Internationally:
1. Goldman Sachs: Expects the Fed to raise rates again in October.
2. Barclays: The Fed's decision makes a rate hike by the Bank of Japan "almost inevitable."
3. BlackRock: The market may be overinterpreting the Fed Chairman's words.
4. PGIM: The threshold for further Fed rate hikes is not high.
5. SCM Asset Management: Warsh's slightly hawkish stance is expected to help alleviate the rise in long-term bond yields.
6. DBS Bank: A Fed rate hike may not trigger a strong dollar cycle.
7. Prin Asset Management: Even doves have been forced to shift course; the Fed may raise rates at least once more.
8. Oxford Economics: Due to the insignificant effect of the second round of inflation, the Bank of England is expected to maintain its current interest rate.
Domestically:
1. CICC: There is no fundamental basis for the Fed to raise rates continuously and significantly.
2. CICC: Gold support is around $4200-$4500.
3. CITIC Securities: The Federal Reserve is expected to raise interest rates by another 25 basis points this year, but may remain on hold next year.
4. Huatai Securities: The necessity for a Fed rate hike in October has decreased; a December rate hike is expected as the baseline scenario.
5. BOC Securities: The construction of computing power networks is increasing demand for fiber optic cables, and tight supply and demand are driving high growth.
