Internationally
1. TD Securities: Even without a Fed rate cut, the dollar may still weaken.
2. KCM Trade: Gold prices are under pressure from multiple sides, becoming an unfortunate victim of the current rate cut skepticism.
3. Sumitomo Mitsui Nikko Securities: The Japanese bond market is focused on new inflation relief measures, with 300 billion yen as the red line.
Domestically
1. Huayuan Securities: The humanoid robot industry may gradually move from small-batch verification to a new "1-10" stage.
2. CITIC Securities: Hog production is poised for an upward trend, while pet products await a turning point.
3. CITIC Securities: Consumption is still in a recovery phase; investment allocation is recommended to adhere to the "barbell strategy."
4. CITIC Securities: AI commercialization may be approaching a turning point, and enterprise-level applications are expected to accelerate.
5. CITIC Securities: The boom cycle in the oil transportation industry is expected to continue to strengthen.
6. Huatai Securities: Continued optimism about the AIDC industry chain. 7. CICC: We recommend paying attention to investment opportunities in the sodium electricity sector.
