Internationally:
1. Deutsche Bank: The Fed may hint at a hawkish stance by removing the word "further."
2. HSBC: The impact of the UAE's withdrawal may become apparent when the Straits Times reopen.
3. Capital Economics: OPEC has long tolerated overproduction to appease the UAE; its withdrawal will truly unleash the potential for increased production.
4. Saxo Bank: The market can absorb the UAE's increased production in the short term, but long-term OPEC quota discipline may be eroded.
5. Nordea Bank: The UAE's withdrawal from OPEC is bearish for oil prices, but should be beneficial for the global economy.
6. Pepperstone: The short-term impact of the UAE's withdrawal from OPEC is limited; the key issue currently remains transportation rather than production.
7. Sparta Commodities: The UAE's production potential is not a major concern for the time being.
8. World Bank: Energy prices are expected to rise by 24% in 2026 due to the Middle East wars.
9. Lipow Oil Associates: The UAE's withdrawal from OPEC may lead to other countries following suit, raising concerns about the alliance's collapse. Domestic
1. Guojin Securities: Large-scale AI clusters drive accelerated CPO growth; bullish on companies in the industry chain.
2. Huatai Securities: Large energy storage orders secured, strengthening the trend in the sodium electricity industry.
3. CITIC Securities: Expected full-year growth rate of online retail sales of physical goods to be 4%-5%.
4. CITIC Securities: With leading platforms' performance improving quarter by quarter, the e-commerce sector is expected to experience a double boost in both performance and valuation.
5. CITIC Securities: The introduction of carbon neutrality assessment measures adds another catalyst to the chemical supply side.
6. Guojin Securities: Large-scale AI clusters drive accelerated CPO growth; bullish on companies in the industry chain.
