Overseas
1. Citi: The minutes of the Fed meeting may indicate that the threshold for rate cuts is falling.
2. Citi: US copper tariffs may push LME copper prices below $9,000.
3. Morgan Stanley: The minutes of the Fed meeting may expose the increasingly serious divisions within the committee.
4. Goldman Sachs: Maintain the forecast of LME copper prices at the end of this year at $9,700/ton.
5. Deutsche Bank survey: With the support of Trump's policies, the adoption rate of cryptocurrencies in the United States has increased.
Domestic
1. CICC: The third round of bull market in uranium metal will continue for a long time.
2. CICC: The compliance of stablecoins is accelerating, and asset tokenization ushers in the "equity era".
3. CICC: The demand for food and beverage sectors is expected to stabilize and improve marginally.
4. CICC: The demand for mass food sectors is expected to be stable and upward in the second half of the year.
5. BOC Securities: Continue to be optimistic about the allocation value of the banking sector.
6. BOC Securities: Leading general steel companies are expected to benefit from the improvement of the industry's supply and demand structure.
7. Cathay Pacific Haitong: New energy development will enter the second half, and the turning point of power coal consumption may appear in 2027.
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