International
1. FXPro: Oil prices may plummet, but will not return to pre-war levels.
2. Macquarie: The US holds economic and geopolitical advantages in the Iran conflict.
3. Citigroup: Raises its target for the South Korean Kospi index to 8500 points, benefiting from factors such as semiconductor industry growth.
Domestic
1. CICC: Optimistic about the long-term growth potential of leading fresh food companies with healthy models and complete expansion elements.
2. CITIC Securities: Computing power drives power restructuring; US self-sufficiency in power generation opens up a trillion-dollar new track.
3. Huatai Securities: Real estate sector valuations have bottomed out, highlighting allocation value.
4. CITIC Securities: The four major North American CSPs have raised their 2026 capital expenditure forecasts, firmly optimistic about the computing power industry chain.
5. CITIC Securities: Leading securities firms further consolidate their advantages; focus on leading and mid-sized securities firms.
6. BOC Securities: Most real estate companies made relatively large impairment provisions in 2025, and the market may bottom out in 2026.
