Internationally:
1. Goldman Sachs: Fed rate hikes may slow gold price increases, but won't stop them.
2. Deutsche Bank: This round of Fed rate hikes may be the shallowest in modern history.
3. UBS: Fed rate hikes haven't changed the stock market's upward trend; diversification and preparation for volatility are recommended.
4. Citigroup: Rate hikes and oil prices may push Japanese bond yields further up.
5. RBC Capital Markets: The Bank of England's announcement regarding QT may have a negligible impact on UK government bonds.
6. JPMorgan Chase: The Reserve Bank of India may raise rates by 25 basis points for the first time this year.
Domestically:
1. Orient Securities: The Fed will not initiate a continuous rate hike cycle.
2. CITIC Securities: The gas turbine industry is in a new boom cycle.
3. CITIC Securities: The internet sector's performance in the second half of the year will still revolve around AI progress and the certainty of core business performance.
4. Donghai Securities: Whether the Fed will initiate a cyclical series of rate hikes remains uncertain.
5. Huatai Securities: The three major airlines continued their strong load factor performance in August; a sector rebound requires a decline in oil prices.
6. CITIC Securities: European natural gas prices continue to rise; LNG prices may remain high.
