Today's Important News Review | Dolphin Research

0624 Dolphin Focus:

🐬 Macro/Industry

1. From January to May, the national general public budget revenue was 9.6912 trillion yuan, a year-on-year decrease of 2.8%. Stamp duty revenue was 150.5 billion yuan, a year-on-year decrease of 18.6%. Among them, securities transaction stamp duty was 43.9 billion yuan, a year-on-year decrease of 50.8%, indicating a continued reduction in trading funds in the securities market.

🐬 Individual Stocks

1. $Alibaba(BABA.US)

Taobao Vision Pro has been updated to version 2.0. In addition to deep cooperation with brands such as Mason Margiela, MAC, and Midea in "virtual makeup" and "smart home" areas, the more anticipated feature is Xiaomi SU7's "virtual test drive". Today, Xiaomi SU7 has opened reservations for "virtual test drives" on the Taobao Vision Pro homepage, allowing users to simulate test driving experiences, bringing a new "test drive at home" experience to users. On June 28th, the Apple Vision Pro domestic version will be officially launched.

🐬 Leading Sectors

Shanghai and Shenzhen: Diversified chemicals, oil and gas exploration and production, clothing retailers;

Hong Kong: Tobacco, residential construction companies, diversified support services.

US Stock Market: Professional consumer services, aluminum, kitchenware.

🐬 Tomorrow's Focus

1. None.

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