Overseas
1. Goldman Sachs strategist: Raises Asian stock targets and Hong Kong stock ratings.
2. Bank of America: Brent oil prices remain strong amid global economic uncertainty.
3. Goldman Sachs: Brazil's retaliatory tariffs on the United States may lead to greater losses.
4. BNP Paribas: The eurozone needs to rely on more defense and infrastructure spending to ease the pressure of aging.
5. JPMorgan Chase: The "Big and Beautiful" bill will bring growth opportunities to private student loan institutions.
Domestic
1. CITIC Securities: Pay attention to the allocation opportunities of US stocks after the disturbance of reciprocal tariff issues.
2. CITIC Securities: The weight of consumption responsibility has been greatly increased to escort green power consumption.
3. CITIC Securities: Photovoltaic capacity reduction is not an overnight task, and pay attention to leading companies with long-term competitiveness and flexibility.
4. CICC: In the second half of the year, the power grid and industrial control industries will focus on new quality productivity, nuclear energy, and overseas directions.
5. Huatai Securities: Pay attention to the highlights of the second quarter report and the industries that benefit from the anti-involution.
6. Huatai Securities: We are firmly optimistic about the upward trend of copper prices, and the correction may be a good opportunity for allocation.
7. Galaxy Securities: Pay attention to the vertical field SAAS companies that have a leading position in AI Agent.
假期.jpg)
