Overseas
1. Citi: If the oil supply disruption reaches 3 million barrels per day, the oil price will rise to $90.
2. JPMorgan: Don't have too high expectations for the Fed's rate cut.
3. Goldman Sachs: The Fed is expected to keep interest rates unchanged next month.
4. ANZ: Gold prices are not expected to fall back to $3,000.
5. ANZ: Speculative buying pushes platinum to a more than ten-year high.
6. TD Securities: The Bank of England's decision will not change the trend of the pound.
7. ING: The Bank of England lacks forward guidance, and the market is closely watching the details to predict the timing of rate cuts.
8. Mizuho Bank: The Bank of Thailand needs to cut interest rates by 50 to 75 basis points to stabilize the situation.
Domestic
1. CITIC Securities: Relaxing SLR can bring nearly $200 billion in incremental demand for US bonds.
2. CITIC Securities: The medical beauty industry has a large market space, and pay attention to two main investment lines.
3. CITIC Securities: The wave of AI network construction has started again, and we should pay attention to sectors such as high-speed optical modules.
4. CITIC Securities: Hong Kong is developing virtual assets, and we recommend following the trend of incorporating cryptocurrencies into the financial ecosystem.
5. Chief Researcher of CITIC Securities: Lowering LPR is not a top priority.
