Internationally:
1. Goldman Sachs: The oil market lacks confidence in the effectiveness of US safeguard measures.
2. UBS: A century of data proves that economic fundamentals are the core driver of the market.
3. Barclays: Oil price shocks may push up South Korea's March inflation.
4. State Street Asset Management: Supported by geopolitical tensions, gold still has significant upside potential.
5. ING: The pound's short-term surge is unlikely to be sustained; a euro rebound is imminent.
6. TD Securities: Unless non-farm payrolls are significantly weak, the US dollar will remain strong.
7. Julius Baer: Middle East conflict may cause aluminum prices to overshoot in the short term.
8. Goldman Sachs raises its target for the South Korean KOSPI index to 7000 points.
9. Price Futures Group: If the US Treasury intervenes in the oil market, it may be exercising functions outside its jurisdiction.
10. The US Treasury may intervene in the oil market; Again Capital analysts pour cold water on this: the methods used in the bond market won't work in the oil market.
Domestic:
1. Golden Credit Rating: Policies to stabilize the real estate market will focus on both supply and demand.
2. Open Source Securities: There is still room for timely RRR and interest rate cuts this year.
3. CITIC Securities: We recommend focusing on core companies in the NVIDIA supply chain and companies that strategically invest in LPUs.
4. Galaxy Securities: The real estate industry valuation may see an overall recovery.
5. CICC: Overseas power supply supply and demand imbalances are prominent, and Chinese manufacturers are entering a window of opportunity to accelerate their overseas expansion.
6. CITIC Securities: The policy orientation for 2026 is "seeking progress while maintaining stability, improving quality and efficiency."
7. Huaxi Securities: Future tariff uncertainties may lead to a new round of export rush.
8. Huatai Securities: Overseas manufacturers' production stoppages are helping to improve the supply and demand of paraquat.
9. CITIC Securities: Global AI NAS sales are expected to grow from 60,000 units in 2024 to 6.69 million units in 2035.
