Today's Important News Review | Dolphin Investment Research

0717 Dolphin Focus:

🐬 Macro/Industry

🐬 Individual Stocks

1. $ASML(ASML.US)

ASML's total revenue in Q2 2024 was €6.243 billion, a year-on-year decrease of 9.55% but a quarter-on-quarter increase of 18.02%, exceeding the upper limit of the €6.2 billion guidance provided by management. However, the guidance for the next quarter is generally conservative: revenue of €6.7-7.3 billion (market expectation €7.455 billion) and a gross margin of 50-51% (market expectation 51.12%). ASML's U.S. stock fell by 7% in after-hours trading. Dolphin will provide a detailed analysis tonight, stay tuned.

2. $Amazon(AMZN.US)

On July 16th to 17th, global e-commerce retail giant Amazon's annual Prime Day was in full swing. According to Momentum Commerce, which manages 50 different product category brands, sales in the first six hours of Prime Day increased by approximately 13% year-on-year. Amazon has been holding Prime Day events since 2015. This 48-hour shopping extravaganza is one of Amazon's largest promotional events of the year, akin to Amazon's version of "Singles' Day." This year's Prime Day is expected to set a new record in Amazon's sales.

🐬 Leading Sectors

SH/SZ: Human resources and employment services, retail sectors such as jewelry/toys/stationery, real estate services;

HK: Pharmaceutical retailers, household cleaning products, multi-line insurance;

US: Residential construction companies, kitchenware, managed healthcare.

🐬 Tomorrow's Focus

1. TSMC and Netflix will release their financial reports, and Dolphin will track and provide analysis.

Risk Disclosure and Statement for this article: Dolphin Research Disclaimer and General Disclosure