International
1. Goldman Sachs: The Fed is expected to hold rates steady; how it interprets this decision is key.
2. Mitsubishi UFJ: The Iran war limits Japan's ability to support the yen.
3. LBBW: The Fed's vote on Wednesday may be divided, potentially foreshadowing the outcome of the September meeting.
4. Bank of America: European stocks are vulnerable to negative catalysts.
5. Commerzbank: The euro is caught between the impact of energy price shocks on growth and interest rates.
6. Danske Bank: Expects the Fed to raise rates by 25 basis points in December and March next year.
Domestic
1. CITIC Securities: The A-share market will maintain a W-shaped bottoming pattern in the short term; AI remains the long-term main theme.
2. CITIC Securities: Optimistic about the investment prospects of the power equipment industry.
3. CITIC Securities: The second wave of crude oil shocks will not change the recovery trend in August.
4. CITIC Securities: The probability of a general market rotation and recovery in August is high.
5. CITIC Securities: The banking sector is benefiting from multiple factors including improved market style, funding conditions, and stable operating expectations.
6. CITIC Securities: Commercial aerospace reusable technology reduces costs and increases efficiency; applications are poised for growth.
7. Guojin Securities: Breakthrough opportunities are emerging in niche segments of the beauty industry; focus on AI-driven cost reduction and efficiency improvement.
8. Guotai Haitong Securities: Regulatory support ensures long-term platform stability; the OTA industry landscape will remain stable.
9. Huatai Securities: Hong Kong stock market sentiment has rapidly recovered to near neutral levels; a balanced approach is recommended.
10. Galaxy Securities: Market focus is expected to concentrate on both policy and earnings validation.
