International
1. Societe Generale: The yen's recovery may be limited.
2. Societe Generale: The recent "disorderly decline" of the yen may constitute a reason for intervention.
Domestic
1. CITIC Securities: The bond market still has room for recovery.
2. Huatai Securities: The domestic game market is growing steadily; focus on three main themes.
3. CITIC Securities: User time-of-use electricity pricing connects with the market; industrial and commercial energy storage models are changing.
4. CITIC Securities: Focus on sectors with rapid thematic rotation.
5. Galaxy Securities: The securities sector's valuation is at a historical low; it offers both defensive and offensive advantages for a rebound.
6. CITIC Securities: The quantum computing industry is entering a period of rapid growth.
7. China Merchants Securities International: The AIDC industry is becoming the core engine of the machinery industry; focus on the gas turbine sector.
