Today's Important News Review | Dolphin Investment Research

1010 Dolphin's Focus:

🐬 Macro/Industry

1. The central bank announced the establishment of "securities, funds, insurance companies exchange convenience", supporting eligible securities, funds, and insurance companies to pledge assets such as bonds, stock ETFs, and SSE 300 component stocks to exchange for high-grade liquid assets such as national bonds and central bank bills from the People's Bank of China. The initial operation scale is 500 billion yuan, and the operation scale may be further expanded in the future. After two consecutive days of decline after the holiday, the market saw a wave of recovery today.

🐬 Individual Stocks

1. $Tesla(TSLA.US)

Tesla will hold the highly anticipated "WE, ROBOT" conference at 10:00 am on October 11th Beijing time, announcing its long-delayed autonomous taxi Robotaxi. Musk has been planning the layout of the autonomous taxi network for many years, originally intended to be launched in 2023, but it was not successful and has been postponed until now. The market is highly focused on this, and if Tesla Robotaxi is successfully launched, it will achieve Musk's "second chapter" goal proposed in 2016. Not only Tesla, but also Uber, as well as domestic companies such as Baidu and XPeng, are actively exploring this blue ocean. The release of Tesla Robotaxi will once again provide strong impetus to autonomous driving.

🐬 Leading Sectors

A-shares: Residential construction companies, construction and engineering, coal and consumable fuels;

Hong Kong stocks: Construction and engineering, automotive retailers, hotel resorts, and cruise ships;

US stocks: Reinsurance, tires and rubber, hotel resorts, and cruise ships;

🐬 Tomorrow's Focus

1. US PPI MoM, US PPI YoY, US one-year inflation rate expectations preliminary value.

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