Foreign
1. Goldman Sachs: OPEC+ member countries are expected to increase oil production by 550,000 barrels per day in September.
2. Goldman Sachs: Maintain the fourth quarter Brent oil price forecast at $59 per barrel.
3. UBS: If Trump raises tariffs again, the dollar may fall.
4. UBS: Targeted tariffs may support the dollar.
5. UBS: The impact of further suspension of tariffs on the dollar is unclear.
6. Commerzbank: The main support for gold prices comes from the instability of US policies.
7. ING: OPEC+'s increased production increases strengthen expectations of further downward oil prices.
8. Societe Generale: The end of the year may be a critical moment for the European Central Bank, and the euro is expected to rise to 1.20-1.30.
Domestic
1. Orient Securities: It is expected that the central bank will implement interest rate cuts and reserve requirement ratio cuts again around the end of the third quarter.
2. CITIC Securities: The current market environment and atmosphere have some shadows of the end of 2014, and only a catalyst is missing.
3. CITIC Securities: The "Big and Beautiful" bill is bad news for US stocks in medical and new energy.
4. CITIC Construction Investment: It is recommended to build a solid safety margin with the dividend sector.
5. CITIC Construction Investment: Strong reality effectively resists off-season expectations, and aluminum prices can maintain high levels.
6. CICC: The year-on-year growth rate of A-share earnings in the 2025 semi-annual report may slow down compared with the first quarter.
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