International
1. Allied Bank: July's inflation data will have a greater impact on the next Fed decision than this month's jobs report.
2. Deutsche Bank: Both US overall and core CPI year-on-year growth are expected to decline by approximately 0.1%.
3. Mitsubishi UFJ: Market participants' willingness to buy yen in the short term may be relatively weak.
4. Nomura Securities: Japan's intervention at the end of July may reach 14.1 trillion yen.
5. Westpac: Expectations for a RBA rate hike have actually cooled.
6. EIA lowered its 2026 global crude oil production forecast and raised its 2027 demand forecast.
Domestic
1. CICC: Recommends continuing to overweight gold.
2. CICC: Commodity prices may continue to diverge, with AI infrastructure supporting copper and aluminum demand.
3. CICC: Demand for high-end photosensitive dry films is expanding, possessing long-term investment value.
4. CICC: Remains firmly bullish on AI and technology growth themes.
5. CITIC Securities: Rare earth prices are expected to remain stable to slightly stronger in the near term.
6. CITIC Securities: The memory industry maintains high growth momentum; follow-up attention should be paid to LTA progress and shareholder returns.
7. Huatai Securities: The peak season for lithium batteries is expected to support the recovery of commodities and equities.
8. Huayuan Securities: Wealth management scale saw a seasonally significant increase of 1.75 trillion yuan in July, with the outstanding scale reaching a record high of 35.4 trillion yuan.
