Internationally:
1. UBS: A-share Q1 earnings accelerated; bullish on growth stocks.
2. Goldman Sachs: US-China interest rate differential gradually narrowing; foreign capital increasing investment in RMB assets.
3. JPMorgan Chase: Expects average oil prices of $96/barrel in 2026, with Q2, Q3, and Q4 prices at $103, $104, and $98/barrel respectively.
4. HSBC Research: Raises year-end S&P 500 target to 7650 points.
5. Morgan Stanley: Tight aluminum market conditions are mainly reflected in price structure rather than spot prices.
6. Daishin Securities: South Korea's chip exports in May are expected to reach a record high.
Domestically:
1. CICC: Expects PPI and CPI year-on-year growth to continue in the next two months.
2. CITIC Securities: Supply and demand factors resonate; upside potential for lithium prices opens up.
3. CITIC Securities: Full-year copper mine production forecasts have officially entered a decline.
4. CITIC Securities: Bullish on the copper sector's allocation opportunities due to the resonance of profit and valuation elasticity.
5. CITIC Securities: The insurance industry is in a positive long-term cycle, and is currently in the best investment window this year.
6. China Merchants Securities Strategy: Recently, the overseas computing power, domestic computing power, and lithium battery themes have shown high industry prosperity.
7. Guojin Securities: The "mini-boom" in the real estate market is expected to continue, and the stabilization of housing prices is expected to become more solid.
