Internationally:
1. Goldman Sachs: A 1% increase in the weighting of Samsung and SK Hynix could lead to approximately $2 billion in foreign capital outflows from the South Korean market.
2. Bank of America: A strong non-farm payroll report may drive expectations of interest rate hikes.
3. Bank of America: Expects a "three-wave correction" in the S&P 500.
4. HSBC: A "sudden" surge in the US dollar could be the biggest painful trade in the second half of the year.
5. Deutsche Bank: Raised its forecast for the 10-year US Treasury yield to 4.80%.
6. Amundi: Expects the Federal Reserve to hold rates steady in the coming months.
7. Amundi: Maintains a neutral view on the duration of US Treasury bonds.
8. Citadel Securities: Under Warsh's leadership, don't expect the Fed to intervene to save the market.
9. Mitsubishi UFJ: The weakening yen may stem from fundamental factors.
10. Maybank: Japan has ample "ammunition" for yen intervention. 11. ANZ: New Zealand business confidence strengthens as fuel prices fall.
12. Rabobank: The euro is unlikely to rebound unless the Eurozone growth outlook improves.
13. Morgan Stanley: Lowered its 2027 Brent crude oil price forecast to $75 in the first half and $70 in the second half.
Domestic:
1. CICC: Core third-generation compound semiconductor devices are expected to continue to benefit from upgrades in data center power systems.
2. CICC: Core third-generation compound semiconductor devices such as SiC/GaN are expected to continue to benefit from upgrades in data center power systems.
3. CITIC Securities: New energy system planning is being implemented, and power supply continues to be restructured.
4. CITIC Securities: More disruptive factors in the A-share market in the third quarter; focus on changes in liquidity expectations and risk appetite.
5. CITIC Securities: Optimistic about the sequential improvement in the consumer goods sector in the second half of the year.
6. CITIC Securities: Figure 03 enters BMW factory; pay attention to the performance of humanoid robot applications.
7. CITIC Securities: With declining costs and the destocking process nearing its end, the OTC Chinese medicine sector is entering a high-quality profit recovery cycle.
8. Guotai Haitong: Market structure trends are expected to expand; we recommend overweighting A-shares.
