International
1. Goldman Sachs: The Bank of Japan may still raise interest rates in July.
2. Commerzbank: The euro may strengthen against the dollar as the ECB has more room to combat inflation.
3. Mitsubishi UFJ: New political uncertainty in the UK may lead to further depreciation of the pound.
4. Capital Economics: Technology stocks may rise further if the situation in Iran eases.
5. BNP Paribas: Dollar credit products are likely to be favored given their higher yields.
6. DBS Bank: The Australian dollar remains the preferred currency for "carry trades".
Domestic
1. CITIC Futures: Silver is expected to follow gold's upward trend in the short term, with volatility potentially higher than gold. Attention should be paid to the progress of US-Iran negotiations and the resumption of navigation in the Taiwan Strait.
2. CITIC Securities: Treasury bond futures could very well experience a bull market first.
3. CITIC Securities: Global commercial space competition is accelerating, and breakthroughs in domestic reusable rockets are expected.
4. CITIC Securities: In the second quarter, it is recommended to invest in high-certainty sectors while flexibly participating in trading opportunities. 5. CITIC Securities: Strong Q1 reports from computing power companies; continued bullish outlook on the computing power industry chain.
6. Huatai Securities: Despite geopolitical disturbances, continued recommendation for freight railways, container shipping, and express delivery.
7. Huatai Securities: Marginal improvement in volume and price; focus on investment opportunities in real estate stocks.
8. BOC Securities: The upcoming auto show and humanoid robot conference are expected to drive a recovery in sentiment within the automotive industry.
