Automobile Manufacturers

NIO-SW

Today’s Key News Recap

MSFT

09866

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01024

GOOG

GOOGL

09888

02076

BOSS

NVDA

01810

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89888

HBUD

BIDU

81810

HXXD

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NTES

1119 | Dolphin Research Key Focus: 🐬 Stocks 1, $Microsoft(MSFT.US), $NVIDIA(NVDA.US). Microsoft, NVIDIA, and AI startup Anthropic announced the establishment of a strategic partnership. Microsoft and NVIDIA jointly invested $15 billion in Anthropic, which committed to purchasing $30 billion worth of Azure computing power, forming a capital and technology-bound AI alliance among the three parties. Building a &#34;Capital - Computing Power - Model&#34; closed loop...

Microsoft

Jiangsu Azure Corporation

KUAISHOU-W

Alphabet - C

Alphabet

Pro Ultr Silver

iShares Silver Tr

BIDU-SW

BOSS ZHIPIN-W

HUGO BOSS AG

NVIDIA

XIAOMI-W

FL2CSOPGOLD

SPDR Gold Shares

NTES-S

NETEASE MUSIC

NIO Inc. USD OV

KUAISHOU-WR

BIDU-SWR

Baidu HK SDR 10to1

Baidu

Kanzhun

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

NetEase

Nio's intelligent driving chip supplied externally for the first time; Nvidia's earnings report countdown｜Today's important news review

LEAPMOTOR

Conference Minutes

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QCOM

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TSLA

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2026 overseas sales target: 100,000 to 150,000 vehicles

Qualcomm

GXED

LI AUTO-W

XPENG-W

ZEEKR Intelligent Tech

Tesla

BYD COMPANY

Li Auto

XPeng

BYD Company

BYD Company Limited

BYD COMPANY-R

BYD HK SDR 10to1

Leapmotor (3Q25 Minutes): 2026 sales target of 1 million units, net profit target of 5 billion.

Xpeng

VWAGY

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TSLL

TSLQ

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TSLR

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VWAPY

Achieving annual sales of one million humanoid robots by 2030 is our long-term goal.

Volkswagen AG

Volkswagen

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

SIASUN

XPeng (3Q25 Minutes): Launching seven 'dual-energy' models by 2026

Financial Analysis

TOPS

The ‘chilly’ car sales business meets the ‘hot’ AI expectations

Top Ships

Xpeng: The “Eastern Tesla” narrative unfolds – does selling cars even matter anymore?

禾赛科技

HSAI

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09618

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MOMO

PONY

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HJDD

The collaboration with BYD currently covers more than ten models, and more new models will gradually achieve mass production from 2025 to 2026.

Hesai

JD LOGISTICS

JD-SW

Bloomage Biotech

Hello

Pony AI

PONY-W

HESAI-W

JD.com

JD-SWR

JD HK SDR 10to1

Hesai (3Q25 Minutes): Lidar shipments are expected to reach at least 2 million to 3 million units by 2026

SFTBY

9984

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OPEN

UBER

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HOOD

DUOL

SPOT

601888

1105 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. China has made adjustments to its tariff policy on the United States, announcing the suspension of the previously imposed 24% tariff rate on certain imported goods originating from the United States, while retaining the 10% additional tariff rate. The policy adjustment focuses on balancing trade costs and domestic demand, specifically covering a range of goods including machinery and electronic components. In the short term, the policy will alleviate market concerns about the 'escalation of the tariff war,' while in the long term, further adjustments to tariffs will need to be assessed based on the progress of Sino-US economic and trade negotiations...

SoftBank

SoftBank Group Corp.

CTG DUTY-FREE

Opendoor Tech

Uber Tech

AppLovin

Samsung Electronics 

Unity Software

Robinhood

Duolingo

Spotify

Taiwan Semiconductor

Elon Musk reveals new information about Tesla AI5; CDF plans its first interim dividend | Today's Important News Recap

Rivian

RIVN

FLEE

It is expected that the R2 model will achieve positive gross profit by the end of 2026.

Rivian Automotive

Franklin FTSE Europe

Rivian (3Q25 Minutes): Still Confident in Achieving the Goal of Halving R2 Costs

STLA

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NVDY

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GGLL

The following are the FY25Q3 earnings call minutes compiled by Dolphin Research. For earnings interpretation, please refer to &#34;Uber: Performance is Fine, but Scared by Robotaxi Again?&#34; 1. Review of Core Financial Data Trip Count: Increased by 22%, marking the fastest growth rate since 2023. User Growth: User base grew by 17%; user activity increased by 4%. Financial Performance: Total bookings grew by 21%, with the average price per trip remaining stable; adjusted EBITDA and free cash flow reached record highs...

Sensata Tech

Stellantis NV

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Uber (Minutes): Deliberately slowing profit margin growth, AV will not be profitable for a long time

OpenAI

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ALLY

ODDS

On October 30th, after the U.S. stock market closed, $Microsoft(MSFT.US) announced its financial results for the first quarter of fiscal year 2026 ending in September. Overall, Microsoft's performance this quarter was impressive, with almost no shortcomings, and most indicators exceeded expectations. The issue is that as the most unanimously favored target, the market has very high expectations for Microsoft. It can be said that a significant outperformance is needed to surprise the market again. Moreover, the core Azure growth rate this quarter did not exceed the expectations of buyers, resulting in a lukewarm market reaction to Microsoft's performance this quarter...

After being 'superficially harmonious but actually at odds' with OpenAI, is Microsoft still appealing?