Internationally
1. UBS: Delays Fed rate cut expectations to 2027, anticipates hawkish signals from this week's meeting.
2. Capital Economics: Fed holding rates steady this week is a foregone conclusion; Warsh's debut and the "hawkish risk" cannot be ignored.
3. Bank of America survey: Most investors expect the Fed to be hawkish and hold rates steady.
4. Bank of New York Mellon: The Fed's FOMC statement is expected to show two-way risks to interest rates.
5. Bank of America survey: The AI boom is expected to continue, driven by FOMO.
6. HSBC: Oil shipments through the Strait of Hormuz are unlikely to return to normal by the end of July.
7. Kpler: The reopening of the Strait of Hormuz could trigger a temporary surge in traffic.
8. Commerzbank: Expects Brent crude to remain high at $85 per barrel until the end of the year.
9. BlackRock: The Bank of Japan will proceed cautiously with further rate hikes.
10. Mitsubishi UFJ: The Bank of Japan successfully maintained market stability, but the yen continues to fluctuate within a weak range.
Domestic:
1. Huatai Securities: Liquidity remains active.
2. Huatai Securities: Falling oil prices catalyze a rebound in aviation prices.
3. Huatai Securities: Domestic AI chips are entering a price increase window.
4. Huatai Securities: The carbon reduction and upgrading campaign opens up demand for green electricity.
5. CITIC Securities: AI + energy and chemical engineering form a new barbell structure.
6. CITIC Securities: A reversal in Hong Kong stocks is expected; seize the opportunities in high-growth technology sectors and the spread of dividends.
7. CITIC Securities: The main trading theme for US stocks in the second half of the year is expected to be driven by fundamental logic.
8. CITIC Securities: Energy-saving and carbon reduction upgrades will benefit power operators.
9. CITIC Securities: AI + drones drive the fiber optic industry chain; materials are expected to enjoy a trend of simultaneous increases in volume and price.
10. CITIC Securities: With the rapid growth in demand for high-frequency and high-speed computing power, electronic-grade PTFE is expected to be widely used.
