HK Deep Tech IPO Picks 🚀
This cycle features 3 Hong Kong IPOs across advanced manufacturing, electronic materials, and robotics:
🔹 CCTC (
Supplier of electronic ceramic materials and components
🔹 DTECH (
Provider of critical PCB manufacturing process solutions
🔹 ROKAE (
Industrial, collaborative & embodied AI robotics platform
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May PCE is out: headline inflation rose 4.1% YoY, while core PCE climbed 3.4% YoY.
This is not a simple “stocks go down” print. It is more of a valuation stress test: sticky inflation keeps rate-cut hopes under pressure and may revive rate-hike pricing, which is tough for high-multiple growth stocks 📊
But income and spending were both strong, so the economy is not cracking. The likely takeaway: more dispersion. Cash flow, pricing power, and earnings delivery matter more than multiple expansion.
Not investment advice.
📈 Hot Stock Watch: Micron ($MU)
AI-driven memory demand remains a key theme.
Micron reports earnings after the bell on June 24, with investors focused on HBM demand, DRAM pricing, guidance, and the company's AI growth outlook.
Not investment advice.
🚀 New Futures Listings:
$AAPL — Apple Inc.
$MSFT — Microsoft Corp.
$GOOGL — Alphabet Inc.
$META — Meta Platforms
$BABA — Alibaba Group
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