International
1. Citigroup: Strong August non-farm payrolls report postpones Fed rate cut expectations to June next year.
2. Citigroup: The worst period for European cyclical stocks may be over.
3. Goldman Sachs: Oil prices could rise to $120 if Middle East tensions escalate.
4. BlackRock: CPI's importance is highlighted after better-than-expected employment data.
5. JPMorgan Chase: Continue to buy stocks on dips; emerging markets are expected to outperform developed markets.
6. Jefferies: With no clear exit path for the US-Iran war, caution is maintained regarding long-term bonds.
7. BNP Paribas: ECB may raise rates again in December.
8. Oxford Economics: The labor market is not a source of inflationary pressure.
Domestic
1. China Post Securities: A Fed rate hike in September is highly likely; if a rate hike occurs, the subsequent price adjustment presents a clear buying opportunity for precious metals.
2. CITIC Securities: Strong non-farm payrolls offset Waller's comments; the market awaits CPI.
3. CITIC Securities: The market is currently mainly volatile; there's no need to panic about overseas interest rates.
4. CITIC Securities: The real estate industry will follow a development path away from manufacturing.
5. Huatai Securities: We continue to recommend using low-volatility dividend stocks as a core holding.
6. Guotai Haitong: AI is expected to open up new growth opportunities in the gaming industry; pay attention to three types of beneficiaries.
7. Kaiyuan Securities: The next stage of returns will come more from a re-evaluation within the technology sector.
