International
1. Fitch: US private equity loan default rate hit a record high in July.
2. Goldman Sachs: The Fed's decision to hold rates steady in July was absolutely correct; it should remain open until September.
3. RBC: The yen remains strong against major trading partners' currencies.
4. Nomura: The June rate hike was just the beginning; the ECB may follow suit in September.
5. UOB: Expects the Fed to hold rates steady until the end of 2026, with two rate cuts in 2027.
6. Standard Chartered: Better-than-expected UK GDP growth is unlikely to change the interest rate outlook.
7. Bank of England: The bursting of the AI bubble may cause funds to withdraw from US stocks and bonds simultaneously, impacting the UK.
Domestic
1. CITIC Securities: The central bank may continue to increase financial support for the real economy in the next stage.
2. Huatai Securities: AI power supplies may show four major trends under the upgrading of computing power.
3. Dongwu Securities: Maintains the view that the Fed will not raise interest rates this year.
4. CITIC Securities: The stalemate in the Strait of Hormuz continues, and geopolitical risk premiums remain high.
5. CITIC Securities: With the rapid development of domestically produced surgical robots and general-purpose humanoid robots, the industry is expected to see systemic cost reduction.
6. CITIC Securities: The viscose filament industry is expected to enter a phase of tight supply and demand and rising prices.
7. CITIC Securities: In the next stage, the central bank may continue to increase financial support for the real economy.
