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KeithLim0419
2021-06-28
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Preview: The U.S. non-farm payrolls are coming in June! Nayuki's tea landed on the Hong Kong Stock Exchange
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Nayuki's tea landed on the Hong Kong Stock Exchange","url":"https://stock-news.laohu8.com/highlight/detail?id=1111160299","media":"老虎资讯综合","summary":"摘要：\n\n 经济数据方面：中国官方制造业PMI、中国财新制造业PMI、美国初请失业金人数、美国6月Markit制造业PMI初值、美国6月非农就业报告等；\n\n\n 新股方面：越秀服务、和黄医药、“新式茶饮","content":"<p>Summary:</p><p>In terms of economic data: China's official manufacturing PMI, China's Caixin manufacturing PMI, U.S. initial jobless claims, U.S. June<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Initial manufacturing PMI value, U.S. June non-farm payrolls report, etc.; For new shares:<a href=\"https://laohu8.com/S/06626\">Yuexiu Services</a>、<a href=\"https://laohu8.com/S/00013\">Chi-Med</a>, \"the first new tea drink\"<a href=\"https://laohu8.com/S/02150\">Nayuki's tea</a>、<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Maicai, Atour Group... and many other new stocks are listed together! In terms of financial events: The 2021 FOMC voting committee and the chairman of Richmond Fed will deliver speeches. On the anniversary of Hong Kong's return to the motherland, Hong Kong stocks were closed for one day on Thursday.<b>Important economic data at a glance</b></p><p><b>Keywords for Monday, June 28: Federal Reserve Williams speech; Yuexiu Services Listing</b><img src=\"https://static.tigerbbs.com/56f5afbec3ae71eff87df037fadb34de\" tg-width=\"609\" tg-height=\"142\" referrerpolicy=\"no-referrer\">On Monday, investors paid a little attention to the U.S. Dallas Fed Manufacturing Activity Index for June. In addition, investors pay attention to the trend of U.S. stocks and U.S. bonds to find clues to changes in market sentiment.</p><p>In terms of new shares,<b>Yuexiu Services listed on the Main Board of the Stock Exchange on Monday</b>, will be traded in board lots of 500 Yuexiu Services Shares each, stock code 6626.</p><p>According to the data, Yuexiu's service revenue continues to grow rapidly, with revenue reaching 1.168 billion yuan in 2020, with an average annual compound growth rate of 23.7%. In the Bay Area, the company is also actively extending its layout beyond the Greater Bay Area.</p><p><b>Keywords for Tuesday, June 29: Richmond Fed President's Speech; Dingdong Maicai listing</b><img src=\"https://static.tigerbbs.com/835d984c6c7d7bbf6cf77ab2a1b42111\" tg-width=\"614\" tg-height=\"462\" referrerpolicy=\"no-referrer\"><b>On Tuesday, investors mainly focused on the U.S. Consulting Council consumer confidence data</b>。 At present, the market widely believes that consumer confidence in the United States has further improved.</p><p>The analysis pointed out that the U.S. economy is expected to see stronger growth, and the number of consumers who are expected to record a net decrease in unemployment rate has hit a record high. Although inflation expectations fell in early June, rising inflation remains the top concern for consumers.</p><p>U.S. consumer sentiment rose more than expected in early June due to an improving economic outlook and moderating inflation expectations. In addition, consumer sentiment is more optimistic as travel restrictions are lifted, temperatures warm and health concerns weaken.</p><p><b>In terms of new shares, Dingdong Maicai is listed on the US stock market</b>。 The company plans to issue 14 million American depositary shares (ADS) in this IPO, with an issuance range of US $23.5-US $25.5 per ADS;<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, Bank of America,<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Underwriters and other underwriters enjoy the over-allotment option of 2.1 million ADS shares. Based on the upper limit of this issuance range, Dingdong Maicai's IPO will raise up to US $410 million.</p><p><b>Keywords for Wednesday, June 30: China's official manufacturing PMI, Chi-Med, Nayuki's Tea and other new stocks listed</b><img src=\"https://static.tigerbbs.com/8b79e86151fa8448864cf47679b25d04\" tg-width=\"614\" tg-height=\"601\" referrerpolicy=\"no-referrer\">During the Asian session on June 30, focus on China's official manufacturing PMI in June.</p><p><b>Hong Kong stocks will usher in two new IPOs on Wednesday: Chi-Med and Nayuki's Tea.</b></p><p>Chi-Med is priced at HK $40.1 per share. Assuming that the over-allotment option is not exercised, the company's total proceeds from the global offering are expected to be HK $4.1704 billion. The company intends to use the net proceeds from the global offering to advance its late-stage clinical plans and its clinical-stage and preclinical drug candidate pipeline, further enhance its commercialization, clinical, regulatory and manufacturing capabilities, and provide funding for potential global business development and strategic acquisition opportunities, as well as for general corporate purposes.