International 1. Fitch: Oil price risks have shifted to the downside; Brent crude may fall to $70 by 2026. 2. Goldman Sachs questions the threat to the dollar's dominance, stating that yen intervention has limited impact. 3. Simplex Trading: FOMO

2026-08-07

International 1. Fitch: Oil price risks have shifted to the downside; Brent crude may fall to $70 by 2026. 2. Goldman Sachs questions the threat to the dollar's dominance, stating that yen intervention has limited impact. 3. Simplex Trading: FOMO sentiment is driving bullish call option buying in the S&P 500. Domestic 1. CICC: Cross-border e-commerce is booming; leading sellers may see a turnaround. 2. CITIC Securities: The DRC export ban may accelerate copper prices towards $15,000/ton. 3. CITIC Securities: Hong Kong insurance has a short-term negative impact, but does not change the long-term demand growth trend. 4. CITIC Securities: The transportation sector's investment value is becoming increasingly apparent. 5. CITIC Securities: The copper sector is expected to see a simultaneous rise in valuation and performance. 6. Huatai Securities: Policy deployments will be implemented in the second half of the year; focus on the investment promotion of the "six networks". 7. China Europe Fund: After recent adjustments, the valuations of some companies in the AI industry chain are now at relatively low levels.

Other News
2026-08-07

Key News 1. Several leading photovoltaic companies responded to the US tariffs. 2. Eight major photovoltaic silicon material manufacturers signed an initiative: sales must not be below cost price. 3. In the first seven months of this year, my coun

2026-08-06

Ireland's fiscal balance stood at a deficit of €600 million at the end of July, compared with a surplus of €4.1 billion in the same period last year. The Treasury stated that the decline in the balance was due to the impact of retroactive tax payment