Internationally
1. Deutsche Bank: The market is extremely sensitive to any negative news related to Iran.
2. Morgan Stanley Funds: Market opportunities are expected to spread from a few core sectors to more technology sectors.
Domestically
1. CICC: The current A-share market is better off being "stable" than "fast-moving".
2. Huatai Securities: Coal-fired power is expected to directly benefit from record-high electricity load.
3. Huatai Securities: AI drives the demand for photosensitive dry film, with broad prospects for domestic substitution.
4. CITIC Securities: AI commercialization is accelerating, and the technology market is experiencing volatility and divergence.
5. CITIC Securities: Pipeline network upgrades are gaining momentum, and the steel pipe sector is poised for a value reassessment.
6. CITIC Securities: The overall supply and demand pattern of the lithium battery industry is expected to see an upward trend in the second half of the year.
7. CITIC Securities: High-frequency and high-speed demand, such as computing power, is growing rapidly, and electronic-grade PTFE is expected to be widely used.
8. Galaxy Securities: Peak season coincides with the World Cup; optimistic about craft beer and regional brand expansion. 9. Huaxi Securities: Focus on the opportunities presented by the localization of electronic copper foil and the price increase cycle of lithium battery copper foil.