</p><p>Nayuki's tea offering price is between HK $17.20 and HK $19.80, and the maximum total fundraising is approximately HK $5.858 billion. According to CIC, Nayuki's tea is the second largest teahouse brand in China's high-end ready-made teahouse market in terms of total retail consumption in 2020, with a market share of 18.9%.</p><p><b>Keywords for Thursday, July 1: China Caixin Manufacturing PMI; U.S. jobless claims data; Atour Group goes public</b><img src=\"https://static.tigerbbs.com/0c65a6ca86833610251c4e1b660500f4\" tg-width=\"609\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p><b>On Thursday, due to the anniversary of Hong Kong's return to the motherland, Hong Kong stocks were closed for one day.</b></p><p>Investors can focus on a series of economic data released by the United States, among which the one that may have a greater impact on the market is<b>Manufacturing PMI data for June</b>。</p><p>At present, the performance of the manufacturing industry in the United States is gradually improving. Despite this, manufacturers are still struggling to obtain raw materials and recruit qualified workers, which has greatly raised prices for enterprises and consumers. The strong performance in manufacturing underpinned economists' expectations for double-digit growth in the second quarter.</p><p>As COVID-19 pandemic keeps Americans at home, demand shifts from services to goods. Demand has remained strong as vaccinations and trillions of dollars in relief funding from the government have allowed the economy to reopen more broadly.</p><p><b>In terms of new shares, Atour Group will be listed on the US stock market.</b>The company is a mid-to-high-end hotel chain group, and its brands cover the whole business chain from mid-range to luxury hotels. According to the Frost & Sullivan Report, Atour Hotels was the largest mid-to-high-end hotel chain in China in terms of number of guest rooms as of the end of 2020.</p><p><b>Keywords for Friday, July 2: U.S. June non-farm payrolls report; Zhongjun Commercial Management is listed</b><img src=\"https://static.tigerbbs.com/423d184f221bc811afff249a68e94882\" tg-width=\"615\" tg-height=\"599\" referrerpolicy=\"no-referrer\">Friday,<b>The market will welcome the U.S. June non-farm payrolls report</b>The quality of the data will directly and significantly affect the trend of the market.</p><p>Although the U.S. job market is recovering, the extent of the recovery remains miss the market expectation. According to the analysis, the rapid tightening of the labor market may bring a medium-term problem to the financial market. Although new jobs are increasing, the unemployment rate in the United States continues to rise and the employment rate is sluggish.</p><p>The Federal Reserve recently raised its inflation expectations and moved forward its rate hike timeline, and now expects two rate hike in 2023 as inflation in the United States is at multi-decade highs.</p><p>According to the analysis, the Fed seems to be quite determined to stick to this line at present, being looser than ever before, and maintaining liquidity as much as possible, but the rate of withdrawal of liquidity is very, very slow. According to the analysis, considering the existing valuation indicators, any factor that disrupts the financial market, including the labor market, is a real problem facing the financial market in the medium term.</p><p><b>In terms of new shares, Zhongjun Commercial Management is listed on the Hong Kong stock market.</b>According to the data, Zhongjun Commercial Management is a comprehensive property management service provider, positioning itself as a light asset management company, providing office buildings, commercial streets and residential management services for the parent company Zhongjun Group and third parties.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Preview: The U.S. non-farm payrolls are coming in June! Nayuki's tea landed on the Hong Kong Stock Exchange</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPreview: The U.S. non-farm payrolls are coming in June! Nayuki's tea landed on the Hong Kong Stock Exchange\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-28 07:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Summary:</p><p>In terms of economic data: China's official manufacturing PMI, China's Caixin manufacturing PMI, U.S. initial jobless claims, U.S. June<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Initial manufacturing PMI value, U.S. June non-farm payrolls report, etc.; For new shares:<a href=\"https://laohu8.com/S/06626\">Yuexiu Services</a>、<a href=\"https://laohu8.com/S/00013\">Chi-Med</a>, \"the first new tea drink\"<a href=\"https://laohu8.com/S/02150\">Nayuki's tea</a>、<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Maicai, Atour Group... and many other new stocks are listed together! In terms of financial events: The 2021 FOMC voting committee and the chairman of Richmond Fed will deliver speeches. On the anniversary of Hong Kong's return to the motherland, Hong Kong stocks were closed for one day on Thursday.