Today's Important News Review | Dolphin Investment Research

0812 Focus of Dolphin Jun:

🐬 Macro/Industry

1. On August 11, the "Opinions on Accelerating the Comprehensive Green Transformation of Economic and Social Development" issued by the CPC Central Committee and the State Council was released. This opinion is a top-level design document for accelerating the comprehensive green transformation of economic and social development, and it is also the first time at the central level to systematically deploy the acceleration of the comprehensive green transformation of economic and social development. Today, wind power, photovoltaics, and new energy sector stocks are active.

🐬 Individual Stocks

1. $Apple(AAPL.US)

There are reports that Apple is expected to launch a new iPhone SE as early as the beginning of next year, upgrading its entry-level model for the first time since 2022. This new device is expected to be equipped with the A18 chip and run on the new iOS 18.1 system to support its generative AI capabilities. Additionally, the iPhone SE 4 may also support Face ID and a USB-C port, making it one of the most significant changes in the SE series products in history. Mass production is expected to start in October this year. Today, several Apple concept stocks in the Hong Kong stock market rose.

2. Dolphin Jun Focus on Company Financial Reports and Conference Call Minutes

Unity: "Rising Unreasonably, But 'New' Unity Holds Promise", "Unity: Talking About Goals Too Early, Execution is the Top Priority Now (2Q24 Conference Call Minutes)"

Tonight, Beike and Yuewen Group will release their financial results, and Dolphin will track and provide interpretation and analysis.

🐬 Leading Sectors

SH/SZ: Pharmaceuticals, medical product distributors, biotechnology;

HK: Industrial gases, silver, consumer electronics;

US: Medical information services, paper products, pharmaceuticals.

🐬 Focus Tomorrow

1. US PPI MoM, US PPI YoY;

2. Sea, Tencent Music to announce financial results, Dolphin Jun will track and provide interpretation and analysis.

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