hauser said the RESERVE BANK OF AUSTRALIA still needs to do more to reduce inf; current levels remain too high.

Internationally: 1. Goldman Sachs: The AI capital expenditure boom has exceeded expectations in both the strength and duration of its impact on the South Korean chip cycle. 2. Dallas Fed: The US economy is far more resilient to oil price shocks than it was in the 1980s. 3. ING: Easing price pressures in the Eurozone will boost the ECB's confidence. 4. Westpac: The Middle East shock may trigger a "second wave" of inflation; still expects the RBA to raise interest rates in August. Domestically: 1. Huatai Securities: High overseas costs provide support; a pessimistic outlook for long-term aluminum prices is not advisable. 2. CITIC Securities: Computing power and power-related industrial chains have medium- to long-term investment value. 3. CITIC Securities: Performance recovery is expected to drive a rebound in insurance sector stock prices; consider seizing the investment opportunity. 4. CITIC Securities: Silicon Valley industry remains optimistic about AI progress, believing that AI is still in its early stages of development in the long term. 5. CITIC Securities: The securities sector is currently in a window of opportunity where "high earnings growth, low valuations, and accelerating industry trends" converge. 6. CITIC Securities: China's science and technology policies are further entering a closed-loop industrial development phase. 7. CITIC Securities: The securities sector is currently in a window of opportunity where "high earnings growth, low valuations, and accelerating industry trends" converge. 8. CITIC Securities: The valuations of leading express delivery companies are currently very attractive; it is recommended to consider investing in them when the opportunity arises. 9. Galaxy Securities: The fundamentals of the securities industry remain stable and positive in the second half of the year, with new growth drivers continuing to emerge.

Hong Kong-listed Huahong Grace (01347.HK) continues its upward trend, currently up over 10%.