International
1. Goldman Sachs: Most Gulf oil production will recover within months of the Straits reopening.
2. ING: The oil market is forced to adjust expectations due to the stalemate in US-Iran negotiations.
3. Capital Economics: UK PMI indicates inflation may peak around 5%.
4. Capital Economics: The Bank of Japan may raise interest rates as early as June.
5. Berenberg Bank: Eurozone economic growth will stagnate due to the Iran war.
Domestic
1. CITIC Securities: The coal sector is expected to enter a new round of rebound.
2. CITIC Securities: Dual-carbon performance assessments are linked to cadre appointments and removals, reinforcing the main responsibility for green transformation.
3. CITIC Securities: Physical AI is booming, and its application in various scenarios is expected to accelerate.
4. CITIC Securities: The reform of postponing the consumption tax is still awaiting the right time; we are optimistic about the long-term investment value of duty-free channels and brand retail.
5. Huatai Securities: Prices remain stable during the off-season; we are optimistic about the continued recovery of e-commerce and express delivery profitability. 6. CITIC Securities Futures: Freight rates were under pressure in April, and shipping companies attempted to push up rates again after the May holiday.
