SpaceX rebounded after three consecutive days of declines—could it be time to position in space stoc
【Market Watch This Week】Another AI Frenzy? NFP and Earnings Week Combined – Opportunities in US & HK Stocks, IPOs, and Dividend Picks
![Investors, a new week has begun! To help you better grasp market trends, we’ve compiled this week’s must-watch macro highlights, sector updates, new IPOs, and dividend opportunities. Here are this week’s key previews: Major Macro Events and Market Opportunities This week’s macro focus centers on the interplay between geopolitical tensions and key US economic data releases. 📌 Middle East Geopolitical Tensions and Inflation Expectations ◦ Event Tracking: US–Iran negotiations are approaching their final stage. If both sides reach an agreement to restore Strait of Hormuz shipping, it could significantly ease global oil price pressures. ◦ Investor Focus: Cooling inflation will directly impact market expectations for rate cuts, helping further stabilize the external interest rate environment and keeping global key rate expectations at relatively low levels. Specific asset opportunities are as follows: ◦ Hong Kong stocks: -[Share Link: Traditional high-yield sectors (e.g., high-dividend ETFs)]： These are highly sensitive to interest rate changes; when selecting investments, prioritize companies with sustainable earnings and stable long-term cash flows rather than chasing short-term high yields alone. -Consumer discretionary sector: As the economy stabilizes and government stimulus policies take effect, consumer spending is expected to strengthen. Key areas of focus includefood, retail, and travel—these three beneficiary industries. ◦ US stock market: -Macro-sensitive interest rate assets (e.g., bond ETFs): Investors should closely monitor interest rate...](https://nnqimage.futunn.com/sns_client_feed/999986/20260602/web-1780368378133-u7ZpCJSHo9.png/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
Investors, a new week has begun! To help you better grasp market trends, we’ve compiled this week’s must-watch macro highlights, sector updates, new IPOs, and dividend opportunities.
Here are this week’s key previews:
Major Macro Events and Market Opportunities
This week’s macro focus centers on the interplay between geopolitical tensions and key US economic data releases.
![Investors, a new week has begun! To help you better grasp market trends, we’ve compiled this week’s must-watch macro highlights, sector updates, new IPOs, and dividend opportunities. Here are this week’s key previews: Major Macro Events and Market Opportunities This week’s macro focus centers on the interplay between geopolitical tensions and key US economic data releases. 📌 Middle East Geopolitical Tensions and Inflation Expectations ◦ Event Tracking: US–Iran negotiations are approaching their final stage. If both sides reach an agreement to restore Strait of Hormuz shipping, it could significantly ease global oil price pressures. ◦ Investor Focus: Cooling inflation will directly impact market expectations for rate cuts, helping further stabilize the external interest rate environment and keeping global key rate expectations at relatively low levels. Specific asset opportunities are as follows: ◦ Hong Kong stocks: -[Share Link: Traditional high-yield sectors (e.g., high-dividend ETFs)]： These are highly sensitive to interest rate changes; when selecting investments, prioritize companies with sustainable earnings and stable long-term cash flows rather than chasing short-term high yields alone. -Consumer discretionary sector: As the economy stabilizes and government stimulus policies take effect, consumer spending is expected to strengthen. Key areas of focus includefood, retail, and travel—these three beneficiary industries. ◦ US stock market: -Macro-sensitive interest rate assets (e.g., bond ETFs): Investors should closely monitor interest rate...](https://nnqimage.futunn.com/sns_client_feed/999986/20260601/web-1780306090132-dso6LY9cgE.png/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
📌 Middle East Geopolitical Tensions and Inflation Expectations
◦ Event Tracking: US–Iran negotiations are approaching their final stage. If both sides reach an agreement to restore Strait of Hormuz shipping, it could significantly ease global oil price pressures.
◦ Investor Focus: Cooling inflation will directly impact market expectations for rate cuts, helping further stabilize the external interest rate environment and keeping global key rate expectations at relatively low levels. Specific asset opportunities are as follows:
◦ Hong Kong stocks:
-Traditional high-yield sectors (e.g., high-dividend ETFs)： These are highly sensitive to interest rate changes; when selecting investments, prioritize companies with sustainable earnings and stable long-term cash flows rather than chasing short-term high yields alone.
-Consumer discretionary sector: As the economy stabilizes and government stimulus policies take effect, consumer spending is expected to strengthen. Key areas of focus includefood, retail, and travel—these three beneficiary industries.
◦ US stock market:
-Macro-sensitive interest rate assets (e.g., bond ETFs): Investors should closely monitor interest rate trends, as these assets may present valuation recovery opportunities under expectations of stabilizing rates.
