Internationally
1. JPMorgan: Overseas long-term funds are increasing their allocation to the Chinese market.
2. Nomura: Inflation is rising; the Fed is not expected to cut interest rates in 2026.
3. Morgan Stanley: Sets a baseline target of 4300 points for the TOPIX index.
4. Capital Economics: Easing inflationary pressures in Japan are unlikely to be sustained.
5. Daiwa Securities: Middle East supply shocks will be reflected in Japan's CPI as early as June.
6. AJ Bell: US stocks may give back gains due to rebounding oil prices and US Treasury yields.
7. Bank of America: Foreign capital outflows from Indian stocks may continue until 2027.
Domestically
1. CITIC Securities: Avoid over-betting on assets with loose liquidity.
2. CITIC Securities: Geopolitical factors combined with high demand growth lead to shortages of helium and bromine.
3. CITIC Securities: Solving the complex "three-body" problem of new power systems; green power direct connection from "point-to-point" to "point-to-group". 4. CITIC Securities: Indonesia's coal export control policy has been introduced, causing further disruption to the supply side.
5. Dongwu Securities: We remain optimistic about the new shipbuilding market and the sustainability of growth for leading shipyards.
6. Founder Securities Strategy: The A-share market is expected to enter the second half of a bull market in the second half, a new phase driven by both valuation and performance.
7. CICC: Japan's current "high interest rates" are basically in line with Japan's economic and inflation fundamentals.
8. CICC Wealth Futures: The fact that oil prices have not spiraled out of control has significantly reduced pressure on the gold market.