<b>Important economic data at a glance</b></p><p><b>Keywords for Monday, June 28: Federal Reserve Williams speech; Yuexiu Services Listing</b><img src=\"https://static.tigerbbs.com/56f5afbec3ae71eff87df037fadb34de\" tg-width=\"609\" tg-height=\"142\" referrerpolicy=\"no-referrer\">On Monday, investors paid a little attention to the U.S. Dallas Fed Manufacturing Activity Index for June. In addition, investors pay attention to the trend of U.S. stocks and U.S. bonds to find clues to changes in market sentiment.</p><p>In terms of new shares,<b>Yuexiu Services listed on the Main Board of the Stock Exchange on Monday</b>, will be traded in board lots of 500 Yuexiu Services Shares each, stock code 6626.</p><p>According to the data, Yuexiu's service revenue continues to grow rapidly, with revenue reaching 1.168 billion yuan in 2020, with an average annual compound growth rate of 23.7%. In the Bay Area, the company is also actively extending its layout beyond the Greater Bay Area.</p><p><b>Keywords for Tuesday, June 29: Richmond Fed President's Speech; Dingdong Maicai listing</b><img src=\"https://static.tigerbbs.com/835d984c6c7d7bbf6cf77ab2a1b42111\" tg-width=\"614\" tg-height=\"462\" referrerpolicy=\"no-referrer\"><b>On Tuesday, investors mainly focused on the U.S. Consulting Council consumer confidence data</b>。 At present, the market widely believes that consumer confidence in the United States has further improved.</p><p>The analysis pointed out that the U.S. economy is expected to see stronger growth, and the number of consumers who are expected to record a net decrease in unemployment rate has hit a record high. Although inflation expectations fell in early June, rising inflation remains the top concern for consumers.</p><p>U.S. consumer sentiment rose more than expected in early June due to an improving economic outlook and moderating inflation expectations. In addition, consumer sentiment is more optimistic as travel restrictions are lifted, temperatures warm and health concerns weaken.</p><p><b>In terms of new shares, Dingdong Maicai is listed on the US stock market</b>。 The company plans to issue 14 million American depositary shares (ADS) in this IPO, with an issuance range of US $23.5-US $25.5 per ADS;<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, Bank of America,<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Underwriters and other underwriters enjoy the over-allotment option of 2.1 million ADS shares. Based on the upper limit of this issuance range, Dingdong Maicai's IPO will raise up to US $410 million.</p><p><b>Keywords for Wednesday, June 30: China's official manufacturing PMI, Chi-Med, Nayuki's Tea and other new stocks listed</b><img src=\"https://static.tigerbbs.com/8b79e86151fa8448864cf47679b25d04\" tg-width=\"614\" tg-height=\"601\" referrerpolicy=\"no-referrer\">During the Asian session on June 30, focus on China's official manufacturing PMI in June.</p><p><b>Hong Kong stocks will usher in two new IPOs on Wednesday: Chi-Med and Nayuki's Tea.</b></p><p>Chi-Med is priced at HK $40.1 per share. Assuming that the over-allotment option is not exercised, the company's total proceeds from the global offering are expected to be HK $4.1704 billion. The company intends to use the net proceeds from the global offering to advance its late-stage clinical plans and its clinical-stage and preclinical drug candidate pipeline, further enhance its commercialization, clinical, regulatory and manufacturing capabilities, and provide funding for potential global business development and strategic acquisition opportunities, as well as for general corporate purposes.</p><p>Nayuki's tea offering price is between HK $17.20 and HK $19.80, and the maximum total fundraising is approximately HK $5.858 billion. According to CIC, Nayuki's tea is the second largest teahouse brand in China's high-end ready-made teahouse market in terms of total retail consumption in 2020, with a market share of 18.9%.</p><p><b>Keywords for Thursday, July 1: China Caixin Manufacturing PMI; U.S. jobless claims data; Atour Group goes public</b><img src=\"https://static.tigerbbs.com/0c65a6ca86833610251c4e1b660500f4\" tg-width=\"609\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p><b>On Thursday, due to the anniversary of Hong Kong's return to the motherland, Hong Kong stocks were closed for one day.</b></p><p>Investors can focus on a series of economic data released by the United States, among which the one that may have a greater impact on the market is<b>Manufacturing PMI data for June</b>。</p><p>At present, the performance of the manufacturing industry in the United States is gradually improving. Despite this, manufacturers are still struggling to obtain raw materials and recruit qualified workers, which has greatly raised prices for enterprises and consumers. The strong performance in manufacturing underpinned economists' expectations for double-digit growth in the second quarter.