International
1. Morgan Stanley: US stock market correction opens up allocation opportunities; strong earnings support the attractiveness of cyclical stocks.
2. Commerzbank: Bond market developments are worrying; widening spreads to other highly indebted countries.
3. French fiscal concerns weigh on the euro; Amundi turns bullish on the pound: As the euro weakens, the pound gains upward momentum.
4. Consulting firm RSM: Maintains its judgment that the Fed will not raise rates in October, but will raise rates in December.
5. LPL, the largest independent broker-dealer in the US: Weak employment reduces the likelihood of two Fed rate hikes.
Domestic
1. Huatai Securities: The Fed is unlikely to raise rates consecutively in October; in the baseline scenario, it will raise rates again in December.
2. CITIC Securities: Looking ahead to October, earnings are entering a verification period; overseas liquidity pressures are easing marginally.
3. CITIC Securities: AIDD companies are generally in the early stages; the industry is expected to enter a period of accelerated growth.
4. CITIC Securities: We recommend that investors actively embrace the new cycle of the real estate market and are optimistic about development companies and leading brokerage firms.
