Daily Investment Strategy
Daily focus ： Real-Time Quote
UBTECH (9880): Looking ahead, the intensive overseas trial operations in the second half of 2026 are expected to accelerate the conversion of proof-of-concept into mass orders, becoming key to long-term valuation reassessment. Meanwhile, the official price announcement for Walker U1 on June 30th is expected to further clarify its market value and become a new growth driver for its consumer hardware business, making its global prospects promising.
US-Iran Negotiation Remains Unresolved
Negotiations between Iran and the United States in Switzerland began around 3 PM local time on the 21st. After lasting approximately one and a half hours, they were adjourned for 30 minutes to allow for internal consultations between the delegations. However, due to threatening remarks made by Trump, the Iranian delegation refused to return to continue negotiations. Despite this, Qatar and Pakistan continue their mediation efforts, and Iran and the United States are communicating through intermediaries. Mediation efforts are ongoing, but no final result has been achieved.
Hong Kong Stock Connect saw a net outflow of HK$6.792 billion on Thursday. SMIC (00981) saw the largest inflow at HK$1.79 billion, followed by Kingboard Holdings (00148) with a net inflow of HK$1.69 billion. Alibaba-W (09988) recorded the largest net outflow at HK$3.87 billion, followed by Tencent Holdings (00700) with a net outflow of HK$1.97 billion.
Leung Kai Tong is a SFC licensed person accredited to KGI Group to carry on regulated activities (for details, please refer to https://apps.sfc.hk/publicregWeb/indi/ADU276/details). He and/or his associate do not have any financial interest in the recommended issuer or new listing applicant.
The materials contained herein are provided by KGI Asia Limited ("KGI") for information only. While such materials are based on or derived from sources believed to be reliable, KGI makes no representation or warranty (express or implied) as to their accuracy or reliability. Neither the information nor the opinions expressed herein constitute, or are to be construed as, an offer or invitation or solicitation of an offer to buy or sell any securities or investments. KGI and its officers, employees, agents and affiliates may have interests in the securities or investments covered herein and accept no liability whatsoever for any loss or consequence whatsoever (whether direct or indirect) resulting from any use of or reliance by you on such materials.