Overseas
1. Goldman Sachs predicts that China's exports will explode in the next 90 days.
2. Goldman Sachs expects that in the fourth quarter, the People's Bank of China will "double-cut" again.
3. Goldman Sachs: Maintains overweight rating for Chinese stocks, and recommends focusing on multiple main lines to capture thematic excess returns.
4. Deutsche Bank: The Fed may not cut interest rates until December.
5. UBS: Technology stocks look attractive and may rise further.
6. JPMorgan Chase: Raise expectations for US Treasury yields at the end of the year.
7. MUFG: The US dollar has a long way to go before losing its reserve currency status.
8. Amundi: Raise China's GDP growth forecast for 2025 by 0.4 percentage points.
Domestic
1. CICC: The uncertainty of the US stock market outlook has increased, making non-US risk assets relatively more attractive.
2. CITIC Securities: It is expected that the growth rate of social financing in the second quarter will remain stable.
3. CITIC Securities: It is expected that Trump's prescription drug executive order will have limited short-term impact.
4. CITIC Securities: It is recommended to follow the two main lines of the semiconductor sector in the next 6-12 months.
5. CITIC Securities: The development stage of the gold jewelry industry that relies solely on the expansion of the number of stores has passed.
6. CITIC Securities: It is expected that the privatization of the "two housing companies" may make substantial progress as early as the fourth quarter.
7. Huatai Securities: The continuation of price recovery in 2025 is expected to support the improvement of glass fiber companies' profits.
