Foreign
1. Goldman Sachs: The Fed is expected to cut interest rates in September ahead of schedule.
2. Goldman Sachs: Forced to swallow tariff costs, US corporate profit margins face a major test during the earnings season.
3. Morgan Stanley: The Fed is still unlikely to cut interest rates in the near term.
4. Commerzbank: The outlook for the US dollar depends on the driving factors behind the rate cut bets.
5. ING: Thursday's non-farm data may provide support for the US dollar index.
6. Saxo Bank: Iran-Israel ceasefire, oil market focus returns to fundamentals.
7. ING: Short-term data supports the Bank of Japan's interest rate hike cycle.
8. Julius Baer Group: US stocks are attractive, but Europe, China and India may offer better value.
Domestic
1. CICC: eSIM fever is expected to restart, compiling a new pattern of the Internet of Everything.
2. CITIC Securities: Maintain the judgment that copper prices will rise to $10,000-11,000/ton in the second half of the year.
3. GF Securities: Incremental funds may continue to enter the market, opening up the performance and valuation space of the securities sector.
4. GF Securities: There is sufficient policy catalytic space for deep-sea resource development, and industry leaders are actively promoting deep-sea mining.
5. Everbright Securities: Hong Kong stocks may show a volatile trend, and the long-term allocation cost-effectiveness of assets such as new consumption and innovative drugs is still relatively high.
