每日机构分析：6月18日

Group 1 - Invesco highlights that the investment environment in Asia is currently very favorable, with emerging markets benefiting from a weaker dollar, leading to significant foreign investment in Asian bonds, totaling $34 billion, the highest since 2016 [1] - The Eurozone economy showed a growth of 0.6% in Q1 2025, but may face stagnation risks in Q2 2025 due to weak external demand [1] - The Federal Reserve is expected to maintain its current policy rate but may signal a stronger inclination towards rate cuts in upcoming meetings [2][3] Group 2 - Since 2024, the share of the dollar in global foreign exchange reserves has declined, with gold gaining 7.9 percentage points to reach 23.3% [2] - The U.S. budget office projects that the comprehensive tax and spending bill will boost GDP growth by 0.5 percentage points annually over the next decade, while also increasing the federal deficit by $3.4 trillion [2] - Inflation in the UK has only slightly eased, with core prices declining marginally, while geopolitical tensions are putting additional pressure on the Bank of England to meet its 2% inflation target [2]