Internationally:
1. JPMorgan: Raised its bullish scenario target price for the South Korean KOSPI index to 10,000 points.
2. Goldman Sachs: The South Korean economy exhibits a "K-shaped" structure, putting pressure on interest rates.
3. Goldman Sachs: Expects the Federal Reserve to cut interest rates by 25 basis points each in December 2026 and March 2027, down from its previous forecast of cuts in September and December of this year.
4. Citi: Maintains its forecast of $120 per barrel for crude oil over the next three months, lowering it to $95 in the third quarter and $80 in the fourth quarter.
5. Bank of America: The Federal Reserve is unlikely to cut interest rates before 2027.
6. Barclays: Maintains its forecast of an average Brent crude oil price of $100 per barrel in 2026, with risks skewed to the upside.
7. BlueBay: The Federal Reserve will remain on hold this year, with a rate cut expected next.
8. KCMTrade: With the US-Iran conflict at a stalemate, the range-bound trading pattern for gold prices may continue. 9. Nomura Securities: If oil prices remain high, the Bank of England may raise interest rates by 25 basis points this year.
Domestic:
1. Huatai Securities: The RMB has broken through 6.8, further opening up room for appreciation.
2. CICC: AI has not yet reached a typical "bubble" stage.
3. CICC: Compared to optical modules, cloud vendors and chip segments are still at relatively low valuation levels.
4. CITIC Securities: Continue to be optimistic about the computing power and commercial aerospace sectors.
5. CITIC Securities: AI computing power and commercial aerospace are entering a period of accelerated industrial development.
6. CITIC Securities: The Fed's baseline scenario for the second half of the year is expected to be one 25bps rate cut.
7. CITIC Securities: Given the continuously strengthening existing structural market trend, proactive volatility reduction is a better choice.
8. Founder Securities: Focus on two main recovery themes; thematic stocks are expected to usher in a period of favorable conditions.