</p><p>As COVID-19 pandemic keeps Americans at home, demand shifts from services to goods. Demand has remained strong as vaccinations and trillions of dollars in relief funding from the government have allowed the economy to reopen more broadly.</p><p><b>In terms of new shares, Atour Group will be listed on the US stock market.</b>The company is a mid-to-high-end hotel chain group, and its brands cover the whole business chain from mid-range to luxury hotels. According to the Frost & Sullivan Report, Atour Hotels was the largest mid-to-high-end hotel chain in China in terms of number of guest rooms as of the end of 2020.</p><p><b>Keywords for Friday, July 2: U.S. June non-farm payrolls report; Zhongjun Commercial Management is listed</b><img src=\"https://static.tigerbbs.com/423d184f221bc811afff249a68e94882\" tg-width=\"615\" tg-height=\"599\" referrerpolicy=\"no-referrer\">Friday,<b>The market will welcome the U.S. June non-farm payrolls report</b>The quality of the data will directly and significantly affect the trend of the market.</p><p>Although the U.S. job market is recovering, the extent of the recovery remains miss the market expectation. According to the analysis, the rapid tightening of the labor market may bring a medium-term problem to the financial market. Although new jobs are increasing, the unemployment rate in the United States continues to rise and the employment rate is sluggish.</p><p>The Federal Reserve recently raised its inflation expectations and moved forward its rate hike timeline, and now expects two rate hike in 2023 as inflation in the United States is at multi-decade highs.</p><p>According to the analysis, the Fed seems to be quite determined to stick to this line at present, being looser than ever before, and maintaining liquidity as much as possible, but the rate of withdrawal of liquidity is very, very slow. According to the analysis, considering the existing valuation indicators, any factor that disrupts the financial market, including the labor market, is a real problem facing the financial market in the medium term.</p><p><b>In terms of new shares, Zhongjun Commercial Management is listed on the Hong Kong stock market.</b>According to the data, Zhongjun Commercial Management is a comprehensive property management service provider, positioning itself as a light asset management company, providing office buildings, commercial streets and residential management services for the parent company Zhongjun Group and third parties.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111160299","content_text":"摘要：\n\n 经济数据方面：中国官方制造业PMI、中国财新制造业PMI、美国初请失业金人数、美国6月Markit制造业PMI初值、美国6月非农就业报告等；\n\n\n 新股方面：越秀服务、和黄医药、“新式茶饮第一股”奈雪的茶、叮咚买菜、亚朵集团……等多只新股扎堆上市！\n\n\n 财经事件方面：2021年FOMC票委、里奇蒙德联储主席将发表讲话。香港回归纪念日，港股周四休市一天。\n\n重要经济数据一览\n6月28日周一关键词：美联储威廉姆斯讲话；越秀服务上市周一，投资者稍加留意美国的6月达拉斯联储制造业活动指数。另外，投资者关注美股和美债的走势，从而找到市场情绪变化的线索。\n新股方面，越秀服务周一在联交所主板上市，将以每手500股越秀服务股份进行买卖，股份代号为6626。\n资料显示，越秀服务收入持续快速增长，2020年收入达到11.68亿元，年均复合增长率为23.7%，按地域划分收入看，非商业板块和商业板块分别有78%和92%的收入来自大湾区，公司亦积极向大湾区之外延伸布局。\n6月29日周二关键词：里奇蒙德联储主席讲话；叮咚买菜上市周二，投资者主要关注美国的咨商会消费信心数据。目前市场广泛认为美国的消费信心有了进一步的好转。\n分析指出，美国经济预期会出现更强增长，预计失业率将录得净降低的消费者人数创下历史新高。尽管通胀预期在6月初有所下降，通胀上升仍然是消费者最关心的问题。\n由于经济前景的改善以及通胀预期趋缓，美国消费者情绪在6月初的上升幅度超过了预期。此外，随着旅行限制的取消，气温回暖以及健康担忧的弱化，消费者的情绪更加乐观。\n新股方面，叮咚买菜于美股上市。公司计划在本次IPO中发行1400万股美国存托股票（ADS），发行区间为每股ADS 23.5美元-25.5美元；摩根士丹利、美银、瑞士信贷等承销商另享有210万股ADS的超额配售权。以此发行区间上限计算，叮咚买菜本次IPO至多募资规模为4.1亿美元。\n6月30日周三关键词：中国官方制造业PMI，和黄医药、奈雪的茶等新股上市6月30日亚洲时段，重点关注中国的6月份官方制造业PMI。\n周三港股将迎来两个新股IPO：和黄医药和奈雪的茶。\n和黄医药每股定价为40.1港元。假设超额配股权未获行使，公司自全球发售获得的所得款项总额预期将为41.704亿港元。公司拟将全球发售的所得款项净额用作推进其后期临床计划以及其临床阶段及临床前候选药物管线、进一步增强其商业化、临床、监管及生产实力、为潜在的全球业务发展及策略收购机会提供资金，以及用作一般企业用途。\n奈雪的茶招股价为17.20港元-19.80港元之间，最高募资总额约为58.58亿港元。根据灼识谘询的资料，按2020年零售消费总值计，奈雪的茶在中国高端现制茶饮店市场中为第二大茶饮店品牌，市场份额为18.9%。\n7月1日周四关键词：中国财新制造业PMI；美国初请失业金数据；亚朵集团上市\n周四，因香港回归纪念日，港股休市一天。\n投资者可重点关注美国公布的一系列经济数据，其中对市场影响较大的可能是6月份的制造业PMI数据。\n当前美国制造业表现逐步向好，虽然如此，但制造商仍在努力获取原材料和招聘合格工人，这大大提高了企业和消费者的价格。制造业的强劲表现支撑了经济学家对第二季度两位数增长的预期。\n由于新冠疫情使美国人留在国内，需求从服务转向商品。由于接种疫苗和政府提供的数万亿美元救济资金使经济更广泛地重新开放，需求仍保持强劲。\n新股方面，亚朵集团将于美股上市。公司为一家中高档连锁酒店集团，旗下品牌覆盖从中档到豪华酒店的全业务链条。根据弗若斯特沙利文报告，截至2020年底，按客房数量计，亚朵酒店是中国最大的中高档连锁酒店。\n7月2日周五关键词：美国6月非农就业报告；中骏商管上市周五，市场将迎来美国6月非农就业报告，数据的好坏将直接大幅度的影响市场行情的走向。\n尽管美国就业市场正在复苏，但复苏的程度仍然不及市场预期。分析表示，劳动力市场迅速收紧可能会给金融市场带来一个中期问题。虽然新增就业不断增加，但美国失业率持续上升，且雇佣率低迷。\n美联储最近上调了通胀预期，并提前了加息时间表，目前预计2023年将有两次加息，因为美国的通胀率正处于几十年来的高点。\n分析称，目前美联储似乎相当坚决地坚持这一路线，比以往任何时候都要宽松，并尽可能维持流动性，但撤回流动性的速度非常非常缓慢。分析认为，考虑到现有的估值指标，任何扰乱金融市场的因素，包括劳动力市场，都是金融市场在中期面临的真正问题。\n新股方面，中骏商管于港股上市。资料显示，中骏商管是一家综合物业管理服务提供商，定位轻资产管理公司，为母公司中骏集团及第三方提供办公楼、商业街及住宅等管理服务。