Surat Stock：Zhitong Hong Kong stocks have long known ｜ National Frequency will continue to study reserve new real estate destocking, market policy and measures and measures for domestic summer outbound tourism.

National Society: Continue to study reserve new real estate destocking, stabilizing market policies and measures

On June 7, the Executive Meeting of the State Council was held. The meeting studied policy measures to promote high -quality development of entrepreneurial investment, and listened to the report on the current situation of the real estate market and the next new model of real estate development.

The meeting pointed out that the development of the real estate industry has been related to the vital interests of the people, and the economic operation of the people is related to the overall situation of economic operations and financial stability.It is necessary to fully understand the new changes of the supply and demand relationship of the real estate market, comply with the people's new expectations of high -quality housing, and strive to promote the implementation of policies and measures to implement the implementation of policies and measures, and continue to study reserve new destocking and stable market policies and measures.For the digestion and activation of existing real estate and land, we must not only emancipate the mind and broaden their ideas, but also be safely grasped and solidly advanced.It is necessary to accelerate the construction of a new model of real estate development, improve the "market+guarantee" housing supply system, reform related basic systems, and promote the steady and healthy development of the real estate market.

【Great Possession】

Most of the three major indexes of US stocks rose, most of the stocks rose mostly

As of the closing of U.S. stocks overnight, the Dow rose 69.05 points, an increase of 0.18%, at 38868.04 points; the NATO index rose 59.40 points, an increase of 0.35%to 17192.53 points;EssenceGME.US (GME.US) fell 12%, Apple (Aapl.us) fell 1.9%, and Nvda.us rose 0.7%.Most of the popular stocks rose, and Pinduoduo rose more than 3%Surat Stock. Bilibili, Tencent Music, and Alibaba rose more than 1%, JD.com and Vipshop would rise slightly.

The biggest incident this week is the Federal Reserve interest rate resolution announced at 2:00 on Thursday, Beijing time. This meeting will be the most critical time this year, because the Fed Chairman Mn Powell may provide the most clear about the interest rate schedule to date.hint.

【Hot Stores】

Market analysis: Powell's conference speech is expected to suggest that the Federal Reserve reduced interest rates twice in 2024

The FOMC meeting in June will be one of the most critical meetings this year, as Fed Chairman Powell may give the scorching hint to the schedule of interest cutting.The new dot -matrix map may show 25 basis points two times this year, while the March version is three times.Since the meeting from April 30 to May 1, economic growth indicators have continued to decline unexpectedly -even if inflation data meets expectations -Powell's speech at a press conference is expected to be relatively pigeon.

Chen Maobo: Hong Kong Investment Corporation will sign a contract with Hong Kong production "unicorn" and enterprises hope that the innovation ecosystem will be more active

Zhitong Finance APP was informed that on June 9, Chen Maobo, director of the Financial Department of the Hong Kong Special Administrative Region Government, said that Hong Kong Investment Management Co., LtdJaipur Investment. (Hong Kong Investment Corporation) will be a "unicorn" of Hong Kong -made Hong Kong -based models and intelligent manufacturing (unicorn "(unicorn" (unicorn "(unicorn" (unicorn "(Generally, it does not exceed 10 years, and the market valuation of more than 1 billion US dollars) has signed a strategic cooperation agreement, including expanding the research and development investment and talent training in Hong Kong, and promoting the application of large models in the Guangdong -Hong Kong -Macao Greater Bay Area.Digitalization and intelligent transformation of regional economy.

In May, the scale of foreign exchange reserves rose rising to the central bank of India to suspend the increase in holdings

On June 7, the State Administration of Foreign Exchange announced the data of foreign exchange reserves at the end of May 2024.As of the end of May, my country's foreign exchange reserve scale was US $ 3232 billion, an increase of 31.2 billion US dollars from the end of April, an increase of 0.98%.According to the official reserve assets updated on the official website of the Foreign Exchange Bureau, in May 2024, the official gold reserves of Indian India were 72.8 million ounces, which was the same as last month.Holding gold reserves.

India's summer outbound tourism has now been predicting the first wave of reservations for a small peak

According to the Indian News Network, with the end of the college entrance examination, India's outbound tourist tour has now been reserved the first wave of reservations.Platform big data shows that at present, the number of air tickets for summer outbound travel tickets has increased by 1.6 times year -on -year, and the price of air tickets has decreased by about 20 % compared with the same period last year.The top ten hot summer international destinations are Malaysia, Japan, Thailand, the United States, South Korea, Singapore, Australia, Britain, Indonesia and Canada.

