International
1. AMP Economist: Trump may increase overseas military operations after the midterm elections; the market needs to be wary.
2. JPMorgan Chase: Robotics and autonomous driving may become the next winners in AI.
3. OCBC Bank: A weaker yen and rising Japanese bond yields may trigger global volatility.
4. Capital Economics: Slowing wage growth in Japan is unlikely to prevent the Bank of Japan from raising interest rates.
5. Societe Generale: A sustained recovery in the yen requires a better growth outlook.
6. Societe Generale: The US dollar may rise further, boosted by a strong growth outlook.
Domestic
1. CITIC Securities: Strongly optimistic about the overseas expansion of domestically produced gas turbines.
2. CITIC Securities: Market style faces a phase of testing; recommends allocating to four main themes.
3. CITIC Securities: Recommends focusing on bearing-related products in Tesla's patented designs.
4. CITIC Securities: Empowered by a second growth curve, lithium battery equipment enters a new stage of growth.
5. CITIC Securities: We recommend focusing on high-quality mid-sized securities firms with strong industry resources and leading securities firms with robust investment banking capabilities.
6. Galaxy Securities: Electronic fabric prices are rising monthly, and the high growth rate is boosting corporate performance.
7. Galaxy Securities: Cement prices rebounded slightly in June due to cost support, and are expected to remain low and weak in July.
8. China Merchants Securities International: Tencent's Hy3 has entered the first tier, accelerating the development of its AI product ecosystem.