-Core technology and semiconductor stocks: Although the market remains cautious about peace negotiations, improving inflation expectations provide support for the tech sector. Particular attention should be paid to those driving the Nasdaq to new highs.Chip stocks sector (e.g., those that recently surged more than 5% $Arm Holdings (ARM.US)$and$Micron Technology (MU.US)$among others)
Screening criteria: As of June 1, 2026, the top 5 stocks on the US market heat ranking that also represent the two highest gainers in the 'semiconductor' sector
📌 U.S. May Nonfarm Payrolls Report (Released This Friday)
◦ Event Tracking: The macro market currently expects an unemployment rate of 4.3%; pay close attention to the potential inflationary impact from the month-over-month wage growth.
◦ Investor Focus: This data will directly steer short-term capital flows. Investors are advised to remain cautious about volatility in major indices around the release of the data this Friday and manage their positions accordingly.
📌 Preview of the Federal Reserve's Interest Rate Decision Meeting (June 17)
◦ Event Tracking: Newly appointed Chair Kevin Warsh will preside over the meeting for the first time.
◦ Investor Focus: The impact of this meeting on the current dominant trend in U.S. equities is expected to be relatively limited, allowing the market to transition smoothly.
Shifts in the macro environment have set the tone for the market, while at the sector level, this week has brought multiple high-profile tech events and earnings releases, offering clearer thematic drivers for capital flows.
Key Industry Events and Market Opportunities
The technology and semiconductor sectors are undoubtedly the focal points of the market this week, with multiple catalysts materializing simultaneously.
![Investors, a new week has begun! To help you better grasp market trends, we’ve compiled this week’s must-watch macro highlights, sector updates, new IPOs, and dividend opportunities. Here are this week’s key previews: Major Macro Events and Market Opportunities This week’s macro focus centers on the interplay between geopolitical tensions and key US economic data releases. 📌 Middle East Geopolitical Tensions and Inflation Expectations ◦ Event Tracking: US–Iran negotiations are approaching their final stage. If both sides reach an agreement to restore Strait of Hormuz shipping, it could significantly ease global oil price pressures. ◦ Investor Focus: Cooling inflation will directly impact market expectations for rate cuts, helping further stabilize the external interest rate environment and keeping global key rate expectations at relatively low levels. Specific asset opportunities are as follows: ◦ Hong Kong stocks: -[Share Link: Traditional high-yield sectors (e.g., high-dividend ETFs)]： These are highly sensitive to interest rate changes; when selecting investments, prioritize companies with sustainable earnings and stable long-term cash flows rather than chasing short-term high yields alone. -Consumer discretionary sector: As the economy stabilizes and government stimulus policies take effect, consumer spending is expected to strengthen. Key areas of focus includefood, retail, and travel—these three beneficiary industries. ◦ US stock market: -Macro-sensitive interest rate assets (e.g., bond ETFs): Investors should closely monitor interest rate...](https://nnqimage.futunn.com/sns_client_feed/999986/20260601/web-1780306091194-Lacaq3mfEa.png/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
◦ Event Tracking: Computex Taipei officially opened today, featuring keynote speeches from the CEOs of the three major chipmakers. News regarding mass production of AIPC (AI PCs) continues to gain traction. Additionally, AI startup giant Anthropic completed a new funding round over the weekend, with its valuation soaring to $956 billion—surpassing OpenAI’s valuation in March.
◦ Investor Focus: Regarding US stocksFocus on AI chips and hardware supply chains, as well as AIPC-related concepts;Regarding Hong Kong stocksWatch for opportunities in hard-tech segments tied to AI.
◦ Event Tracking: SpaceX will launch its roadshow this Thursday and has already secured a space-related order from the U.S. Department of Defense. Significant volatility is expected in related assets ahead of its IPO.
◦ Investor Focus: Regarding US stocksThe space exploration and satellite communications sectors are likely to attract strong investor interest.
![Investors, a new week has begun! To help you better grasp market trends, we’ve compiled this week’s must-watch macro highlights, sector updates, new IPOs, and dividend opportunities. Here are this week’s key previews: Major Macro Events and Market Opportunities This week’s macro focus centers on the interplay between geopolitical tensions and key US economic data releases. 📌 Middle East Geopolitical Tensions and Inflation Expectations ◦ Event Tracking: US–Iran negotiations are approaching their final stage. If both sides reach an agreement to restore Strait of Hormuz shipping, it could significantly ease global oil price pressures. ◦ Investor Focus: Cooling inflation will directly impact market expectations for rate cuts, helping further stabilize the external interest rate environment and keeping global key rate expectations at relatively low levels. Specific asset opportunities are as follows: ◦ Hong Kong stocks: -[Share Link: Traditional high-yield sectors (e.g., high-dividend ETFs)]： These are highly sensitive to interest rate changes; when selecting investments, prioritize companies with sustainable earnings and stable long-term cash flows rather than chasing short-term high yields alone. -Consumer discretionary sector: As the economy stabilizes and government stimulus policies take effect, consumer spending is expected to strengthen. Key areas of focus includefood, retail, and travel—these three beneficiary industries. ◦ US stock market: -Macro-sensitive interest rate assets (e.g., bond ETFs): Investors should closely monitor interest rate...](https://nnqimage.futunn.com/sns_client_feed/999986/20260602/web-1780365522099-zgK2WuSNP1.jpeg/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
📌 Heavyweight Earnings Reports Being Released in Quick Succession
◦ Event Tracking: In the U.S. equity market, semiconductor giant $Broadcom (AVGO.US)$ will report earnings after the market closes on Wednesday, followed by several cybersecurity and optical communications leaders announcing results on Thursday; in the Hong Kong market, the leading local lifestyle services company $XIAOMI-W (01810.HK)$ released its earnings today, with the market closely watching its subsidy strategy and AI initiatives.
