International
1. JPMorgan Chase: Expects the S&P 500 to break 9000 points within the next year; the AI supercycle may be even stronger than anticipated.
2. Pepperstone: The US-Iran agreement aims to lower oil prices; cooling inflation expectations may boost risk assets.
3. OCBC Bank: Easing tensions between the US and Iran boost risk assets, but unclear nuclear details may limit further gains in the foreign exchange market.
4. Bank of America's optimistic forecast: AI will drive growth by approximately 1 percentage point annually over the next decade.
Domestic
1. CITIC Futures: Coal mine accidents lead to stricter safety regulations, strengthening the short-term upward trend in coking coal and coke.
2. Huatai Securities: Bullish on the second growth phase of the switching chip market driven by AI, starting in 2026.
3. CITIC Securities: With the opening of the Taiwan Strait approaching, awaiting a demand rebound.
4. CITIC Securities: Chinese can manufacturers are expected to gain more global market expansion opportunities and gradually build a global production capacity layout.
5. CITIC Securities: Downstream demand has bottomed out and is improving; we remain optimistic about the cyclical resonance between beef cattle and raw milk.
6. CITIC Securities: We are poised for a super cycle in MLCCs and are focusing on investment opportunities across the industry chain.
7. CITIC Securities: We are optimistic about the AI industry chain and the construction of computing power networks.
8. GF Securities: The bond market may have entered the tail end of a bull market.
9. Galaxy Securities: The sodium-ion battery industry is expected to usher in an industry inflection point in 2026.
