International
1. ING: European countries should not react hastily to Trump's tariff threats.
2. Deutsche Bank: Europe holds huge amounts of US assets; the euro's impact from the Greenland crisis may be less than expected.
3. Berenbe: The Greenland dispute has dashed hopes for a calmer trade situation.
4. Pansen Macro: Low German inflation may increase bets on ECB rate cuts.
5. Barclays: Free trade agreements may not offset the drag on India caused by US tariffs.
6. Bank of America: Lower dollar hedging costs may put pressure on the dollar against most currencies this year.
7. Capital Economics: The Greenland tariff threat has limited economic impact but could tear apart transatlantic relations.
Domestic
1. CICC: Bullish on aluminum prices and expanding profit margins per ton of aluminum, anticipating a revaluation opportunity in the electrolytic aluminum sector.
2. CITIC Securities: Expects further upward pressure on US inflation to be manageable.
3. CITIC Securities: Trump did not choose Hassett; Powell may completely withdraw from the Fed. 4. CITIC Securities: Adjustments to margin requirements will not affect the overall upward trend of the market, but will impact its structure.
5. CITIC Securities: The second inflection point has arrived; tumor gene testing is on the eve of a surge.
6. CITIC Securities: The global rare earth supply-demand gap is expected to continue to widen from 2026 onwards.
7. CITIC Securities: State Grid's investment plan solidifies the expectation of steady growth during the 15th Five-Year Plan period.
8. CITIC Securities: The securities industry is expected to see significant structural opportunities in investment banking, derivatives, and other business areas.
9. Galaxy Securities: The foundation for a long-term bull market and a slow bull market in A-shares has been further solidified.
10. China Merchants Securities Strategy: After reaching new highs, A-shares are expected to enter a period of consolidation.
11. Huatai Securities: Copper prices may continue to strengthen, targeting $15,000/ton.
12. Huatai Macro: If the US imposes tariffs on NATO members...
