International 1. Fitch: The Fed need not worry about employment; oil prices help cool inflation. 2. Citi: Oil prices may fall to $60 per barrel as the Strait of Hormuz crisis subsides. 3. Citi: Aluminum prices have bottomed out in the short term a

2026-07-03

International 1. Fitch: The Fed need not worry about employment; oil prices help cool inflation. 2. Citi: Oil prices may fall to $60 per barrel as the Strait of Hormuz crisis subsides. 3. Citi: Aluminum prices have bottomed out in the short term and are expected to rebound to $3,500 by the end of the year. 4. Barclays: The Japanese government bond yield curve is steepening amid multiple headwinds. 5. OCBC Bank: Gold is expected to remain an effective target for asset diversification in the medium term. 6. National Australia Bank: The Reserve Bank of Australia is expected to cut interest rates in 2027; the outlook for the Australian dollar is bleak. Domestic 1. CICC: Cooling non-farm payrolls support the Fed's decision not to raise or cut interest rates. 2. CICC: The US dollar index may return to a weak fluctuation range. 3. Everbright Securities: Meta computing power leasing is a resource optimization method and does not change the medium- to long-term expansion plan. 4. CITIC Securities: The global semiconductor equipment market size is expected to double in 2028 compared to 2025. 5. CITIC Securities: Focus on the growth rate of domestic companies in powder materials and fluorinated polymer materials, and the opportunity presented by accelerated import substitution. 6. CITIC Securities: The domestic computing power theme is clear, and leading companies' performance is expected to accelerate. 7. CITIC Securities: There is still room for downward revision of US market interest rate hike expectations. 8. CITIC Securities: Supply and demand resonate with technology; now is the time for a revaluation of rare earth values.

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1. Pressuring the Fed Chairman and Governors —Following the release of the latest US jobs report, US President Trump refused to advise Federal Reserve Chairman Warsh in an interview, stating that the new chairman "must do what he has to do." Trump s