Internationally:
1. Goldman Sachs: Hedge fund positions may create conditions for a significant rebound in US stocks.
2. Goldman Sachs: If traffic in the Strait of Hormuz remains sluggish in March, oil prices could surpass the 2008 peak.
3. JPMorgan: High oil prices may trigger tightening of monetary policy in Asia.
4. Morgan Stanley: Oil price shocks may cause the Federal Reserve to postpone its next rate cut.
5. Morgan Stanley: LNG supply risks may be more significant for Asia than oil.
6. Barclays: If oil prices remain around $100, the Stoxx Europe 600 index will fall to around 550 points.
7. Mitsubishi UFJ: The speed of oil reserve releases is key to their effectiveness.
8. Capital Economics: Energy diversification is a sustainable strategy to cope with price shocks.
9. ING: The IEA's reserve release plan may struggle to fill the supply gap.
10. ING: Changes in ECB rate hike expectations may not weaken the euro; oil prices remain the main driving factor.
11. Fitch Ratings Research: Average silver price in 2026 may more than double year-on-year.
Domestic:
1. CITIC Securities: US CPI year-on-year growth is expected to rise in March and April.
2. CITIC Securities: The RMB is expected to appreciate moderately to around 6.7-6.8.
3. CITIC Securities: Continues to recommend the global power shortage industry chain.
4. Guojin Securities: Domestic chemical machinery polishing companies are expected to further expand their market space.
5. Huatai Securities: Geopolitical disturbances may suppress automakers' export demand in the short term; we suggest focusing on two major investment directions.
6. Huatai Securities: Hydrogen energy may usher in a non-linear growth inflection point under the resonance of domestic and international policies.
