The White House: We should have strong disagreements, but they should be peaceful, not involving the use of bullets.

Iranian sources and US media have both revealed that Iran intends to resolve current differences in stages: first, reach an agreement on the Strait of Hormuz and lift the US blockade, while leaving the nuclear issue for later discussion; this week marks another "Super Central Bank Week," with the market focused on whether Powell will hold his final press conference as Federal Reserve Chairman. Gold and silver are currently showing sell signals, while bullish and bearish sentiment in US oil is nearly balanced. What will the market sentiment be like going forward? Welcome to visit and subscribe to the "Database - Gain Capital Market Barometer" (data updated every 10 minutes).

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.