International
1. EIA lowers its price forecasts for both WTI and Brent crude oil this year.
2. EIA: The Strait of Hormuz is expected to remain closed until the end of May.
3. Morgan Stanley: Early signs of improved earnings in Chinese companies; raises its target for Chinese stock indices.
4. Wall Street strategists: The S&P 500 will rise another 75% by 2030, followed by a potential 20-year bear market.
5. ING: Political tensions and high oil prices push up UK interest rate expectations.
6. Allianz: Soaring UK bond yields question fiscal credibility; warn of a repeat of the "Trash moment".
7. JPMorgan Chase warns of potential reassessment of its London headquarters investment due to UK political turmoil.
Domestic
1. CITIC Securities: Valuations for aluminum, copper, nickel, cobalt, tin, antimony, and gold are relatively low.
2. CITIC Securities: The risk of double-dip inflation in the US is relatively low, but high oil prices will limit the potential for inflation to fall this year. 3. CITIC Securities: Continues to recommend large-scale model companies and core segments of the computing power industry chain.
4. CITIC Securities: The traditional Chinese medicine industry is experiencing both growth and adjustment; pay attention to the bottoming-out and recovery inflection point.
5. Huatai Securities: AI is driving the pro-cyclical prosperity of machine tools, industrial control, and other sectors.
6. Huatai Securities: The A-share profit cycle has entered an upward trend.
