Daily Investment Bank/Institutional Viewpoint Summary



abroad

1. Goldman Sachs: U.S. stocks soar, and the market turns a deaf ear to recession risks.
2. Nomura: U.S. tariffs will increase short-term growth risks for India.
3. Netherlands International: Shocking employment data may prompt the Federal Reserve to cut interest rates.
4. Netherlands International: The euro has further appreciation potential against the US dollar.
5. Netherlands International: If the Czech central bank takes a cautious stance on interest rate cuts, the Czech koruna may appreciate.

domestic

1. Zheshang Securities: The central bank has currently switched its primary monetary policy goal to promoting a reasonable rise in prices and stabilizing growth.
2. Zhongjin Company: Risk assets still have potential in the long run, and the dollar's down cycle will also continue.
3. CICC: The scale, structure, and profitability of the pet food industry in China have significant potential for improvement.
4. CITIC Securities: Emphasize the application scenarios of humanoid robots and precision sensors.
5. Huatai Securities: The foundation for the real estate market to "stop falling and stabilize" in the medium to long term is being established.
6. Huaxi Securities: The bond market may welcome a highlight moment in August.
7. Huatai Securities: After the expectations, waiting for the implementation of the steel anti-involution policy.
8. CITIC Construction Investment: Chinese mining machine companies are expected to match the scale of overseas mining machine companies and achieve rapid growth.
9. CITIC Securities: Short-term advice is to maintain a balanced allocation between stocks and bonds to achieve a balance of win rate and flexibility.
10. CITIC Construction Investment: China's satellite internet has entered a high-density launch period, emphasizing the investment opportunities in commercial space.
11. CITIC Securities: The increase in liquid cooling penetration and industry expansion, optimistic about the opportunities for domestic companies to go abroad.
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