Orient Securities(SH:600958) Orient Securities·2026-02-10 08:12Market Outlook - Chinese assets are expected to benefit from a steady decline in domestic risk evaluation, contrasting with challenges faced by the governance capabilities of the US and Japan[18] - The probability of the Federal Reserve restarting interest rate cuts in June 2026 is estimated at 50%[17] Asset Performance - A-shares have shown a decline, with the Shanghai Composite Index down by 1.27% over the past week, and the ChiNext Index down by 3.28%[11] - The bond market has seen a short-term rebound, with 10-year government bonds showing a 0.48% increase[11] Risk Assessment - Short-term uncertainty for commodities and gold is on the rise, while A-shares, US stocks, and US bonds exhibit stable medium-term uncertainty[25] - The overall market sentiment remains cautious due to potential extreme risk events, such as US-China relations and global geopolitical tensions[6] Economic Cooperation - Recent visits by leaders from the UK and Uruguay to China indicate a trend of mid-sized countries seeking economic cooperation with China, enhancing their maneuverability against the US[18]