Internationally:
1. Goldman Sachs: Expects the Federal Reserve to complete its final rate hike of the year at its October 27th meeting.
2. Goldman Sachs Asset Management: The Fed is unlikely to enter a sustained rate hike cycle.
3. Morningstar: Expects the Fed to cut rates twice in the second half of 2027.
4. Citigroup: Expects the Fed to keep rates unchanged in October and December, and resume rate cuts in June 2027.
5. TD Securities: Gold is expected to challenge $5,000 per ounce again in 2027.
6. Mitsubishi UFJ: The euro faces further depreciation risks.
7. Morgan Stanley: If the US bans diesel exports, gasoline prices will rise instead of fall.
8. SMBC Nikko Securities: The Bank of Japan may raise interest rates every four to five months.
9. First Abu Dhabi Bank: If the Fed pauses rate hikes in October, it may indicate that there is no predetermined rate hike cycle. Domestic:
1. Guojin Securities: Iterative Development in Lung Cancer Treatment, Rise of New Chinese Drugs.
2. CITIC Securities: 2026 Expected to Be a Turning Point for the Liquid Cooling Industry Chain – Concentrated Realization of Orders and Performance.
3. Galaxy Securities: The Auto Market Enters the "Golden September and Silver October" Season and the Year-End Consumption Peak Season.
4. CITIC Securities: The Current Global Macroeconomic Situation Has "Five Uncertainties and Five Certainties".
