International
1. Goldman Sachs: Raised its aluminum price forecast due to escalating supply disruptions.
2. Goldman Sachs is bearish on the Fed's rate hike expectations for this year.
3. Wells Fargo: Lowered its year-end target price for the S&P 500 to 7300 points, but remains bullish in the long term.
4. OCBC Bank: Easing geopolitical risks are beneficial for gold, but the return of rate cut expectations is key.
5. Societe Generale: Expects the average Brent crude oil price in April to be $125/barrel.
6. ING: Increased stagflation risks in France weaken economic growth prospects.
7. Capital Economics: Robust Canadian GDP provides central banks with room to address inflation.
8. Capital Economics: Eurozone inflation data did not provide many clues about future trends.
9. S&P Global: The ECB and the Bank of England may raise interest rates in April to address energy inflation.
Domestic
1. CITIC Securities: Imported inflation in commodities poses a challenge to my country's price management.
2. CITIC Securities: DeepSeek's next-generation model is expected to continue the high-performance, cost-effective open-source model approach.
3. CITIC Securities: Electricity consumption growth returns to normal; structural changes reshape demand.
4. CITIC Securities: Tightening supply raises freight rate levels; route restructuring widens supply gap.
5. CITIC Securities: Optimistic about the future performance of the commercial aerospace sector.
6. CITIC Securities: The spillover effects of the Middle East conflict continue to push up global shipping and energy costs.
