International
1. Mizuho Securities expects the Bank of Japan to accelerate its interest rate hikes.
2. HSBC: The Bank of Japan may raise interest rates in September, supporting the yen.
3. Bank of America: Optimism about the European market has returned to pre-Iran war levels.
4. ING: If the market digests expectations of a UK interest rate hike, the pound may fall further.
5. Deutsche Bank: The UK labor market is stagnant; the Bank of England is expected to remain on hold.
6. Danske Bank: Expects the Federal Reserve to raise interest rates twice.
Domestic
1. Huatai Securities: Tightening supply and demand in spandex is expected to improve industry prospects.
2. Huatai Securities: Existing commercial real estate is facing a window for institutional revaluation.
3. CITIC Securities: Themes such as new computing power technologies, micro-disk crossover, new power supply architecture, and lithium batteries are expected to gain momentum.
4. CITIC Securities: The decline in new home sales narrowed in July; new policies in Beijing are expected to boost the real estate market.
5. CITIC Securities: We recommend continued attention to computing power services, domestically produced chips, and supernodes.
6. CITIC Securities: Policies are being implemented intensively, and the construction of zero-carbon industrial parks has been fully launched.
7. CITIC Securities: We recommend focusing on leading third-party DPU suppliers.
8. Huatai Securities: We are optimistic about the continued expansion of global market share by leading Chinese apparel cross-border e-commerce companies with end-to-end supply and demand closed-loop capabilities.
