The International Atomic Energy Agency (IAEA) called the killing of an engineer at the Zaporizhia nuclear power plant “unacceptable.”

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.

U.S. President TRUMP said Iran will be defeated soon.