International
1. JPMorgan: Expect strong demand at 30-year US Treasury auctions.
2. Goldman Sachs: Apple's foldable iPhone shipments could reach 35 million units this year.
3. Societe Generale: Trump's team may intentionally weaken the dollar, making it harder for the US to attract foreign investment in the future.
4. Ebury: US Treasury repurchase agreements may have a greater impact on the dollar than on yields themselves.
5. Aberdeen: A rate hike by the ECB this month is almost a certainty; policy tone and subsequent path will be key.
6. Barclays: The Bank of Japan needs to release additional hawkish signals to support the yen's rise.
Domestic
1. CITIC Securities: Innovative drug exports are gaining momentum, and the sector is entering a profit inflection point.
2. CITIC Securities: Reforms to existing home sales may accelerate the disposal of non-performing assets.
3. CITIC Securities: Copper prices are expected to reach $16,000/ton this year.
4. CITIC Securities: Reforms to existing home sales may accelerate the disposal of non-performing assets.
5. Zheshang Securities: The PDH cycle has reached its inflection point, and the profit center is expected to rise.
6. Southwest Securities: Excavator production accelerated in August, and exports exceeded expectations; loader sales saw positive growth both domestically and internationally.
7. Zhongtai Securities: The gaming industry saw strong performance in Q2 2026, with leading companies achieving good overall EPS.
