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0628 Dolphin Focus:
🐬 Macro/Industry
1. The Hong Kong Stock Exchange announced that it will launch weekly Hang Seng Tech Index options on September 2. The plan is subject to regulatory approval. HKEX will provide a 50% trading fee discount for this product until further notice. The Securities and Futures Commission fees for the first six months after the product launch will also be exempted.
🐬 Stocks
1. $Alphabet(GOOGL.US)
Google announced the release of Gemma 2, a large language model for global researchers and developers. Gemma 2 comes in two sizes: 9 billion (9B) and 27 billion (27B) parameters. Compared to the first generation, it has higher performance, improved inference efficiency, and significant security enhancements.
2. $Apple(AAPL.US)
The Apple Vision Pro domestic version has officially launched with a starting price of up to 29,999 yuan. Major Chinese internet companies such as Tencent Video, Migu, JD.com, and Taobao have made targeted application adaptations. Apple released its first mixed reality MR device, Vision Pro, in June 2023. The high pricing and heavy device restrictions have limited the popularity of this high-tech product. The domestic version is still priced high, and Dolphin will continue to monitor the progress of the affordable version of Vision Pro, which is expected to be launched by the end of 2025.
3. $LI AUTO-W(02015.HK)
Li Auto's 2024 Smart Driving Summer Launch Event will be held on July 5 at 20:00 in the official live broadcast room. The event will announce the major upgrades that Li Auto's intelligent driving products will undergo and the technical solutions for achieving autonomous driving. Starting in May, Li Auto reduced the size of its intelligent driving team. In June, Li Auto publicly announced the end of layoffs in the intelligent driving department. In the current new energy battle, intelligent driving is an area that cannot be ignored. Stay tuned to see if the launch event reveals any new highlights.
4. $GEELY AUTO(00175.HK) will release its financial report tonightThe Dolphin will track and provide interpretation and analysis.
🐬 Leading Sectors
Shanghai and Shenzhen: Retailers of consumer goods, integrated oil and gas companies, various utilities;
Hong Kong: Oil and gas storage and transportation, aerospace and defense, integrated oil and gas companies;
US Stock Market: Paper products, shipping ports - operators, application software.
🐬 Focus for Next Monday
1. China Caixin Manufacturing PMI;
2. US final value of S&P Global Manufacturing PMI, US ISM Manufacturing PMI;
3. Hong Kong Special Administrative Region Establishment Day, Hong Kong stock market closed on July 1st (Monday) for a day.
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