International
1. Goldman Sachs: Lowered its Q2 price forecasts for both WTI and Brent crude oil.
2. Standard Chartered: The impact of the US-Iran ceasefire agreement on energy supply may be limited.
3. Jefferies: Expects the fragile ceasefire agreement in the Middle East to be maintained.
4. EIA: US crude oil production will decline in the mid-2030s.
5. Natixis: The market remains unwilling to price in a significant Fed rate cut.
6. Pansen Macro: Despite the decline in oil prices, the future may still suffer from a large inflationary shock.
7. Daiwa Securities: The world economy may still face inflationary challenges.
Domestic
1. CITIC Securities: The aftermath of the US-Iran ceasefire and its asset impact.
2. Galaxy Securities: March auto sales saw a moderate recovery; the market is entering a period of concentrated new car launches.
3. Huaxi Securities: Strong demand for power equipment; optimistic about companies with potential breakthroughs in overseas business. 4. Guotai Haitong: Still optimistic about leading yarn companies that will benefit from the earnings elasticity brought by rising US cotton prices.
5. Huatai Securities: The stability of overseas supply chains may be impacted, and the global market share of domestic fine products/new materials is expected to increase.