In the 2024 Dragon Boat Festival holiday, the national cultural and tourism market was generally smooth and orderly.According to the data center of the Ministry of Culture and Tourism, the total number of domestic tourism tourism nationwide was 110 million, a year -on -year increase of 6.3%; the total tourist tourists spent 40.35 billion yuan, an increase of 8.1%year -on -year.

The new regulations for the Stock Exchange of the Hong Kong Stock Exchange are officially effective today, and the repurchase of Hong Kong stock companies will no longer be forced to cancelJaipur Wealth Management

In April this year, the Hong Kong Stock Exchange revised the "Listing Rules" to introduce a new inventory share mechanism.The new regulations for inventory stocks were officially effective on June 11.Inventory stocks refer to non -tradable stocks held by listed companies on repurchase in inventory, which can be sold in the future.The new regulations for inventory stocks are clear that listed companies can apply for exemptions to repurchase stocks during the silent period before the performance release; and the shares obtained by repurchase do not need to cancel as soon as possible, exist in the form of inventory stocks.At the same time, under the premise of the registered laws and the articles of association of the listed company, inventory stocks can be used to stabilize stock prices, flexible financing, equity incentives, and consideration to pay for acquisition assets.Yuan Mei, a researcher at Shalvin Jieli Cloud Technology Co., Ltd. told reporters that after the launch of the new regulations for inventory stocks, Hong Kong stock companies repurchase did not need to cancel it, or facilitated more companies to initiate repurchase.At the same time, the Hong Kong Stock Exchange and the time advancing the "Listing Rules" will be in line with the international market, which will help enhance the international competitiveness of the Hong Kong stock market.

Apple Developer Conference Opening

At 1 am on June 11, Beijing time, Apple's keynote speech at its global developer conference was only about two minutes to introduce Openai's ChatGPT. Most of the time, it was used to show Apple's own software and functions.Craig Federighi announced that Apple users can use the chat robot only through Siri. Siri will prompt users to ask for a license- "Do you want me to do this with ChatGPT?" - Then use ChatGPT.This shows that Apple plans to separate this technology with its own tools.Federight also said that other artificial intelligence models will be launched in the future.Apple executive Federighi said that MESSAGES and Mail will be greatly improved.Users can use iMessage and SMS satellite SMS functions on iPhone14 and higher versions.Beginning on June 28, Apple started the VISION Pro sales in India, Japan, and Singapore.

International Aviation Transportation Association: It is expected that the number of passengers this year will hit a record high

The International Aviation Transport Association predicts that the number of passengers this year will reach a record level, the passenger flow of the aircraft will be the same as that of the epidemic, and the fuel consumption will also reach a record level.For the oil industry, recovery is a gratifying driving force.In this world, OPEC and his allies have been forced -starting from the early stage of the virus -artificially restricting oil supply.Compared with any other mainstream petroleum products, aviation fuel consumption has suffered much more and more lasting.The association expects international travel to usher in the greatest growth.This year, it will grow by 9.7%, of which Asia, Europe and North America will grow significantly.International flights from Asia will increase by 23%, but almost all places will increase considerable.

Meituan: The daily daily life service online consumption scale of the Dragon Boat Festival has increased by 69% year -on -year in 2019

According to Meituan data, the number of daily daily life service online consumption in the Dragon Boat Festival has increased by 69%year -on -year.Municipality directly.

【Single stocks clear】

Simo International (06969): Head electronics smoke enterprises cater to the opportunity for development

According to the Ferrister Shatin report, according to the factory price calculation, the global electronic atomization equipment market size 2019-2023 CAGR is 14.5%, and the CAGR is expected to be 11.5%from 2023-2028, of which closed/open/special purposeThe market size of the electronic atomization equipment in 2019-2023 is 19.0/4.7%/24.9%, respectively. It is expected that the CAGR from 2023-2028 is 14.8%/2.9%/10.9%, respectively.

On March 18, 2024, the State Tobacco Monopoly Bureau issued an organization to conduct a special inspection announcement for the 2024 standard electronic cigarette market order. This special inspection will last for 4 months.Disrupt the order of the electronic cigarette market.In terms of overseas markets, since December 2023, the FDA has issued MDOS for more than 20,000 flavoring electronic cigarette products, and has obtained only 23 types of electronic cigarette equipment or cigarette bombs authorized by FDA, which has continued to strengthen its crackdown on illegal products.

The agency believes that the global electronic cigarette regulatory policy has continued to stricter, and it is expected to promote market share to concentrate on compliance brands.Hua'an Securities Research believes that Simo's layout of atomized medical/beauty/HNB and other businesses are expected to gradually enter the stage of volume and provide new performance increasing.

Indore Investment