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US Secretary of State Rubio: Cuban leaders do not know how to manage the economy.

2026-07-23

US Secretary of State Rubio: Cuban leaders do not know how to manage the economy.

Other News
2026-07-22

Microsoft (MSFT.O) committed $60 mln in funding to the U.S. Department of Energy's Genesis Mission.

Microsoft (MSFT.O) committed $60 mln in funding to the U.S. Department of Energy's Genesis Mission.
2026-07-23

International 1. UBS: Gold prices are expected to rebound by the end of 2026. 2. Sumitomo Mitsui: If inflation does not slow, Fed policymakers will lose credibility. 3. Deutsche Bank: Japan's policy focus may shift from "protecting the yen" to "co

International 1. UBS: Gold prices are expected to rebound by the end of 2026. 2. Sumitomo Mitsui: If inflation does not slow, Fed policymakers will lose credibility. 3. Deutsche Bank: Japan's policy focus may shift from "protecting the yen" to "controlling yields." 4. ING: Rising energy prices may continue to put pressure on the yen and Swiss franc. 5. Mitsubishi UFJ: The dollar has not yet been significantly affected by renewed uncertainty in US trade. 6. Commerzbank: The ECB's expected "hold-off" may provide some relief to the bond market. 7. Deutsche Bank: UK inflation has bought the Bank of England more time. Domestic 1. CITIC Securities: Copper and aluminum demand growth will improve. 2. Dongwu Securities: The logic supporting the A-share market's upward trend has not changed, and the market is expected to stabilize further. 3. CITIC Securities: The new US tariffs are essentially replacements rather than upgrades. 4. CITIC Securities: Bullish on investment opportunities in the electronics sector after its recent oversold condition. 5. CITIC Securities: Anticipates continued capacity reduction in the second half of 2026, with promising pork prices expected in 2027. 6. CITIC Securities: Expects AI agents to significantly boost CPU demand, leading to a revaluation of CPUs. 7. CITIC Securities: Chemical exports maintained high growth in June, with petrochemical and coal chemical sectors performing particularly well. 8. Huatai Securities: AI glasses are expected to become a high-frequency entry point for AI agents into the physical world. 9. Dongwu Securities: Domestic liquid cooling systems have moved from sample verification to mass production delivery; market share growth is expected to outpace industry growth from 2026 to 2028.
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