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0608 Dolphin Focus:
🐬 Individual Stocks
1. $Trip.com(TCOM.US)
As Dolphin mentioned before, after the epidemic, the investment opportunities of Trip.com mainly depend on the progress of the three major logics: 1) the supply-side clearance during the epidemic + retaliatory consumption after the epidemic, the surviving leading companies obtain greater revenue elasticity; 2) the ultimate survival environment, extreme cost reduction and efficiency improvement, bring stronger profitability to Trip.com after the epidemic; 3) the development of incremental markets during the epidemic can bring additional valuation imagination space. From this financial report, Trip.com's performance can be said to be "amazing". For specific financial report interpretation and analysis, please refer to "Trip.com: Surviving the Great Disaster and Will Prosper in the Future".
2. $BIDU-SW(09888.HK)
BIDU-SW announced that the "Wenxin Yiyu-Turbo" high-performance mode is officially open for invitation testing, and the overall performance of the reasoning service in some high-frequency and core scenarios has been improved by 50 times. At present, enterprises can apply for testing the "Wenxin Yiyu-Turbo" high-performance mode on the Wenxin Qianfan large model platform.
3. $AMD(AMD.US)
AMD will hold a press conference on June 13th to officially release the latest processor MI300, which is also regarded by many analysts as the flagship product benchmarking Nvidia GH200. It fell 5.15% with a turnover of 9.76 billion US dollars.
🐬 Leading Sectors
Shanghai and Shenzhen: Housing construction companies and industrial construction, agriculture, and consumer video electronic equipment;
Hong Kong Stock Exchange: Other mining, electronic security equipment, wireless facility equipment;
US Stock Exchange: Household appliance and furniture production, plastic products, and machinery manufacturing.
🐬 Focus Tomorrow
1. China CPI YoY, China PPI YoY; 2. NIO Inc. USD OV released its financial report, and Dolphin will provide interpretation and analysis. Stay tuned.
⚠️ The companies covered by Dolphin's research are highlighted in red in the previous text. You can search for "海豚投研" on the Longbridge App (click here to download) to access the company's complete research collection (including summaries of the company's past performance meetings).
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