Internationally
1. State Street Global Advisors: Gold will rise as long as the Fed's forward guidance points to interest rate cuts.
2. Goldman Sachs: Estimates Japan intervened in the foreign exchange market last week with 5 trillion yen, and could intervene 30 more times.
3. Bank of America: The outlook for aluminum and zinc prices is stronger than previously expected.
4. Mizuho Securities: The yen may remain weak in the policy vacuum of the Bank of Japan.
Domestically
1. Huatai Securities: The second quarter is the peak season for wind power construction, and the production and shipment of the industry chain are expected to increase sequentially.
2. Huatai Securities: China's electricity prices are reaching a cyclical turning point.
3. Huajin Strategy: Holiday risks have not materialized, and A-shares may continue their volatile but upward trend in May.
4. Guotai Haitong: The manufacturing PMI continued to expand in April, exports remained resilient, and prices remained high.
5. Zhongyuan Securities: With the release of annual and first-quarter results for the photovoltaic industry, the industry's anti-involution efforts still have a long way to go. 6. Open Source Securities: Q1 2026 earnings growth accelerated again, with large and medium-sized enterprises leading the way.
