International
1. Commerzbank: The bond market is expected to stabilize temporarily, but the risk of a sell-off remains.
2. Citigroup: If the Straits Times open gradually in the third quarter, Brent crude could surge to $150.
3. Deutsche Bank: UK inflation data gives the Bank of England a breather.
4. AT Global Markets: Narrowing yield advantage coupled with Middle East risks puts the AUD/USD at the 0.70 level in jeopardy.
Domestic
1. Huatai Securities: The Fed may need to raise interest rates next year.
2. Huatai Securities: The solar energy and energy storage sector is entering its traditional peak season, and short-term high growth is expected to continue.
3. Huatai Securities: The marginal improvement in housing prices continues, potentially creating opportunities for real estate stock investment.
4. CITIC Securities: A commodity bull market is expected this year.
5. CITIC Futures: The technology growth sector remains the main theme of the market, but short-term adjustment pressure is increasing.
6. CITIC Securities: The real estate market is gradually stabilizing; we are optimistic about high-quality companies focusing on core city sectors, particularly in Hong Kong and commerce.
7. Galaxy Securities: The synergy between green power and computing power is expected to achieve mutual benefit and win-win results, leading to a revaluation of green power.
