Today's Key News Review | Dolphin Research
0531 Dolphin Analyst Focus:
🐬 Macro/Industry
1. China's official manufacturing PMI in May was 48.8, down 0.4 percentage points from the previous month, below the critical point, and the manufacturing prosperity level fell slightly; the non-manufacturing business activity index in May was 54.5, down 1.9 percentage points from the previous month, still above the critical point, and non-manufacturing continued to recover.
🐬 Individual Stocks
1. $ Apple.US
Officially sent a preview email for the 2023 Apple Worldwide Developers Conference (WWDC23) to developers, with the theme "Coding the New Universe". The event page also includes a prompt for "wearable AR device browsing", and some users have noticed the VR "hidden Easter eggs" on the page, which may mean that the long-rumored MR is coming.
2. $ BIDU-SW.HK
Today, it officially announced the establishment of a 1 billion yuan "Baidu Wenxin Investment Fund", which focuses on investing in and incubating high-quality start-ups in the large-scale field, providing them with one-stop resources including funds, technology, and talent. At the same time, Baidu will launch the "Wenxin Cup" entrepreneurship competition, with the highest award being an early investment worth 10 million yuan, which has already started registration. This may provide a clear path for the venture capital circle and once again promote the ecological prosperity of the large-scale field.
🐬 Leading Sectors
Shanghai and Shenzhen: IT infrastructure software, design and engineering software, automobile and ship electronic manufacturing;
Hong Kong Stock Exchange: Business support services, electronic security equipment, wireless facility equipment;
US Stock Market: Automobile and ship electronic manufacturing, audio electronic manufacturing, general consumer electronic manufacturing.
🐬 Tomorrow's Focus
1. China Caixin Manufacturing PMI, US ADP Employment, US Markit Manufacturing PMI Final Value, US ISM Manufacturing PMI;
2. The Fed releases the Beige Book on economic conditions; FOMC voters and Philadelphia Fed President Harker participate in discussions on the global macroeconomic and monetary environment;
3. Dolphin Analyst will continue to track and interpret financial reports, stay tuned. ⚠️ In the above text, the company names highlighted in red by Dolphin Jun can be searched for on the Longbridge App (click here to download) under "Dolphin Research" to access all research collections for the corresponding company (including summaries of past performance meetings).
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