International
1. Bank of America: Market sentiment index rises to its most extreme bullish level since 2021; risk exposure should be appropriately reduced.
2. Deutsche Bank: US July CPI is expected to rise 0.15% month-on-month.
3. JPMorgan: Q2 EPS in both the US and Europe exceeded expectations.
4. JPMorgan: Raises year-end target for the S&P 500 to 8000 points.
5. BlackRock: US intervention in the yen by selling euros exacerbates long-term debt risks.
6. MFS Asset Management: RBA expected to remain hawkish and hold rates steady; be wary of persistent inflationary pressures.
7. Westpac: Downside risks have materialized, but CPI is cooling; RBA expected to keep rates unchanged in August.
Domestic
1. Guojin Securities: Commodity rebound is established; energy + metals combination will enter an overall upward period.
2. CITIC Securities: Negative factors have been fully priced in, which may support the continuation of the Hong Kong stock market rally.
3. CITIC Securities: Advanced packaging continues to iterate and upgrade, glass substrates have great potential.
4. CITIC Securities: Continue to be optimistic about the Capex ecosystem of major manufacturers, domestic chips and supernodes, computing power services, Pre-AI, B-end AI applications, and local inference.
5. Founder Securities: The market's oversold rebound has entered a critical stage, with technology and high-growth sectors showing divergent trends.
6. Galaxy Securities: The A-share market is shifting from "expectation-driven speculation" to "reality-driven validation."
