Internationally:
1. Goldman Sachs: Maintains overweight rating on A-shares.
2. Goldman Sachs: Greed outweighs fear in the market.
3. Goldman Sachs: Raises target for the South Korean KOSPI index from 9000 to 12000 points.
4. Goldman Sachs: US diesel supply tightness in August was the worst since 2003.
5. Morgan Stanley: Expects MSCI Emerging Markets Index EPS to grow by 40% in 2026.
6. Citigroup: US tech stocks face risks due to excessive bullishness.
7. Commerzbank: Lowers gold price target to $4800 and silver price target to $80 per ounce.
8. Wall Street analysts are becoming skeptical after two consecutive months of stock market gains.
Domestic:
1. CICC: Expects a long-term growth opportunity in the communications PCB industry chain with both volume and price increases.
2. Tianfeng Securities: Coal chemical profitability may be entering an upward cycle. 3. Huatai Securities: Increased power consumption in optical modules drives accelerated penetration of liquid cooling.
4. CITIC Securities: Copper prices are expected to reach a high of $15,000/ton this year.
5. CITIC Securities: It is expected that China will be in phase five of the Pringle cycle in June 2026; commodities and gold are recommended for allocation.
