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JD.com (9618): During the 2026 "6.18" shopping festival, JD.com saw a record number of transacting users, with particularly strong demand for its "home delivery" service. However, due to overall weak consumer sentiment, the event did not disclose its Gross Merchandise Volume (GMV) and order volume, reflecting a potential saturation of demand for traditional goods and a shift in consumer focus towards lifestyle services and AI-powered smart products. Fortunately, growth in overseas markets and cross-border business is expected to partially alleviate the pressure of slowing domestic demand.

Five key points were reached in the Iran-US talks

The Iranian negotiating team stated that five key points were reached in the Iran-US talks. To solidify the ceasefire in Lebanon, a monitoring mechanism will be established, in which Iran will participate. Regarding the management of the Strait of Hormuz, a hotline has been established to ensure the gradual reopening of the strait. Iran will only enter the final stage of negotiations after Article 13 of the Iran-US Memorandum of Understanding is implemented. The US has issued a 60-day document lifting sanctions on Iranian oil, petrochemical products, and their derivatives.

Hong Kong Stock Connect saw a net outflow of HK$5.82 billion on Monday. Among them, Kingboard Holdings (00148) saw the largest inflow at HK$3.332 billion, followed by Kingboard Laminates (01888). Yangtze Optical Fibre and Cable (06869) recorded the largest net outflow at HK$2.475 billion, followed by Alibaba Group (09988).