Today's Important News Review | Dolphin Research

0620 Focus of Dolphin:

🐬 Macro/Industry

1. The June LPR quotation is released, with a 1-year LPR of 3.45%, unchanged from the previous value; the LPR for 5 years and above is 3.95%, also unchanged. After a 25 basis point rate cut in February, it has remained unchanged for 4 consecutive months.

🐬 Individual Stocks

1. $Microsoft(MSFT.US)

Microsoft announced the first batch of Windows 11 AI PCs - the new Surface Pro and Surface Laptop are on the market. This is Microsoft's first Copilot+ PC, officially ushering in a new era of AI PCs. According to Microsoft's tests, the new Surface outperforms the MacBook Air equipped with an M3 chip by 58%. Microsoft aims to surpass Apple's leading position in the PC market with this new product.

🐬 Leading Sectors

SH/SZ: Shipping - freight and passenger transport, education services, coal and consumable fuels;

HK: Silver, shipping - freight and passenger transport, oil and gas exploration and production;

US: Semiconductors, OLED concepts, photovoltaic concepts.

🐬 Focus Tomorrow

1. US S&P Global Manufacturing PMI Flash, US S&P Global Services PMI Flash.

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