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"MGCmain":0.9,"SImain":0.9,"DUST":0.9,"IAU":0.9,"SGCmain":0.9,"GDX":0.9,"NUGT":0.9,"GCmain":0.9,"SGUmain":0.9,"GLD":0.9}},"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":127400822,"gmtCreate":1624859921866,"gmtModify":1703846418214,"author":{"id":"4087879366616390","authorId":"4087879366616390","name":"KeithLim0419","avatar":"https://static.tigerbbs.com/c06b5b5446d59381a96157f8f89d14ea","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087879366616390","authorIdStr":"4087879366616390"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127400822","repostId":"1111160299","repostType":4,"repost":{"id":"1111160299","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624835672,"share":"https://ttm.financial/m/news/1111160299?lang=en_US&edition=fundamental","pubTime":"2021-06-28 07:14","market":"us","language":"zh","title":"Preview: The U.S. non-farm payrolls are coming in June! Nayuki's tea landed on the Hong Kong Stock Exchange","url":"https://stock-news.laohu8.com/highlight/detail?id=1111160299","media":"老虎资讯综合","summary":"摘要：\n\n 经济数据方面：中国官方制造业PMI、中国财新制造业PMI、美国初请失业金人数、美国6月Markit制造业PMI初值、美国6月非农就业报告等；\n\n\n 新股方面：越秀服务、和黄医药、“新式茶饮","content":"<p>Summary:</p><p>In terms of economic data: China's official manufacturing PMI, China's Caixin manufacturing PMI, U.S. initial jobless claims, U.S. June<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Initial manufacturing PMI value, U.S. June non-farm payrolls report, etc.; For new shares:<a href=\"https://laohu8.com/S/06626\">Yuexiu Services</a>、<a href=\"https://laohu8.com/S/00013\">Chi-Med</a>, \"the first new tea drink\"<a href=\"https://laohu8.com/S/02150\">Nayuki's tea</a>、<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Maicai, Atour Group... and many other new stocks are listed together! In terms of financial events: The 2021 FOMC voting committee and the chairman of Richmond Fed will deliver speeches. On the anniversary of Hong Kong's return to the motherland, Hong Kong stocks were closed for one day on Thursday.<b>Important economic data at a glance</b></p><p><b>Keywords for Monday, June 28: Federal Reserve Williams speech; Yuexiu Services Listing</b><img src=\"https://static.tigerbbs.com/56f5afbec3ae71eff87df037fadb34de\" tg-width=\"609\" tg-height=\"142\" referrerpolicy=\"no-referrer\">On Monday, investors paid a little attention to the U.S. Dallas Fed Manufacturing Activity Index for June. In addition, investors pay attention to the trend of U.S. stocks and U.S. bonds to find clues to changes in market sentiment.</p><p>In terms of new shares,<b>Yuexiu Services listed on the Main Board of the Stock Exchange on Monday</b>, will be traded in board lots of 500 Yuexiu Services Shares each, stock code 6626.</p><p>According to the data, Yuexiu's service revenue continues to grow rapidly, with revenue reaching 1.168 billion yuan in 2020, with an average annual compound growth rate of 23.7%. In the Bay Area, the company is also actively extending its layout beyond the Greater Bay Area.</p><p><b>Keywords for Tuesday, June 29: Richmond Fed President's Speech; Dingdong Maicai listing</b><img src=\"https://static.tigerbbs.com/835d984c6c7d7bbf6cf77ab2a1b42111\" tg-width=\"614\" tg-height=\"462\" referrerpolicy=\"no-referrer\"><b>On Tuesday, investors mainly focused on the U.S. Consulting Council consumer confidence data</b>。 At present, the market widely believes that consumer confidence in the United States has further improved.</p><p>The analysis pointed out that the U.S. economy is expected to see stronger growth, and the number of consumers who are expected to record a net decrease in unemployment rate has hit a record high. Although inflation expectations fell in early June, rising inflation remains the top concern for consumers.</p><p>U.S. consumer sentiment rose more than expected in early June due to an improving economic outlook and moderating inflation expectations. In addition, consumer sentiment is more optimistic as travel restrictions are lifted, temperatures warm and health concerns weaken.</p><p><b>In terms of new shares, Dingdong Maicai is listed on the US stock market</b>。 The company plans to issue 14 million American depositary shares (ADS) in this IPO, with an issuance range of US $23.5-US $25.5 per ADS;<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, Bank of America,<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Underwriters and other underwriters enjoy the over-allotment option of 2.1 million ADS shares. Based on the upper limit of this issuance range, Dingdong Maicai's IPO will raise up to US $410 million.</p><p><b>Keywords for Wednesday, June 30: China's official manufacturing PMI, Chi-Med, Nayuki's Tea and other new stocks listed</b><img src=\"https://static.tigerbbs.com/8b79e86151fa8448864cf47679b25d04\" tg-width=\"614\" tg-height=\"601\" referrerpolicy=\"no-referrer\">During the Asian session on June 30, focus on China's official manufacturing PMI in June.</p><p><b>Hong Kong stocks will usher in two new IPOs on Wednesday: Chi-Med and Nayuki's Tea.</b></p><p>Chi-Med is priced at HK $40.1 per share. Assuming that the over-allotment option is not exercised, the company's total proceeds from the global offering are expected to be HK $4.1704 billion. The company intends to use the net proceeds from the global offering to advance its late-stage clinical plans and its clinical-stage and preclinical drug candidate pipeline, further enhance its commercialization, clinical, regulatory and manufacturing capabilities, and provide funding for potential global business development and strategic acquisition opportunities, as well as for general corporate purposes.