International
1. Goldman Sachs: Raises its Q4 Brent crude oil price forecast to $90 per barrel due to tight supply.
2. Citigroup raises its Brent crude oil price forecast for the remainder of 2026.
3. Barclays: The Fed is expected to hold rates steady this week, but a rate cut is still possible this year.
4. Commerzbank: The ECB will focus on oil prices, but a rate hike in the short term is premature.
5. Sumitomo Mitsui: High oil prices may lead to continued weakness of the yen, and intervention may have limited effect.
6. Baker Hughes Oilfield Services: The Strait of Hormuz will not be fully open before the second half of the year.
7. Phillip Nova: Oil prices exceeding $100 highlight supply pressure and growth risks.
8. Mizuho Securities: The oil price shock puts the Bank of Japan in a policy dilemma.
9. ING: Japanese inflation exceeds expectations and is expected to rise further; a rate hike is still possible on Tuesday.
Domestic
1. Huatai Securities: The fiber optic cable industry has entered a historic major cycle.
2. CITIC Securities: Semiconductor silicon wafers are entering another upward cycle.
3. CITIC Securities: Payment clearing layer and basic model layer have strong investment certainty.
4. CITIC Securities: Continue to focus on China's advantageous manufacturing in terms of allocation, and actively seek out varieties with supply and demand gaps.
5. CITIC Securities: Multiple model updates such as DeepSeek V4 have led to continued tight demand for computing power.
6. CITIC Securities: Supply disturbances continue, and pre-holiday inventory buildup supports lithium prices.
7. BOC Securities: Late April will be a key window for verifying profit recovery.
8. Huatai Securities Hong Kong Stock Strategy: Focus on stocks with certain cash flow and industry certainty.
