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Today's Important News Review | Dolphin Investment ResearchSea: Will the good growth trend of e-commerce and gaming continue?Sea: Beat the "ghost stories", Southeast Asia's “little Tencent” still impressiveTencent Music: Minor flaws but a sharp drop, was it wrongly killed?Today's Important News Review | Dolphin Investment ResearchBeike: Progress of home decoration and leasing businessesCan the "Three Wings" strategy help Beke holdings soar again?Yuewen: Online literature stabilizes, Xinli pulls up explosivelyToday's Important News Review | Dolphin Investment ResearchUnity: Too early to talk about goals, execution is the top priority now (2Q24 conference call minutes)Rapid and irrational surge, but the future of "new" Unity is promisingToday's Important News Review | Dolphin Investment ResearchSMIC: 12-inch wafer production capacity approaching full load (24Q2 conference call minutes)Focus Media: Rising in pessimism, is it a true recovery or a false rebound?China Mobile: 1 billion users on borad, setting sail for trillion-yuan revenueSMIC: Spreading its wings against the wind, delivering satisfying guidanceDisney: Expecting the Experience revenue to maintain flat next quarter (3Q24FY conference call)Shopify: Amazon "lying down", independent e-commerce "rising"?Disney: Theme park unexpectedly cooling down, can the reversal continue?Airbnb: Is there a downgrade in travel consumption?Today's Important News Review | Dolphin Investment Research
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