical Institutions, Electric Utilities;

US: Semiconductor Manufacturers, Heavy Electrical Equipment, Semiconductor Materials and Equipment.

🐬 Focus Tomorrow

1. US Seasonally Adjusted Non-Farm Employment, US Unemployment Rate;

2. Apple, Amazon, Intel, SQ, RBLX will release financial reports, and Dolphin will track and provide analysis.

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