International
1. Goldman Sachs: Earnings growth remains the driver of US stocks, but Fed rate hikes will have an impact in three ways.
2. ING: Trump's 20% toll on the Strait of Hormuz could double shipping costs.
3. S&P: Indonesian resource sector reforms are expected to boost revenue and exports.
4. Barclays: Political risks may exacerbate pressure on UK government bonds.
5. Barclays: Rising oil prices may prompt Bank of England officials to signal interest rate hikes.
6. ING: US companies may increase their bond issuance in the Eurozone credit market.
7. Deutsche Bank: Maintains a bearish view on US Treasury duration, expecting the 10-year yield to rise to 4.8% by the end of the year.
8. Investinglive analysts: US June inflation is expected to decline by 0.2% month-on-month due to a sharp drop in gasoline prices.
Domestic
1. CITIC Securities: The current stalemate between the US and Iran carries the potential risk of becoming protracted.
2. CITIC Securities: Trading in hardware semiconductors is expected to further narrow to high-certainty segments in the short term.
3. CITIC Securities: Diamond-copper composite materials are suitable for packaging cover plates and cold plates/microchannels, and are expected to see initial volume growth in the short term.
4. Orient Securities: In the short term, convertible bond allocation should still focus on defensive attributes.
5. Huatai Securities: In the medium to long term, the performance of South Korean stocks still depends on industry fundamentals.
6. Huatai Securities: Capacity reduction is accelerating, and the pig cycle may be bottoming out and trending upwards.
7. Huatai Securities: Sales in core cities showed strong resilience in the first half of the year.
