Foreign
1. Goldman Sachs: Copper prices are expected to reach a peak of $10,050 per ton this year.
2. JPMorgan: The US economy is expected to slow down due to tariffs, with a 40% chance of recession.
3. JPMorgan: Global demand for long-term assets has declined.
4. Barclays: There was mild selling pressure on the US dollar at the end of June, and the euro rebounded with weak momentum.
5. MUFG: The Bank of England may slow down the pace of quantitative tightening.
6. Bank of America: Interest rate differentials are no longer the main driver of the US dollar trend.
7. Natixis: The weakening of the US dollar has reduced the attractiveness of holding cash.
8. Westpac: The Reserve Bank of Australia may cut interest rates in July, but it is not a done deal.
Domestic
1. CICC: If the photovoltaic industry is expected to recover in the future, beta may have a 30%-50% level of opportunity.
2. CICC: The Internet is at the starting point of a new round of expansion, and it is necessary to balance the rhythm between the short-term and long-term.
3. BOC Securities: AI investment shows a mismatch between long and short term, and the second half of the year is a good time to make arrangements.
4. CITIC Securities: It is expected that conventional liquidity tools such as MLF and buy-out reverse repurchase will maintain net injection.
