International
1. Citigroup: Brent crude oil prices are expected to rise to $110-120 per barrel in the short term.
2. JPMorgan Chase: The Bank of England is expected to keep interest rates unchanged throughout 2026.
3. Bank of America survey: Investors' expectations for a steepening yield curve have declined.
4. JPMorgan Chase: The consensus among investors to "buy on dips" has failed.
5. ING: The euro faces downside risks due to a lack of positive news from the Middle East.
6. OCBC Bank: There is currently no path to easing tensions; Brent crude oil prices are expected to remain high.
Domestic
1. Huatai Securities March FOMC Preview: The Middle East situation will not affect the Fed's guidance for the time being.
2. Huatai Securities: With continued optimization of petrochemical supply, the industry's prosperity is expected to rise in 2026.
3. CITIC Securities: Bullish on real estate companies and brokerage firms with competitiveness in core sectors, moderate leverage and scale, and strong brand influence.
4. CITIC Securities: The obstruction of passage through the Hormuz is reshaping the oil shipping landscape, with VLCC capacity concentration reaching a new high.
5. Kaiyuan Securities: Two main themes are available for baijiu (Chinese liquor), balancing long-term value with short-term opportunities.
