Kuaishou: Continued environmental pressure in the second half of the year, focusing on content e-commerce (2Q24 conference call minutes)Vipshop: Will the profit decline in the second half of the year?Mona delivery + overseas expansion drive monthly deliveries back to 20,000 in the third quarter (XPeng 2Q24 conference call minutes)POP MART: Is Pinduoduo's overseas expansion "too low"? Cultural goods demonstrate the decent example for oversea expansion!The decline of influencers, is Kuaishou also slowing down?Vipshop: Under the depression, only the weak get weaker?XPeng: Facing challenges in sales volume, finally getting some hope?Today's Important News Review | Dolphin Investment ResearchUS Stocks: Was scary, but now back to normal?Hikvision: Both government and enterprises are tightening their belts, the security industry is not "replacing equipment"JD.com: Can the better-than-expected profits be sustained? How will the competitive landscape change?JD's "counterattack"? Overthinking!Maintain the target of selling 250,000 units in 2024 with a full-year gross profit margin of 5% (Leapmotor 2Q24 conference call minutes)Alibaba: When will Taobao's situation improve, and when will the younger brother become profitableThe "big brother" fell short of expectations, the little ones doing their bestLeapmotor: Both revenue and gross profit fall short of expectations, can the downturn be reversed at the overseas end?Tencent Music: What supports performance after the net increase in members slows down? (2Q24 performance conference call minutes)Today's Important News Review | Dolphin Investment ResearchMacro pressures exist, but Tencent is not lacking in profit adjustment points (2Q24 conference call minutes)Tencent: A detailed analysis of the "awesome" performanceGoerTek: Traditional business repaired, VR difficult to see improvement