International
1. ING: The reopening of the Hormuz is key to the dollar's decline.
2. ING: The Bank of England's interest rate hike expectations have more room for adjustment; the pound may weaken against the euro.
3. Vaneck: The market is not buying Trump's rhetoric; the biggest question remains "when will the war end?"
4. TD Securities: Trump's speech points to escalation; the dollar and oil prices are expected to rise together.
5. IG Group: The market craves more progress; the war in Iraq still has weeks of uncertainty.
6. Pepperstone: Trump clearly still favors a "pressure first" strategy.
7. Commonwealth Bank of Australia: A ground offensive is still possible; the dollar remains supported.
Domestic
1. CITIC Securities: Bullish on the lithium battery equipment and solid-state battery sectors.
2. CITIC Securities: The narrative of AI disrupting the US stock market's internet sector is over-interpreted in the short term.
3. CITIC Securities: Overseas interest rate cuts + improved domestic financing; continued optimism for a full recovery in demand across the pharmaceutical industry chain.
4. CITIC Securities: Overseas interest rate cuts + improved domestic financing conditions fuel continued optimism for a full recovery in demand across the pharmaceutical industry chain.
5. Huatai Securities: Over a month of strait control measures has deepened supply disruptions in the Asian petrochemical supply chain.
6. Huatai Securities: In the era of AI inference, the joint dispatch of computing power and electricity is expected to become a crucial issue after overcoming chip bottlenecks.
