A senior U.S. official said the U.S. plans to maintain military presence in the Middle East during the negotiations.

Yuxin Investment Research Institute strategists said the US-Iran temporary peace deal has reduced but not eliminated market expectations of Fed rate hikes, which has capped the dollar's fall. LSEG data show a 68% probability of a 25bp hike in December and the market fully prices action by March next year. The strategists said the ongoing possibility of hikes should keep the dollar's decline less pronounced versus other assets, notably oil. The agreement is temporary and opens a new 60-day negotiation on Iran's nuclear program.

International 1. Citigroup: Raises target price for the South Korean KOSPI index to 10,000 points. 2. Goldman Sachs: Hong Kong stock market expected to see over HK$2 trillion in share lock-up expirations. 3. HSBC: The US dollar has failed to benefit from a favorable shift in interest rate expectations. 4. State Street Asset Management: Central banks in many countries may be entering a synchronized rate hike cycle. 5. ATFX: Does not believe oil prices will return to $70 soon. 6. Commonwealth Bank of Australia: Energy prices will not fall back to pre-war levels for a long time. 7. RBC Capital Markets: UK GDP growth is expected to slow in the coming quarters. 8. Nomura Securities: The Bank of England may raise interest rates in July to curb the impact of a second round of inflation. 9. Morgan Stanley: The global AI optical module PCB market may see a CAGR of up to 83%, far exceeding the 60% growth rate of optical modules during the same period. Domestic 1. Orient Securities: The glimmer of peace in the Middle East presents a window of opportunity for chemical industry investment. 2. Tianfeng Securities: The fifth round of price increases for electronic fiberglass fabrics this year has been implemented, with the AI supply chain driving continued prosperity in the fiberglass industry. 3. CITIC Securities: SpaceX's record-breaking IPO is reshaping valuation systems; we remain optimistic about investment opportunities in commercial aerospace. 4. CITIC Securities: The second half of 2026 is expected to mark the bottom of a long-term cycle in the real estate market. 5. CITIC Securities: Future reforms to the automobile consumption tax may gradually shift from a single displacement-oriented approach to considerations such as price, weight, and resource consumption. 6. CITIC Securities: The first year of commercial real estate REITs; seize the opportunities presented by improved supply and demand dynamics in the second half of the year. 7. CITIC Securities: The slowdown in CPO development suggests that NPO development may accelerate; we remain optimistic about the optical communication sector. 8. Galaxy Securities: High-growth technology sectors remain the main long-term investment theme in the market. 9. Huatai Securities: The policy's first mention of a 2030 target for new energy heavy-duty trucks is beneficial to the domestic power battery and green hydrogen industry chain. 10. Huatai Securities A-share strategy: Short-term recommendation is to maintain a balanced allocation and accumulate shares after the pressure from overcrowding in the technology sector is released.