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 increasing

2025-07-09

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.