Aspire Global Company Limited

2026-07-01

International 1. Citigroup: Nearly 80% of Nasdaq long positions are "trapped," and selling pressure is far from over. 2. Citadel Securities: US retail investors are "buying on dips" at a record pace. 3. OMFIF Survey: Central banks plan to net redu

International 1. Citigroup: Nearly 80% of Nasdaq long positions are "trapped," and selling pressure is far from over. 2. Citadel Securities: US retail investors are "buying on dips" at a record pace. 3. OMFIF Survey: Central banks plan to net reduce their dollar holdings for the first time, shifting towards gold. 4. Wells Fargo: US labor demand is broadly stable, with no clear signs of further acceleration. 5. Mizuho: Despite uncertainty in the Middle East, Japanese corporate profits remain resilient. 6. UBS: The Bank of England may keep interest rates unchanged in 2026 and resume rate cuts in February 2027. 7. Rabobank: If the Bank of England keeps interest rates unchanged and political uncertainty persists, the pound may weaken. Domestic 1. CICC: Gold prices may have already over-priced in interest rate hike expectations. 2. CITIC Securities: The overnight reverse repurchase tool has been implemented, clearly indicating the central bank's commitment to maintaining an accommodative stance. 3. CITIC Securities: The manufacturing PMI rebounded slightly in June, and the non-manufacturing sector showed some improvement. 4. Huatai Securities: South Korea's $1.3 trillion strategy has been implemented; focus on positioning global semiconductor equipment companies during the storage cycle. 5. Ping An Securities: The fundamentals of the non-bank financial sector continue to improve, offering high investment value. 6. CITIC Securities: Based on the inflection point of the intelligent driving industry, sub-sectors in the industrial chain, such as robotaxis, intelligent driving chips, and LiDAR, are expected to benefit significantly. 7. CITIC Securities: The current insurance sector presents a mismatch between improving fundamentals and low valuations, highlighting its investment value. 8. Galaxy Securities: Premium growth turned negative in May, while property insurance showed signs of recovery. 9. Galaxy Securities: The market's strong consensus on the AI industry trend will shift from thematic speculation to performance verification.

U.S. ADP employment figures for June were 98,000, below the expected 118,000 and the previous month's 122,000.

U.S. ADP employment figures for June were 98,000, below the expected 118,000 and the previous month's 122,000.

International 1. Citigroup: Nearly 80% of Nasdaq long positions are "trapped," and selling pressure is far from over. 2. Citadel Securities: US retail investors are "buying on dips" at a record pace. 3. OMFIF Survey: Central banks plan to net redu

The A-share internet finance sector continued to rise, with Huijin Technology, CETC Network Security, You'an Shares, and Quzhou Development hitting the daily limit. Yinzhijie and Liandi Information rose by more than 15%, while Airong Software, Tonghu