AWS & OpenAI Ink Computing Agreement; Ele.me Starts Name Change｜Today's Important News Recap
1104 ｜Dolphin Research Focus:
🐬 Individual Stocks
1.$Amazon(AMZN.US)
Amazon Web Services (AWS) announced a $38 billion (approximately RMB 270 billion) computing power contract with OpenAI,where OpenAI will immediately utilize hundreds of thousands of NVIDIA GPUs from AWS, with the potential to scale up to tens of millions of CPUs. AWS will also build dedicated infrastructure to support model training and inference tasks. For AWS, this move is a key strategy to counter the growth momentum of Microsoft Azure and Google Cloud, aiming to consolidate market advantages by partnering with leading AI companies. The actual implementation effects require long-term monitoring.
2.$Alibaba(BABA.US)
The latest beta version of the Ele.me App has been officially renamed to "Taobao Flash Sale," with the interface simultaneously enhancing instant retail scenarios, integrating services such as food delivery, fresh produce, and local supermarkets. The renaming reflects Alibaba's strategic intent to integrate "e-commerce traffic + local instant delivery," potentially leveraging Taobao's vast user base to support its local lifestyle business.
3.$POP MART(09992.HK)
Recently, Pop Mart's first store in the Middle East opened grandly at Hamad International Airport in Doha, Qatar. This store is also Pop Mart's first global 24/7 offline store.The store focuses on airport passenger flow scenarios, featuring popular IP blind boxes and limited edition products, marking its further expansion into the Middle Eastern market.
4. Dolphin Research Focus on Earnings Reports and Conference Call Minutes
PLTR: "Palantir: Is the Valuation Too Forward-Looking, Backlash Coming?", "Palantir (Minutes): Customers No Longer Satisfied with Single Scenarios but System Restructuring"
🐬 Leading Sectors
Shanghai and Shenzhen: Forestry Products, Diversified Banks, Stadiums and Other Leisure Facilities
Hong Kong Stocks: Research and Consulting Services, System Software, Commercial and Residential Mortgage Financing;
U.S. Stocks: Highway Passenger Transport, Retailers, Diversified Real Estate Activities.
🐬 Focus for Tomorrow
1. U.S. ADP Employment Change, U.S. S&P Global Services PMI Final, U.S. ISM Non-Manufacturing PMI.
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