International
1. Goldman Sachs: A change in Fed leadership will not lead to rapid interest rate cuts.
2. Goldman Sachs: Risk appetite has recovered to pre-Iran war levels.
3. Aptus Capital Advisors: The Fed's April meeting has limited significance; the June meeting is more noteworthy.
4. BNP Paribas: The Middle East conflict will have a long-term impact on the global economy.
5. Mitsubishi UFJ: Interest rate hike expectations hedge against political risks; the pound is under short-term pressure but its downside is limited.
6. UniCredit: Policy divergence between European and American central banks may push the euro above 1.20 against the dollar.
7. Kpler: Iran's unused oil storage space can store at most 22 days' worth of supplies.
8. ING: The Eurozone's potential growth rate may fall below 1% in the next few years.
9. Morgan Stanley: The Swiss National Bank may allow the Swiss franc to appreciate to offset imported inflation.
Domestic
1. CITIC Securities: The EU's plan to tighten subsidies for Chinese inverters has limited actual impact.
2. Huatai Securities: Geopolitical uncertainties coupled with future reserve replenishment suggest that the medium-term oil price level may remain high.
3. CITIC Securities: Optimistic about the application of AI and the growth in demand for AI computing power.
4. CITIC Securities: Secondary bond fund share hits a new historical high; supply and demand imbalance in convertible bonds is acute.
5. CITIC Securities: Pessimistic expectations for oil transportation have been fully priced in; attention should be paid to the recovery of some traffic capacity.
6. CITIC Securities: Southeast Asia is becoming an important regional market with both validation value and growth potential for Chinese brands' global expansion.
