English
Back
Open Account
Hong Kong Market Compass | Hang Seng Tech rebounds strongly, southbound capital keeps flowing in!
牛牛帶你飛
joined discussion · ·

【This Week's Market Watch】Micron, up nearly 300% YTD, reports earnings + NVIDIA and Qualcomm conferences—the must-follow treasure hunt guide for this week

Hello everyone! As we enter late June 2026, this week’s market is set to be extremely eventful—with major U.S. economic data that could sway global equities and critical earnings reports from AI giants. If you're unsure where to start, don’t worry! We’ve compiled the four most essential investment themes for this week to help you easily grasp market trends! 1. Macro Events and Market Opportunities: Inflation Data Sets the Stock Market’s Direction 📌 U.S. Core PCE Inflation and GDP Data Release The biggest event this week is the U.S. release of the 'Core PCE Price Index' and the final GDP reading on Thursday. Explainer: The PCE is the inflation gauge most closely watched by the U.S. Federal Reserve (the U.S. central bank). Simply put, it reflects whether goods and services are becoming more expensive for Americans. 💡 Opportunity Analysis: The market currently expects May’s core PCE to tick up slightly to 3.4%. Under new Fed Chair Warsh, policy has taken a more 'hawkish' stance (leaning toward maintaining high rates or even hiking further). The Fed has even revised its year-end 2026 inflation forecast upward to 3.6%, with half of officials now projecting at least one rate hike before year-end. – If PCE data comes in hot (inflationary): This means there is little hope for rate cuts, and rate hikes may even be on the table, putting short-term pressure on the stock market. – If PCE data comes in below expectations (indicating cooling inflation): This would be good news for the stock market, with AI and high-growth tech stocks poised to...
Hello everyone! As we enter late June 2026, this week’s market is set to be extremely eventful—with major U.S. economic data that could sway global equities and critical earnings reports from AI giants. If you're unsure where to start, don’t worry! We’ve compiled the four most essential investment themes for this week to help you easily grasp market trends!
1. Macro Events and Market Opportunities: Inflation Data Sets the Stock Market’s Direction
📌 U.S. Core PCE Inflation and GDP Data Release
The biggest event this week is the U.S. release of the 'Core PCE Price Index' and the final GDP reading on Thursday.
Explainer: The PCE is the inflation gauge most closely watched by the U.S. Federal Reserve (the U.S. central bank). Simply put, it reflects whether goods and services are becoming more expensive for Americans.
💡 Opportunity Analysis: The market currently expects May’s core PCE to tick up slightly to 3.4%. Under new Fed Chair Warsh, policy has taken a more 'hawkish' stance (leaning toward maintaining high rates or even hiking further). The Fed has even revised its year-end 2026 inflation forecast upward to 3.6%, with half of officials now projecting at least one rate hike before year-end.
– If PCE data comes in hot (inflationary): This means there is little hope for rate cuts, and rate hikes may even be on the table, putting short-term pressure on the stock market.
– If PCE data comes in below expectations (indicating cooling inflation): This would be positive news for the stock market, potentially triggering a rebound in AI and high-growth tech stocks.
🎯 Investment Focus: Closely monitor Thursday’s data release this week. Ahead of the announcement, it is advisable toavoid heavy positions in single high-risk stocks. If you’d like to position early, consider averaging intoETFs tracking broad market indices. If the data is favorable, compared to individual stocks, ETFs can help you capture the overall upside of tech stocks while diversifying some risk.
2. Major Industry Events and Market Opportunities: The AI Boom Enters the 'Report Card' Phase
📌 Micron (MU) Earnings, NVIDIA Shareholder Meeting, Qualcomm (QCOM) Investor Day
This week is a super test week for AI-related tech stocks:
– June 24 (Wednesday, after US market close): memory chip giant $Micron Technology (MU.US)$ ) reports earnings.
– June 24 (Wednesday): AI leader $NVIDIA (NVDA.US)$ holds its annual shareholder meeting.
– June 24 (Wednesday): $Qualcomm (QCOM.US)$ An investor conference will be held, with expected announcements on data centers and 6G.
