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0606 Dolphin Focus:
🐬 Macro/Industry
1. HKEX announced that the dual counter model will be officially launched on the 19th. 21 securities, including Alibaba, BIDU-SW, Kuaishou, Xiaomi, and MEITUAN-W, will be designated as dual counter securities by the exchange and will take effect from the launch of the dual counter model. With the launch of the new RMB counter, it will provide potential investors with more investment flexibility and stock liquidity.
2. The final value of the US May Markit Services PMI was 54.9, with an expected value of 55.1 and a previous value of 55.1. After the slight recovery of the service industry in April, there are signs of a downturn again, especially since the consumption of its own stock orders is too fast, and inventory backlog is obvious. The inventory sentiment has directly changed from the contraction zone to the expansion zone of 61, which means that the surveyed people generally believe that the current service supply is too much, far exceeding market demand. There is a certain contradiction with the booming employment in the service industry, especially the blue-collar service industry in May. It needs to be observed whether it is a short-term fluctuation. However, after the relatively weaker release of the service industry PMI last night, the stock index fell slightly.
🐬 Individual Stocks
1. $Apple(AAPL.US)
At today's Apple WWDC2023 developer conference, "One more thing", Apple's first VR headset Vision Pro was officially released, with a price of up to $3,499, far exceeding market expectations. However, in the current context of sluggish demand in the consumer electronics market, it remains to be seen whether the expensive Vision Pro can boost Apple's performance and drive the development of the AR/VR field. After the price of Vision Pro was announced, Apple's stock price turned from rising to falling, and finally closed down 0.76%. Most of the Apple MR concept stocks opened lower this morning.
2. $Unity Software(U.US)
Apple announced that it is cooperating with game development software manufacturer Unity, as a step in the release of its MR headset device Vision Pro, which caused Unity's stock price to soar 26% and trigger a fuse during the trading day, and finally closed up more than 17%.
🐬 Leading Sectors
Shanghai and Shenzhen: Housing construction companies and industrial construction, coal and uranium mining, household appliances and furniture production; Hong Kong stocks: Electronic security equipment, media and publishing services, marketing and printing services;
US stocks: Audio electronics manufacturing, financial software and services, other retail.
🐬 Focus tomorrow
1. US weekly API crude oil inventories, US trade accounts;
2. China's trade accounts, China's foreign exchange reserves.
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