International
1. Goldman Sachs: Persian Gulf oil exports have recovered to about two-thirds of pre-war levels.
2. OCBC Bank: The Jackson Hole meeting will be the next key test for gold.
3. Societe Generale: The 2027 budget negotiations will be a key risk for Eurozone sovereign debt.
4. ING Group: With long-term bonds under renewed pressure, the yield on the 10-year US Treasury bond is expected to reach 4.75%.
Domestic
1. CITIC Securities: Office solutions are expected to become a new round of B2B platform-level products and new traffic entry points.
2. CITIC Securities: With the improvement of FDE delivery efficiency, the performance of leading CSPs and platform application software vendors is expected to benefit.
3. Huatai Securities: CSP and operator capital expenditures resonate; focus on the domestic computing power infrastructure chain.