</p><p>Nayuki's tea offering price is between HK $17.20 and HK $19.80, and the maximum total fundraising is approximately HK $5.858 billion. According to CIC, Nayuki's tea is the second largest teahouse brand in China's high-end ready-made teahouse market in terms of total retail consumption in 2020, with a market share of 18.9%.</p><p><b>Keywords for Thursday, July 1: China Caixin Manufacturing PMI; U.S. jobless claims data; Atour Group goes public</b><img src=\"https://static.tigerbbs.com/0c65a6ca86833610251c4e1b660500f4\" tg-width=\"609\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p><b>On Thursday, due to the anniversary of Hong Kong's return to the motherland, Hong Kong stocks were closed for one day.</b></p><p>Investors can focus on a series of economic data released by the United States, among which the one that may have a greater impact on the market is<b>Manufacturing PMI data for June</b>。</p><p>At present, the performance of the manufacturing industry in the United States is gradually improving. Despite this, manufacturers are still struggling to obtain raw materials and recruit qualified workers, which has greatly raised prices for enterprises and consumers. The strong performance in manufacturing underpinned economists' expectations for double-digit growth in the second quarter.</p><p>As COVID-19 pandemic keeps Americans at home, demand shifts from services to goods. Demand has remained strong as vaccinations and trillions of dollars in relief funding from the government have allowed the economy to reopen more broadly.</p><p><b>In terms of new shares, Atour Group will be listed on the US stock market.</b>The company is a mid-to-high-end hotel chain group, and its brands cover the whole business chain from mid-range to luxury hotels. According to the Frost & Sullivan Report, Atour Hotels was the largest mid-to-high-end hotel chain in China in terms of number of guest rooms as of the end of 2020.</p><p><b>Keywords for Friday, July 2: U.S. June non-farm payrolls report; Zhongjun Commercial Management is listed</b><img src=\"https://static.tigerbbs.com/423d184f221bc811afff249a68e94882\" tg-width=\"615\" tg-height=\"599\" referrerpolicy=\"no-referrer\">Friday,<b>The market will welcome the U.S. June non-farm payrolls report</b>The quality of the data will directly and significantly affect the trend of the market.</p><p>Although the U.S. job market is recovering, the extent of the recovery remains miss the market expectation. According to the analysis, the rapid tightening of the labor market may bring a medium-term problem to the financial market. Although new jobs are increasing, the unemployment rate in the United States continues to rise and the employment rate is sluggish.</p><p>The Federal Reserve recently raised its inflation expectations and moved forward its rate hike timeline, and now expects two rate hike in 2023 as inflation in the United States is at multi-decade highs.</p><p>According to the analysis, the Fed seems to be quite determined to stick to this line at present, being looser than ever before, and maintaining liquidity as much as possible, but the rate of withdrawal of liquidity is very, very slow. According to the analysis, considering the existing valuation indicators, any factor that disrupts the financial market, including the labor market, is a real problem facing the financial market in the medium term.</p><p><b>In terms of new shares, Zhongjun Commercial Management is listed on the Hong Kong stock market.</b>According to the data, Zhongjun Commercial Management is a comprehensive property management service provider, positioning itself as a light asset management company, providing office buildings, commercial streets and residential management services for the parent company Zhongjun Group and third parties.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Preview: The U.S. non-farm payrolls are coming in June! Nayuki's tea landed on the Hong Kong Stock Exchange</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPreview: The U.S. non-farm payrolls are coming in June! Nayuki's tea landed on the Hong Kong Stock Exchange\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-28 07:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Summary:</p><p>In terms of economic data: China's official manufacturing PMI, China's Caixin manufacturing PMI, U.S. initial jobless claims, U.S. June<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Initial manufacturing PMI value, U.S. June non-farm payrolls report, etc.; For new shares:<a href=\"https://laohu8.com/S/06626\">Yuexiu Services</a>、<a href=\"https://laohu8.com/S/00013\">Chi-Med</a>, \"the first new tea drink\"<a href=\"https://laohu8.com/S/02150\">Nayuki's tea</a>、<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Maicai, Atour Group... and many other new stocks are listed together! In terms of financial events: The 2021 FOMC voting committee and the chairman of Richmond Fed will deliver speeches. On the anniversary of Hong Kong's return to the motherland, Hong Kong stocks were closed for one day on Thursday.