Internationally:
1. Goldman Sachs: The AI capital expenditure boom has exceeded expectations in both the strength and duration of its impact on the South Korean chip cycle.
2. Dallas Fed: The US economy is far more resilient to oil price shocks than it was in the 1980s.
3. ING: Easing price pressures in the Eurozone will boost the ECB's confidence.
4. Westpac: The Middle East shock may trigger a "second wave" of inflation; still expects the RBA to raise interest rates in August.
Domestically:
1. Huatai Securities: High overseas costs provide support; a pessimistic outlook for long-term aluminum prices is not advisable.
2. CITIC Securities: Computing power and power-related industrial chains have medium- to long-term investment value.
3. CITIC Securities: Performance recovery is expected to drive a rebound in insurance sector stock prices; consider seizing the investment opportunity.
4. CITIC Securities: Silicon Valley industry remains optimistic about AI progress, believing that AI is still in its early stages of development in the long term. 5. CITIC Securities: The securities sector is currently in a window of opportunity where "high earnings growth, low valuations, and accelerating industry trends" converge.
6. CITIC Securities: China's science and technology policies are further entering a closed-loop industrial development phase.
7. CITIC Securities: The securities sector is currently in a window of opportunity where "high earnings growth, low valuations, and accelerating industry trends" converge.
8. CITIC Securities: The valuations of leading express delivery companies are currently very attractive; it is recommended to consider investing in them when the opportunity arises.
9. Galaxy Securities: The fundamentals of the securities industry remain stable and positive in the second half of the year, with new growth drivers continuing to emerge.
