Overseas
1. Goldman Sachs expects the Fed to cut interest rates in September.
2. Goldman Sachs: The S&P 500 is expected to rise 11% in the next 12 months.
3. Morgan Stanley: Trump's tariff letter may mean a tactical escalation of trade negotiations.
4. Mizuho Securities: OPEC+ plans to increase production significantly, reflecting Saudi Arabia's confidence rather than its intention to grab market share.
5. Nomura Securities: Further clarification of trade tariffs may help the market eventually rise.
6. Bank of America: Canada-US relations have improved, and the Canadian banking industry is expected to benefit.
7. OCBC: Singapore's housing market still has potential, but we need to be wary of further regulatory risks.
8. Goldman Sachs: The Reserve Bank of Australia is expected to cut interest rates by 25 basis points in July, and the terminal interest rate may fall to 3.10%.
9. Westpac Bank: The Reserve Bank of New Zealand is expected to remain unchanged in July, and the suspense of interest rate cuts is left to the market to interpret.
Domestic
1. CICC: "Assets + funds" resonate, and Hong Kong stock business enters a new era.
2. Huatai Securities: IDC is expected to reach a turning point as it benefits from the growing demand for intelligent computing centers at home and abroad.
3. Galaxy Securities: The upstream sector of life sciences is expected to usher in new investment opportunities.
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