International
1. Societe Generale: 5.5% is the critical point for the 10-year US Treasury yield; a break above this level will put pressure on stock market valuations.
2. State Street Global Advisors: The European Central Bank may release an open-ended signal on Thursday.
3. Daiwa Securities: Economic data will determine the direction of the USD/JPY exchange rate.
4. Global X ETFs: Signals of a housing/mortgage crisis in Australia are worth noting.
Domestic
1. CICC: The domestic market size for supernode liquid cooling systems is expected to reach 14.8 billion yuan in 2028.
2. CITIC Securities: Lithium prices are expected to stabilize and rebound to 150,000-200,000 yuan/ton.
3. CITIC Securities: Republican losses in the midterm elections will exacerbate the political gridlock in the US.
4. CITIC Securities: The Beijing Stock Exchange is currently in a bottoming-out phase, awaiting incremental catalysts.
5. GF Securities: The securities industry is experiencing an upward trend, with increasing differentiation among leading companies.
6. Zhongtai Securities: We recommend focusing on precious metals and copper and aluminum, which are highly affected by Middle Eastern supply.
7. Huaxi Securities: Competition in large-scale computing models is expected to enter the next stage, stimulating demand for computing power leasing and other related services.
8. Guotai Haitong Securities: The property services industry is experiencing slow growth; improving efficiency will help drive long-term valuation upwards.