💡 Opportunity Analysis: Previously, a company only needed to claim it was involved in AI for its stock price to rise (the 'storytelling' phase). However, investors are now increasingly savvy and demand to see real 'orders and profits' (the 'results delivery' phase). Micron's earnings report will serve as the first key test for the AI theme this week, with the market closely watching whether demand for AI server chips remains strong. Additionally, although NVIDIA’s shareholder meeting is not expected to feature major new product launches, any expression of confidence from management regarding AI demand could help stabilize market sentiment.
Turning to mainland China and Hong Kong equities, the tech sectors in both A-shares and H-shares have recently risen alongside the global AI rally, but trading has become extremely crowded (tech stocks now account for as much as 58.67% of total trading volume).
🎯 Investment Focus:
– U.S. Stocks:The most direct approach is to focus on core stock names ( $Micron Technology (MU.US)$ 、 $NVIDIA (NVDA.US)$ 、 $Qualcomm (QCOM.US)$ ) or AI-related supply chain plays.
Click the image to read the full article
Click the image to read the full article
- If you’re hesitant to directly trade highly volatile individual chip stocks, you can gain exposure throughSemiconductor ETFs or AI ETFsto participate. Using small amounts of capital or platform rewards to 'get in early' is a low-risk way to ride the AI hype.
◦ Semiconductor ETFs: $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ 、 $Proshares Trust Pshs Ult Semicdt (USD.US)$ 、 $Roundhill Memory ETF (DRAM.US)$ 、 $XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF (CHPS.US)$ 、 $Spdr Series Trust Spdr S&P Semiconductor Etf (XSD.US)$Wait
Filter criteria: As of June 22, 2026, 15:44, Futubull app – US Stocks – Investment Themes – Semiconductor ETFs – Top 5 by Price Change
Hello everyone! As we enter late June 2026, this week’s market is set to be extremely eventful—with major U.S. economic data that could sway global equities and critical earnings reports from AI giants. If you're unsure where to start, don’t worry! We’ve compiled the four most essential investment themes for this week to help you easily grasp market trends! 1. Macro Events and Market Opportunities: Inflation Data Sets the Stock Market’s Direction 📌 U.S. Core PCE Inflation and GDP Data Release The biggest event this week is the U.S. release of the 'Core PCE Price Index' and the final GDP reading on Thursday. Explainer: The PCE is the inflation gauge most closely watched by the U.S. Federal Reserve (the U.S. central bank). Simply put, it reflects whether goods and services are becoming more expensive for Americans. 💡 Opportunity Analysis: The market currently expects May’s core PCE to tick up slightly to 3.4%. Under new Fed Chair Warsh, policy has taken a more 'hawkish' stance (leaning toward maintaining high rates or even hiking further). The Fed has even revised its year-end 2026 inflation forecast upward to 3.6%, with half of officials now projecting at least one rate hike before year-end. – If PCE data comes in hot (inflationary): This means there is little hope for rate cuts, and rate hikes may even be on the table, putting short-term pressure on the stock market. – If PCE data comes in below expectations (indicating cooling inflation): This would be good news for the stock market, with AI and high-growth tech stocks poised to...
◦ AI ETFs: $WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND (WTAI.US)$ 、 $INVESCO AI AND NEXT GEN SOFTWARE ETF (IGPT.US)$ 、 $Global X Artificial Intelligence & Technology ETF (AIQ.US)$、 $Ishares Global Tech Etf (IXN.US)$ 、 $Defiance Quantum Etf (QTUM.US)$Wait
Filter criteria: As of June 22, 2026, 15:52, Futubull app – US Stocks – Investment Themes – AI ETFs – Top 5 by Price Change
Hello everyone! As we enter late June 2026, this week’s market is set to be extremely eventful—with major U.S. economic data that could sway global equities and critical earnings reports from AI giants. If you're unsure where to start, don’t worry! We’ve compiled the four most essential investment themes for this week to help you easily grasp market trends! 1. Macro Events and Market Opportunities: Inflation Data Sets the Stock Market’s Direction 📌 U.S. Core PCE Inflation and GDP Data Release The biggest event this week is the U.S. release of the 'Core PCE Price Index' and the final GDP reading on Thursday. Explainer: The PCE is the inflation gauge most closely watched by the U.S. Federal Reserve (the U.S. central bank). Simply put, it reflects whether goods and services are becoming more expensive for Americans. 💡 Opportunity Analysis: The market currently expects May’s core PCE to tick up slightly to 3.4%. Under new Fed Chair Warsh, policy has taken a more 'hawkish' stance (leaning toward maintaining high rates or even hiking further). The Fed has even revised its year-end 2026 inflation forecast upward to 3.6%, with half of officials now projecting at least one rate hike before year-end. – If PCE data comes in hot (inflationary): This means there is little hope for rate cuts, and rate hikes may even be on the table, putting short-term pressure on the stock market. – If PCE data comes in below expectations (indicating cooling inflation): This would be good news for the stock market, with AI and high-growth tech stocks poised to...
