International
1. Morgan Stanley: Gold prices are expected to break through $5,000 in 2027.
2. Citibank lowers its dollar forecast: Fed dovish expectations and Treasury repurchase agreements are putting pressure on the dollar.
3. ING: The dollar continues its decline; increased US Treasury repurchases boost risk sentiment.
4. RBC: Japanese inflation data supports expectations of a September rate hike by the Bank of Japan.
5. OCBC: The new governor of the Indonesian central bank has shifted from a high-yield policy to testing the Indonesian rupiah exchange rate.
6. Sumitomo Mitsui: The Bank of Japan's policy rate peak is unlikely to reach 2%.
7. Daiwa Capital: The breathing space gained by the European Central Bank due to limited transmission of energy shocks may be at risk.
Domestic
1. CITIC Securities: Global gas turbine orders hit a record high in the second quarter; the gas turbine market continues its strong performance.
2. Galaxy Securities: Supernodes are reshaping network architecture; focus on leading domestic switch and switching chip companies.
3. China Merchants Securities: The expansion of the Hang Seng Tech Index and changes in industry trends are beneficial to cloud computing companies.
4. CITIC Securities: Further easing of real estate policies will lead to a greater focus on core cities for residential development.
