International News
1. Goldman Sachs maintains "overweight" rating on Chinese stocks.
2. Goldman Sachs and Barclays both warn that persistently high oil prices could push US inflation to 3%.
3. Capital Economics: Oil prices could fall to $65 if the Iranian conflict ends in the short term, but rise to $150 if the conflict drags on.
4. Nomura: Subsiding panic drives a rebound in Japanese stocks, but upside potential is limited.
5. Rystad Energy: Brent crude could rise to $135 if the Middle East conflict continues.
6. Pansen Macro: The Iran war has damaged investor confidence in the Eurozone.
7. Macquarie: Oil prices could rise to $150 if the Strait of Hormuz is closed for an extended period.
8. Morgan Stanley: Qatar LNG supply disruption could erase the global supply glut.
9. Societe Generale: A prolonged oil production shutdown in the Middle East could cause permanent supply losses. 10. Bank of America: Abandons its forecast of a Bank of Canada rate cut due to rising oil prices.
Domestic:
1. CICC: Hang Seng Technology presents an opportunity for gradual entry.
2. CICC: The risk of stagflation in the US is further escalating.
3. CITIC Securities: The PPI year-on-year return to positive territory is expected to be brought forward further.
4. CITIC Securities: The current conflict with Iran is in a war of attrition phase.
5. CITIC Securities: AI drives insurance development and is expected to significantly create incremental growth.
6. CITIC Securities: The supply-demand gap for AI-grade special fabrics is widening, and prices are expected to more than double.
7. Huatai Securities: High oil prices due to the US-Israel-Iran conflict may push up electricity prices.
8. GF Securities: Prices bottom out before volume; focus on the opportunity in leading consumer building materials company Alpha.
