International
1. Fitch: The Fed need not worry about employment; oil prices help cool inflation.
2. Citi: Oil prices may fall to $60 per barrel as the Strait of Hormuz crisis subsides.
3. Citi: Aluminum prices have bottomed out in the short term and are expected to rebound to $3,500 by the end of the year.
4. Barclays: The Japanese government bond yield curve is steepening amid multiple headwinds.
5. OCBC Bank: Gold is expected to remain an effective target for asset diversification in the medium term.
6. National Australia Bank: The Reserve Bank of Australia is expected to cut interest rates in 2027; the outlook for the Australian dollar is bleak.
Domestic
1. CICC: Cooling non-farm payrolls support the Fed's decision not to raise or cut interest rates.
2. CICC: The US dollar index may return to a weak fluctuation range.
3. Everbright Securities: Meta computing power leasing is a resource optimization method and does not change the medium- to long-term expansion plan.
4. CITIC Securities: The global semiconductor equipment market size is expected to double in 2028 compared to 2025.
5. CITIC Securities: Focus on the growth rate of domestic companies in powder materials and fluorinated polymer materials, and the opportunity presented by accelerated import substitution.
6. CITIC Securities: The domestic computing power theme is clear, and leading companies' performance is expected to accelerate.
7. CITIC Securities: There is still room for downward revision of US market interest rate hike expectations.
8. CITIC Securities: Supply and demand resonate with technology; now is the time for a revaluation of rare earth values.
