International
1. Russell Investments: Expects non-farm payrolls to bring good news to the Federal Reserve.
2. Goldman Sachs: Prepare for a decline in global stock market returns over the next year.
3. JPMorgan Chase: US Treasury yields rising to 5% could pose risks to the stock market.
4. Bank of America: The validity of the S&P 500's upward breakout in August continues to be validated.
5. ING: The Bank of Japan's interest rate hike signals boosted the yen, but hawkish expectations from the Federal Reserve are a constraint.
6. ANZ: Copper prices are expected to reach a record high early next year.
Domestic
1. CICC: September sector allocation should focus on structural opportunities under the guidance of growth trends.
2. CICC: Optimistic about the high growth potential of the optical communication heat dissipation sector against the backdrop of continuous expansion of AI computing power clusters.
3. CITIC Securities: September asset allocation can be carried out around three main themes.
4. Huatai Securities: It is recommended to prioritize sectors with high earnings visibility.
5. CITIC Securities: Maintains its judgment that the Federal Reserve will keep interest rates unchanged in September this year.
6. CITIC Securities: Banking sector net interest margins stabilize and dividends improve; prioritize stocks that balance fundamentals and dividend attributes.
7. CITIC Securities: AI is reshaping the securities investment decision-making process, moving from information display to task execution and asset management.
8. CITIC Securities: Seeking high-quality, high-growth assets with simultaneously improving revenue, profit, cash flow, and capital returns, whose valuations have not yet fully reflected this.
9. CITIC Securities: Competition in video models is shifting towards production usability and commercial realization; AI dramas are becoming the first application scenario to achieve large-scale consumption.
10. CITIC Securities: The power equipment and new energy industries are showing signs of growth, but valuations are low; seek positive variables in demand.
