Today's Important News Review | Dolphin Investment Research

0813 Dolphin Focus:

🐬 Macro/Industry

1. ChatGPT posted on social media X that the GPT-4o model of the chatbot family has been updated, emphasizing that it is not the latest API-end GPT-4o 0806 model from OpenAI. This is most likely the "Strawberry" project that the OpenAI internal team was reported to be developing last month. Compared to passive "query answering," the new model focuses on enhancing "reasoning ability," allowing large models to plan ahead for autonomous and reliable internet browsing, conducting "deep research" as defined by OpenAI. If this is truly achieved, it will be another important exploration and advancement in AI capabilities.

🐬 Individual Stocks

1. Tesla

Tesla has adjusted its sales strategy for its electric pickup truck Cybertruck, ceasing to accept orders for the cheapest version priced at $61,000, while the higher-priced $100,000 version of Cybertruck can be ordered immediately for delivery as early as this month. This strategy indicates that demand for Cybertruck may be lower than expected.

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

Ke Holdings: "Can the 'One Body, Three Wings' Help Ke Holdings Soar Again?", "Ke Holdings: How is the Progress of Home Decoration and Leasing Business?"

China Literature Group: "China Literature: Stable Online Literature, New Lila Explosion"

Tonight Sea and Tencent Music will release their financial reports, and Dolphin will track and provide interpretation and analysis.

🐬 Leading Sectors

SH/SZ: Sports facilities, financial exchanges and data, electrical components and equipment;

HK: Real estate services, industrial gases, data processing and outsourcing services;

USt: Shipping ports-operators, gold, silver.

🐬 Focus Tomorrow

1. US Seasonally Adjusted CPI MoM, US Seasonally Adjusted Core CPI MoM, US Unadjusted CPI YoY, US Unadjusted Core CPI YoY;

2. Tencent, Geely to release financial reports, and Dolphin will track and provide interpretation and analysis.

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