Core Viewpoint - The focus on alpha investment opportunities is becoming increasingly important as of late June, with recommendations to accumulate leading companies in core sectors and to pay attention to marginal changes in specific sectors and stocks [2][3]. Group 1: Alpha Investment Opportunities - Continuous emphasis on accumulating leading companies in core sectors to exchange time for space [2]. - Attention should be directed towards sectors and stocks with significant expected differences and marginal changes [2]. Group 2: Industry Insights - The Huawei HDC2025 conference introduced the HarmonyOS 6.0 developer beta version and showcased the HarmonyOS PC operating system, along with the first batch of over 50 Harmony smart devices, indicating a maturing ecosystem that benefits related companies [2]. - The announcement of the cross-border payment link between the People's Bank of China and the Hong Kong Monetary Authority, set to launch on June 22, is expected to facilitate direct payments between the mainland and Hong Kong, reducing cross-border remittance costs [2].

Group 1 - Apple is set to unveil a new comprehensive gaming application at WWDC 2025, which will replace the outdated Game Center and integrate various gaming features such as achievements, global leaderboards, and social interactions [1][2] - The Mac version of this application is expected to allow users to play games downloaded from outside the App Store, indicating a significant shift in Apple's approach to gaming on its platforms [1][4] - Despite previous legal challenges regarding third-party payments, Apple continues to emphasize user safety and ecosystem integrity while adapting its services to market pressures [1][5] Group 2 - The new gaming application will include features like personalized game recommendations, a dedicated section for App Store games and Apple Arcade content, and enhanced communication tools through FaceTime and iMessage [2][3] - The introduction of this application is seen as a strategic move to strengthen Apple's channel advantages and retain developers within its payment ecosystem [5][8] - The gaming industry is experiencing a shift towards cross-platform products, with significant revenue being generated on PC platforms, which poses a challenge to Apple's traditional revenue model [6][7] Group 3 - The competitive landscape is intensifying, with major players like Google and Tencent expanding their cross-platform capabilities, prompting Apple to reconsider its strategies in the PC gaming market [11][12] - Apple's recent acquisition of a Canadian independent game studio signals its commitment to enhancing its gaming ecosystem and adapting to changing market dynamics [11][12] - The overall market pressure is driving Apple to evolve its gaming services, indicating that external competition is a key factor in its strategic decisions [11][12]