International
1. Citigroup: Warsh will proceed cautiously with the Fed's balance sheet reduction.
2. RBC Capital Markets: Be wary of the impact of tech sector repricing on the bond market.
3. Capital Economics: The S&P 500 may be supported by tech stocks this year, and is expected to rise to 8,000 points by the end of the year.
4. ING: Continued political turmoil in the UK will likely put pressure on the pound and UK bonds.
5. Pansen Macro: Signs of economic recovery in the Eurozone are emerging, and investor confidence has rebounded sharply.
Domestic
1. CITIC Securities: Maintains an optimistic outlook for precious and non-ferrous metal prices.
2. CITIC Securities: Strong restocking demand at the liquor terminal, and stronger-than-expected consumer spending.
3. CITIC Securities: Firmly optimistic about investment opportunities under the AI industry trend.
4. CITIC Securities: Strong growth in North American CSP capital expenditure, continuing to recommend CPO and fiber optic industries.
5. Galaxy Securities: The current point in time is the starting point of the next cycle in the memory chip sector.
6. Huatai Securities: Under the new electricity meter standard, the industry is expected to achieve both volume and price increases in 2026.
