Foreign 1. Capital Economics: Trump's firing of Powell will hit the market, and the new chairperson will not cut interest rates as he wishes. 2. Dutch...
2025-07-18 08:09:16
< b > Abroad < br > < span class = "section-news" > 1. Capital Economics: Trump's firing of Powell will shock the market, and the new chairperson will not cut interest rates as he wishes. < br > < span class = "section-news" > 2. Netherlands International: The European Central Bank cannot be satisfied with existing policy results and stagnate. < br > < span class = "section-news" > 3. JPMorgan Chase: "The Federal Reserve is not subject to political pressure" is a myth, and US stocks may continue to rise due to interest rate cuts. < br > < span class = "section-news" > 4. Barclays: Weak labor force in the UK may strengthen the confidence of the Bank of England to cut interest rates in August. < br > < span class = "section-news" > 5. Deutsche Bank: There is limited downside for the yield of US-German government bonds. < br > < span class = "section-news" > 6. Wells Fargo: US importers are forced to bear the cost of Trump's tariffs, and signs of passing on to consumers are emerging. < br > < b > Domestic < br > < span class = "section-news" > 1. CICC: Optimistic that the AI agent industry wave will continue to move forward, and it is expected to land on a large scale in more industries and scenarios. < br > < span class = "section-news" > 2. CITIC Construction Investment: Policy dividends are released intensively, and non-bank allocation value is highlighted. < br > < span class = "section-news" > 3. CITIC Construction Investment: The game platform community is expected to fully benefit from the high prosperity of the game industry. < br > < span class = "section-news" > 4. CITIC Securities: Under the background of OPEC + production increase, the supply side still supports oil prices. < br > < span class = "section-news" > 5. Huaxi Securities: The optical module industry still has high growth capabilities. < br > < span class = "section-news" > 6. Huatai Securities: Optimistic about the short, medium and long-term demand for domestic energy storage market.
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