Federal Reserve Chairman nominee Warsh: A reform-oriented Federal Reserve can truly change the lives of the American people.

Zhidou Co., Ltd.: Mr. Lu Hongda has decided to resign from his positions as chairman and director of the company due to health reasons and other important matters that need to be handled.

International 1. Goldman Sachs: The US stock market rally may be unsustainable without monetary policy support. 2. Morgan Stanley: Chinese stocks are expected to have 5-10% upside potential by the end of the year due to factors such as easing competition in e-commerce. 3. Morgan Stanley: Risks in the Iranian situation have escalated again; recommends reducing exposure to Asian and emerging market stocks. 4. Goldman Sachs: Hong Kong IPOs are expected to raise HK$470 billion in 2026, with a record high in the second half of the year. 5. BlackRock warns that the energy crisis will impact European stock markets. 6. Analysts predict a correction on Monday following Friday's gains due to conflicting statements from the US and Iran. 7. Danske Bank: The ongoing situation in the Strait of Hormuz will keep the market volatile. Domestic 1. CICC: Brent crude oil prices may gradually fall to around $80 in the second and third quarters. 2. CICC: It recommends paying attention to the structural revaluation of the non-ferrous metals supply side caused by geopolitical conflicts. 3. CITIC Securities: Judging from capital and position data, this round of position replenishment is not yet over. 4. Orient Securities: Current demand for stable growth is not high, monetary policy is in an observation period, and policy interest rates and LPR quotes remain stable. 5. Huatai Securities: Focus on sectors with low congestion, such as the new energy chain and export chain. 6. Milan published a "balance sheet reduction guide," which CITIC Securities believes has some practical feasibility, but some options are somewhat idealistic. 7. Guotai Haitong Securities: Recommends overweighting A/H shares, gold, and crude oil. 8. CITIC Securities: The hog farming sector will likely see differentiation in the future. 9. Guosheng Securities: PIC is reshaping the optical communication industry landscape and is expected to open up space for full-scenario optical interconnection. 10. Industrial Securities: Foreign capital has significantly increased its allocation to high-growth sectors, and subsequent market pricing will shift from external geopolitical risks to internal growth drivers.