Internationally:
1. Goldman Sachs: The internationalization of the RMB is improving, with ample future growth potential.
2. BlackRock: Under Warsh's leadership, the Fed is expected to cut interest rates.
3. Bank of America: Maintains its 12-month target price of $6,000/oz for gold; short-term pressure exists, but the medium-term bullish logic remains unchanged.
4. Capital Economics: Even if the Middle East conflict ends, most major economies are unlikely to cut interest rates in 2026.
Domestically:
1. CICC: AIDC drives a long-term supply-demand gap in power generation; remains optimistic about the power generation industry chain.
2. CICC: From consumer electronics to optical communications, optical manufacturers are ushering in new opportunities.
3. Wanlian Securities: AI computing power construction and semiconductor self-sufficiency are key areas of focus for fund institutions.
4. CITIC Securities: Beryllium prices are expected to continue to rise.
5. CITIC Securities: China's semiconductor industry is expected to usher in an opportunity for accelerated development.
6. CITIC Securities: The securities industry is expected to usher in an opportunity for investment value reshaping. 7. Huatai Securities: Focus on optical communication and ICT equipment.
8. Huatai Securities: SpaceX's IPO may boost investment sentiment in the commercial space sector.
