International
1. HSBC: Stock market correction possible ahead of US midterm elections.
2. Commerzbank: UK inflation data will impact bond market trends; oil prices remain a focus.
3. Deutsche Bank: UK labor market remains weak but shows signs of stabilization.
4. CIBC: Trump's new tariffs mark the beginning of difficult negotiations for the USMCA.
Domestic
1. CITIC Securities: Continues to be optimistic about the domestic computing power industry chain.
2. CITIC Securities: Looking ahead to the second half of 2026, dividend assets are expected to enter a valuation recovery range.
3. CITIC Securities: The medical device sector is approaching a turning point; stocks with improved performance in 2026 present recovery opportunities.
4. CITIC Securities: Chinese models and leading internet companies may be revalued again, but sustainability still needs continued verification through commercialization progress.
5. Huatai Securities: Rapid improvement in domestic model capabilities is expected to consolidate the positive trend of the industry chain.
6. Huaxi Securities: This round of correction is a healthy technical recovery, and conditions for a rebound are gradually maturing.
7. Huafu Securities: Short-selling momentum in the technology sector continues to weaken, and the overall market is expected to return to the structural growth theme.
8. Galaxy Securities: High growth in computing power demand is driving structural upgrades and value reconstruction in optical modules.
