PBoC Unveils Eight Landmark Financial Opening Measures; Market Eyes Tonight’s FOMC Rate Decision | Today's important news recap

0618 ｜Dolphin Research Focus:

🐬 Macro/Industry

1. At the 2025 Lujiazui Forum, Pan Gongsheng, Governor of the People's Bank of China, announced eight major financial policies. These measures cover several key areas, from market infrastructure construction to financial product innovation, from promoting the internationalization of the RMB to the two-way opening of financial markets, comprehensively reshaping the capital market ecosystem. The policies are designed to work in synergy, promoting high-quality development of China's financial markets, enhancing the efficiency of financial services to the real economy, and playing a more significant role in global financial governance.

🐬 Individual Stocks

1.$Microsoft(MSFT.US) ;$AMD(AMD.US)

Microsoft has confirmed that it will continue to collaborate with chip company AMD to develop the next generation of Xbox gaming hardware. This collaboration allows Microsoft to leverage AMD's expertise in graphics processing and computing performance, ensuring that the new Xbox generation maintains a leading edge in game rendering and smooth operation. This helps Microsoft consolidate its position in the gaming console market and stabilize its stock price to some extent. For AMD, deep collaboration with Microsoft means stable and large-scale orders, bringing substantial revenue and helping AMD further optimize chip design.

2.$Bilibili(BILI.US)

Bilibili has integrated Alibaba's large models, Tongyi Qianwen 3 and VL, to create the data insight agent InsightAgent, empowering and enhancing efficiency for commercial platforms like "Huahuo" and "Bida." During the recently concluded 618 period, the results were significant, with Huahuo's transaction efficiency increasing by more than five times and Bida's data insight efficiency improving by over three times. This collaboration is a successful example of the commercial application of large model technology on video content platforms, potentially prompting other platforms in the industry to follow suit, driving the content marketing industry towards intelligent and efficient transformation.

3.$Tesla(TSLA.US)

Tesla will suspend production of the Cybertruck and Model Y models in Austin, Texas, for one week, starting June 30. The suspension of Model Y, a key sales driver for Tesla, is unusual, as it means zero production for the week, affecting the achievement of quarterly production and delivery targets, and consequently impacting revenue expectations. The reasons behind the suspension, such as quality issues or demand fluctuations, will exacerbate market concerns about the company's operational stability, prompting investors to reassess investment risks. This news has a short-term impact on Tesla's stock price, which closed lower last night.

4.$Disney(DIS.US) ;$Amazon(AMZN.US)

Disney and Amazon have entered into a new partnership aimed at enhancing the targeting capabilities of streaming TV ads. Leveraging Amazon's global network infrastructure and advanced technology, Disney content can reach a broader audience, especially in emerging markets and highly digitalized regions, increasing content exposure and market penetration. Amazon, by introducing Disney content, enhances the appeal of its Prime membership service, increasing member stickiness and willingness to pay, driving growth in advertising, cloud services, and other related businesses.

🐬 Leading Sectors

Shanghai and Shenzhen: Consumer electronics, water and soft drinks, electronic components;

Hong Kong stocks: Silver, forest products, textiles;

U.S. stocks: Silver, oil and gas refining and sales.

🐬 Focus for Tomorrow

1. The Federal Reserve is set to announce its June interest rate decision at 2:00 AM Beijing time on Thursday;

2. June 19 is the Juneteenth holiday in the United States, with U.S. stock markets closed for the day, while Hong Kong markets remain open from 8:00 AM to 4:00 PM (Beijing time) with no U.S. night trading session.

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