每周投资策略-20250728

Group 1: US Market Focus - Inflation risks remain high, and the Federal Reserve maintained its stance in July [7][12] - TACO trading continues to be established, with companies like Broadcom and GE Vernova highlighted for their growth potential [15][18] - The impact of tariffs on US importers is significant, with the potential for increased consumer prices in sensitive categories [11][10] Group 2: Japanese Market Focus - The US-Japan agreement reduces market uncertainty, with tariff reductions benefiting Japanese automakers [27][34] - Companies like Fanuc and Bridgestone are expected to benefit from the lowered tariffs, enhancing their market positions [39][38] - The political landscape in Japan is shifting, with pressures on leadership potentially affecting market stability [31][32] Group 3: Thai Market Focus - Economic growth and inflation are expected to slow, supporting further interest rate cuts by the Bank of Thailand [45][52] - The Thai stock market has reflected multiple risks, with companies like CP ALL and Central Pattana being monitored for performance [45][54] - The Thai government is negotiating to lower tariffs on exports to the US, which could positively impact trade dynamics [50][51]