International
1. JPMorgan Chase: The U.S. Treasury's bond buyback program carries credit risk.
2. TD Securities: While U.S. long-term Treasury yields are attractive, investor confidence is weak.
3. Peter G. Peterson Foundation: Rising U.S. debt is a focal point of the midterm elections.
4. Financial media platform Tastylive: Gold prices need to adjust after a rapid rise; only by stabilizing above the upper limit of the range can the upward trend continue.
Domestic
1. CICC: The recovery in A-shares since the end of July is expected to continue.
2. CITIC Securities: Physical AI is becoming a core variable for the next stage of AI growth.
3. CITIC Securities: The global boom cycle for semiconductor equipment continues to be confirmed; pay attention to overseas expansion.
4. CITIC Securities: The liquor sector is recovering; pay attention to sales during the Mid-Autumn Festival peak season.
5. CITIC Securities: The clarity of domestic computing power order expectations is expected to further improve; it is recommended to focus on leading manufacturers in the domestic computing power industry chain.
6. Huatai Securities: We remain optimistic about the recovery of the civil aviation industry from its bottom in the medium to long term; left-side positioning offers high cost-effectiveness.
7. CITIC Securities: Physical AI is becoming the core variable for the next stage of AI growth.
8. CITIC Securities: We remain optimistic about the allocation value of the lithium battery equipment and solid-state battery sectors.
9. China Merchants Securities: The market will focus more on structural opportunities based on performance.
10. CICC: AI computing power drives iteration; server liquid cooling pumps open up new growth drivers.
