Xiaomi YU7 debuts, is the Model Y "killer" coming? TSMC's November sales turn negative month-on-month | Today's important news review

1210 Dolphin's Key Focus:

🐬 Macro/Industry

1. Yesterday, the Political Bureau meeting was held, and information such as "implementing a more proactive fiscal policy and moderately easing monetary policy" stimulated the market. However, today both Hong Kong and A-shares opened high but then fell back, indicating that market confidence remains insufficient. Although the qualitative aspects of this Political Bureau meeting show sufficient sincerity, moving forward, the market should pay more attention to the important economic targets for 2025 during the upcoming Central Economic Work Conference and next year's Two Sessions, such as the deficit ratio, GDP growth rate, inflation, and other key quantitative targets.

🐬 Individual Stocks

1. $ XIAOMI-W(01810.HK)

Xiaomi's second car, the YU7, has had its appearance and performance revealed. Xiaomi officially submitted the filing for its second electric vehicle "YU7" to the Ministry of Industry and Information Technology yesterday, with an expected official launch in June or July next year. From the images provided by Xiaomi, the overall design of the YU7 is quite similar to the SU7, targeting Tesla's best-selling Model Y. Since its release, the Xiaomi SU7 has been a bestseller, and the potential of the YU7 should not be underestimated.

2. $ Taiwan Semiconductor(TSM.US)

Taiwan Semiconductor announced its sales figures for November, reporting sales of NT$276.06 billion, a year-on-year increase of 34%, but a month-on-month decline of 12.2%. Concerns about the slowdown in data center construction persist. The cumulative sales for the first 11 months of this year are approximately NT$2.62 trillion, a year-on-year increase of 31.8%.

3. $ Alphabet(GOOGL.US)

In the recently hot field of quantum computing, Google's quantum lab has achieved a significant breakthrough: the launch of the quantum computing chip Willow. According to the company, Willow can complete a task in five minutes that would take a supercomputer 730 trillion times the age of the universe to accomplish, and even the fastest supercomputer in the world would take 1,025 years to complete the same task.

🐬 Leading Sectors

Shanghai and Shenzhen: Data processing and outsourcing services, catering services, food distributors;

Hong Kong stocks: Office services and supplies, recreational facilities such as sports venues, personal care products;

U.S. stocks: Kitchen utensils, silver, precious metals, and minerals.

🐬 Tomorrow's Focus

1. U.S. seasonally adjusted CPI month-on-month, U.S. unadjusted CPI year-on-year, U.S. unadjusted core CPI year-on-year;

2. Boss Zhipin will release its financial report, and Dolphin will track and provide interpretative analysis.

The risk disclosure and statement of this article: Dolphin Investment Research Disclaimer and General Disclosure