Internationally:
1. JPMorgan: The stock market has overestimated the risk of interest rate hikes.
2. HSBC: Developed markets are unlikely to cut interest rates this year.
3. Morgan Stanley: The correlation between stocks and bonds is approaching historical highs.
4. ING: Influenced by bets on Fed rate hikes, the euro's gains may still be limited.
5. Reuters survey: The Nikkei index is rising rapidly and is expected to reach a new high of 69,000 points in 2027.
6. BNY Mellon: The ECB and the Bank of Japan are showing a more hawkish tendency.
7. Capital Economics: The Reserve Bank of New Zealand may raise interest rates earlier than the market expects.
Domestically:
1. CITIC Securities: AI development and rising commodity prices are important themes in market pricing.
2. CITIC Securities: Robots are one of the best physical carriers of AI, and we are optimistic about the sector's performance.
3. CITIC Securities: We maintain our view that US stocks are better than US bonds and that the US dollar index is supported.
4. CITIC Securities: Positive momentum in China's capital market is accumulating.
5. CICC Wealth Futures: Current gold price movements are highly correlated with liquidity pressure levels.
6. Huatai Securities: The securities sector has entered a phase of healthy development, and its performance growth is sustainable.
7. China Merchants Securities: Large A-share IPOs have a short-term suppressive effect on market sentiment.
8. CITIC Futures: Silver prices will remain volatile in the short term, with interest rate expectations continuing to suppress the upward trend.
