Internationally:
1. Goldman Sachs: Maintains bullish outlook for gold; the upward logic remains unchanged.
2. Kpler: If the Bab el-Mandeb Strait is disrupted, the time for crude oil to reach Asia could double.
3. Mitsubishi UFJ: Middle East conflict may push the Indian rupee further down.
4. Mitsubishi UFJ: Intervention expectations and safe-haven sentiment limit further weakening of the yen.
5. Commerzbank: Japan and the US may jointly intervene in the yen; favorable conditions for a stronger dollar.
6. Commerzbank: If German inflation is higher than expected, it may boost the euro in the short term.
7. S&P Global: Middle East conflict may end the trend of rating upgrades for emerging markets.
Domestically:
1. Huatai Securities: The logic for long-term asset reallocation of gold remains solid.
2. CITIC Securities: Helium prices are expected to rise against the backdrop of Middle East conflict.
3. CITIC Securities: Storage upgrades are the core demand for current intelligent agent inference; firmly optimistic about the storage growth trend.
4. CITIC Securities: The carbon fiber industry is expected to usher in investment opportunities. 5. CITIC Securities: The power sector is expected to see a dual opportunity for recovery in both fundamentals and valuation.
