International
1. Plexis Group: The market still underestimates the potential tightening policy of the Federal Reserve.
2. Castle Securities: Optimistic about a US-Iran agreement and the short-term reopening of the Strait of Hormuz; retail and airline sectors are expected to benefit.
Domestic
1. Galaxy Securities: AI-driven transformation of data centers into token super factories.
2. CITIC Securities: The trend of deposit growth outpacing loan growth is expected to continue.
3. CITIC Securities: "Decrease in volume, increase in price" leads to accelerated profit and revenue growth.
4. CITIC Securities: The low conversion premium strategy for convertible bonds is a relatively good return strategy in the current market environment.
5. CITIC Securities: The core characteristic of this round of consumption recovery is expected to be "supply-side clearing preceding demand-side recovery."
6. CITIC Securities: The current valuation of the insurance sector has a high safety margin.
7. GF Securities: Liquid-cooled switches and liquid-cooled optical modules in the network transmission segment are seeing a large increase in demand.
8. Zhongtai Securities: Losses in the float glass and photovoltaic glass industries are widening; awaiting improvement in the supply-side structure.
9. Zhongtai Securities: In the short term, the cement industry's profitability is currently at its bottom, and the industry has a strong desire to raise prices.
