International
1. Mizuho: The decline in the US dollar index was limited, as the dollar price had already fully priced in the Fed's rate cut expectations.
2. Fitch: Inflation remaining around 3% is being considered "good news." Economic data releases need to return to normal as soon as possible.
3. ING: Eurozone PMIs indicate solid growth, and the ECB will maintain interest rates.
Domestic
1. CITIC Securities: Waller may eventually take over the Fed, potentially triggering a reversal trade on "independence."
2. CITIC Securities: The Fed is expected to cut interest rates two more times this year.
3. CITIC Securities: Demand has risen beyond expectations, and lithium prices are expected to gradually rise.
4. CITIC Construction Investment: The correction is nearing its end, and the upward trend will continue.
5. Huatai Securities: The decline in US CPI in September paves the way for rate cuts.
6. CICC: The Fed may cut interest rates by 25 basis points in October and December respectively. 7. Huatai Securities: The Federal Reserve is likely to cut interest rates by 25 basis points in October, and an announcement to halt balance sheet reduction is not ruled out.
8. Huatai Securities: The insurance fund dividend strategy may have entered Phase 2.0, characterized by careful selection and balanced balance.
9. GF Securities: Technology stocks are expected to continue outperforming with policy support.
10. China Merchants Securities: In the short term, we recommend continuing to focus on the eight major sectors and the defense industry.
11. West China Securities: A "slow bull" trend has returned, with global technology and AI markets resonating.
12. Tianfeng Securities: We recommend focusing on opportunities arising from the rise of domestically produced chickens and leading white chicken companies that have access to imported alternative resources.
13. Galaxy Securities: Pharmaceutical sector valuations have recently shown a significant structural recovery trend.
14. Everbright Securities: In a liquidity-driven market, the TMT sector is more likely to become the main medium-term trend.
