Internationally
1. UBS: Rising UK government bond yields are driven by global factors rather than domestic risks.
2. Capital Economics: The Bank of Korea may raise interest rates further in the coming months.
3. TD Securities: Trade and employment show resilience; the Bank of Canada is expected to keep interest rates unchanged.
4. Mitsubishi UFJ: If the Bank of Canada hints at maintaining stable interest rates in the future, the Canadian dollar may fall.
5. Morgan Stanley: Oil price factors will prompt the European Central Bank to keep interest rates unchanged next week.
6. Bank of Canada: Brent crude oil prices are expected to fall to around $70 by the end of 2027.
Domestically
1. CITIC Securities: A significant increase in equity market capitalization is objectively needed for equity finance to play a greater role.
2. CITIC Securities: Focus on the green and low-carbon transformation of the energy structure, and the development of new energy and hydrogen-based fuels.
3. CITIC Securities: Second-hand housing transactions in Beijing and Shanghai are not weak in the off-season, but a full stabilization is still expected next year.
4. CITIC Securities: Innovative pharmaceutical companies and global pharmaceutical supply chain companies are expected to continue to experience steady earnings growth over the next 3-5 years.
5. CICC: Valuation recovery expectations for the food and beverage sector are expected to gradually materialize.
6. Tianfeng Securities: Brent crude oil prices are projected to average $70-$75 per barrel in the second half of the year.
7. Guojin Securities: Data collection is the biggest weakness in physical AI; data infrastructure is poised for explosive growth.
8. Guotai Haitong Asset Management: Overseas expansion remains the strongest investment theme in the pharmaceutical sector.
9. Guotai Haitong Asset Management: Long-term uncertainties in the AI computing power supply chain are continuously increasing.
