International
1. Barclays: Despite continued negative news, the US dollar remains resilient.
2. Goldman Sachs: The EU is unlikely to impose a complete ban on Russian oil imports.
3. Goldman Sachs: Emerging market stocks and currencies are expected to rise by the end of the year.
4. Commerzbank: The Swiss franc may see a slight boost if the Swiss National Bank maintains interest rates.
Domestic
1. Orient Securities: Market liquidity is expected to remain stable and ample by the end of the year.
2. CICC: Rubin may promote the application of micro-channel liquid cooling technology, further strengthening the inflationary logic of liquid cooling.
3. CITIC Securities: The long-form video industry is experiencing favorable policies, and the long-form drama ecosystem is expected to recover.
4. CITIC Securities: The catering industry saw month-on-month improvement in August, and structural opportunities are being seized.
5. CITIC Securities: The carbon fiber industry is in the recovery phase of its cyclical bottom, and we recommend focusing on high-quality companies.
6. CITIC Securities: The long-form video industry is experiencing favorable policies, and the long-form drama ecosystem is expected to recover. 7. BOC Securities: Coal prices are expected to rise, further supporting cement prices.
8. BOC Securities: Winter will see extended periods of staggered kiln shutdowns, which may continue to push up cement prices.
9. BOC Securities: The overseas second-half promotional season is approaching, and panel procurement is showing positive signs.
10. Huatai Securities: Focus on companies with a comprehensive product matrix for specialty electronic fabrics and rapid capacity expansion.
