International
1. Morgan Stanley joins the hawkish camp, predicting a 25 basis point rate hike by the Federal Reserve in September and December respectively.
2. Mizuho Securities: The 10-year US Treasury yield appears unlikely to rise further.
3. Commerzbank: If the 10-year US Treasury yield remains above 5%, financial conditions will tighten further.
Domestic
1. CICC: Short-term external disturbances amplify the phased volatility of global risk assets.
2. Galaxy Securities: El Niño's impact on non-ferrous metals is mostly localized and short-term.
3. CITIC Securities: The metals industry's performance growth continues to accelerate; valuation repair in sub-sectors is worth noting.
4. CITIC Securities: The Optoelectronics Expo confirms the high prosperity of the optical communication industry; the entire industry chain is still in a period of rapid growth.
5. CITIC Securities: Policy support for industry governance is increasing, and central and local government restructuring is proceeding simultaneously.
6. CITIC Securities: Leading cleanroom companies see a significant increase in semiconductor-related orders; demand for semiconductor equipment is expected to follow suit.
7. CITIC Securities: The industry is currently in a period of triple resonance and volume expansion, and we remain optimistic about the investment value of the liquid cooling sector.