◦ Investor Focus: Regarding US stocks, investors may proactively monitor earnings expectations for cybersecurity and optical communications-related stocks;Regarding Hong Kong stocks, note the current reality that overall tech sector earnings are unlikely to significantly beat expectations; consider selectively monitoring valuation recovery opportunities in local lifestyle and internet/tech segments after earnings releases.
Multiple new listings will reach key trading milestones this week, warranting close attention from short-term investors.
IPO Spotlight: New Listings
This week’s Hong Kong IPO subscription activity remains robust, with the following schedule:
– $SHOUGANG LANZA (02553.HK)$： has already closed its subscription period and will conduct grey-market trading from 16:15–18:30 on Tuesday, June 2, officially listing on Wednesday, June 3.
– $LUNG FUNG GROUP (02290.HK)$、 $LONGBIO-B (01779.HK)$、 $Dajin Heavy Industry (002487.SZ)$： Three new IPOs are currently in active subscription. The subscription period ends at 10:00 AM on Tuesday, June 2, with grey-market trading scheduled for 16:15–18:30 on Thursday, June 4, and official listing on Friday, June 5.
Click the image to view the detailed preview of June's hot IPOs
Of course, aside from capturing short-term trading opportunities around new stock listings, for investors who prefer stable returns and wish to avoid frequent trading, getting ahead of upcoming dividend payouts from quality companies is another great way to achieve steady capital appreciation. Below are this week’s key dividend targets we’ve selected for you.
Key Dividend Opportunities This Week
Reminder: To receive dividends, you must purchase and hold the stock before its 'ex-dividend date.' Below are high-quality dividend-paying stocks with ex-dividend dates this week (on or before June 7), listed in chronological order of their ex-dividend dates:
– Dividend Yield: 17.11%
– Schedule: Ex-dividend on 06/02, payout on 07/15 (HK$42.50 per lot, entry cost HK$740 per lot)
– Dividend Yield: 9.80%
– Schedule: Ex-dividend on 06/02, payout on 06/30 (HK$122.00 per lot, entry cost HK$6,060 per lot)
– Dividend Yield: 6.33%
– Schedule: Ex-dividend on 06/03, payout on 06/18 (HK$700.00 per lot, entry cost HK$15,340 per lot)
– Dividend yield: 8.88%
– Schedule: Ex-dividend on 06/04, dividend payout on 06/23 (HK$450.00 per lot, minimum investment HK$7,240)
– Dividend yield: 7.30%
– Schedule: Ex-dividend on 06/04, dividend payout on 07/06 (HK$286.46 per lot, minimum investment HK$3,426)
Click the image to view the June dividend calendar
Disclaimer: The above content is for reference and educational purposes only. Mentions of specific stocks or sectors do not constitute investment advice. The stock market involves risks; please invest with caution.
![Investors, a new week has begun! To help you better grasp market trends, we’ve compiled this week’s must-watch macro highlights, sector updates, new IPOs, and dividend opportunities. Here are this week’s key previews: Major Macro Events and Market Opportunities This week’s macro focus centers on the interplay between geopolitical tensions and key US economic data releases. 📌 Middle East Geopolitical Tensions and Inflation Expectations ◦ Event Tracking: US–Iran negotiations are approaching their final stage. If both sides reach an agreement to restore Strait of Hormuz shipping, it could significantly ease global oil price pressures. ◦ Investor Focus: Cooling inflation will directly impact market expectations for rate cuts, helping further stabilize the external interest rate environment and keeping global key rate expectations at relatively low levels. Specific asset opportunities are as follows: ◦ Hong Kong stocks: -[Share Link: Traditional high-yield sectors (e.g., high-dividend ETFs)]： These are highly sensitive to interest rate changes; when selecting investments, prioritize companies with sustainable earnings and stable long-term cash flows rather than chasing short-term high yields alone. -Consumer discretionary sector: As the economy stabilizes and government stimulus policies take effect, consumer spending is expected to strengthen. Key areas of focus includefood, retail, and travel—these three beneficiary industries. ◦ US stock market: -Macro-sensitive interest rate assets (e.g., bond ETFs): Investors should closely monitor interest rate...](https://nnqimage.futunn.com/sns_client_feed/999986/20260602/web-1780368429073-aGnCg8Gxbx.png/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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