Foreign
1. JPMorgan: Non-farm payrolls may reignite concerns about US economic growth and increase pressure on the Fed to cut interest rates.
2. UBS: Trump's 20% tariff on Vietnam is at the lower end of the expected range.
3. DBS Bank: The US-Vietnam trade agreement reduces risks, but lacks details.
4. ING: The dollar is expected to get a temporary respite after tariffs push up inflation.
5. Capital Economics: US Treasuries may face challenges for the rest of the year.
6. ANZ: The European Central Bank may be close to the interest rate trough and is expected to cut interest rates by another 25 basis points in September.
Domestic
1. Minsheng Securities: Rate cuts cannot save the United States.
2. Cathay Pacific Haitong: The financial market is not over, and the stock index still has some room.
3. CITIC Construction Investment: The issuance of no more than 20 billion yuan of perpetual subordinated corporate bonds to professional investors has been approved.
4. CITIC Securities: The world is expected to usher in a new round of concentrated upward prosperity in nuclear power construction.
5. CITIC Securities: The current monetary policy stances of the 12 voting members of the Federal Reserve are quite different.
6. CITIC Securities: It is recommended to continue to seize the opportunities of the AI main line, and focus on the main directions of Agent and computing power.
7. Tianfeng Securities: The deep-sea technology industry chain covers three major areas.
8. Huatai Securities: Pay attention to the investment opportunities of secondary listing of technology companies in Hong Kong stocks.
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