Internationally:
1. Goldman Sachs: Expects the Federal Reserve to not raise interest rates this year; advises investors not to withdraw.
2. Commonwealth Bank of Australia: Expects the Reserve Bank of Australia (RBA) to maintain interest rates for the remainder of the year.
3. TD Securities: The RBA will hold rates steady and will not significantly lower its inflation forecast.
4. Capital Economics: The RBA does not rule out the possibility of a rate hike, but only if "upside risks materialize."
Domestically:
1. CITIC Securities: Unitree's IPO pricing exceeded expectations, benefiting the robotics sector.
2. CITIC Securities: The liquidity trend of the Beijing Stock Exchange is expected to reach an inflection point under policy catalysts.
3. CITIC Securities: The silicon-based materials industry awaits recovery; downstream high-growth sectors will benefit.
4. CITIC Securities: Computing power breaks through the boundaries of the power industry; SST begins a new cycle of silicon entering the copper market.
5. CITIC Securities: The medium- to long-term trend of tungsten concentrate prices is upward.
6. CITIC Securities: Recommends focusing on catalysts related to clinical trials, registration, market expansion, and overseas expansion of innovative medical devices. 7. Guolian Minsheng: The humanoid robot industry is entering a triple-driven stage of "accelerated large-scale manufacturing, continuous expansion of application scenarios, and upgrades in embodied intelligence."
8. Huatai Securities: Competition in basic models is gradually shifting from product exploration to commercial competition driven by high-value scenarios, enterprise markets, and usage volume.
9. Galaxy Securities: The global energy storage market has entered a diversified growth phase, with strong medium- to long-term demand.
10. Tianfeng Securities: In the medium to long term, the tight balance between copper supply and demand is expected to continue.
