Foreign
1. UBS: Still optimistic about the long-term prospects of gold.
2. UBS: The US trade and fiscal decisions in July are not expected to have a lasting impact.
3. ING: The risk balance of the US dollar is biased towards further decline.
4. MUFG: If the expectation of interest rate cut in July rises, the US dollar may fall.
5. TD Securities: The next risk facing the US dollar comes from the Canadian pension fund's increased hedging efforts.
6. Citi: The yield spread of eurozone bonds is expected to narrow by the end of the year.
7. Royal Bank of Canada: The Bank of England may cut interest rates by 75 basis points before the end of the year.
8. Capital Economics: Canada's economy will be flat at most in Q2, and the Bank of Canada will cut interest rates at least twice.
Domestic
1. CITIC Securities: The mid-year report season is still dominated by structural opportunities.
2. CITIC Construction Investment: The short-term positives for gold are not obvious, and a sharp pullback in gold prices cannot be ruled out.
3. CITIC Securities: It is expected that the market of China's Internet sector will revolve around the competition and investment of various Internet companies and the long-term narrative of AI.
4. Dongwu Securities: The index is likely to break through last year's high this year, and growth stocks will usher in the main trend.
5. Galaxy Securities: The mid- and long-term allocation value of Hong Kong stocks is still high.
6. Galaxy Securities: COMEX gold has the possibility of hitting $3,500 in the second half of the year.
7. GF Securities: The undervalued and under-allocated securities sector is expected to benefit.
