International
1. Mitsubishi UFJ Bank: Dollar rebound momentum may dry up in Q2.
2. Tradeu: Escalating tensions in the Middle East drive oil prices higher, $100 oil price becomes possible.
3. ING: Middle East conflict may cause Italian economic slowdown.
4. TD Securities: Rising oil prices may complicate Fed rate cuts.
5. UBS: Upgrades South Korean stock market rating, optimistic about semiconductor earnings prospects.
6. Danske Bank: US-Iran conflict will not lead to inflationary shocks.
Domestic
1. CITIC Securities: Impact of AI big data models on software sentiment spreads, software application sector undergoes overall adjustment.
2. CITIC Securities: Domestic automobile sales are expected to improve significantly month-on-month, while export performance will continue to be strong.
3. CITIC Securities: Top-level design for green fuels has been set, investment focus is on wind power companies with transformation capabilities.
4. CITIC Securities: Incremental growth logic continues to strengthen, highly optimistic about the AI PCB sector.
5. CITIC Securities: We recommend focusing on companies with advantages in large-scale models, enterprise-level agent software, vertical agent software, and AI infrastructure.
6. Huatai Securities: Wind power demand in 2025 exceeded expectations, and the high prosperity is expected to continue in 2026.
