International
1. Temasek: A weakening dollar has led to soaring hedging costs, forcing a shift towards natural hedging.
2. StoneX Group: Gold futures may see a short-term rebound.
3. BNP Paribas economist: The European economy is in better shape than many people expect.
Domestic
1. CICC: Continues to be optimistic about AI, electrification, and finance-related sectors.
2. CITIC Securities: Supply pressure shifts to demand-driven growth; lithium carbonate is expected to enter a new cycle.
3. CITIC Securities: Alibaba is focusing on C-end AI applications; Qianwen explores the next generation of traffic entry points.
4. CITIC Securities: Believes there is still room for credit bond term spreads to decline.
5. CITIC Securities: Suggests focusing on investment opportunities in perovskite components and equipment.
6. Galaxy Securities: Market share of leading real estate companies is expected to further increase.
7. Huatai Securities: Suggests continued monitoring of the progress of the "Qianwen" project and related upstream AI infrastructure companies that will benefit.
