Internationally:
1. Several institutions have raised their forecasts for a US recession.
2. UBS: The current situation is merely a correction within a long-term upward trend in gold prices.
3. TD Securities: This oil price volatility is unlikely to prompt the Federal Reserve to take aggressive policy measures.
4. National Australia Bank: Although inflation is slowing, it is unlikely to prevent the Reserve Bank of Australia from raising interest rates by 25 basis points in May.
5. Macquarie: The US-Iran situation may be entering a third phase of "negotiations and fighting."
Domestically:
1. Huaxi Securities: A new round of gold price increases may have to wait until expectations of a Fed rate cut are reinstated.
2. Huatai Securities: Europe and Southeast Asia are expected to be the core sources of incremental growth in electric vehicle penetration.
3. CITIC Securities: The new energy industry is expected to experience a double boost from both earnings growth and valuation increases.
4. CITIC Securities: The securities sector is showing triple-sided improvement, and better-than-expected performance in 2026 is anticipated.
5. Guotai Haitong Securities: Oil prices stimulate overseas demand for new energy vehicles; optimistic about the overseas expansion of domestic brands. 6. Dongfang Securities: Chinese assets have a triple "safety premium" and we remain optimistic about their investment opportunities.
