Internationally:
1. Goldman Sachs: Due to a strong labor market, it no longer expects the Fed to cut rates this year.
2. Goldman Sachs: Employment is not a problem; the Iran war will determine the Fed's next move.
3. Goldman Sachs: South Korean stocks will rebound after a "terrible" correction.
4. Fitch: Once the Strait of Hormuz reopens, the oil market will return to a state of oversupply.
5. Macquarie: The Fed is unlikely to raise rates before early next year.
6. IG Group: The tech stock pullback is a healthy correction, but leveraged liquidation and inflation data pose short-term disturbances.
7. OCBC Bank: The sharp pullback in tech stocks indicates that the market is bound to experience volatility after an abnormal rise.
8. Commerzbank: The ECB needs to send a strong signal of a rate hike to boost the euro.
Domestic:
1. China Galaxy Securities: Strong non-farm payrolls do not necessarily mean the Fed will raise rates this year.
2. Guotai Haitong Securities: US stocks may experience at least one or two months of volatility. 3. CITIC Securities: Short-term adjustments in US tech stocks suggest the market will likely remain highly volatile.
4. CITIC Securities: Currently, attention should be paid to the cost-effectiveness of sectors such as new energy, chemicals, non-ferrous metals, and power equipment, which have seen price drops.
5. CITIC Securities: The decline in secondhand housing prices in 100 cities narrowed in May, with high-quality land parcels in core cities continuing to be well-received by the market.
6. Huatai Securities A-share Strategy: Maintain a balanced allocation in the short term.
7. Huatai Securities: The better-than-expected May non-farm payroll data reinforces the necessity for a Fed rate hike.
