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Avita announced that its sales in June were 10,153 units, a year-on-year increase of 117%.

2025-07-01

Avita announced that its sales in June were 10,153 units, a year-on-year increase of 117%.

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2025-07-01

Foreign 1. Goldman Sachs: The Fed is expected to cut interest rates in September ahead of schedule. 2. Goldman Sachs: Forced to swallow tariff costs, US corporate profit margins face a major test during the earnings season. 3. Morgan Stanley: The Fed

Foreign 1. Goldman Sachs: The Fed is expected to cut interest rates in September ahead of schedule. 2. Goldman Sachs: Forced to swallow tariff costs, US corporate profit margins face a major test during the earnings season. 3. Morgan Stanley: The Fed is still unlikely to cut interest rates in the near term. 4. Commerzbank: The outlook for the US dollar depends on the driving factors behind the rate cut bets. 5. ING: Thursday's non-farm data may provide support for the US dollar index. 6. Saxo Bank: Iran-Israel ceasefire, oil market focus returns to fundamentals. 7. ING: Short-term data supports the Bank of Japan's interest rate hike cycle. 8. Julius Baer Group: US stocks are attractive, but Europe, China and India may offer better value. Domestic 1. CICC: eSIM fever is expected to restart, compiling a new pattern of the Internet of Everything. 2. CITIC Securities: Maintain the judgment that copper prices will rise to $10,000-11,000/ton in the second half of the year. 3. GF Securities: Incremental funds may continue to enter the market, opening up the performance and valuation space of the securities sector. 4. GF Securities: There is sufficient policy catalytic space for deep-sea resource development, and industry leaders are actively promoting deep-sea mining. 5. Everbright Securities: Hong Kong stocks may show a volatile trend, and the long-term allocation cost-effectiveness of assets such as new consumption and innovative drugs is still relatively high.
2025-07-01

ECB Vice President Guindos: The possibility of inflation falling below the 2% target is quite limited.

ECB Vice President Guindos: The possibility of inflation falling below the 2% target is quite limited.
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