International
1. Morgan Stanley raises its year-end 2026 target for the S&P 500 to 8000 points.
2. Goldman Sachs: MSCI index adjustments will lead to capital inflows into Australian, Taiwanese, and South Korean stock markets, and outflows from Japanese, Indonesian, and Indian stock markets.
3. Mitsubishi UFJ: The US dollar may strengthen further in the coming days.
4. Mitsubishi UFJ: Continued political uncertainty in the UK poses a new downside risk to the pound.
5. Barclays: Bank of Japan members have shifted to a hawkish stance, but the key lies in the Prime Minister's attitude.
6. Barclays: The Bank of Korea may begin tightening monetary policy in August.
Domestic
1. CITIC Securities: A-shares will experience a structural, slow bull market in the second half of the year.
2. CITIC Securities: Computing power futures may be launched this year, marking the beginning of the financialization of computing power.
3. CITIC Securities: Computing power futures may be launched this year, marking the beginning of the financialization of computing power.
4. Zhongtai Securities: The profitability of the cement industry is expected to gradually recover.