<b>Important economic data at a glance</b></p><p><b>Keywords for Monday, June 28: Federal Reserve Williams speech; Yuexiu Services Listing</b><img src=\"https://static.tigerbbs.com/56f5afbec3ae71eff87df037fadb34de\" tg-width=\"609\" tg-height=\"142\" referrerpolicy=\"no-referrer\">On Monday, investors paid a little attention to the U.S. Dallas Fed Manufacturing Activity Index for June. In addition, investors pay attention to the trend of U.S. stocks and U.S. bonds to find clues to changes in market sentiment.</p><p>In terms of new shares,<b>Yuexiu Services listed on the Main Board of the Stock Exchange on Monday</b>, will be traded in board lots of 500 Yuexiu Services Shares each, stock code 6626.</p><p>According to the data, Yuexiu's service revenue continues to grow rapidly, with revenue reaching 1.168 billion yuan in 2020, with an average annual compound growth rate of 23.7%. In the Bay Area, the company is also actively extending its layout beyond the Greater Bay Area.</p><p><b>Keywords for Tuesday, June 29: Richmond Fed President's Speech; Dingdong Maicai listing</b><img src=\"https://static.tigerbbs.com/835d984c6c7d7bbf6cf77ab2a1b42111\" tg-width=\"614\" tg-height=\"462\" referrerpolicy=\"no-referrer\"><b>On Tuesday, investors mainly focused on the U.S. Consulting Council consumer confidence data</b>。 At present, the market widely believes that consumer confidence in the United States has further improved.</p><p>The analysis pointed out that the U.S. economy is expected to see stronger growth, and the number of consumers who are expected to record a net decrease in unemployment rate has hit a record high. Although inflation expectations fell in early June, rising inflation remains the top concern for consumers.</p><p>U.S. consumer sentiment rose more than expected in early June due to an improving economic outlook and moderating inflation expectations. In addition, consumer sentiment is more optimistic as travel restrictions are lifted, temperatures warm and health concerns weaken.</p><p><b>In terms of new shares, Dingdong Maicai is listed on the US stock market</b>。 The company plans to issue 14 million American depositary shares (ADS) in this IPO, with an issuance range of US $23.5-US $25.5 per ADS;<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, Bank of America,<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Underwriters and other underwriters enjoy the over-allotment option of 2.1 million ADS shares. Based on the upper limit of this issuance range, Dingdong Maicai's IPO will raise up to US $410 million.</p><p><b>Keywords for Wednesday, June 30: China's official manufacturing PMI, Chi-Med, Nayuki's Tea and other new stocks listed</b><img src=\"https://static.tigerbbs.com/8b79e86151fa8448864cf47679b25d04\" tg-width=\"614\" tg-height=\"601\" referrerpolicy=\"no-referrer\">During the Asian session on June 30, focus on China's official manufacturing PMI in June.</p><p><b>Hong Kong stocks will usher in two new IPOs on Wednesday: Chi-Med and Nayuki's Tea.</b></p><p>Chi-Med is priced at HK $40.1 per share. Assuming that the over-allotment option is not exercised, the company's total proceeds from the global offering are expected to be HK $4.1704 billion. The company intends to use the net proceeds from the global offering to advance its late-stage clinical plans and its clinical-stage and preclinical drug candidate pipeline, further enhance its commercialization, clinical, regulatory and manufacturing capabilities, and provide funding for potential global business development and strategic acquisition opportunities, as well as for general corporate purposes.</p><p>Nayuki's tea offering price is between HK $17.20 and HK $19.80, and the maximum total fundraising is approximately HK $5.858 billion. According to CIC, Nayuki's tea is the second largest teahouse brand in China's high-end ready-made teahouse market in terms of total retail consumption in 2020, with a market share of 18.9%.</p><p><b>Keywords for Thursday, July 1: China Caixin Manufacturing PMI; U.S. jobless claims data; Atour Group goes public</b><img src=\"https://static.tigerbbs.com/0c65a6ca86833610251c4e1b660500f4\" tg-width=\"609\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p><b>On Thursday, due to the anniversary of Hong Kong's return to the motherland, Hong Kong stocks were closed for one day.</b></p><p>Investors can focus on a series of economic data released by the United States, among which the one that may have a greater impact on the market is<b>Manufacturing PMI data for June</b>。