– Hong Kong stocks: Given the crowded China/HK tech stocks, chasing laggards or speculating on small-cap concept stocks may not be wise. Capital could ultimately flow toward high-visibility leaders with solid fundamentals—such as top companies in optical modules, computing power, servers, and power equipment. Click the image for more details on AI supply chain investment targets and pick the one that suits you best.
Hello everyone! As we enter late June 2026, this week’s market is set to be extremely eventful—with major U.S. economic data that could sway global equities and critical earnings reports from AI giants. If you're unsure where to start, don’t worry! We’ve compiled the four most essential investment themes for this week to help you easily grasp market trends! 1. Macro Events and Market Opportunities: Inflation Data Sets the Stock Market’s Direction 📌 U.S. Core PCE Inflation and GDP Data Release The biggest event this week is the U.S. release of the 'Core PCE Price Index' and the final GDP reading on Thursday. Explainer: The PCE is the inflation gauge most closely watched by the U.S. Federal Reserve (the U.S. central bank). Simply put, it reflects whether goods and services are becoming more expensive for Americans. 💡 Opportunity Analysis: The market currently expects May’s core PCE to tick up slightly to 3.4%. Under new Fed Chair Warsh, policy has taken a more 'hawkish' stance (leaning toward maintaining high rates or even hiking further). The Fed has even revised its year-end 2026 inflation forecast upward to 3.6%, with half of officials now projecting at least one rate hike before year-end. – If PCE data comes in hot (inflationary): This means there is little hope for rate cuts, and rate hikes may even be on the table, putting short-term pressure on the stock market. – If PCE data comes in below expectations (indicating cooling inflation): This would be good news for the stock market, with AI and high-growth tech stocks poised to...
3. IPO Spotlight: Hype Continues for Mega New Listings
📌 Opportunity Analysis: The Hong Kong IPO market has been extremely vibrant recently, with over 90% of newly listed stocks in 2026 rising on their debut day, generating strong profit opportunities for the market. For beginners, this is a low-barrier entry opportunity not to be missed.
🎯 Investment Focus:Interested friends can click the link below to learn more:
New IPO News | Lai Fu Harmonic, a provider of core precision transmission components for robots, has launched its public offering and plans to list on June 30, with a minimum subscription amount of HK$8,636.22 per lot.
At a glance | White Pigeon Online is now in its IPO subscription period and is recognized as a 'Fujian Tech Small Giant Enterprise'
New IPO News | Zhen Health Medical-B, dubbed 'China's first percutaneous interventional surgical robotics stock,' has launched its IPO and plans to list on June 30, with a minimum subscription amount of HK$2,735.3 per lot
New Stock News | Jiangxi Biological, a global leader in integrated antiserum solutions across the entire industry chain, has launched its IPO and is scheduled to list on June 30, with a minimum subscription amount of HK$6,595.86 per lot.
New IPO News | Sturgeon Dragon Technology, dubbed the 'first caviar stock,' has launched its IPO and plans to list on June 30, with a minimum subscription amount of HK$7,626.14 per lot
New IPO News | Renal therapeutics biopharmaceutical company LianBio-B has launched its IPO, targeting a listing on June 29, with a board lot subscription amount of HK$2,282.79
IPO News | Gold miner MERDEKA GOLD-DRS launches IPO, scheduled to list on June 26; board lot subscription amount is HK$2,686.82
New IPO News | 'PCB Direct Imaging Equipment Supplier' Sino Lithography has launched its IPO subscription, planning to list on June 26, with a board lot subscription amount of HK$12,763.94
New IPO News | Smart parking space operator Keytop Holdings has launched its IPO subscription and is scheduled to list on June 26, with a minimum subscription amount of HK$2,396.92 per lot
New IPO News | Lingyi Intelligent Manufacturing, a 'high-precision intelligent manufacturing platform for electronic devices,' has launched its initial public offering and is scheduled to list on June 26, with a board lot subscription amount of HK$6,786.56
New IPO News | Zhongke Wenge, an 'enterprise-grade artificial intelligence technology and services provider,' has launched its initial public offering and plans to list on June 26, with a minimum subscription amount of HK$12,262.44 per lot.
