Internationally
1. Danske Bank: The Fed may raise interest rates at least twice.
2. Standard Chartered: The "exceptionalism" of the US economy may support a stronger dollar.
3. IDC: The AI industry is shifting from infrastructure construction to a surge in enterprise applications.
4. IDC: By 2027, inference will account for more than 70% of intelligent computing power demand.
5. Jefferies: The interest rate market is unwilling to reflect expectations of the impact of falling oil prices.
6. Danske Bank: The prospect of Fed rate hikes indicates that US interest rates will rise.
7. Pritzker: Favoring short-term fixed-income assets amid inflation risks.
8. Westpac: Expects the Reserve Bank of New Zealand to begin raising interest rates in September.
9. Goldman Sachs: Indonesia is expected to maintain its MSCI Emerging Markets status driven by reforms.
10. Daiwa Securities: Japan's investment plans may exacerbate concerns about the fiscal situation in the Japanese government bond market. 11. JPMorgan Chase raised its bullish target for the South Korean Kospi index to 15,000 points.
Domestic:
1. CITIC Securities: Multiple shipping routes remain tight on capacity; global container shipping rates continue to strengthen.
2. Report: The scale of my country's entire electrification industry chain is expected to exceed 8 trillion yuan by 2030.
3. CITIC Securities US Stock Strategy: Focus on technology, military, energy infrastructure, and finance in the second half of the year.
4. CICC: Future high-end AI servers are expected to adopt a composite heat dissipation solution of "diamond heat sink + full liquid cooling".
5. CITIC Securities: Bank stocks, as stable equity assets with relatively certain returns, are increasingly attractive to investors in the long term.