</p><p>At present, the performance of the manufacturing industry in the United States is gradually improving. Despite this, manufacturers are still struggling to obtain raw materials and recruit qualified workers, which has greatly raised prices for enterprises and consumers. The strong performance in manufacturing underpinned economists' expectations for double-digit growth in the second quarter.</p><p>As COVID-19 pandemic keeps Americans at home, demand shifts from services to goods. Demand has remained strong as vaccinations and trillions of dollars in relief funding from the government have allowed the economy to reopen more broadly.</p><p><b>In terms of new shares, Atour Group will be listed on the US stock market.</b>The company is a mid-to-high-end hotel chain group, and its brands cover the whole business chain from mid-range to luxury hotels. According to the Frost & Sullivan Report, Atour Hotels was the largest mid-to-high-end hotel chain in China in terms of number of guest rooms as of the end of 2020.</p><p><b>Keywords for Friday, July 2: U.S. June non-farm payrolls report; Zhongjun Commercial Management is listed</b><img src=\"https://static.tigerbbs.com/423d184f221bc811afff249a68e94882\" tg-width=\"615\" tg-height=\"599\" referrerpolicy=\"no-referrer\">Friday,<b>The market will welcome the U.S. June non-farm payrolls report</b>The quality of the data will directly and significantly affect the trend of the market.</p><p>Although the U.S. job market is recovering, the extent of the recovery remains miss the market expectation. According to the analysis, the rapid tightening of the labor market may bring a medium-term problem to the financial market. Although new jobs are increasing, the unemployment rate in the United States continues to rise and the employment rate is sluggish.</p><p>The Federal Reserve recently raised its inflation expectations and moved forward its rate hike timeline, and now expects two rate hike in 2023 as inflation in the United States is at multi-decade highs.</p><p>According to the analysis, the Fed seems to be quite determined to stick to this line at present, being looser than ever before, and maintaining liquidity as much as possible, but the rate of withdrawal of liquidity is very, very slow. According to the analysis, considering the existing valuation indicators, any factor that disrupts the financial market, including the labor market, is a real problem facing the financial market in the medium term.</p><p><b>In terms of new shares, Zhongjun Commercial Management is listed on the Hong Kong stock market.</b>According to the data, Zhongjun Commercial Management is a comprehensive property management service provider, positioning itself as a light asset management company, providing office buildings, commercial streets and residential management services for the parent company Zhongjun Group and third parties.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111160299","content_text":"摘要：\n\n 经济数据方面：中国官方制造业PMI、中国财新制造业PMI、美国初请失业金人数、美国6月Markit制造业PMI初值、美国6月非农就业报告等；\n\n\n 新股方面：越秀服务、和黄医药、“新式茶饮第一股”奈雪的茶、叮咚买菜、亚朵集团……等多只新股扎堆上市！\n\n\n 财经事件方面：2021年FOMC票委、里奇蒙德联储主席将发表讲话。香港回归纪念日，港股周四休市一天。\n\n重要经济数据一览\n6月28日周一关键词：美联储威廉姆斯讲话；越秀服务上市周一，投资者稍加留意美国的6月达拉斯联储制造业活动指数。另外，投资者关注美股和美债的走势，从而找到市场情绪变化的线索。\n新股方面，越秀服务周一在联交所主板上市，将以每手500股越秀服务股份进行买卖，股份代号为6626。\n资料显示，越秀服务收入持续快速增长，2020年收入达到11.68亿元，年均复合增长率为23.7%，按地域划分收入看，非商业板块和商业板块分别有78%和92%的收入来自大湾区，公司亦积极向大湾区之外延伸布局。\n6月29日周二关键词：里奇蒙德联储主席讲话；叮咚买菜上市周二，投资者主要关注美国的咨商会消费信心数据。目前市场广泛认为美国的消费信心有了进一步的好转。\n分析指出，美国经济预期会出现更强增长，预计失业率将录得净降低的消费者人数创下历史新高。尽管通胀预期在6月初有所下降，通胀上升仍然是消费者最关心的问题。\n由于经济前景的改善以及通胀预期趋缓，美国消费者情绪在6月初的上升幅度超过了预期。此外，随着旅行限制的取消，气温回暖以及健康担忧的弱化，消费者的情绪更加乐观。\n新股方面，叮咚买菜于美股上市。公司计划在本次IPO中发行1400万股美国存托股票（ADS），发行区间为每股ADS 23.5美元-25.5美元；摩根士丹利、美银、瑞士信贷等承销商另享有210万股ADS的超额配售权。以此发行区间上限计算，叮咚买菜本次IPO至多募资规模为4.1亿美元。\n6月30日周三关键词：中国官方制造业PMI，和黄医药、奈雪的茶等新股上市6月30日亚洲时段，重点关注中国的6月份官方制造业PMI。\n周三港股将迎来两个新股IPO：和黄医药和奈雪的茶。\n和黄医药每股定价为40.1港元。假设超额配股权未获行使，公司自全球发售获得的所得款项总额预期将为41.704亿港元。公司拟将全球发售的所得款项净额用作推进其后期临床计划以及其临床阶段及临床前候选药物管线、进一步增强其商业化、临床、监管及生产实力、为潜在的全球业务发展及策略收购机会提供资金，以及用作一般企业用途。\n奈雪的茶招股价为17.20港元-19.80港元之间，最高募资总额约为58.58亿港元。根据灼识谘询的资料，按2020年零售消费总值计，奈雪的茶在中国高端现制茶饮店市场中为第二大茶饮店品牌，市场份额为18.9%。\n7月1日周四关键词：中国财新制造业PMI；美国初请失业金数据；亚朵集团上市\n周四，因香港回归纪念日，港股休市一天。\n投资者可重点关注美国公布的一系列经济数据，其中对市场影响较大的可能是6月份的制造业PMI数据。\n当前美国制造业表现逐步向好，虽然如此，但制造商仍在努力获取原材料和招聘合格工人，这大大提高了企业和消费者的价格。制造业的强劲表现支撑了经济学家对第二季度两位数增长的预期。\n由于新冠疫情使美国人留在国内，需求从服务转向商品。由于接种疫苗和政府提供的数万亿美元救济资金使经济更广泛地重新开放，需求仍保持强劲。\n新股方面，亚朵集团将于美股上市。公司为一家中高档连锁酒店集团，旗下品牌覆盖从中档到豪华酒店的全业务链条。根据弗若斯特沙利文报告，截至2020年底，按客房数量计，亚朵酒店是中国最大的中高档连锁酒店。\n7月2日周五关键词：美国6月非农就业报告；中骏商管上市周五，市场将迎来美国6月非农就业报告，数据的好坏将直接大幅度的影响市场行情的走向。\n尽管美国就业市场正在复苏，但复苏的程度仍然不及市场预期。分析表示，劳动力市场迅速收紧可能会给金融市场带来一个中期问题。虽然新增就业不断增加，但美国失业率持续上升，且雇佣率低迷。\n美联储最近上调了通胀预期，并提前了加息时间表，目前预计2023年将有两次加息，因为美国的通胀率正处于几十年来的高点。\n分析称，目前美联储似乎相当坚决地坚持这一路线，比以往任何时候都要宽松，并尽可能维持流动性，但撤回流动性的速度非常非常缓慢。分析认为，考虑到现有的估值指标，任何扰乱金融市场的因素，包括劳动力市场，都是金融市场在中期面临的真正问题。\n新股方面，中骏商管于港股上市。资料显示，中骏商管是一家综合物业管理服务提供商，定位轻资产管理公司，为母公司中骏集团及第三方提供办公楼、商业街及住宅等管理服务。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"MGCmain":0.9,"SImain":0.9,"DUST":0.9,"IAU":0.9,"SGCmain":0.9,"GDX":0.9,"NUGT":0.9,"GCmain":0.9,"SGUmain":0.9,"GLD":0.9}},"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