4. Key Dividend Opportunity This Week
📌 $JNCEC (00579.HK)$Ex-dividend
💡 Opportunity Analysis: If you're a dividend investor who dislikes monitoring daily stock price fluctuations and prefers stable dividend income, there's a clear opportunity this week. Beijing Energy Clean Energy will go ex-dividend onMonday, June 29 (next Monday)。
Quick Guide: The 'ex-dividend date' is a cutoff. You must purchase and hold the stock before the ex-dividend date to be eligible for this dividend payment. If you buy on or after the ex-dividend date, you won’t receive the dividend.
🎯 Investment Focus: For beginners who prefer low-risk investments and seek stable cash flow, consider monitoring and positioning ahead of June 29. Meanwhile, Hong Kong stocks have recently shown volatile movements, which could lead to a 'dividend gain but capital loss' scenario ('earning dividends while losing on price'). Please thoroughly analyze the underlying asset before investing.
If you'd like to learn more about the above stock, feel free to ask Futubull AI.
Hello everyone! As we enter late June 2026, this week’s market is set to be extremely eventful—with major U.S. economic data that could sway global equities and critical earnings reports from AI giants. If you're unsure where to start, don’t worry! We’ve compiled the four most essential investment themes for this week to help you easily grasp market trends! 1. Macro Events and Market Opportunities: Inflation Data Sets the Stock Market’s Direction 📌 U.S. Core PCE Inflation and GDP Data Release The biggest event this week is the U.S. release of the 'Core PCE Price Index' and the final GDP reading on Thursday. Explainer: The PCE is the inflation gauge most closely watched by the U.S. Federal Reserve (the U.S. central bank). Simply put, it reflects whether goods and services are becoming more expensive for Americans. 💡 Opportunity Analysis: The market currently expects May’s core PCE to tick up slightly to 3.4%. Under new Fed Chair Warsh, policy has taken a more 'hawkish' stance (leaning toward maintaining high rates or even hiking further). The Fed has even revised its year-end 2026 inflation forecast upward to 3.6%, with half of officials now projecting at least one rate hike before year-end. – If PCE data comes in hot (inflationary): This means there is little hope for rate cuts, and rate hikes may even be on the table, putting short-term pressure on the stock market. – If PCE data comes in below expectations (indicating cooling inflation): This would be good news for the stock market, with AI and high-growth tech stocks poised to...
Hello everyone! As we enter late June 2026, this week’s market is set to be extremely eventful—with major U.S. economic data that could sway global equities and critical earnings reports from AI giants. If you're unsure where to start, don’t worry! We’ve compiled the four most essential investment themes for this week to help you easily grasp market trends! 1. Macro Events and Market Opportunities: Inflation Data Sets the Stock Market’s Direction 📌 U.S. Core PCE Inflation and GDP Data Release The biggest event this week is the U.S. release of the 'Core PCE Price Index' and the final GDP reading on Thursday. Explainer: The PCE is the inflation gauge most closely watched by the U.S. Federal Reserve (the U.S. central bank). Simply put, it reflects whether goods and services are becoming more expensive for Americans. 💡 Opportunity Analysis: The market currently expects May’s core PCE to tick up slightly to 3.4%. Under new Fed Chair Warsh, policy has taken a more 'hawkish' stance (leaning toward maintaining high rates or even hiking further). The Fed has even revised its year-end 2026 inflation forecast upward to 3.6%, with half of officials now projecting at least one rate hike before year-end. – If PCE data comes in hot (inflationary): This means there is little hope for rate cuts, and rate hikes may even be on the table, putting short-term pressure on the stock market. – If PCE data comes in below expectations (indicating cooling inflation): This would be good news for the stock market, with AI and high-growth tech stocks poised to...
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
Thumbs Up
34
Heart
2
Emm
1
Lol
1
1.5M Views
Report
Comments (7)
Write a Comment...
7
38
100