Internationally
1. Mitsubishi UFJ: Asian currencies are likely to remain weak at present.
2. Barclays: Asian central banks are likely to maintain their current policies in the short term amid ongoing Middle East conflicts.
3. ANZ: The Reserve Bank of New Zealand is expected to raise interest rates by 25 basis points in three consecutive months in July, September, and October.
4. Citigroup: South Korea's crude oil imports are expected to decline in April and May due to tensions in the Middle East.
5. UBS has resumed gold purchases, betting on gold prices reaching $6,000 by the end of the year.
6. Saxo Bank: As long as the Strait of Hormuz remains a focal point of conflict, crude oil prices are likely to be supported.
7. TD Securities: Lower yields on 7- to 10-year US Treasury bonds are seen as a buying opportunity.
Domestically
1. CITIC Securities: XPO reconstructs the pluggable paradigm, embracing the wave of optical interconnect upgrades.
2. CICC: We recommend focusing on high-quality targets with leading overseas channel layouts and high-rate lithium battery technology reserves.
3. CITIC Securities: China's commercial aerospace industry is about to enter a period of intensive verification of reusable technologies.
4. CICC: The global monetary order is expected to continue to be restructured, driving the US dollar to maintain a long-term depreciation trend.
5. Huatai Securities: The conflict between the US, Israel, and Iran has led to a general rise in chemical prices; if the situation stabilizes, the chemical industry is expected to improve.
6. CITIC Securities: Still expects the Federal Reserve to cut interest rates by 25 basis points this year.
7. CITIC Securities: The current central bank gold purchase cycle is far from over.
