International
1. UBS: The Federal Reserve is expected to cut interest rates by another 75 basis points in the first quarter of next year.
2. Bank of America: Waller, Powell's potential successor, appears satisfied with a 25 basis point rate cut.
3. ING: The Fed's decision is generally bearish for the US dollar.
4. ING: The Fed's final rate cut will exceed its current hints.
5. TD Securities: The Bank of England is expected to cut interest rates by 25 basis points in November.
6. TD Securities: The pound may fall against the euro before the Autumn Budget.
7. Danske Bank: The Bank of England is not hawkish at all and is expected to cut interest rates in November.
8. Deutsche Bank: The Bank of England is expected to cut interest rates in December.
Domestic
1. CITIC Securities: We recommend watching for bottom-up opportunities in the photovoltaic industry.
2. Huatai Securities: Gold prices may face short-term pressure after the rate cut, but the long-term value of allocation remains unchanged. 3. CITIC Securities: Huawei's Ascend product line debuts, accelerating breakthroughs in domestic computing power.
4. CITIC Securities: We expect Hong Kong stocks' earnings growth to reach a turning point in the second half of the year.
